Computer Processing and Data Preparation and Processing 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
Proequities, Inc. 176
UBS Group AG 175
Morgan Stanley 158
Susquehanna International Group, Llp 153
Bank Of America Corp /de/ 153
Citadel Advisors Llc 152
Jpmorgan Chase & Co 147
Millennium Management Llc 144
Goldman Sachs Group Inc 139
Royal Bank Of Canada 139
Jane Street Group, Llc 138
Citigroup Inc 136
Wells Fargo & Company/mn 135
Tower Research Capital LLC (TRC) 133
BlackRock, Inc. 131
Barclays Plc 128
Geode Capital Management, Llc 127
D. E. Shaw & Co., Inc. 126
Deutsche Bank Ag\ 126
Credit Suisse Ag/ 121
State Street Corp 119
Fmr Llc 119
Vanguard Group Inc 116
Renaissance Technologies Llc 113
Invesco Ltd. 112
Bnp Paribas Arbitrage, Sa 112
Virtu Financial LLC 109
Bank of New York Mellon Corp 108
SG Americas Securities, LLC 107
Bank Of Montreal /can/ 105
Wolverine Asset Management Llc 105
Advisor Group Holdings, Inc. 103
Marshall Wace, Llp 103
Hrt Financial Lp 102
Simplex Trading, Llc 102
Group One Trading, L.p. 102
Two Sigma Investments, Lp 102
Ameriprise Financial Inc 101
Walleye Trading LLC 99
Paloma Partners Management Co 97
Northern Trust Corp 97
Prelude Capital Management, Llc 97
Nomura Holdings Inc 95
Verition Fund Management LLC 94
New York State Common Retirement Fund 94
Walleye Capital LLC 94
Boothbay Fund Management, Llc 93
Pnc Financial Services Group, Inc. 93
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 93
Balyasny Asset Management Llc 90
Cubist Systematic Strategies, LLC 89
Parallax Volatility Advisers, L.P. 88
Lazard Asset Management Llc 88
Jefferies Group LLC 87
Rhumbline Advisers 87
Manufacturers Life Insurance Company, The 87
Wellington Management Group Llp 86
Squarepoint Ops LLC 86
Dimensional Fund Advisors Lp 86
Charles Schwab Investment Management Inc 86
Russell Investments Group, Ltd. 85
Two Sigma Securities, Llc 84
Aqr Capital Management Llc 84
Sei Investments Co 84
Nuveen Asset Management, LLC 83
IFP Advisors, Inc 83
Us Bancorp \de\ 83
Gsa Capital Partners Llp 83
Northwestern Mutual Wealth Management Co 83
Cutler Group LP 82
Legal & General Group Plc 82
Allianz Asset Management GmbH 82
Ubs Asset Management Americas Inc 81
Two Sigma Advisers, Lp 81
Alliancebernstein L.p. 81
Wolverine Trading, Llc 81
Man Group plc 81
California Public Employees Retirement System 80
Acadian Asset Management Llc 80
American International Group, Inc. 80
California State Teachers Retirement System 80
Arrowstreet Capital, Limited Partnership 80
Creative Planning 79
Price T Rowe Associates Inc /md/ 79
Schonfeld Strategic Advisors LLC 79
Tudor Investment Corp Et Al 78
Qube Research & Technologies Ltd 78
Hsbc Holdings Plc 78
Trexquant Investment LP 78
XTX Topco Ltd 78
Quantbot Technologies LP 77
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 77
Federated Hermes, Inc. 77
Zurcher Kantonalbank (Zurich Cantonalbank) 76
Engineers Gate Manager LP 75
Parametric Portfolio Associates Llc 75
Polar Asset Management Partners Inc. 75
Voya Investment Management Llc 75
Point72 Asset Management, L.P. 74
Panagora Asset Management Inc 73
LPL Financial LLC 73
LMR Partners LLP 73
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 73
Macquarie Group Ltd 73
Captrust Financial Advisors 73
Envestnet Asset Management Inc 73
Oxford Asset Management Llp 72
Norges Bank 72
Highbridge Capital Management Llc 71
Franklin Resources Inc 71
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 71
Victory Capital Management Inc 71
Signaturefd, Llc 71
American Century Companies Inc 71
Steward Partners Investment Advisory, Llc 71
Federation des caisses Desjardins du Quebec 70
Stifel Financial Corp 69
FNY Investment Advisers, LLC 69
Raymond James & Associates 68
Parallel Advisors, LLC 68
Capstone Investment Advisors, Llc 68
Advisory Services Network, LLC 68
First Trust Advisors Lp 68
Putnam Investments Llc 68
Strs Ohio 68
Lord, Abbett & Co. Llc 68
Swiss National Bank 67
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 67
ExodusPoint Capital Management, LP 67
PDT Partners, LLC 67
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 67
Hbk Investments L P 67
Css Llc/il 67
Cwm, Llc 67
Hudson Bay Capital Management LP 66
Prudential Financial Inc 66
Rockefeller Capital Management L.P. 66
Healthcare Of Ontario Pension Plan Trust Fund 66
Dynamic Technology Lab Private Ltd 66
Toronto Dominion Bank 66
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 66
Ubs Oconnor Llc 65
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 65
Teacher Retirement System Of Texas 65
Principal Financial Group Inc 65
Metropolitan Life Insurance Co/ny 65
Comerica Bank 64
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 64
Centiva Capital, LP 64
Quadrature Capital Ltd 64
Alberta Investment Management Corp 64
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 64
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 64
Marshall Wace North America L.P. 63
Point72 Hong Kong Ltd 63
Bayesian Capital Management, LP 63
State Board Of Administration Of Florida Retirement System 63
Cnh Partners Llc 63
Penserra Capital Management LLC 63
Public Employees Retirement System Of Ohio 62
PEAK6 Investments LLC 62
Advisor Group, Inc. 62
Fifth Third Bancorp 61
A.R.T. Advisors, LLC 61
Ladenburg Thalmann Financial Services Inc 61
Alyeska Investment Group, L.P. 61
State Of Wisconsin Investment Board 61
Nisa Investment Advisors, Llc 60
Jump Financial, LLC 60
Quadrant Capital Group Llc 60
Tiaa Cref Investment Management Llc 60
Gabelli Funds Llc 60
SBI Securities Co., Ltd. 60
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 60
Amalgamated Bank 59
Magnetar Financial LLC 59
Ameritas Investment Partners, Inc. 59
Bessemer Group Inc 59
HAP Trading, LLC 59
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 58
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 58
Mirae Asset Global Investments Co., Ltd. 58
Guggenheim Capital Llc 58
Axa S.a. 58
HighTower Advisors, LLC 57
Alpine Global Management, LLC 57
Huntington National Bank 57
Jacobs Levy Equity Management, Inc 57
Laurion Capital Management LP 57
Schroder Investment Management Group 57
Glenmede Trust Co Na 57
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 57
Connor, Clark & Lunn Investment Management Ltd. 57
Weiss Asset Management LP 57
Blair William & Co/il 56
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 56
Capital Fund Management S.a. 56
Neuberger Berman Group LLC 56
Clear Street Markets Llc 56
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 56
Teachers Advisors, Llc 56
Driehaus Capital Management Llc 55
Nationwide Fund Advisors 55
Raymond James Financial Inc 55
PEAK6 Investments, L.P. 55
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 55
Calamos Advisors LLC 55
ProShare Advisors LLC 55
Janus Henderson Group Plc 55
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 55
O'shaughnessy Asset Management, Llc 55
Allworth Financial LP 55
Algert Global Llc 55
Amundi 54
Voloridge Investment Management, Llc 54
BlueCrest Capital Management Ltd 54
BlackRock Fund Advisors 54
OMERS ADMINISTRATION Corp 54
Los Angeles Capital Management Llc 54
FIL Ltd 54
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 53
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 53
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 53
CIBC Private Wealth Group, LLC 53
Landscape Capital Management, L.l.c. 53
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 53
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 53
Raymond James Financial Services Advisors, Inc. 53
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 53
Mackenzie Financial Corp 53
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 52
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 52
BlackRock Institutional Trust Company, N.A. 52
GWM Advisors LLC 52
Royce & Associates Lp 52
Ergoteles LLC 52
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 52
Canada Pension Plan Investment Board 52
Meeder Asset Management Inc 51
Farther Finance Advisors, LLC 51
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 51
BlackRock Investment Management, LLC 51
Allspring Global Investments Holdings, LLC 51
Commonwealth Equity Services, Llc 51
Y-Intercept (Hong Kong) Ltd 51
Caption Management, LLC 51
First Horizon Advisors, Inc. 51
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 51
MetLife Investment Management, LLC 51
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 51
Kcg Holdings, Inc. 50
Credit Agricole S A 50
EverSource Wealth Advisors, LLC 50
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 50
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 50
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 50
Lindbrook Capital, Llc 50
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 50
Thrivent Financial For Lutherans 50
Mackay Shields Llc 50
Fox Run Management, L.l.c. 50
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 50
Davidson Kempner Capital Management Lp 50
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 49
TCI Wealth Advisors, Inc. 49
Mariner, LLC 49
M&t Bank Corp 49
Truist Financial Corp 49
Global Retirement Partners, LLC 49
Great West Life Assurance Co /can/ 49
Susquehanna Fundamental Investments, Llc 49
BlackRock Advisors LLC 49
Dupont Capital Management Corp 49
J. Goldman & Co LP 49
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 49
Gotham Asset Management, LLC 48
Harbour Investments, Inc. 48
Sterling Capital Management LLC 48
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 48
Weiss Multi-Strategy Advisers LLC 48
Seven Eight Capital, Lp 48
IWV - iSHARES TRUST - iShares Russell 3000 ETF 48
NEXT Financial Group, Inc 48
Ubs Ag 48
Massachusetts Financial Services Co /ma/ 48
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 48
Russell Frank Co/ 48
BNP Paribas Asset Management Holding S.A. 48
Bridgeway Capital Management Inc 48
DekaBank Deutsche Girozentrale 47
Dark Forest Capital Management Lp 47
Skandinaviska Enskilda Banken AB (publ) 47
Janney Montgomery Scott LLC 47
Aperio Group, LLC 47
Maven Securities LTD 47
Td Asset Management Inc 47
Cresset Asset Management, LLC 47
Versant Capital Management, Inc 47
Occudo Quantitative Strategies Lp 47
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 47
Ellington Management Group Llc 47
Natixis 47
KBC Group NV 47
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 47
Handelsbanken Fonder AB 46
Eaton Vance Management 46
Jones Financial Companies Lllp 46
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 46
State of Wyoming 46
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 46
State of New Jersey Common Pension Fund D 46
Covestor Ltd 46
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 46
Winton Capital Group Ltd 46
Moore Capital Management, Lp 46
Picton Mahoney Asset Management 46
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 46
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 46
Thompson Davis & Co., Inc. 46
NumerixS Investment Technologies Inc 45
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 45
National Bank Of Canada /fi/ 45
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 45
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 45
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 45
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 45
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 45
Parkside Financial Bank & Trust 45
BlackRock Group LTD 45
Jennison Associates Llc 45
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 45
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 45
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 45
Ground Swell Capital, LLC 44
Arizona State Retirement System 44
GAM Holding AG 44
D.a. Davidson & Co. 44
Assetmark, Inc 44
MAI Capital Management 44
Ronald Blue Trust, Inc. 44
Spark Investment Management LLC 44
SRS Capital Advisors, Inc. 44
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 44
Geneos Wealth Management Inc. 44
Virginia Retirement Systems Et Al 44
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 43
MUFG Americas Holdings Corp 43
AdvisorNet Financial, Inc 43
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 43
Spire Wealth Management 43
EAM Investors, LLC 43
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 43
Cambridge Investment Research Advisors, Inc. 43
Aigen Investment Management, Lp 43
Vanguard Index Funds 43
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 43
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 43
Sowell Financial Services LLC 43
Loomis Sayles & Co L P 43
Campbell & CO Investment Adviser LLC 43
Asset Management One Co., Ltd. 43
Quarry LP 43
Ionic Capital Management LLC 43
Aviva Plc 43
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 42
Hartland & Co., LLC 42
GAMMA Investing LLC 42
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 42
Woodline Partners LP 42
American Portfolios Advisors 42
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42
Caxton Associates Lp 42
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 42
First Republic Investment Management, Inc. 42
Principal Funds Inc 42
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 42
Nomura Asset Management Co Ltd 42
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 42
Brown Brothers Harriman & Co 42
Sculptor Capital LP 42
Blueshift Asset Management, LLC 42
Caitong International Asset Management Co., Ltd 42
Symmetry Peak Management Llc 42
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 42
Massmutual Trust Co Fsb/adv 42
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 42
GABELLI & Co INVESTMENT ADVISERS, INC. 42
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 41
Glazer Capital, Llc 41
NSIDX - Northern Funds - Northern Small Cap Index Fund 41
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 41
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 41
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 41
Sunbelt Securities, Inc. 41
Aquatic Capital Management LLC 41
K2 Principal Fund, L.p. 41
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 41
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 41
United Services Automobile Association 41
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 41
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 41
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 41
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 41
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 41
Graham Capital Management, L.P. 41
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 41
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 41
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 41
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 41
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 41
IWM - iSHARES TRUST - iShares Russell 2000 ETF 41
Ensign Peak Advisors, Inc 41
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 41
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 41
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 41
Acrospire Investment Management LLC 40
VCSLX - VALIC Co I - Small Cap Index Fund 40
Public Employees Retirement Association Of Colorado 40
Jefferies Financial Group Inc. 40
Exchange Traded Concepts, Llc 40
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 40
SLPIX - Profunds - Small-cap Profund Investor Class 40
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 40
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 40
FORA Capital, LLC 40
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 40
Essex Investment Management Co Llc 40
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 40
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 40
Quantinno Capital Management LP 40
G2 Investment Partners Management LLC 40
Private Advisor Group, LLC 40
Airain ltd 40
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 40
Harel Insurance Investments & Financial Services Ltd. 40
Profunds - Profund Vp Ultrasmall-cap 40
Profunds - Profund Vp Small-cap 40
Public Sector Pension Investment Board 40
National Asset Management, Inc. 40
AMP Capital Investors Ltd 40
Glassman Wealth Services 40
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 40
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 40
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 40
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 40
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 40
Private Trust Co Na 39
Clearbridge Investments, LLC 39
Oppenheimer & Co Inc 39
Stevens Capital Management Lp 39
Quantamental Technologies LLC 39
Migdal Insurance & Financial Holdings Ltd. 39
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 39
Shell Asset Management Co 39
Oppenheimer Asset Management Inc. 39
Lombard Odier Asset Management (USA) Corp 39
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 39
Linden Advisors Lp 39
Suntrust Banks Inc 39
Ellevest, Inc. 39
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 39
Vident Investment Advisory, LLC 39
Hillsdale Investment Management Inc. 38
Gamco Investors, Inc. Et Al 38
BlackRock Japan Co. Ltd 38
Teachers Retirement System Of The State Of Kentucky 38
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 38
Benjamin F. Edwards & Company, Inc. 38
Managed Account Advisors Llc 38
Valeo Financial Advisors, LLC 38
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 38
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 38
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 38
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 38
Advent Capital Management /de/ 38
Pictet Asset Management Ltd 38
Larson Financial Group LLC 38
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 38
Zacks Investment Management 38
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 38
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 38
Bogle Investment Management L P /de/ 38
Vanguard World Fund 38
DRW Securities, LLC 38
Advisors Asset Management, Inc. 38
State of Tennessee, Treasury Department 38
Spot Trading L.L.C 38
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 38
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 38
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 38
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 37
PENN SERIES FUNDS INC - Small Cap Index Fund 37
Daiwa Securities Group Inc. 37
SG3 Management, LLC 37
Cowen And Company, Llc 37
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 37
State Farm Variable Product Trust 37
Keebeck Alpha, LP 37
Martingale Asset Management L P 37
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 37
Catalyst Capital Advisors LLC 37
Holocene Advisors, LP 37
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 37
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 37
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 37
Brown Advisory Inc 37
Bridgefront Capital, LLC 37
Bell Investment Advisors, Inc 37
Palisade Capital Management Llc/nj 37
Nicholas Investment Partners, LP 37
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 37
Cetera Advisor Networks LLC 37
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 37
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 37
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 37
Maverick Capital Ltd 37
Amundi Pioneer Asset Management Inc 37
Atom Investors LP 37
State Farm Mutual Fund Trust 37
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 37
Stratos Wealth Partners, LTD. 36
Mml Investors Services, Llc 36
Assenagon Asset Management S.A. 36
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 36
Police & Firemen's Retirement System of New Jersey 36
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 36
Mercer Global Advisors Inc /adv 36
Menta Capital Llc 36
Mizuho Securities Usa Llc 36
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 36
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 36
Bluefin Capital Management, Llc 36
Diametric Capital, LP 36
Nuveen, LLC 36
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 36
Fuller & Thaler Asset Management, Inc. 36
Edmond De Rothschild Holding S.a. 36
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 36
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 36
CoreCap Advisors, LLC 36
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 36
Etf Managers Group, Llc 36
Globeflex Capital L P 36
Corebridge Financial, Inc. 36
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 36
First Mercantile Trust Co 36
Robeco Institutional Asset Management B.V. 36
Point72 Asia (Singapore) Pte. Ltd. 36
Petrus Trust Company, LTA 36
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 35
Piedmont Investment Advisors Llc 35
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 35
True Wealth Design, LLC 35
RidgeWorth Capital Management LLC 35
Boston Partners 35
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 35
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 35
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 35
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 35
Adage Capital Partners Gp, L.l.c. 35
Quantitative Systematic Strategies LLC 35
Tfs Capital Llc 35
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 35
Smartleaf Asset Management LLC 35
Brevan Howard Capital Management LP 35
International Assets Investment Management, Llc 35
Manchester Capital Management LLC 35
Grantham, Mayo, Van Otterloo & Co. LLC 35
Nordea Investment Management Ab 35
QS Investors, LLC 35
Jupiter Asset Management Ltd 35
Emerald Acquisition Ltd. 35
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 35
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 35
Coldstream Capital Management Inc 35
State of Alaska, Department of Revenue 34
Toroso Investments, LLC 34
Intech Investment Management Llc 34
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 34
SJS Investment Consulting Inc. 34
Water Island Capital Llc 34
Principal Securities, Inc. 34
Bank Of Nova Scotia 34
FNY Managed Accounts LLC 34
Pacer Advisors, Inc. 34
Cibc World Markets Corp 34
TENOR CAPITAL MANAGEMENT Co., L.P. 34
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 34
Natixis Advisors, L.p. 34
Numeric Investors Llc 34
JustInvest LLC 34
Rothschild Investment Llc 34
Oppenheimer Funds Inc 34
Flagship Harbor Advisors, Llc 34
Newbridge Financial Services Group, Inc. 34
Vestcor Inc 34
Pinnacle Wealth Planning Services, Inc. 34
Twinbeech Capital Lp 34
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 34
Capital Advisors, Ltd. LLC 34
Cetera Investment Advisers 34
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 33
Diversified Trust Co 33
Xact Kapitalforvaltning AB 33
Monashee Investment Management LLC 33
Howe & Rusling Inc 33
Assured Investment Management LLC 33
Berman Capital Advisors, LLC 33
Optiver Holding B.V. 33
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 33
Amalgamated Financial Corp. 33
PineBridge Investments, L.P. 33
EntryPoint Capital, LLC 33
Ci Investments Inc. 33
NN Investment Partners Holdings N.V. 33
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 33
Ancora Advisors, LLC 33
Skopos Labs, Inc. 33
Blackstone Group Inc 33
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 33
Eagle Asset Management Inc 33
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 33
Castleark Management Llc 33
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 33
MetLife Securities, Inc 33
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 32
Cipher Capital LP 32
1832 Asset Management L.P. 32
Kestra Advisory Services, LLC 32
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 32
Kornitzer Capital Management Inc /ks 32
First Manhattan Co 32
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 32
TD Waterhouse Canada Inc. 32
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 32
Shaolin Capital Management LLC 32
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 32
Portolan Capital Management, LLC 32
Point72 (DIFC) Ltd 32
Parametrica Management Ltd 32
Pentwater Capital Management LP 32
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 32
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 32
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 32
Weld Capital Management Llc 32
Shay Capital LLC 32
Aster Capital Management (DIFC) Ltd 32
Advent Claymore Convertible Securities & Income Fund 32
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 32
Soros Fund Management Llc 32
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 32
Polar Capital LLP 32
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 32
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 32
Versor Investments LP 32
Orion Portfolio Solutions, LLC 32
Ieq Capital, Llc 32
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 32
CIBC World Markets Inc. 32
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 32
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 32
First Hawaiian Bank 32
Leonteq Securities AG 32
Atria Investments Llc 32
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 32
Pathstone Family Office, Llc 32
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 32
Proficio Capital Partners LLC 32
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 31
Umb Bank N A/mo 31
IWC - iSHARES TRUST - iShares Micro-Cap ETF 31
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 31
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 31
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 31
APG Asset Management N.V. 31
ClariVest Asset Management LLC 31
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 31
Brinker Capital Investments, LLC 31
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 31
Old Mission Capital Llc 31
Alphacrest Capital Management Llc 31
Snowden Capital Advisors LLC 31
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 31
Baird Financial Group, Inc. 31
Vontobel Holding Ltd. 31
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 31
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 31
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 31
Whittier Trust Co 31
Headlands Technologies LLC 31
C M Bidwell & Associates Ltd 31
Wealthspire Advisors, L.P. 31
Bridgewater Associates, LP 30
Ssi Investment Management Llc 30
Periscope Capital Inc. 30
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 30
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 30
Caas Capital Management Lp 30
Kepos Capital LP 30
Cerity Partners LLC 30
Plante Moran Financial Advisors, LLC 30
Quantitative Investment Management, LLC 30
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 30
Fred Alger Management, Llc 30
Capital Performance Advisors Llp 30
Sei Trust Co 30
FDx Advisors, Inc. 30
Sciencast Management LP 30
Private Capital Group, LLC 30
Mutual Of America Capital Management Llc 30
Financial Architects, Inc 30
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 30
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 30
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 30
Pictet Asset Management Holding SA 30
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 30
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 30
Pictet Asset Management Sa 30
Cornerstone Capital Management Holdings Llc. 30
Patriot Financial Group Insurance Agency, LLC 30
Hutchin Hill Capital, LP 30
Nine Chapters Capital Management LLC 30
New York State Teachers Retirement System 30
Oberweis Asset Management Inc/ 30
Wealth Enhancement Advisory Services, Llc 29
Advanced Series Trust - Ast Small-cap Growth Portfolio 29
Twin Tree Management, LP 29
Mirabella Financial Services Llp 29
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 29
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 29
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 29
Stephens Inc /ar/ 29
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 29
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 29
IndexIQ Advisors LLC 29
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 29
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 29
SECOR Capital Advisors, LP 29
Altshuler Shaham Ltd 29
Klp Kapitalforvaltning As 29
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 29
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 29
Alps Advisors Inc 29
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 29
Vident Advisory, LLC 29
Banque Cantonale Vaudoise 29
Princeton Alpha Management LP 29
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 29
Rehmann Capital Advisory Group 29
Element Capital Management Llc 29
Point72 Middle East FZE 29
Harvest Fund Management Co., Ltd 29
Sofos Investments, Inc. 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 29
Levin Capital Strategies, L.p. 29
Employees Retirement System of Texas 29
Capital World Investors 29
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 29
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 29
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 29
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 29
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 29
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 29
North Star Investment Management Corp. 28
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 28
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 28
Gradient Investments LLC 28
Baker Avenue Asset Management, LP 28
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 28
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 28
Universal- Beteiligungs- und Servicegesellschaft mbH 28
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 28
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 28
CIBC Asset Management Inc 28
Gts Securities Llc 28
Bluefin Trading, LLC 28
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 28
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 28
Capital Research Global Investors 28
Wipfli Financial Advisors Llc, 28
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 28
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 28
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 28
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 28
Bamco Inc /ny/ 28
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 28
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 28
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 28
Global X Management CO LLC 28
Gilder Gagnon Howe & Co Llc 28
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 28
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 28
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 28
Utah Retirement Systems 28
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 28
Invictus RG 28
Segall Bryant & Hamill, Llc 28
Winslow, Evans & Crocker, Inc. 28
Counterpoint Mutual Funds LLC 28
MYDA Advisors LLC 28
Candriam Luxembourg S.C.A. 28
AHL Partners LLP 28
Mitsubishi UFJ Trust & Banking Corp 28
Prospera Financial Services Inc 28
Xponance, Inc. 28
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 28
Ameritas Advisory Services, LLC 27
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 27
Lsv Asset Management 27
Pearl River Capital, LLC 27
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 27
Crossmark Global Holdings, Inc. 27
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 27
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 27
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 27
Weiss Strategic Interval Fund 27
Teza Capital Management LLC 27
Bokf, Na 27
Brewin Dolphin Ltd 27
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 27
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 27
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 27
Wealthspire Advisors, LLC 27
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 27
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 27
Sawtooth Solutions, LLC 27
Mint Tower Capital Management B.V. 27
Yorktown Management & Research Co Inc 27
Summit Trail Advisors, Llc 27
Compagnie Lombard Odier SCmA 27
CENTRAL TRUST Co 27
Ing Groep Nv 27
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 27
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 27
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 27
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 27
Jain Global LLC 27
R Squared Ltd 27
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 27
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 27
Caisse De Depot Et Placement Du Quebec 27
Athanor Capital, Lp 27
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 27
Legato Capital Management LLC 27
Sumitomo Mitsui Trust Holdings, Inc. 26
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 26
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 26
Putnam Premier Income Trust 26
Duality Advisers, Lp 26
Catalyst Funds Management Pty Ltd 26
Aristeia Capital Llc 26
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 26
nVerses Capital, LLC 26
Quest Partners LLC 26
CI Private Wealth, LLC 26
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 26
Oaktree Capital Management Lp 26
Wealthcare Advisory Partners LLC 26
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 26
SAC Capital Advisors LP 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 26
Cornercap Investment Counsel Inc 26
Harbor Capital Advisors, Inc. 26
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 26
Stoneridge Investment Partners Llc 26
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 26
Cadence Capital Management Llc 26
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 26
Jfs Wealth Advisors, Llc 26
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 26
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 26
Alpha Paradigm Partners, LLC 26
Brookfield Asset Management Inc. 26
Maryland State Retirement & Pension System 26
Peak6 Llc 26
Reilly Financial Advisors, Llc 26
Farmers & Merchants Investments Inc 26
Convergence Investment Partners, LLC 26
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 26
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 26
Navellier & Associates Inc 26
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 26
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 26
Pine River Capital Management L.P. 26
Meridian Wealth Partners, LLC 26
Arkadios Wealth Advisors 26
Pinz Capital Management, LP 26
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 26
Keybank National Association/oh 26
Mason Street Advisors, Llc 26
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 26
Concord Wealth Partners 25
Asset Dedication, LLC 25
Integral Derivatives, LLC 25
Tocqueville Asset Management L.p. 25
Fiera Capital Corp 25
RBF Capital, LLC 25
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 25
Hantz Financial Services, Inc. 25
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 25
Sanctuary Advisors, LLC 25
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 25
RSSL - Global X Funds - Global X Russell 2000 ETF 25
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 25
Emerald Mutual Fund Advisers Trust 25
Resources Investment Advisors, LLC. 25
Mangrove Partners 25
Citizens Financial Group Inc/ri 25
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 25
Tcw Group Inc 25
Evoke Wealth, Llc 25
Jane Street Holding, LLC 25
Quinn Opportunity Partners LLC 25
Crestline Management, LP 25
Guggenheim Active Allocation Fund 25
First Quadrant L P/ca 25
Lido Advisors, LLC 25
Cullen/frost Bankers, Inc. 25
Sherbrooke Park Advisers Llc 25
Leap Investments Lp 25
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 25
Profund Advisors Llc 25
Next Century Growth Investors Llc 25
AE Wealth Management LLC 25
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 25
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 25
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 25
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 25
Smithfield Trust Co 25
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 25
Ardsley Advisory Partners Lp 25
Td Private Client Wealth Llc 25
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 25
UMA Financial Services, Inc. 25
Belpointe Asset Management LLC 25
Prudential Plc 25
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 25
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 25
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 25
Diker Management Llc 25
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 25
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 25
CWM Advisors, LLC 25
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 25
CenterBook Partners LP 25
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 25
Ajo, Lp 24
Regions Financial Corp 24
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 24
Context Capital Management, LLC 24
Rafferty Asset Management, LLC 24
Bailard, Inc. 24
Advisory Research Inc 24
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 24
Thompson Siegel & Walmsley Llc 24
Putnam Master Intermediate Income Trust 24
Alkeon Capital Management Llc 24
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 24
Piper Sandler & Co. 24
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 24
We Are One Seven, LLC 24
Artisan Partners Limited Partnership 24
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 24
Stone Ridge Asset Management LLC 24
IMC-Chicago, LLC 24
Eqis Capital Management, Inc. 24
Shannon River Fund Management LLC 24
WealthCollab, LLC 24
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 24
Rivernorth Capital Management, Llc 24
Clearline Capital LP 24
Summit Global Investments 24
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 24
Toth Financial Advisory Corp 24
New York Life Investment Management Llc 24
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 24
Salem Investment Counselors Inc 24
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 24
Illinois Municipal Retirement Fund 24
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 24
Private Wealth Management Group, LLC 24
Old Mutual Global Investors (UK) Ltd. 24
Truvestments Capital Llc 24
Thornburg Investment Management Inc 24
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 24
Waddell & Reed Financial Inc 24
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 24
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 24
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 24
Kennedy Capital Management, Inc. 24
Empowered Funds, LLC 24
GIMFX - GMO TRUST - GMO Implementation Fund 24
Fortitude Family Office, LLC 24
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 24
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 24
Danske Bank A/s 24
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 24
Deere & Co 24
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 24
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 24
Mather Group, Llc. 24
Sigma Planning Corp 24
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 24
Erste Asset Management GmbH 24
Westpac Banking Corp 24
Axq Capital, Lp 24
Macroview Investment Management Llc 23
Cowen Group, Inc. 23
Bogart Wealth, LLC 23
Optimum Investment Advisors 23
Equitec Proprietary Markets, Llc 23
Synovus Financial Corp 23
MARSHALL WACE ASIA Ltd 23
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 23
FLDFX - Meeder Funds - BALANCED FUND Retail Class 23
Chicago Equity Partners Llc 23
Nebula Research & Development LLC 23
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 23
TimesSquare Capital Management, LLC 23
Wasatch Advisors Inc 23
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 23
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 23
Emerald Advisers, Llc 23
Dynamic Technology Lab Pte Ltd 23
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 23
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 23
Dunhill Financial, LLC 23
Creative Financial Designs Inc /adv 23
Carroll Financial Associates, Inc. 23
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 23
William Blair Investment Management, Llc 23
RBB FUND, INC. - Adara Smaller Companies Fund 23
Commerce Bank 23
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 23
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 23
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 23
Hamilton Lane Advisors Llc 23
Park West Asset Management LLC 23
Maplelane Capital, Llc 23
Yousif Capital Management, Llc 23
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 23
First Horizon Corp 23
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 23
Oregon Public Employees Retirement Fund 23
Harvest Management Llc 23
Hexagon Capital Partners LLC 23
Columbus Circle Investors 23
Alambic Investment Management, L.P. 23
Fieldpoint Private Securities, LLC 23
Schubert & Co 23
Northern Trust Co Of Connecticut 23
Symphony Asset Management Llc 23
Enterprise Financial Services Corp 23
Calamos Global Dynamic Income Fund 23
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 23
Westchester Capital Management, LLC 23
Baillie Gifford & Co 22
College Retirement Equities Fund 22
IHT Wealth Management, LLC 22
Capula Management Ltd 22
Vanguard Explorer Fund 22
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 22
Whittier Trust Co Of Nevada Inc 22
Tarbox Family Office, Inc. 22
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 22
Venturi Wealth Management, LLC 22
Bb&t Securities, Llc 22
Kistler-Tiffany Companies, LLC 22
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 22
Mount Yale Investment Advisors, LLC 22
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 22
Boston Private Wealth Llc 22
Focused Wealth Management, Inc 22
Marquette Asset Management, LLC 22
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 22
Light Street Capital Management, Llc 22
Invenomic Capital Management LP 22
Cinctive Capital Management LP 22
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 22
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 22
Lombard Odier Asset Management (Europe) Ltd 22
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 22
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 22
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 22
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 22
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 22
Tcwp Llc 22
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 22
Ameritas Investment Corp 22
Tradewinds Capital Management, LLC 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
Disciplined Investments, LLC 22
Wexford Capital Lp 22
DeepCurrents Investment Group LLC 22
Hanseatic Management Services Inc 22
ArrowMark Colorado Holdings LLC 22
Absolute Return Capital, LLC 22
Barings Llc 22
Cornerstone Planning Group LLC 22
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 22
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 22
Money Concepts Capital Corp 22
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 22
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 22
Arrowgrass Capital Partners (us) Lp 22
Susquehanna Portfolio Strategies, LLC 22
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 22
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 22
Commonwealth Bank Of Australia 22
Segantii Capital Management Ltd 22
Taconic Capital Advisors LP 22
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 22
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 22
TIG Advisors, LLC 22
Sutton Wealth Advisors Inc. 22
Van Eck Associates Corp 22
Granite Point Capital Management, L.P. 22
Paradigm Asset Management Co Llc 21
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 21
Edgestream Partners, L.P. 21
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 21
Standard Life Aberdeen plc 21
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 21
Aristides Capital LLC 21
Alpha DNA Investment Management LLC 21
CIBC Bancorp USA Inc. 21
Sanctuary Wealth Advisors, LLC 21
WFG Advisors, LP 21
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 21
Continuum Advisory, LLC 21
Wedbush Securities Inc 21
Penn Capital Management Co Inc 21
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 21
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 21
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 21
EBI - RBB Fund Trust - Longview Advantage ETF 21
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 21
Pathstone Holdings, LLC 21
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 21
Guardian Wealth Advisors, LLC 21
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 21
Sonora Investment Management, LLC 21
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 21
Louisiana State Employees Retirement System 21
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 21
PharVision Advisers, LLC 21
Myriad Asset Management Ltd. 21
CAPROCK Group, Inc. 21
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 21
ETRADE Capital Management LLC 21
Sandy Spring Bank 21
Bancroft Fund Ltd 21
Basso Capital Management, L.p. 21
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 21
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 21
SkyView Investment Advisors, LLC 21
Cornerstone Advisors, Inc. 21
Swiss Life Asset Management Ltd 21
Edge Wealth Management LLC 21
Quent Capital, LLC 21
Itau Unibanco Holding S.A. 21
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 21
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 21
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 21
Corton Capital Inc. 21
Fisher Asset Management, LLC 21
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 21
Sound Income Strategies, LLC 21
Tiaa-cref Funds 21
Golden State Wealth Management, LLC 21
Numerai GP LLC 21
Freestone Capital Holdings, LLC 21
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 21
Beryl Capital Management LLC 21
Agf Investments Inc. 21
FNY Partners Fund LP 21
Treasurer of the State of North Carolina 21
Ellsworth Growth & Income Fund Ltd 21
Inceptionr Llc 21
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 21
Alpine Associates Management Inc. 21
RWC Asset Management LLP 21
Voleon Capital Management Lp 21
Visium Asset Management, LP 21
VDAFX - VALIC Co I - Dynamic Allocation Fund 21
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 20
Elequin Capital Lp 20
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 20
BerganKDV Wealth Management, LLC 20
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 20
MERVX - MERGER FUND VL - The Merger Fund VL 20
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 20
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 20
Clear Street Llc 20
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 20
Great Lakes Advisors, Llc 20
FourThought Financial, LLC 20
Johnson Financial Group, Inc. 20
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 20
Anson Funds Management LP 20
Stephens Consulting, LLC 20
Activest Wealth Management 20
SageView Advisory Group, LLC 20
Westfield Capital Management Co Lp 20
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 20
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 20
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 20
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 20
Nbc Securities, Inc. 20
Vantage Consulting Group Inc 20
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 20
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 20
Rs Investment Management Co Llc 20
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 20
Pitcairn Co 20
NSGRX - Northern Funds - Northern Small Cap Core Fund 20
Bare Financial Services, Inc 20
CenterStar Asset Management, LLC 20
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 20
Meitav Dash Investments Ltd 20
Colony Group, LLC 20
Csenge Advisory Group 20
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 20
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 20
Avion Wealth 20
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 20
Gemmer Asset Management LLC 20
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 20
Yakira Capital Management, Inc. 20
Liberty Mutual Group Asset Management Inc. 20
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 20
Voya Prime Rate Trust 20
Echo Street Capital Management LLC 20
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 20
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 20
Financial Management Professionals, Inc. 20
Belvedere Trading LLC 20
GHP Investment Advisors, Inc. 20
Allianzgi Equity & Convertible Income Fund 20
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 20
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 20
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 20
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 20
Abound Wealth Management 20
Gabelli Convertible & Income Securities Fund Inc 20
Artemis Investment Management LLP 20
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 20
Gyon Technologies Capital Management, LP 20
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 20
Crewe Advisors LLC 20
Sumitomo Mitsui DS Asset Management Company, Ltd 20
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 20
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 20
Centaurus Financial, Inc. 20
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 20
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 20
Baystate Wealth Management LLC 20
Harbor Investment Advisory, Llc 20
NOSGX - Northern Funds - Northern Small Cap Value Fund 20
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 20
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 20
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 20
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 20
Cantor Fitzgerald, L. P. 20
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 20
Savant Capital, LLC 19
World Asset Management Inc 19
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 19
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 19
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 19
MCF Advisors LLC 19
Lisanti Capital Growth, LLC 19
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 19
Tiger Global Management Llc 19
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 19
Ethic Inc. 19
PenderFund Capital Management Ltd. 19
Hemington Wealth Management 19
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 19
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 19
Granite Investment Partners, LLC 19
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 19
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 19
Cooper Creek Partners Management Llc 19
Rivernorth Opportunities Fund, Inc. 19
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 19
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 19
IWB - iSHARES TRUST - iShares Russell 1000 ETF 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
United Capital Financial Advisers, Llc 19
Prescott Group Capital Management, L.l.c. 19
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 19
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 19
BRYN MAWR TRUST Co 19
CVA Family Office, LLC 19
Integrated Quantitative Investments LLC 19
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 19
Allianzgi Diversified Income & Convertible Fund 19
Janus Capital Management Llc 19
Ibex Investors LLC 19
Procyon Private Wealth Partners, LLC 19
Tradition Wealth Management, LLC 19
Empire Capital Management, L.L.C. 19
Stanley-Laman Group, Ltd. 19
Passport Capital, LLC 19
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 19
Tcs Capital Management Llc 19
Marex Group plc 19
Castleview Partners, Llc 19
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 19
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 19
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 19
Entropy Technologies, LP 19
Shenkman Capital Management Inc 19
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 19
Profunds - Profund Vp Oil & Gas 19
FinTrust Capital Advisors, LLC 19
Root Financial Partners, LLC 19
Kemnay Advisory Services Inc. 19
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 19
Ontario Teachers Pension Plan Board 19
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 19
Jacobi Capital Management LLC 19
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 19
FineMark National Bank & Trust 19
Clinton Group Inc 19
PENN SERIES FUNDS INC - International Equity Fund 19
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 19
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 19
Northwest & Ethical Investments L.P. 19
Hm Payson & Co 19
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 19
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 19
Texas Permanent School Fund 19
Point72 Europe (London) LLP 19
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 19
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 19
Cetera Advisors LLC 19
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 19
MUFG Securities EMEA plc 19
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 19
Neo Ivy Capital Management 19
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 19
IBM Retirement Fund 19
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 19
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 19
Scotia Capital Inc. 19
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 19
Liontrust Investment Partners LLP 19
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 19
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 19
Swedbank AB 19
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 19
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 19
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 19
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 19
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 19
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 19
Zions Bancorporation, N.A. 18
Capital Analysts, Inc. 18
Korea Investment CORP 18
Granahan Investment Management Inc/ma 18
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 18
Avantax Advisory Services, Inc. 18
Islet Management, LP 18
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 18
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 18
Bedel Financial Consulting, Inc. 18
III Capital Management 18
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 18
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 18
Jericho Capital Asset Management L.P. 18
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 18
Brighton Jones Llc 18
Koch Industries Inc 18
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 18
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 18
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 18
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 18
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 18
Fort Baker Capital Management LP 18
Rice Hall James & Associates, Llc 18
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 18
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 18
HighVista Strategies LLC 18
Advanced Series Trust - Ast Small-cap Value Portfolio 18
Carlson Capital L P 18
Earnest Partners Llc 18
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 18
RMB Capital Management, LLC 18
Luxor Capital Group, LP 18
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 18
Kore Private Wealth LLC 18
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 18
York Capital Management Global Advisors, LLC 18
Vanguard Horizon Funds 18
GPS Wealth Strategies Group, LLC 18
Gardner Lewis Asset Management L P 18
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 18
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 18
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 18
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 18
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 18
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 18
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 18
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 18
Hudock, Inc. 18
Banque Pictet & Cie Sa 18
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 18
E. Ohman J:or Asset Management AB 18
Pier Capital, LLC 18
NewSquare Capital LLC 18
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 18
Institutional & Family Asset Management, Llc 18
DiNuzzo Private Wealth, Inc. 18
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 18
Seacrest Wealth Management, Llc 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 18
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 18
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 18
Intrinsic Edge Capital Management LLC 18
Summit Partners Public Asset Management, Llc 18
JNBA Financial Advisors 18
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 18
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 18
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 18
EverPoint Asset Management, LLC 18
Kohlberg Kravis Roberts & Co. L.P. 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 18
Steward Financial Group LLC 18
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 18
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 18
USA Financial Portformulas Corp 18
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 18
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 18
Gladius Capital Management LP 18
Mckinley Capital Management Llc /delaware 18
BNP Paribas Investment Partners S.A. 18
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 18
Independent Advisor Alliance 18
Regent Peak Wealth Advisors LLC 18
Valley National Advisers Inc 18
Caxton Associates Llp 18
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 18
Kestra Private Wealth Services, Llc 18
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 18
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 18
M&g Investment Management Ltd 18
LS Investment Advisors, LLC 18
Transamerica Financial Advisors, Inc. 18
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 18
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 18
Calamos Wealth Management LLC 18
Hennion & Walsh Asset Management, Inc. 18
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 18
Axiom International Investors Llc /de 18
Harbour Capital Advisors, LLC 18
Tfs Capital Investment Trust 18
Smith Asset Management Group Lp 18
Hussman Strategic Advisors, Inc. 18
Veriti Management LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 18
Folger Hill Asset Management LP 18
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 18
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 17
Financial Gravity Companies, Inc. 17
Dana Investment Advisors, Inc. 17
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 17
Vivaldi Asset Management, LLC 17
Delpha Capital Management, Llc 17
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 17
Exane Derivatives 17
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 17
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 17
Samlyn Capital, Llc 17
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 17
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 17
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 17
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 17
BDO Wealth Advisors, LLC 17
Coatue Management Llc 17
Phoenix Holdings Ltd. 17
Pendal Group Ltd 17
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 17
Kayne Anderson Rudnick Investment Management Llc 17
Camden Asset Management L P /ca 17
Flow Traders U.s. Llc 17
Discovery Capital Management, Llc / Ct 17
Invictus RG Pte. Ltd. 17
Sargent Bickham Lagudis LLC 17
Vantagepoint Funds 17
Equitec Specialists, Llc 17
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 17
Coastal Investment Advisors, Inc. 17
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 17
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 17
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 17
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 17
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 17
VCAAX - VALIC Co I - Asset Allocation Fund 17
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 17
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 17
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 17
Cortina Asset Management, LLC 17
Berkley W R Corp 17
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 17
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 17
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 17
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 17
AlphaOne Investment Services, LLC 17
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 17
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 17
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 17
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 17
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 17
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 17
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 17
Frontier Capital Management Co Llc 17
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 17
Apollon Wealth Management, LLC 17
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 17
Rydex Etf Trust 17
Riverview Trust Co 17
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 17
Cary Street Partner Investment Advisory Llc 17
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 17
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 17
Beacon Pointe Advisors, LLC 17
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 17
Independent Portfolio Consultants, Inc. 17
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 17
SOUTH STATE Corp 17
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 17
Advantage Advisers Xanthus Fund, L.l.c. 17
DGS Capital Management, LLC 17
First Eagle Investment Management, LLC 17
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 17
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 17
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 17
Mazama Capital Management Inc 17
Keating Financial Advisory Services, Inc. 17
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 17
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 17
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 17
Venture Visionary Partners LLC 17
Wall Street Associates 17
EP Wealth Advisors, Inc. 17
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 17
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 17
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 17
Relative Value Fund 17
CenterStar Fund, LLC 17
Krilogy Financial LLC 17
Veritable, L.P. 17
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 17
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 17
Rise Advisors, LLC 17
Gdl Fund 17
WPG Advisers, LLC 17
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 17
Harvest Group Wealth Management, Llc 17
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 17
S Squared Technology, LLC 17
McIlrath & Eck, LLC 17
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 17
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 17
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 17
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 17
Longfellow Investment Management Co Llc 17
Cqs (us), Llc 17
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 17
Acap Strategic Fund 17
People's United Financial, Inc. 17
Index Management Solutions, LLC 17
DAVENPORT & Co LLC 17
DnB Asset Management AS 17
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 17
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 17
OP Asset Management Ltd 17
Banco Santander, S.A. 17
Turner Investments, L.p. 17
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 17
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 17
Lee Financial Co 17
Insight Capital Research & Management Inc 17
Ghisallo Capital Management LLC 17
Meadow Creek Investment Management LLC 17
Polar Capital Holdings Plc 17
Spring Creek Capital Llc 17
Westwood Holdings Group Inc 17
Saba Capital Management, L.P. 17
Clough Capital Partners L P 17
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 16
Scientech Research LLC 16
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 16
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 16
Raymond James Trust N.a. 16
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 16
Harvest Capital Strategies LLC 16
Carolinas Wealth Consulting Llc 16
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 16
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 16
Gulf International Bank (UK) Ltd 16
Governors Lane LP 16
Cvi Holdings, Llc 16
Whetstone Capital Advisors, LLC 16
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 16
Crosslink Capital Inc 16
Radcliffe Capital Management, L.P. 16
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 16
Bruce G. Allen Investments, LLC 16
Trustcore Financial Services, Llc 16
683 Capital Management, LLC 16
Calamos Dynamic Convertible & Income Fund 16
Calamos Convertible & High Income Fund 16
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16
Moody National Bank Trust Division 16
King Luther Capital Management Corp 16
CX Institutional 16
Commerzbank Aktiengesellschaft /fi 16
Silvercrest Asset Management Group Llc 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 16
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 16
Cable Hill Partners, LLC 16
Pier 88 Investment Partners Llc 16
Whale Rock Capital Management LLC 16
Calamos Convertible Opportunities & Income Fund 16
Retirement Systems of Alabama 16
Lyon Street Capital, LLC 16
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 16
Ritholtz Wealth Management 16
Covington Capital Management 16
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 16
Torren Management, LLC 16
Moors & Cabot, Inc. 16
ORG Partners LLC 16
Boussard & Gavaudan Investment Management LLP 16
Avantax Planning Partners, Inc. 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 16
Athos Capital Ltd 16
Mycio Wealth Partners, Llc 16
VCGAX - VALIC Co I - Growth & Income Fund 16
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 16
DC Investments Management, LLC 16
Banco Bilbao Vizcaya Argentaria, S.a. 16
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 16
Hancock Whitney Corp 16
Andra AP-fonden 16
Formula Growth Ltd 16
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 16
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 16
Polymer Capital Management (US) LLC 16
Cornerstone Investment Partners, LLC 16
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 16
Chicago Partners Investment Group LLC 16
Fosun International Ltd 16
State Of Michigan Retirement System 16
Contravisory Investment Management, Inc. 16
Chartwell Investment Partners, Llc 16
DLD Asset Management, LP 16
361 Capital Llc 16
Alera Investment Advisors, LLC 16
Stonebridge Capital Advisors LLC 16
StoneX Group Inc. 16
Wedge Capital Management L L P/nc 16
Glg Llc 16
Miracle Mile Advisors, LLC 16
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 16
Bardin Hill Management Partners Lp 16
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 16
Lombard Odier Asset Management (Switzerland) SA 16
Karp Capital Management Corp 16
Empyrean Capital Partners, LP 16
Gerber Kawasaki Wealth & Investment Management 16
Virtus Investment Advisers, Inc. 16
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 16
Warberg Asset Management LLC 16
MML Series Investment Fund II - MML Equity Rotation Fund Class II 16
Hartford Mutual Funds Inc/ct 16
BTG Pactual Global Asset Management Ltd 16
AlphaMark Advisors, LLC 16
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 16
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 16
Lenox Wealth Advisors, LLC 16
HighPoint Advisor Group LLC 16
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 16
Hawk Ridge Capital Management Lp 16
CSat Investment Advisory, L.P. 16
Innealta Capital, Llc 16
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 16
Delaware Management Holdings, Inc. 16
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 16
Atlas Capital Advisors Llc 16
Northwestern Mutual Investment Management Company, Llc 16
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 16
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 16
1492 Capital Management LLC 16
Trust Co Of Vermont 16
TFC Financial Management 16
Ropes Wealth Advisors Llc 16
Friess Associates Llc 16
Fort Washington Investment Advisors Inc /oh/ 16
Humankind Benefit Corp - Humankind US Stock ETF 16
Tibra Equities Europe Ltd 16
Twin Peaks Wealth Advisors, LLC 15
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 15
Raleigh Capital Management Inc. 15
tru Independence LLC 15
Elkfork Partners LLC 15
NorthCoast Asset Management LLC 15
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 15
Financial Advocates Investment Management 15
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 15
JJJ Advisors Inc. 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
Perpetual Ltd 15
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 15
Icon Wealth Partners, LLC 15
WASHINGTON TRUST Co 15
Farallon Capital Management Llc 15
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 15
First Personal Financial Services 15
Commonwealth Equity Services, Inc 15
BI Asset Management Fondsmaeglerselskab A/S 15
Burney Co/ 15
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 15
Total Clarity Wealth Management, Inc. 15
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 15
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 15
Tucker Asset Management Llc 15
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 15
Oak Thistle LLC 15
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 15
Omni Partners Llp 15
Riverhead Capital Management Llc 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 15
Jaffetilchin Investment Partners, LLC 15
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 15
HGC Investment Management Inc. 15
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 15
AXA Investment Managers S.A. 15
Municipal Employees' Retirement System of Michigan 15
Freestone Grove Partners LP 15
NINE MASTS CAPITAL Ltd 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 15
Cordant, Inc. 15
IMA Wealth, Inc. 15
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 15
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 15
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 15
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 15
Highland Capital Management Fund Advisors, L.p. 15
NinePointTwo Capital 15
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 15
Dorsey Wright & Associates 15
GV Financial Advisors 15
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 15
Spot Trading L.l.c. 15
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 15
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 15
BBT Capital Management, LLC 15
Regal Investment Advisors LLC 15
AllianzGI Artificial Intelligence & Technology Opportunities Fund 15
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 15
Tortoise Investment Management, LLC 15
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 15
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 15
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 15
T. Rowe Price Investment Management, Inc. 15
Vista Equity Partners Management, Llc 15
Contour Asset Management LLC 15
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 15
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 15
Capital Asset Advisory Services LLC 15
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15
Advantage Investment Management, Llc 15
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 15
Cigna Investments Inc /new 15
Cadian Capital Management, Lp 15
Atlantic Trust, LLC 15
Eaton Vance Ltd Duration Income Fund 15
Atlantic Union Bankshares Corp 15
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 15
Checchi Capital Advisers, LLC 15
Stephens Investment Management Group LLC 15
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 15
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 15
Advisors Preferred, LLC 15
Carmignac Gestion 15
Whitebox Advisors Llc 15
River & Mercantile Asset Management Llp 15
Wunderlich Securities, Inc. 15
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 15
Childress Capital Advisors, Llc 15
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 15
B. Riley Financial, Inc. 15
Westside Investment Management, Inc. 15
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 15
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 15
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 15
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 15
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 15
Vise Technologies, Inc. 15
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 15
Capital Impact Advisors, LLC 15
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 15
Moody Aldrich Partners Llc 15
Steelhead Partners Llc 15
Jump Trading, LLC 15
Wealthfront Inc 15
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 15
Baader Bank INC 15
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 15
Associated Banc-corp 15
Coppell Advisory Solutions LLC 15
Highland Capital Management Lp 15
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 15
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 15
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 15
K.J. Harrison & Partners Inc 15
Carillon Tower Advisers, Inc. 15
S. Muoio & Co. Llc 15
Global Financial Private Client, LLC 15
Parisi Gray Wealth Management 15
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 15
Rational Advisors Llc 15
Wcm Investment Management, Llc 15
Falcon Point Capital, Llc 15
Timber Hill LLC 15
Kb Financial Partners, Llc 15
Teton Advisors, Inc. 15
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 15
VTL Associates, LLC 15
J.w. Cole Advisors, Inc. 15
Kovack Advisors, Inc. 15
First New York Securities Llc /ny 15
Capital Guardian Trust Co 15
Glen Eagle Advisors, LLC 15
James Investment Research Inc 15
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 15
Azzad Asset Management Inc /adv 15
Herald Investment Management Ltd 14
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 14
TRFM - ETF Series Solutions - AAM Transformers ETF 14
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 14
Central Asset Investments & Management Holdings (HK) Ltd 14
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 14
BFOR - ALPS ETF Trust - Barron's 400 ETF 14
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 14
Brinker Capital Inc 14
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 14
potrero capital research llc 14
Brandywine Global Investment Management, LLC 14
Cowen Prime Services LLC 14
Glen Harbor Capital Management LLC 14
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 14
NewEdge Wealth, LLC 14
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 14
Quest Capital Management Inc /adv 14
Kerrisdale Advisers, LLC 14
Jump Trading, Llc 14
Analytic Investors, LLC 14
Qtron Investments LLC 14
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 14
Grandeur Peak Global Advisors, LLC 14
Marathon Trading Investment Management LLC 14
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 14
Redwood Investments, LLC 14
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 14
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 14
WealthTrust-Arizona, LLC 14
IYW - iSHARES TRUST - iShares U.S. Technology ETF 14
Sequoia Financial Advisors, LLC 14
Everence Capital Management Inc 14
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 14
Neuburgh Advisers LLC 14
Graticule Asia Macro Advisors LLC 14
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 14
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 14
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 14
111 Capital 14
Salomon & Ludwin, LLC 14
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 14
Armistice Capital, Llc 14
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 14
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 14
Baldwin Brothers Inc/ma 14
AGF Investments LLC 14
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 14
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 14
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 14
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 14
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 14
Hatteras Funds, LLC 14
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 14
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 14
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 14
QCM Cayman, Ltd. 14
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 14
CastleKnight Management LP 14
Capstone Asset Management Co 14
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 14
Capital International Investors 14
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 14
STXK - EA Series Trust - Strive Small-Cap ETF 14
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 14
Eagle Bay Advisors LLC 14
Atria Wealth Solutions, Inc. 14
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 14
Fortaleza Asset Management Inc/ 14
Royal London Asset Management Ltd 14
Tiger Management L.l.c. 14
Bbva Usa 14
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 14
Cramer Rosenthal Mcglynn Llc 14
P Schoenfeld Asset Management Lp 14
Townsquare Capital Llc 14
VCSTX - VALIC Co I - Science & Technology Fund 14
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 14
Wealthfront Advisers Llc 14
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 14
Alta Park Capital, LP 14
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 14
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 14
Triumph Capital Management 14
Antara Capital LP 14
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 14
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 14
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 14
Honeycomb Asset Management LP 14
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 14
MASTER BOND LLC - Master Total Return Portfolio 14
Perigon Wealth Management, LLC 14
LRI Investments, LLC 14
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 14
Hood River Capital Management LLC 14
Seizert Capital Partners, Llc 14
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 14
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 14
Balentine LLC 14
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 14
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 14
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 14
Paces Ferry Wealth Advisors, Llc 14
First Allied Advisory Services, Inc. 14
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 14
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 14
Royce Value Trust Inc 14
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 14
Systematic Financial Management Lp 14
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 14
Ashton Thomas Private Wealth, LLC 14
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 14
Glenmede Investment Management, LP 14
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 14
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 14
Old National Bancorp /in/ 14
Horizon Investments, LLC 14
Lighthouse Investment Partners, LLC 14
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 14
Change Path, LLC 14
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 14
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 14
Center for Financial Planning, Inc. 14
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 14
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 14
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 14
Elo Mutual Pension Insurance Co 14
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 14
Bayforest Capital Ltd 14
Dai-Ichi Life Insurance Company, Ltd 14
Prestige Wealth Management Group LLC 14
Cookson Peirce & Co Inc 14
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 14
Dorsal Capital Management, LLC 14
Claris Advisors, Llc / Mo / 14
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 14
Montag A & Associates Inc 14
Highland Capital Management, Llc 14
Capital Investment Advisory Services, LLC 14
Irish Life Investment Managers Ltd. 14
HFM Investment Advisors, LLC 14
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 14
Advisor Resource Council 14
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 14
Wetherby Asset Management Inc 14
Allstate Corp 14
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 14
Hollencrest Capital Management 14
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 14
Tokio Marine Asset Management Co Ltd 14
Strategic Wealth Partners, Ltd. 14
Jackson Creek Investment Advisors LLC 14
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 14
Legacy Financial Advisors, Inc. 13
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 13
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 13
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 13
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 13
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 13
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 13
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 13
Hound Partners, LLC 13
Frazier Financial Advisors, LLC 13
Angelo Gordon & Co., L.p. 13
Sachetta, LLC 13
Anchor Investment Management, LLC 13
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 13
Colony Group Llc 13
Janney Capital Management LLC 13
Wilbanks Smith & Thomas Asset Management Llc 13
CQS Cayman LP 13
MQS Management LLC 13
Park Avenue Securities Llc 13
Timpani Capital Management LLC 13
Parkwood LLC 13
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 13
EMC Capital Management 13
Bulldog Investors, LLP 13
Moneta Group Investment Advisors Llc 13
Silverback Asset Management Llc 13
Brant Point Investment Management Llc 13
Greenleaf Trust 13
Wolff Wiese Magana Llc 13
Murchinson Ltd. 13
272 Capital LP 13
Havens Advisors Llc 13
San Francisco Sentry Investment Group (ca) 13
Wesbanco Bank Inc 13
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 13
Deltec Asset Management Llc 13
Bank Julius Baer & Co. Ltd, Zurich 13
Eudaimonia Partners, LLC 13
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 13
Shine Investment Advisory Services Inc 13
Column Capital Advisors, LLC 13
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 13
Hilltop Holdings Inc. 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
John Hancock Funds II - Science & Technology Fund Class NAV 13
VCSMX - VALIC Co I - Small Cap Fund 13
Denver Investment Advisors Llc 13
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 13
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 13
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 13
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 13
Dynamic Advisor Solutions LLC 13
Delta Asset Management Llc/tn 13
Alpha Windward Llc 13
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 13
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 13
Kilter Group LLC 13
Zweig-DiMenna Associates LLC 13
Motley Fool Asset Management LLC 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 13
Groupe la Francaise 13
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 13
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 13
Koshinski Asset Management, Inc. 13
Livforsakringsbolaget Skandia, Omsesidigt 13
Rotella Capital Management, Inc. 13
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 13
Kiwi Wealth Investments Limited Partnership 13
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 13
Zebra Capital Management LLC 13
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 13
Mv Capital Management, Inc. 13
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 13
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 13
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 13
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 13
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 13
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 13
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 13
Matarin Capital Management, LLC 13
National Planning Corp 13
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 13
Rothschild Asset Management Inc 13
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 13
BIT Capital GmbH 13
Cornerstone Wealth Management, LLC 13
Espalier Global Management LLC 13
Nokota Management, LP 13
Zazove Associates Llc 13
Interval Partners, LP 13
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 13
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 13
Virtus ETF Advisers LLC 13
Signet Financial Management, Llc 13
Atika Capital Management LLC 13
Strategic Investment Management, Llc 13
Parkworth Wealth Management, Inc. 13
Thrax Management, LLC 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 13
Tairen Capital Ltd 13
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 13
Rialto Wealth Management, LLC 13
Tiverton Asset Management Llc 13
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 13
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 13
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 13
BlueCrest Capital Management LLP 13
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 13
Qs Batterymarch Financial Management, Inc 13
Silphium Asset Management Ltd 13
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 13
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 13
First Capital Advisors Group, LLC. 13
Flinton Capital Management LLC 13
Precept Management LLC 13
Tyers Asset Management LLC 13
Pinnacle Bancorp, Inc. 13
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 13
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 13
Bb&t Investment Services, Inc. 13
Ramius Advisors Llc 13
Benjamin Edwards Inc 13
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 13
Claymore Exchange-traded Fund Trust 13
Machina Capital S.a.s. 13
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 13
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 13
Tuscan Ridge Asset Management Llc 13
Opti Capital Management, Lp 13
Ossiam 13
Bay Harbor Wealth Management, LLC 13
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 13
One68 Global Capital, LLC 13
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 13
AIA Group Ltd 13
EAM Global Investors LLC 13
Krane Funds Advisors LLC 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
Alphasimplex Group, Llc 13
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 13
Eaton Vance Floating-rate Income Trust 12
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 12
Fjarde Ap-fonden /fourth Swedish National Pension Fund 12
Sandler Capital Management 12
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 12
Plato Investment Management Ltd 12
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 12
PointState Capital LP 12
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 12
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 12
Congress Asset Management Co /ma 12
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 12
Pin Oak Investment Advisors Inc 12
GLG Partners LP 12
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 12
Societe Generale 12
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 12
Magee Thomson Investment Partners Llc 12
Kula Investments, LLC 12
BBVA USA Bancshares, Inc. 12
Avestar Capital, LLC 12
Coronation Fund Managers Ltd. 12
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 12
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 12
One Wealth Advisors, LLC 12
Eaton Vance Senior Floating Rate Trust 12
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 12
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 12
Junto Capital Management LP 12
Credential Qtrade Securities Inc. 12
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 12
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 12
Beacon Capital Management, LLC 12
Sheets Smith Wealth Management 12
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 12
Exos Asset Management LLC 12
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 12
Mirador Capital Partners LP 12
Boardman Bay Capital Management Llc 12
Hunt Lane Capital LP 12
B. Metzler seel. Sohn & Co. AG 12
Vermillion Wealth Management, Inc. 12
Front Row Advisors LLC 12
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 12
New York Life Investments Alternatives 12
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 12
Beck Bode, LLC 12
U.S. Capital Wealth Advisors, LLC 12
Wealthcare Capital Management Llc 12
QCVAX - Clearwater Investment Trust - Clearwater International Fund 12
Millrace Asset Group, Inc. 12
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 12
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 12
Regentatlantic Capital Llc 12
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 12
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF 12
Interchange Capital Partners, LLC 12
Evolution Wealth Advisors, LLC 12
Meritage Portfolio Management 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 12
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 12
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 12
Cavalier Investments, LLC 12
Kcl Capital, L.p. 12
Arete Wealth Advisors, LLC 12
Alight Capital Management LP 12
Clark Capital Management Group, Inc. 12
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 12
EHLS - Tidal Trust II - Even Herd Long Short ETF 12
Banco BTG Pactual S.A. 12
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 12
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 12
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 12
Allred Capital Management, LLC 12
Eaton Vance Senior Income Trust 12
Intellectus Partners, LLC 12
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 12
Zrc Wealth Management, Llc 12
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 12
Tlp Group Llc 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
Private Advisors, LLC 12
Kestra Investment Management, LLC 12
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 12
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 12
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 12
Integre Asset Management, LLC 12
First Midwest Bank Trust Division 12
National Pension Service 12
Wiley Bros.-aintree Capital, Llc 12
Engle Capital Management, L.P. 12
Riggs Asset Managment Co. Inc. 12
Truewealth Llc 12
First Foundation Advisors 12
Mach-1 Financial Group, Inc. 12
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 12
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 12
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 12
Claro Advisors LLC 12
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 12
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 12
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 12
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 12
Delos Wealth Advisors, LLC 12
Telemetry Investments, L.L.C. 12
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 12
Osterweis Capital Management Inc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 12
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 12
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio 12
Enlightenment Research, LLC 12
Tfo-tdc, Llc 12
Shepherd Kaplan Krochuk, Llc 12
VVSCX - VALIC Co I - Small Cap Value Fund 12
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 12
EJF Capital LLC 12
Integrated Wealth Concepts LLC 12
Marcum Wealth, LLC 12
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 12
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 12
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 12
Tsfg, Llc 12
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 12
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 12
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 12
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 12
Gagnon Securities Llc 12
Hartford Series Fund Inc 12
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 12
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 12
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 12
Old Mutual Customised Solutions (proprietary) Ltd 12
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 12
Balter Liquid Alternatives, LLC 12
Harbourvest Partners Llc 12
Mendota Financial Group, LLC 12
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 12
Oakbrook Investments Llc 12
Melqart Asset Management (uk) Ltd 12
Trellus Management Company, LLC 12
Winton Diversified Opportunities Fund 12
Owl Creek Asset Management, L.P. 12
Verus Capital Partners, Llc 12
Optima Capital Llc 12
Bleakley Financial Group, LLC 12
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 12
Columbia Wanger Asset Management Llc 12
Qsemble Capital Management, LP 12
Placemark Investments, Inc. 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 12
Financial Perspectives, Inc 12
JS Capital Management LLC 12
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 12
Allianzgi Convertible & Income Fund 12
Bloom Tree Partners, Llc 12
Foundry Partners, LLC 12
BlueMar Capital Management, LLC 12
Global Wealth Management Investment Advisory, Inc. 12
Cheyne Capital Management (UK) LLP 12
Grove Bank & Trust 12
O'Shares Investment Advisers, LLC 12
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 12
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 12
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 12
Cerebellum GP, LLC 12
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 12
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 12
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 12
WealthPLAN Partners, LLC 12
Paradigm Capital Management Inc/ny 12
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 12
SummitTX Capital, L.P. 12
Nvwm, Llc 12
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 12
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 12
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 12
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 12
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 12
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 12
Pallas Capital Advisors LLC 12
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 12
Eaton Vance Short Duration Diversified Income Fund 12
Zeke Capital Advisors, Llc 12
Oversea-Chinese Banking CORP Ltd 12
Spearhead Capital Advisors, Llc 12
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 12
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 12
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 12
Nishkama Capital, LLC 12
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 12
Integrated Investment Consultants, LLC 12
Bp Plc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
Liberty Wealth Management Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 12
Founders Financial Alliance, LLC 12
Agf Management Ltd 12
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 12
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 12
Bartlett & Co. Wealth Management Llc 12
Allianzgi Convertible & Income Fund Ii 12
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 12
Evercore Wealth Management, LLC 12
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 12
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 12
AO Asset Management, LLC 12
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
Eaton Vance Floating-rate 2022 Target Term Trust 11
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 11
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 11
Foundations Investment Advisors, LLC 11
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 11
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 11
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 11
HighMark Wealth Management LLC 11
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 11
Shelton Capital Management 11
Delphia (USA) Inc. 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
Eastern Bank 11
Banque Transatlantique SA 11
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 11
Cloud Capital Management, LLC 11
West Oak Capital, LLC 11
L & S Advisors Inc 11
BlackRock Science & Technology Trust II 11
TRUE Private Wealth Advisors 11
BlackRock ETF Trust - BlackRock Future Tech ETF 11
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 11
Twin Capital Management Inc 11
Connor Clark & Lunn Investment Management Ltd 11
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 11
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 11
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 11
Selective Wealth Management, Inc. 11
SQN Investors LP 11
Ostrum Asset Management 11
Blackrock Debt Strategies Fund, Inc. 11
Ten Capital Wealth Advisors, LLC 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 11
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 11
Van Hulzen Asset Management, LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 11
Rsm Us Wealth Management Llc 11
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 11
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 11
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 11
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 11
Private Wealth Asset Management, LLC 11
Vanguard Whitehall Funds 11
Waratah Capital Advisors Ltd. 11
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 11
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 11
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 11
HHM Wealth Advisors, LLC 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 11
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11
AIEQ - ETF Managers Trust - AI Powered Equity ETF 11
Webster Bank, N. A. 11
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 11
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 11
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 11
Jacob Asset Management Of New York Llc 11
AMCPX - AMCAP FUND - AMCAP FUND Class A 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
Lake Street Advisors Group, Llc 11
Usca Ria Llc 11
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 11
Capital International Inc /ca/ 11
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 11
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 11
Atlas Private Wealth Advisors 11
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 11
Householder Group Estate & Retirement Specialist, LLC 11
BW Gestao de Investimentos Ltda. 11
Scout Investments, Inc. 11
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 11
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 11
Washington Capital Management Inc 11
Kellner Capital, LLC 11
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 11
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 11
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 11
Maytus Capital Management, LLC 11
Syquant Capital Sas 11
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 11
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 11
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 11
Perkins Capital Management Inc 11
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 11
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 11
NorthCrest Asset Manangement, LLC 11
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 11
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 11
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 11
Campbell Multi-strategy Trust 11
GW&K Investment Management, LLC 11
Argent Capital Management Llc 11
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 11
Key FInancial Inc 11
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 11
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 11
Cantab Capital Partners LLP 11
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 11
Logan Capital Management Inc 11
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 11
SpiderRock Advisors, LLC 11
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 11
EVNT - AltShares Trust - AltShares Event-Driven ETF 11
Richardson Financial Services Inc. 11
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 11
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 11
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 11
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 11
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 11
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 11
Smith Group Asset Management, LLC 11
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 11
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 11
DV Trading LLC 11
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 11
Endurance Wealth Management, Inc. 11
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 11
Fir Tree Capital Management Lp 11
Inscription Capital, LLC 11
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 11
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 11
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 11
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 11
Securian Asset Management, Inc 11
Accurate Wealth Management, LLC 11
Geneva Advisors, LLC 11
Vestmark Advisory Solutions, Inc. 11
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 11
American Capital Advisory, LLC 11
Fortress Investment Group LLC 11
Boston Advisors Llc 11
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 11
Manatuck Hill Partners, LLC 11
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 11
Bartlett & Co. LLC 11
Zions Bancorporation 11
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 11
Heritage Wealth Management, Llc 11
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 11
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 11
Corient Capital Partners, LLC 11
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 11
Redwood Wealth Management Group, LLC 11
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 11
Cupps Capital Management, LLC 11
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 11
SG Capital Management LLC 11
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 11
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 11
Ayrton Capital LLC 11
Simon Quick Advisors, Llc 11
Bourgeon Capital Management Llc 11
Tygh Capital Management, Inc. 11
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 11
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 11
Wealth Alliance 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
P.a.w. Capital Corp 11
Fortis Advisors, LLC 11
Verdence Capital Advisors LLC 11
Godfrey Financial Associates, Inc. 11
Annis Gardner Whiting Capital Advisors, LLC 11
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 11
SOA Wealth Advisors, LLC. 11
Encompass Wealth Advisors, Llc 11
B. Metzler seel. Sohn & Co. Holding AG 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 11
Stone House Investment Management, LLC 11
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 11
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 11
Tobam 11
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 11
Standard Family Office LLC 11
Financial Consulate, Inc 11
Hanson & Doremus Investment Management 11
Calamos Strategic Total Return Fund 11
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 11
Altfest L J & Co Inc 11
VCBCX - VALIC Co I - Blue Chip Growth Fund 11
Sageworth Trust Co 11
Financial Counselors Inc 11
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 11
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 11
Berylson Capital Partners, Llc 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 11
Gupta Wealth Management LLC 11
Redwood Investment Management, Llc 11
Meru Capital Group, LP 11
Cape Investment Advisory, Inc. 11
Forward Management, LLC 11
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 11
Capital Bank & Trust Co 11
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 11
CWA Asset Management Group, LLC 11
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 11
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 11
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 11
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 11
ARK Investment Management LLC 11
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 11
Gilpin Wealth Management, Llc 11
Eventide Asset Management, Llc 11
Crow Point Partners, LLC 11
Beaird Harris Wealth Management, LLC 11
Garelick Capital Partners, LP 11
CLARET ASSET MANAGEMENT Corp 11
Oribel Capital Management, LP 11
Wealthbridge Capital Management, Llc 11
Berry Street Capital Management LLP 11
Donoghue Forlines LLC 11
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 11
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 11
Sylebra Capital Ltd 11
Archford Capital Strategies, LLC 11
Avalon Advisors, Llc 11
Gideon Capital Advisors, Inc. 11
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
HB Wealth Management, LLC 11
Privium Fund Management (UK) Ltd 11
Merit Financial Group, LLC 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
Steadfast Capital Management Lp 11
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 11
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 11
Divisadero Street Capital Management, LP 11
Epoch Investment Partners, Inc. 11
Baird Robert W & Co Inc /wi/ 11
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 11
Castle Creek Arbitrage, LLC 11
Ankerstar Wealth, LLC 11
Renaissance Group Llc 11
Cherry Tree Wealth Management, LLC 11
Copper Rock Capital Partners, LLC 11
Harvest Investment Services, LLC 11
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 11
Advanced Series Trust - Ast Mid-cap Growth Portfolio 11
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 11
UniSuper Management Pty Ltd 11
Level Four Advisory Services, Llc 11
Reynolds Capital Management Llc 11
BlackRock Credit Strategies Fund 11
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 11
Prosperity Wealth Management, Inc. 10
SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares 10
Hurley Capital, LLC 10
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 10
New Age Alpha Advisors, LLC 10
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 10
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 10
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 10
JPL Wealth Management, LLC 10
Fortitude Advisory Group L.L.C. 10
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 10
Special Opportunities Fund, Inc. 10
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 10
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 10
Rakuten Securities, Inc. 10
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 10
Vivaldi Capital Management, LLC 10
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 10
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 10
Knights of Columbus Asset Advisors LLC 10
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 10
Jag Capital Management, Llc 10
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 10
Icon Advisers Inc/co 10
YorkBridge Wealth Partners, LLC 10
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 10
Nikko Asset Management Americas, Inc. 10
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 10
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 10
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 10
Eurizon Capital SGR S.p.A. 10
Nuveen Core Equity Alpha Fund 10
Armstrong Advisory Group, Inc 10
N.E.W. Advisory Services LLC 10
Peregrine Capital Management Llc 10
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 10
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 10
Karpus Management, Inc. 10
SYSTM Wealth Solutions LLC 10
West Paces Advisors Inc. 10
Platinum Investment Management Ltd 10
Qrg Capital Management, Inc. 10
IFM Investors Pty Ltd 10
Worth Venture Partners, LLC 10
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 10
West Tower Group, LLC 10
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 10
Crawford Lake Capital Management, LLC 10
Arlington Trust Co LLC 10
Advanced Series Trust - Ast Advanced Strategies Portfolio 10
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 10
Albion Financial Group /ut 10
Franklin Street Advisors Inc /nc 10
Royce Micro-cap Trust, Inc /md/ 10
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 10
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 10
Signature Equity Partners, LLC 10
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 10
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 10
Vinva Investment Management Ltd 10
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 10
Champlain Investment Partners, LLC 10
Abacus Wealth Partners, LLC 10
Nicholas Company, Inc. 10
Virtus Alternative Investment Advisers, Inc. 10
Investors Research Corp 10
Pinnacle Associates Ltd 10
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 10
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 10
Maso Capital Partners Ltd 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 10
Worldquant Millennium Advisors Llc 10
Ballentine Partners, LLC 10
Ninety One UK Ltd 10
Evergreen Capital Management Llc 10
Sit Investment Associates Inc 10
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio 10
Ziegler Capital Management, LLC 10
Lucus Advisors Llc 10
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 10
AdvisorShares Investments LLC 10
Highline Wealth Partners Llc 10
Oppenheimer Etf Trust 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
Needham Investment Management Llc 10
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 10
Integrated Wealth Management 10
Natixis Investment Managers International 10
ROM - PROSHARES TRUST - ProShares Ultra Technology 10
Oasis Management Co Ltd. 10
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 10
Telemus Capital, Llc 10
Nachman Norwood & Parrott, Inc 10
I.g. Investment Management, Ltd. 10
Raging Capital Management, LLC 10
Monarch Partners Asset Management LLC 10
Temasek Holdings (Private) Ltd 10
General Motors Investment Management Corp 10
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 10
Lakewood Capital Management, Lp 10
Jeneq Management, LP 10
Kingsview Wealth Management, LLC 10
Elyxium Wealth, LLC 10
Fulcrum Asset Management LLP 10
Pnc Funds 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 10
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 10
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 10
USS Investment Management Ltd 10
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 10
NJ State Employees Deferred Compensation Plan 10
Kings Point Capital Management 10
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 10
Forum Funds 10
RiverPark Advisors, LLC 10
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 10
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 10
Sanders Morris Harris Llc 10
Blackrock Ltd Duration Income Trust 10
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 10
SHP Wealth Management 10
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 10
Clean Yield Group 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
Horrell Capital Management, Inc. 10
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 10
V Wealth Advisors LLC 10
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 10
Profunds - Profund Vp Technology 10
Ausdal Financial Partners, Inc. 10
Verde Servicos Internacionais S.A. 10
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 10
Woodmont Investment Counsel Llc 10
Transce3nd, LLC 10
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 10
Aaron Wealth Advisors LLC 10
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 10
Delta Lloyd Nv 10
Santa Fe Partners LLC 10
Strategic Blueprint, LLC 10
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 10
Knightsbridge Asset Management, Llc 10
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 10
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF 10
Voya Senior Income Fund 10
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 10
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 10
Opal Wealth Advisors, LLC 10
Bck Capital Management Lp 10
Tradeworx Inc. 10
New England Securities Corp /MA/ 10
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 10
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 10
EULAV Asset Management 10
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 10
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 10
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 10
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 10
TrimTabs Asset Management, LLC 10
Manchester Financial Inc 10
Financial Enhancement Group LLC 10
Psagot Investment House Ltd. 10
U S Global Investors Inc 10
Southpoint Capital Advisors LP 10
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 10
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 10
Executive Wealth Management, LLC 10
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 10
Manning & Napier Advisors Llc 10
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 10
Barometer Capital Management Inc. 10
Retirement Group, LLC 10
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 10
First Interstate Bank 10
Tru Independence Asset Management 2, Llc 10
Scoggin Management Lp 10
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 10
Capitolis Advisors LLC 10
Flossbach Von Storch Ag 10
First Citizens Bank & Trust Co 10
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 10
Hitchwood Capital Management LP 10
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 10
QVT Financial LP 10
Fort, L.p. 10
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 10
Rainier Investment Management Llc 10
Sierra Capital LLC 10
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 10
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 10
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 10
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 10
Advisory Alpha, LLC 10
Bollard Group LLC 10
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 10
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 10
Lmcg Investments, Llc 10
Jackson Square Partners, LLC 10
Next Financial Holdings 10
Motco 10
TCTC Holdings, LLC 10
Park Square Financial Group, LLC 10
WealthStone, Inc. 10
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 10
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 10
Bradley Foster & Sargent Inc/ct 10
Dragoneer Investment Group, LLC 10
Hughes Financial Services, LLC 10
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 10
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 10
GeoWealth Management, LLC 10
Brown Advisory Securities, LLC 10
Prime Capital Investment Advisors, LLC 10
Kovitz Investment Group Partners, LLC 10
Stonehage Fleming Financial Services Holdings Ltd 10
Chimera Capital Management LLC 10
Desjardins Global Asset Management Inc. 10
Zimmer Partners, LP 10
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 10
Buckingham Strategic Partners 10
Wagner Wealth Management, Llc 10
Corsair Capital Management, L.p. 10
Washington Trust Advisors, Inc. 10
Archon Capital Management LLC 10
Sona Asset Management (us) Llc 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
Ingalls & Snyder Llc 10
Cornerstone Financial Management LLC 10
Skaana Management L.P. 10
New Mexico Educational Retirement Board 10
Legacy Advisors, LLC 10
Partners Group Holding AG 10
Blue Rock Advisors, LLC 10
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 10
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 10
Kingdon Capital Management, L.l.c. 10
Schonfeld Group Holdings LLC 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 10
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 10
ACG Wealth 10
CTC Alternative Strategies, Ltd. 10
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 10
Chesapeake Asset Management Llc 10
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 10
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 10
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
PRW Wealth Management LLC 9
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 9
Columbia Seligman Premium Technology Growth Fund, Inc. 9
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 9
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 9
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 9
Dorsey & Whitney Trust CO LLC 9
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 9
D'Orazio & Associates, Inc. 9
Resolute Advisors LLC 9
Meridian Wealth Management, LLC 9
Transcend Wealth Collective, Llc 9
CenturyLink Investment Management Co 9
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 9
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 9
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 9
Freshford Capital Management, LLC 9
STXG - EA Series Trust - Strive 1000 Growth ETF 9
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 9
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 9
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 9
Cribstone Capital Management, LLC 9
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 9
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 9
Eisler Capital (UK) Ltd. 9
Patten Group, Inc. 9
Keel Point, LLC 9
Comerica Securities,inc. 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
Carmichael Hill & Associates, Inc. 9
Haafor (Singapore) Pte. Ltd. 9
Rock Creek Group, LP 9
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 9
Ursa Fund Management, LLC 9
Groupama Asset Managment 9
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 9
Bfsg, Llc 9
Requisite Capital Management, LLC 9
Sugarloaf Wealth Management, LLC 9
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 9
Nemes Rush Group LLC 9
Clear Street Group Inc. 9
Philadelphia Financial Management of San Francisco, LLC 9
Polianta Ltd 9
Carolina Wealth Advisors, LLC 9
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 9
Aurora Investment Counsel 9
Leuthold Group, Llc 9
Bienville Capital Management, LLC 9
E Fund Management (Hong Kong) Co., Ltd. 9
Stonebridge Financial Group, LLC 9
PLAT - WisdomTree Trust - WisdomTree Modern Tech Platforms Fund N/A 9
Hatteras Alternative Mutual Funds, LLC 9
Aequim Alternative Investments LP 9
EVR Research LP 9
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF 9
Gluskin Sheff & Assoc Inc 9
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 9
St Germain D J Co Inc 9
Dai-ichi Life Holdings, Inc. 9
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 9
Farringdon Capital, Ltd. 9
AWM Investment Company, Inc. 9
Cornerstone Advisory, LLC 9
Avidian Wealth Solutions, LLC 9
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 9
Cannell Capital Llc 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
Caldwell Trust Co 9
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 9
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 9
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 9
Caitlin John, LLC 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 9
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 9
Bryce Point Capital, LLC 9
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 9
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 9
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 9
Perella Weinberg Partners Capital Management LP 9
Kapitalo Investimentos Ltda 9
Weaver Consulting Group 9
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 9
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 9
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 9
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 9
Arlington Partners LLC 9
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 9
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 9
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 9
Harwood Advisory Group, LLC 9
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 9
Criterion Capital Management Llc 9
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 9
Anchor Capital Advisors Llc 9
R&F Capital Advisors LP 9
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 9
Capital Advisory Group Advisory Services, LLC 9
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 9
Matthews International Capital Management Llc 9
Malaga Cove Capital, LLC 9
Aberdeen Asset Management Plc/uk 9
Mosaic Family Wealth, LLC 9
Tremblant Capital Group 9
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 9
Americana Partners, LLC 9
Amerivest Investment Management LLC 9
Amplius Wealth Advisors, LLC 9
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Forum Financial Management, LP 9
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 9
Sage Rock Capital Management LP 9
Polaris Wealth Advisory Group, LLC 9
SpiderRock Trading LLC 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
SevenBridge Financial Group, LLC 9
Harber Asset Management Llc 9
Engrave Wealth Partners LLC 9
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 9
Sunriver Management LLC 9
Shellback Capital, LP 9
Nissay Asset Management Corp /japan/ /adv 9
Shapiro Robert N 9
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A 9
Sagefield Capital LP 9
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 9
Cohen Capital Management, Inc. 9
Jet Capital Investors L P 9
Ashton Thomas Securities, Llc 9
Cassady Schiller Wealth Management, LLC 9
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 9
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 9
Calton & Associates, Inc. 9
Hodges Capital Management Inc. 9
Cowen Investment Management LLC 9
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 9
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 9
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 9
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 9
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 9
Annapolis Financial Services, LLC 9
Columbia Partners L L C Investment Management 9
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 9
Crestwood Capital Management, L.P. 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
Capital One, National Association 9
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 9
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 9
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 9
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 9
Dsm Capital Partners Llc 9
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 9
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 9
Squar Milner Financial Services Llc 9
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 9
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 9
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 9
Jackson Square Capital, Llc 9
Lecap Asset Management Ltd 9
Trust Department Mb Financial Bank N A 9
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
Blackrock Floating Rate Income Strategies Fund, Inc. 9
Legacy Wealth Managment, LLC/ID 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 9
Hennessy Advisors Inc 9
Elk Creek Partners, LLC 9
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 9
Washington Trust Bank 9
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 9
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 9
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 9
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 9
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 9
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 9
Country Trust Bank 9
Eminence Capital, Lp 9
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 9
Calvert Investment Management, Inc. 9
Eaton Vance Floating-rate Income Plus Fund 9
Df Dent & Co Inc 9
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 9
Park Place Capital Corp 9
Thomas White International Ltd 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 9
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 9
Personal Capital Advisors Corp 9
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 9
Abel Hall, LLC 9
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 9
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 9
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 9
Measured Wealth Private Client Group, LLC 9
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 9
Piermont Capital Management LLC 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
TD Capital Management LLC 9
Davy Global Fund Management Ltd 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 9
Chicago Capital Management, LLC 9
Better Money Decisions, LLC 9
Metis Global Partners, LLC 9
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 9
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 9
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 9
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 9
Perkins Coie Trust Co 9
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 9
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 9
Tyler-Stone Wealth Management 9
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 9
Denali Advisors Llc 9
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 9
Bellwether Advisors, LLC 9
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 9
Claraphi Advisory Network, LLC 9
Roubaix Capital, LLC 9
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 9
Atwood & Palmer Inc 9
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 9
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 9
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 9
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 9
Wealthsource Partners, Llc 9
Adviser Investments LLC 9
Kessler Investment Group, LLC 9
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 9
Rockbridge Investment Management, LCC 9
First Bank & Trust 9
Jat Capital Management, L.p. 9
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 9
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 9
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 9
Resona Asset Management Co.,Ltd. 9
Chiron Capital Management, Llc 9
Barrow Hanley Mewhinney & Strauss Llc 9
Tuttle Tactical Management LLC 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 9
Rathbone Brothers plc 9
Westerly Capital Management, Llc 9
Blackrock Floating Rate Income Trust 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
Dakota Wealth Management 9
Pembroke Management, LTD 9
First Pacific Advisors, LP 9
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 9
Whipplewood Advisors, LLC 9
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 9
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 9
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 9
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 9
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 9
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 9
Fernwood Investment Management, LLC 9
Connective Capital Management, LLC 9
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 9
Jabre Capital Partners S.A. 9
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 9
Barrett Asset Management, LLC 9
IWFH - iSHARES TRUST - iShares Virtual Work and Life Multisector ETF 9
CHURCHILL MANAGEMENT Corp 9
Pittenger & Anderson Inc 9
Lapides Asset Management, LLC 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 9
Savior LLC 9
Dialectic Capital Management, Lp 9
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 9
PACIFIC SELECT FUND - Technology Portfolio Class I 9
Century Capital Management, LLC 9
Vigilant Capital Management, LLC 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 9
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 9
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 9
Cambria Investment Management, L.P. 9
Conning Inc. 9
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 9
MPS Loria Financial Planners, LLC 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 9
Boston Private Bank & Trust Co 9
Impax Asset Management Group plc 9
New Jersey Better Educational Savings Trust 9
Clear Harbor Asset Management, LLC 9
Abich Financial Wealth Management LLC 9
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 9
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 9
Nelson Capital Management, LLC 9
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 9
Prana Capital Management, LP 9
Y.D. More Investments Ltd 9
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 9
E Fund Management Co., Ltd. 9
Wedmont Private Capital 8
River Road Asset Management, LLC 8
Morse Asset Management, Inc 8
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 8
Wayfinding Financial, LLC 8
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 8
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 8
Morgan Creek Global Equity Long/short Institutional Fund 8
M&r Capital Management Inc 8
Telluride Asset Management LLC 8
Carmel Capital Partners, LLC 8
Dodge & Cox 8
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 8
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 8
Yarbrough Capital, LLC 8
Alexandria Capital, LLC 8
Primecap Management Co/ca/ 8
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 8
Union Square Park Capital Management, LLC 8
PFM Health Sciences, LP 8
Lenox Wealth Management, Inc. 8
Axxcess Wealth Management, Llc 8
Foxhaven Asset Management, LP 8
XR Securities LLC 8
Kavi Asset Management, LP 8
Difesa Capital Management, Lp 8
Confluence Wealth Services, Inc. 8
Legg Mason Investment Counsel, LLC 8
Leonard Green & Partners, L.P. 8
Wade G W & Inc 8
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 8
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 8
Garde Capital, Inc. 8
CR Intrinsic Investors, LLC 8
Jpmorgan Trust Iii 8
URTH - iShares, Inc. - iShares MSCI World ETF 8
Ferox Capital Management LP 8
Laurel Wealth Advisors LLC 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 8
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 8
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 8
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 8
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 8
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 8
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 8
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 8
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 8
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 8
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 8
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 8
Sterling Investment Advisors, Ltd. 8
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 8
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 8
Bellecapital International Ltd. 8
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 8
Kwmg, Llc 8
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 8
Vantage Investment Advisors, LLC 8
RBB FUND, INC. - Aquarius International Fund 8
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 8
MRGR - PROSHARES TRUST - ProShares Merger ETF 8
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Kepos Capital LP 8
Arabesque Asset Management Ltd 8
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 8
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 8
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 8
Oakworth Capital, Inc. 8
Robertson Stephens Wealth Management, LLC 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
Oak Associates Ltd /oh/ 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 8
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 8
Raiffeisen Bank International AG 8
Kamunting Street Capital Management, L.P. 8
Central Bank & Trust Co 8
Warren Averett Asset Management, LLC 8
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 8
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 8
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 8
Blume Capital Management, Inc. 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
Heritage Wealth Advisors 8
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 8
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 8
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 8
Knight Capital Group, Inc. 8
Global X Funds 8
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 8
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 8
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 8
Fieldview Capital Management, LLC 8
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 8
Guerra Advisors Inc 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
Clough Global Equity Fund 8
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 8
Sphera Funds Management Ltd. 8
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 8
Pfs Investments Inc. 8
Trust Co 8
Binnacle Investments Inc 8
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 8
Riverbridge Partners Llc 8
Twin Securities, Inc. 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 8
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 8
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
Clough Global Opportunities Fund 8
Elite Wealth Management, Inc. 8
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 8
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 8
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 8
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 8
Axiom Investment Management LLC 8
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 8
Cna Financial Corp 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 8
Kavar Capital Partners, LLC 8
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 8
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 8
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 8
Spouting Rock Asset Management, LLC 8
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 8
Bnc Wealth Management, Llc 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
Bank Of Hawaii 8
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 8
Quaker Wealth Management, LLC 8
Indaba Capital Management, L.P. 8
Stifel Nicolaus & Co Inc \mo\ 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 8
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 8
Fifth Lane Capital, Lp 8
Brookstone Capital Management 8
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 8
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 8
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 8
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 8
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 8
Hallmark Capital Management Inc 8
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 8
Hillhouse Capital Management, Ltd. 8
SVPIX - Profunds - Small-cap Value Profund Investor Class 8
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
Cambridge Trust Co 8
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 8
Royal Fund Management, LLC 8
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 8
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 8
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 8
Bbr Partners, Llc 8
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 8
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 8
Engine Capital Management, LP 8
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 8
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 8
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 8
State of New Jersey Common Pension Fund A 8
Clearview Wealth Advisors LLC 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 8
Arcadia Investment Management Corp/mi 8
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 8
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 8
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 8
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 8
Curian Capital Llc 8
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 8
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 8
JBF Capital, Inc. 8
Destination Wealth Management 8
Profunds - Profund Vp Small-cap Value 8
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 8
Rossby Financial, LCC 8
AllSquare Wealth Management LLC 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 8
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 8
Parian Global Management LP 8
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 8
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 8
Private Ocean, LLC 8
Redpoint Investment Management Pty Ltd 8
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 8
Castle Wealth Management Llc 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 8
High Note Wealth, LLC 8
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 8
Your Advocates Ltd., LLP 8
Vertex One Asset Management Inc. 8
Mohican Financial Management, LLC 8
Baker Tilly Financial, Llc 8
EFG International AG 8
Samson Rock Capital LLP 8
Moloney Securities Asset Management, LLC 8
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 8
Mn Services Vermogensbeheer B.V. 8
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 8
Horan Securities, Inc. 8
HBK Sorce Advisory LLC 8
Golden State Equity Partners 8
Nano Cap New Millennium Growth Fund L P 8
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 8
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 8
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 8
Tompkins Financial Corp 8
Alta Wealth Advisors LLC 8
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 8
Achmea Investment Management B.V. 8
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 8
Sierra Ocean, Llc 8
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 8
CBOE Vest Financial, LLC 8
Impact Partnership Wealth, LLC 8
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 8
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 8
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8
Cannon Global Investment Management, LLC 8
Suffolk Capital Management Llc 8
Overland Advisors, LLC 8
Gruber & Mcbaine Capital Management Llc 8
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 8
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 8
Aspect Partners, LLC 8
Cahill Financial Advisors Inc 8
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 8
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 8
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 8
Ascend Capital, Llc 8
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 8
J.Safra Asset Management Corp 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 8
Fulton Bank, N.a. 8
Castle Hook Partners LP 8
Vaughan Nelson Investment Management, L.p. 8
Highlander Capital Management, LLC 8
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 8
Total Investment Management Inc 8
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 8
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 8
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 8
Greenwoods Asset Management Ltd 8
Northern Right Capital Management, L.P. 8
North Run Capital, Lp 8
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 8
Aspire Private Capital, LLC 8
H2o Am Llp 8
Global Endowment Management, LP 8
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 8
Omni Event Management Ltd 8
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 8
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 8
Skye Global Management LP 8
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 8
Miura Global Management, LLC 8
Symmetry Partners, LLC 8
Woodward Diversified Capital, Llc 8
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 8
Savvy Advisors, Inc. 8
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 8
Traynor Capital Management, Inc. 8
Mason Street Advisors, Llc 8
Hartford Investment Management Co 8
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 8
Apollo Management Holdings, L.P. 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 8
Mesirow Financial Investment Management, Inc. 8
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 8
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 8
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 8
Kettle Hill Capital Management, Llc 8
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 8
Lake Point Wealth Management 8
Altimeter Capital Management, LP 8
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 8
Pinnacle Financial Partners Inc 8
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 8
North Fourth Asset Management, LP 8
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 8
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 8
Minichmacgregor Wealth Management, Llc 8
Johnson Investment Counsel Inc 8
AlpInvest Partners B.V. 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 8
Cypress Capital Management LLC (WY) 8
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 8
Syon Capital Llc 8
Invesco Senior Income Trust 8
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 8
Cannell Peter B & Co Inc 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
VCULX - VALIC Co I - Growth Fund 8
Thurston, Springer, Miller, Herd & Titak, Inc. 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 8
Voya Financial Advisors, Inc. 8
Evolve Private Wealth, Llc 8
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 8
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 8
Signition Lp 8
Coe Capital Management, LLC 8
Provenire Capital, LLC 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 8
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 8
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 8
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 8
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 8
Central Pacific Bank - Trust Division 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 8
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 8
Deerfield Management Company, L.p. (series C) 8
Premier Fund Managers Ltd 8
WealthTrak Capital Management LLC 8
Envestnet Portfolio Solutions, Inc. 8
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 8
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 8
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 8
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
Girard Partners Ltd. 8
Strategic Advocates LLC 8
Teton Westwood Funds 8
Sawgrass Asset Management Llc 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 8
Elliott Management Corporation 8
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 8
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 8
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 8
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 8
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 8
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 8
Byrne Asset Management LLC 8
Par Capital Management Inc 8
HERO - Global X Funds - Global X Video Games & Esports ETF 8
Roble, Belko & Company, Inc 8
Railway Pension Investments Ltd 8
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 8
Blue Arrow Capital Management Llc 8
Easterly Investment Partners Llc 8
Ares Financial Consulting, LLC 8
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 8
Maple Securities Usa Inc 8
Icon Wealth Advisors, LLC 8
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 8
Fidelis Capital Partners, LLC 8
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 8
Orbis Allan Gray Ltd 8
Stanford Investment Group, Inc. 8
Concentric Capital Strategies, LP 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 8
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 8
Alpine Woods Capital Investors, Llc 8
Nwam Llc 8
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 8
Great Valley Advisor Group, Inc. 8
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 8
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 8
Dogwood Wealth Management LLC 8
Opera Trading Capital 8
Main Management ETF Advisors, LLC 8
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 8
Prospect Capital Advisors, LLC 8
Omni Partners US LLC 8
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 8
Marsico Capital Management Llc 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
Thames Capital Management Llc 8
Silvant Capital Management LLC 8
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 8
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 8
Perritt Capital Management Inc 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 8
Tredje AP-fonden 8
Strengthening Families & Communities, LLC 8
Redmond Asset Management, LLC 8
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 8
Banbury Partners Llc 8
Horizon Kinetics Asset Management Llc 8
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 8
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 8
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity 8
Smallcap World Fund Inc 8
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
Coastal Bridge Advisors, LLC 8
Senvest Management, LLC 8
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 8
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 8
Aperture Investors, LLC 8
Colonial Trust Co / SC 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
Arden Trust Co 8
My Personal CFO, LLC 8
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 8
Financial Network Wealth Advisors LLC 8
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class 8
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 8
Untitled Investments Lp 7
Allen Investment Management LLC 7
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 7
American National Bank 7
Blue Bell Private Wealth Management, Llc 7
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 7
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 7
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 7
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 7
AlphaCore Capital LLC 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
AIQ - Global X Funds - Global X Future Analytics Tech ETF 7
Chevy Chase Trust Holdings, Inc. 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 7
First Financial Corp /in/ 7
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 7
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 7
Zurich Insurance Group Ltd/FI 7
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 7
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 7
Thb Asset Management 7
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 7
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 7
Duncker Streett & Co Inc 7
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 7
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 7
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 7
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 7
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 7
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 7
SGPIX - Profunds - Small-cap Growth Profund Investor Class 7
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 7
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 7
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 7
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 7
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 7
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares 7
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 7
Wellington Shields Capital Management, LLC 7
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 7
Bruderman Asset Management, LLC 7
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 7
Wall Street Access Asset Management, LLC 7
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 7
Atticus Wealth Management, Llc 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
Gill Capital Partners, Llc 7
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 7
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 7
CBIZ Investment Advisory Services, LLC 7
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 7
Madison Asset Management, LLC 7
RFG Advisory, LLC 7
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 7
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 7
NWK Group, Inc. 7
Fortis Capital Management LLC 7
Bowling Portfolio Management LLC 7
Bellevue Asset Management, Llc 7
Xtx Markets Llc 7
Winfield Associates, Inc. 7
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 7
Hidden Lake Asset Management LP 7
Argent Trust Co 7
Pacific Capital Wealth Advisors, Inc 7
Alta Advisers Ltd 7
Tiedemann Advisors, Llc 7
Greenwich Wealth Management LLC 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 7
Archer Investment Corp 7
Northeast Financial Consultants Inc 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 7
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
Select Equity Group, L.P. 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
Strive Financial Group ,LLC 7
Pinnacle Summer Investments, Inc. 7
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 7
Guinness Atkinson Asset Management Inc 7
Symphony Financial, Ltd. Co. 7
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 7
Rosenberg Matthew Hamilton 7
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 7
TB Alternative Assets Ltd. 7
Clarkston Capital Partners, LLC 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 7
Skylands Capital, LLC 7
Heritage Investors Management Corp 7
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 7
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 7
Weaver C. Barksdale & Associates, Inc. 7
Beaumont Financial Partners, LLC 7
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 7
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 7
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 7
Northpointe Capital Llc 7
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 7
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 7
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 7
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 7
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 7
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 7
Westport Resources Management Inc 7
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 7
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 7
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 7
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 7
Investment House Llc 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
ROSS\JOHNSON & Associates LLC 7
Meiji Yasuda Asset Management Co Ltd. 7
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
Peregrine Asset Advisers, Inc. 7
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 7
Mark Sheptoff Financial Planning, Llc 7
Cranbrook Wealth Management, LLC 7
Platte River Capital LLC 7
Crestwood Advisors Group LLC 7
Colonial Trust Advisors 7
Lanexa Management, Llc 7
Richard Bernstein Advisors LLC 7
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 7
GWM Asset Management Ltd 7
Potomac Capital Management, Inc. 7
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 7
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 7
Wbi Investments, Inc. 7
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 7
Summit Creek Advisors LLC 7
Hoxton Financial, Inc. 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 7
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 7
RHJ International SA 7
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 7
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 7
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 7
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
Abn Amro Investment Solutions 7
Indus Capital Partners, Llc 7
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 7
Seawolf Capital, LLC 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
Foresters Investment Management Company, Inc. 7
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 7
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 7
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 7
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 7
BlackRock Capital Allocation Trust 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 7
Geduld E E 7
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 7
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 7
Laurel Wealth Advisors, Inc. 7
Iron Horse Wealth Management, LLC 7
Handelsinvest Investeringsforvaltning 7
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 7
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 7
Profunds - Profund Vp Industrials 7
Sage Mountain Advisors LLC 7
Profunds - Profund Vp Small-cap Growth 7
Moisand Fitzgerald Tamayo, LLC 7
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 7
Mizuho Markets Americas Llc 7
Ellsworth Advisors, LLC 7
Azimuth Capital Management LLC 7
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 7
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 7
Dv Equities, Llc 7
Full18 Capital LLC 7
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 7
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 7
qPULA Trading Management LP 7
American Funds Insurance Series 7
Forsta Ap-fonden 7
Charter Oak Capital Management, LLC 7
Inspire Advisors, LLC 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 7
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 7
Zevenbergen Capital Investments Llc 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
Limestone Investment Advisors LP 7
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 7
Caledonia (Private) Investments Pty Ltd 7
Sittner & Nelson, Llc 7
Chilton Investment Co Llc 7
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 7
Howard Hughes Medical Institute 7
Heron Bay Capital Management 7
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 7
F/M Investments LLC 7
Washington Harbour Partners LP 7
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 7
Birch Grove Capital LP 7
Investment Management Corp of Ontario 7
Kalmar Investments Inc /de/ 7
RK Capital Management, LLC 7
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 7
Safeguard Investment Advisory Group, LLC 7
Kowal Investment Group, LLC 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 7
EastBay Asset Management, LLC 7
Kozak & Associates, Inc. 7
Telemark Asset Management, LLC 7
Community Bank, N.A. 7
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 7
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 7
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 7
Halbert Hargrove Global Advisors, Llc 7
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 7
Pinkerton Retirement Specialists, LLC 7
Beaconlight Capital, Llc 7
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
ACK Asset Management LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 7
Stonnington Group, Llc 7
Glenview Capital Management, Llc 7
Murphy & Mullick Capital Management Corp 7
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 7
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 7
Ardevora Asset Management LLP 7
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 7
VVSGX - VALIC Co I - Small Cap Growth Fund 7
Moon Capital Management Lp 7
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 7
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 7
Omega Advisors Inc. 7
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 7
PNC Managed Account Solutions, Inc. 7
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 7
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 7
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
Evermay Wealth Management Llc 7
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 7
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 7
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 7
MMCAP International Inc. SPC 7
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7
Buffington Mohr McNeal 7
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 7
Partner Investment Management, L.P. 7
Scge Management, L.p. 7
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 7
Oak Ridge Investments Llc 7
Boulder Hill Capital Management Lp 7
Morton Brown Family Wealth, LLC 7
Stonegate Investment Group, LLC 7
Operose Advisors LLC 7
New Millennium Group LLC 7
PENN SERIES FUNDS INC - Large Growth Stock Fund 7
Punch & Associates Investment Management, Inc. 7
Bluestein R H & Co 7
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 7
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 7
Lincoln National Corp 7
Dubuque Bank & Trust Co 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
MANA Advisors LLC 7
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 7
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 7
NatWest Group plc 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 7
Nuveen Multi-Asset Income Fund 7
Oaktree Diversified Income Fund Inc. 7
Psagot Value Holdings Ltd. / (Israel) 7
Values First Advisors, Inc. 7
Oliver Lagore Vanvalin Investment Group 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 7
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 7
Spears Abacus Advisors LLC 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
Blackhawk Capital Partners LLC. 7
ICONIQ Capital, LLC 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 7
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
Mark Asset Management Lp 7
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 7
Hazlett, Burt & Watson, Inc. 7
EHP Funds Inc. 7
Apis Capital Advisors, LLC 7
Ruffer LLP 7
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 7
Sand Grove Capital Management LLP 7
First Washington CORP 7
Angeles Wealth Management, Llc 7
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 7
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 7
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 7
Bank of Jackson Hole Trust 7
Caldwell Securities, Inc 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 7
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 7
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 7
Ritter Daniher Financial Advisory LLC / DE 7
Northern Oak Wealth Management Inc 7
White Pine Capital Llc 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
Open Field Capital LLC 7
NuWave Investment Management, LLC 7
Man Investments Ltd 7
Romano Brothers And Company 7
Schechter Investment Advisors, LLC 7
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Eubel Brady & Suttman Asset Management Inc 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
Bainco International Investors 7
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 7
Sureview Capital Llc 7
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 7
Capital International Sarl 7
Balboa Wealth Partners 7
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 7
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 7
Gallacher Capital Management LLC 7
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 7
Global Wealth Strategies & Associates 7
XWEB - SPDR SERIES TRUST - SPDR S&P Internet ETF 7
Peapack Gladstone Financial Corp 7
Fiduciary Alliance LLC 7
Quest Investment Management Llc 7
Polen Capital Management Llc 7
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 7
ANTIPODES PARTNERS Ltd 7
AustralianSuper Pty Ltd 7
Chilton Capital Management Llc 7
Eisler Capital (US) LLC 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
Chiron Investment Management, LLC 7
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 7
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 7
KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF 7
KWEB - Krane Shares Trust - KraneShares CSI China Internet ETF 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 7
Ativo Capital Management LLC 7
Greenland Capital Management LP 7
Steadfast Advisors Lp 7
Arbor Capital Management Llc 7
Readystate Asset Management Lp 7
Mill Creek Capital Advisors, LLC 7
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 7
Linden Thomas Advisory Services, LLC 7
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 7
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 7
Pinebridge Investments Llc 7
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 7
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 7
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 7
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 7
Baron Wealth Management LLC 7
Eaton Financial Holdings Company, LLC 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
Dumac, Inc. 7
SWAN Capital LLC 7
Contrarius Investment Management Ltd 7
IFC & Insurance Marketing, Inc. 7
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 7
Fondren Management LP 7
Empower Advisory Group, LLC 7
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 7
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 7
Kingswood Wealth Advisors, Llc 7
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 7
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 7
University Of Texas/texas Am Investment Managment Co 7
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 7
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 7
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 7
Ridgewood Investments LLC 7
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 7
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 7
Turtle Creek Wealth Advisors, LLC 7
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 7
Custom Index Systems, Llc 7
Semanteon Capital Management, LP 7
Dimension Capital Management Llc 7
Northwest Financial Advisors 7
New Century Financial Group, LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 7
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 7
Circumference Group LLC 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 7
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 7
Capitolis Liquid Global Markets LLC 7
AlphaStar Capital Management, LLC 7
Tybourne Capital Management (hk) Ltd 7
Greenline Wealth Management LLC 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 7
Bares Capital Management, Inc. 7
Planning Capital Management Corp 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
Close Asset Management Ltd 7
Voisard Asset Management Group, Inc. 7
Falcon Edge Capital, LP 7
Alaska Permanent Fund Corp 7
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 7
Pineridge Advisors LLC 7
Stonehage Fleming (uk) Ltd 7
Arden Investment Series Trust 7
Tower View Investment Management & Research LLC 7
Creekmur Asset Management LLC 7
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 7
Horizon Kinetics LLC 7
Venator Capital Management Ltd. 7
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 7
Concurrent Investment Advisors, LLC 7
Cornerstone Wealth Group, LLC 7
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 7
Aegon Asset Management Uk Plc 7
Viking Global Investors Lp 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 7
Mutual Advisors, LLC 7
Occidental Asset Management, LLC 7
Ruane, Cunniff & Goldfarb Inc 7
Quilter Plc 7
D1 Capital Partners L.P. 7
Gen-Wealth Partners Inc 7
Motiv8 Investments LLC 7
VisionPoint Advisory Group, LLC 7
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 7
Brown, Lisle/cummings, Inc. 7
Lynrock Lake LP 7
Kelly Financial Services LLC 7
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 7
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 7
Legacy Investment Solutions, LLC 7
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 7
Seeyond 7
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 7
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 7
Magnus Financial Group LLC 7
Thoroughbred Financial Services, Llc 7
Sepio Capital, LP 7
Gladstone Institutional Advisory LLC 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 7
Next Capital Management LLC 7
Vanguard Convertible Securities Fund 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
Cowbird Capital Lp 7
WR Wealth Planners, LLC 7
Guggenheim Strategic Opportunities Fund 7
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 7
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 7
Hillhouse Capital Advisors, Ltd. 7
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 7
Blackrock Credit Allocation Income Trust 7
Blackrock Multi-sector Income Trust 7
Wakefield Asset Management LLLP 7
AIA Investment Management Private Ltd 7
Taikang Asset Management (Hong Kong) Co Ltd 7
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Equitable Trust Co 7
Avitas Wealth Management LLC 7
Lee Capital Holdings LLC 7
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 7
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 7
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 7
Blackrock Science & Technology Trust 7
Emerald Investment Partners, Llc 7
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 7
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 7
Core Bond Portfolio - Core Bond Portfolio 7
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 7
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 7
Centerpoint Advisors, LLC 7
Marino, Stram & Associates Llc 7
Alliancebernstein Global High Income Fund Inc 7
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 7
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 7
Bray Capital Advisors 7
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 7
Mitsubishi UFJ Securities Holdings Co., Ltd. 7
WealthTrust Fairport, LLC 7
Highstreet Asset Management Inc. 7
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 7
Buckingham Strategic Wealth, Llc 7
Jasper Ridge Partners, L.P. 7
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 7
Solaris Asset Management Llc 7
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 7
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 7
UXI - PROSHARES TRUST - ProShares Ultra Industrials 7
Paragon Capital Management Ltd 7
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 7
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 7
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 6
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 6
Ascent Group, LLC 6
12 West Capital Management LP 6
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 6
Greenwood Capital Associates Llc 6
Certified Advisory Corp 6
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 6
Apex Capital Management 6
Intercontinental Wealth Advisors, LLC 6
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 6
Simplicity Wealth,LLC 6
Polymer Capital Management (HK) LTD 6
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 6
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 6
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 6
SIH Partners, LLLP 6
Options Solutions, Llc 6
United Financial Planning Group LLC 6
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 6
HAP Trading, LLC 6
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 6
CNB Bank 6
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 6
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 6
Manning & Napier Group, LLC 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 6
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 6
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 6
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 6
Mountain Capital Investment Advisors, Inc 6
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 6
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 6
6 Meridian 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 6
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 6
Zullo Investment Group, Inc. 6
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
Templeton Global Income Fund 6
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
Sora Investors Llc 6
Trustmark National Bank Trust Department 6
Crabel Capital Management, LLC 6
PENN SERIES FUNDS INC - Mid Cap Growth Fund 6
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 6
First Sabrepoint Capital Management Lp 6
Sender Co & Partners, Inc. 6
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 6
Brave Asset Management Inc 6
Adams Street Partners Llc 6
Sandia Investment Management LP 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
Great Diamond Partners, LLC 6
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 6
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 6
Cromwell Holdings LLC 6
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 6
China Universal Asset Management Co., Ltd. 6
Red Tortoise LLC 6
Solstein Capital, LLC 6
WHV Investments, Inc. 6
Maple Rock Capital Partners Inc. 6
Industrial Alliance Investment Management Inc. 6
Adirondack Trust Co 6
Virtue Capital Management, LLC 6
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 6
Williams Jones Wealth Management, LLC. 6
Ambassador Advisors, LLC 6
Privium Fund Management B.V. 6
Clare Market Investments LLC 6
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 6
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 6
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 6
Vazirani Asset Management LLC 6
Goodman Advisory Group, LLC 6
City Holding Co 6
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 6
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 6
Maxi Investments CY Ltd 6
Tortoise Capital Advisors, L.l.c. 6
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 6
OneAscent Financial Services LLC 6
Brandywine Managers, Llc 6
TradeLink Capital LLC 6
Okumus Fund Management Ltd. 6
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 6
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 6
Accent Capital Management, LLC 6
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 6
Duquesne Family Office LLC 6
Kent Lake Capital LLC 6
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 6
GFS Advisors, LLC 6
Ballew Advisors, Inc 6
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 6
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 6
Davide Leone & Partners Investment Co Ltd. 6
Corvex Management LP 6
Sun Life Financial Inc 6
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 6
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I 6
Asturias Capital Llc 6
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 6
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 6
Millstone Evans Group, LLC 6
Harvey Partners, LLC 6
Neuberger Berman Next Generation Connectivity Fund Inc. 6
Tealwood Asset Management Inc 6
Sante Capital Fund, LP 6
Atw Spac Management Llc 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
Pacifica Partners Inc. 6
Invesco Senior Loan Fund 6
Mawer Investment Management Ltd. 6
Clearbridge, Llc 6
Oaktree Fund Advisors, LLC 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
Leonard Capital Management, Inc 6
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 6
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 6
JCIC Asset Management Inc. 6
Invesco Bond Fund 6
Triad Wealth Partners, LLC 6
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 6
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 6
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 6
Bellevue Group AG 6
Clal Insurance Enterprises Holdings Ltd 6
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 6
Sageworth Trust Co of South Dakota 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 6
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 6
Prince Street Capital Management LLC 6
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 6
Williams Jones & Associates LLC 6
Diversify Advisory Services, LLC 6
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 6
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 6
Nfj Investment Group, Llc 6
AXS Investments LLC 6
Tri-continental Corp 6
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 6
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares 6
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 6
Stansberry Asset Management, Llc 6
Curi Wealth Management, LLC 6
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 6
Sheets Smith Investment Management 6
M&G Plc 6
Cedar Wealth Management, LLC 6
Institute for Wealth Management, LLC. 6
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 6
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 6
Verity Asset Management, Inc. 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Vista Wealth Management Group, LLC 6
Nantahala Capital Management, LLC 6
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
Garrett Wealth Advisory Group, LLC 6
Generation Investment Management Llp 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
Sensato Investors LLC 6
Columbia Pacific Advisors, LLC 6
POM Investment Strategies, LLC 6
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 6
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 6
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 6
Cedar Mountain Advisors, LLC 6
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 6
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 6
DHJJ Financial Advisors, Ltd. 6
Azora Capital LP 6
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 6
Cavalry Management Group, LLC 6
Titan Global Capital Management Usa Llc 6
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 6
SummerHaven Investment Management, LLC 6
Beacon Capital Management, Inc. 6
Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF 6
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 6
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 6
TPG Group Holdings (SBS) Advisors, Inc. 6
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 6
Bain Capital Public Equity Management Ii, Llc 6
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 6
Baupost Group Llc/ma 6
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 6
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 6
CFICX - CALVERT FUND - Calvert Income Fund Class A 6
Connacht Asset Management LP 6
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 6
Gerstein Fisher 6
Altus Wealth Group LLC 6
Chartwell Investment Partners/pa 6
Nova Wealth Management, Inc. 6
Meiji Yasuda Life Insurance Co 6
Lebenthal Global Advisors, LLC 6
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 6
Cfm Wealth Partners Llc 6
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 6
VARCOV Co. 6
Junson Asset Management (Hong Kong) Ltd 6
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 6
Pensionmark Financial Group, Llc 6
Lumature Wealth Partners, LLC 6
OneAscent Wealth Management LLC 6
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 6
Independence Capital Asset Partners, LLC 6
Noked Israel Ltd 6
Nalls Sherbakoff Group, Llc 6
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 6
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 6
Paradigm Financial Advisors, LLC 6
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 6
Wellington Shields & Co., LLC 6
Corbenic Partners LLC 6
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 6
Chase Investment Counsel Corp 6
Tributary Capital Management, LLC 6
Black Swift Group, LLC 6
Hoover Financial Advisors, Inc. 6
J. Safra Sarasin Holding AG 6
Mizuho Trust & Banking Co., Ltd. 6
GoalVest Advisory LLC 6
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 6
Trust Asset Management LLC 6
Fortem Financial Group, Llc 6
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 6
Croft-leominster Inc 6
Kassirer Asset Management Corp 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 6
VGI Partners Ltd 6
Accel Wealth Management 6
Beech Hill Advisors, Inc. 6
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 6
Boston Trust Walden Corp 6
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 6
Shaker Investments Llc/oh 6
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share 6
Bridges Investment Management Inc 6
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 6
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
Melvin Capital Management LP 6
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 6
Third Point LLC 6
Uniplan Investment Counsel, Inc. 6
Blackrock Core Bond Trust 6
Blackrock Corporate High Yield Fund, Inc. 6
Fortis Group Advisors, LLC 6
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 6
ARGA Investment Management, LP 6
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 6
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 6
Allianzgi Convertible & Income 2024 Target Term Fund 6
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 6
Thomas J. Herzfeld Advisors, Inc. 6
First Trust High Yield Opportunities 2027 Term Fund 6
Palogic Value Management, L.P. 6
Mcguire Capital Advisors Inc 6
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 6
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 6
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
Winslow Capital Management, LLC 6
Rokos Capital Management LLP 6
Optimus Prime Fund Management Co., Ltd. 6
DSC Advisors, L.P. 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 6
Holloway Wealth Management, LLC 6
Lansforsakringar Fondforvaltning AB (publ) 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 6
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF 6
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 6
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 6
South Dakota Investment Council 6
HWG Holdings LP 6
Palmer Square Opportunistic Income Fund 6
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 6
Quantedge Capital Pte Ltd 6
Daiwa SB Investments Ltd. 6
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 6
Strategic Global Advisors, LLC 6
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 6
Nair Vinay 6
Silver Lake Group, L.L.C. 6
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 6
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 6
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 6
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 6
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 6
Aptus Capital Advisors, LLC 6
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 6
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 6
SeaTown Holdings Pte. Ltd. 6
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 6
Cary Street Partners Financial Llc 6
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 6
Cca Investments Trust 6
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 6
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 6
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 6
Insight Wealth Strategies, LLC 6
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 6
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 6
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 6
Qci Asset Management Inc/ny 6
Credential Securities Inc. 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
Coastal Capital Group, Inc. 6
Zazove Convertible Securities Fund Inc 6
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 6
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 6
Crawford Fund Management, LLC 6
Westfuller Advisors, LLC 6
Marxe Austin W & Greenhouse David M 6
VEGN - ETF Series Solutions - US Vegan Climate ETF 6
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 6
Harvard Management Co Inc 6
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 6
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 6
KAMES CAPITAL plc 6
C WorldWide Group Holding A/S 6
Burt Wealth Advisors 6
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 6
TradeLink Global Equity LLC 6
Hardy Reed LLC 6
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 6
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 6
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 6
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 6
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 6
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 6
Firsthand Capital Management, Inc. 6
Castle Rock Wealth Management, LLC 6
Wealthquest Corp 6
Nkcfo Llc 6
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 6
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 6
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 6
Graves-Light Private Wealth Management, Inc. 6
Paragon Advisors, LLC 6
Landsberg, Bennett, & Dubbaneh LLC 6
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 6
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 6
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 6
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 6
Cooper Investors Pty Ltd 6
Waldron Private Wealth LLC 6
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 6
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 6
Ironwood Investment Management Llc 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 6
Hosking Partners LLP 6
Gmt Capital Corp 6
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 6
Virtus Global Dividend & Income Fund Inc. 6
Resources Management Corp /ct/ /adv 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
Texas Yale Capital Corp. 6
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 6
Northwest Investment Counselors, Llc 6
YHB Investment Advisors, Inc. 6
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 6
FundVantage Trust - Verplanck Balanced Fund 6
Riverpark Capital Management Llc 6
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 6
Gabelli Equity Trust Inc 6
Banco de Sabadell, S.A 6
Harding Loevner Lp 6
Independence Bank of Kentucky 6
Friedenthal Financial 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
Ledyard National Bank 6
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 6
Context Partners Fund, L.p. 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
Liberty All Star Growth Fund Inc. 6
OGIG - OSI ETF Trust - O'Shares Global Internet Giants ETF 6
Hershey Trust Co 6
Canton Hathaway, LLC 6
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 6
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 6
Trust Co Of Toledo Na /oh/ 6
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 6
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 6
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 6
Ckw Financial Group 6
Ninety One North America, Inc. 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 6
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 6
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 6
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 6
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 6
Leavell Investment Management, Inc. 6
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 6
OTA Financial Group L.P. 6
Hl Financial Services Llc 6
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 6
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 6
Wealth Management Associates, Inc. 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 6
Blackstone / Gso Strategic Credit Fund 6
Marshall & Sterling Wealth Advisors Inc. 6
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 6
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 6
Calamos Global Total Return Fund 6
Unigestion Holding SA 6
Aj Wealth Strategies, Llc 6
Wealth Quarterback LLC 6
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 6
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 6
Joel Isaacson & Co., LLC 6
Principia Wealth Advisory, LLC 6
GURU - Global X Funds - Global X Guru Index ETF 6
Painted Porch Advisors LLC 6
SOCL - Global X Funds - Global X Social Media ETF 6
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 6
Brookside Capital Management Llc 6
Fairscale Capital, LLC 6
Exencial Wealth Advisors, Llc 6
Stamina Capital Management Lp 6
Hexavest Inc. 6
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 6
XT - iSHARES TRUST - iShares Exponential Technologies ETF 6
Monaco Asset Management SAM 6
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 6
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 6
Makena Capital Management Llc 6
Berkshire Capital Holdings Inc 6
Chicago Capital, LLC 6
Atreides Management, LP 6
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 6
LH Capital Markets, LLC 6
Advantage Alpha Capital Partners LP 6
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
Ironwood Financial, llc 6
Claybrook Capital, LLC 6
Gf Fund Management Co. Ltd. 6
PSI Advisors, LLC 6
Acuitas Investments, LLC 6
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 6
West Branch Capital LLC 6
MBOVX - M FUND INC - M Large Cap Value Fund 6
Performa Ltd (US), LLC 6
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 6
Zions Bancorporation, National Association /ut/ 6
Origin Asset Management LLP 6
Cim Investment Mangement Inc 6
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 6
Portside Wealth Group, LLC 6
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 6
Gillson Capital LP 6
Breakline Capital Llc 6
Atomi Financial Group, Inc. 6
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 6
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 6
black-and-white Capital LP 6
Trigran Investments, Inc. 6
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 6
ThornTree Capital Partners LP 6
Lucha Capital Management, LP 6
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 6
Ameriflex Group, Inc. 6
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 6
Heck Capital Advisors, LLC 6
La Banque Postale Asset Management SA 6
PFG Investments, LLC 6
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 6
V-Square Quantitative Management LLC 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 6
Callan Family Office, LLC 6
McAdam, LLC 6
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 6
Ranger Investment Management, L.P. 6
Sabby Management, Llc 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
JT Stratford LLC 6
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 6
Tenzing Global Management, LLC 6
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 6
Rubric Capital Management LP 6
ISAM Funds (UK) Ltd 6
Glaxis Capital Management, LLC 6
Oddo Bhf Asset Management Sas 6
Greenhouse Funds LLLP 6
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 6
Paragon Wealth Strategies, LLC 6
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 6
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 6
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 6
West Family Investments, Inc. 6
PFS Partners, LLC 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
Moran Wealth Management, LLC 6
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 6
Davis Selected Advisers 6
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 6
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 6
AMF Pensionsforsakring AB 6
Trust Point Inc. 6
RGT Wealth Advisors, LLC 6
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 6
VitalStone Financial, LLC 6
RFP Financial Group LLC 6
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
Artal Group S.A. 6
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
Gryphon Financial Partners LLC 6
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 6
Bridgewater Advisors Inc. 6
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 6
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 6
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 6
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 6
Anfield Capital Management, LLC 6
Bellwether Investment Group, LLC 6
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB 6
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 6
REAP Financial Group, LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 6
Tran Capital Management, L.p. 6
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 6
Advisor Partners Ii, Llc 6
ICA Group Wealth Management, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 6
OGIG - ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF Shares 6
Munder Capital Management 6
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 6
Acumen Wealth Advisors, LLC 6
Founders Capital Management 6
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 6
Atlas Private Wealth Management 6
Abc Arbitrage Sa 6
VCSVX - VALIC Co II - Small Cap Value Fund 6
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 6
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 6
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 6
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 6
Scarborough Advisors, LLC 6
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 6
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 6
EdgeRock Capital LLC 6
Underlying Funds Trust 6
Triasima Portfolio Management inc. 6
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 6
AJOVista, LLC 6
Camden Capital, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 6
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 6
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 6
Highline Capital Management, L.p. 6
GFG Capital, LLC 6
Pacific Alternative Asset Management Company, Llc 6
Turning Point Benefit Group, Inc. 6
Aua Capital Management, Llc 6
ClearAlpha Technologies LP 6
Noked Capital LTD 6
Catalytic Wealth RIA, LLC 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
Tortoise Index Solutions, LLC 6
1620 Investment Advisors, Inc. 6
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 6
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 6
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 6
Wealth Enhancement Trust Services, Inc. 6
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 6
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 6
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 6
Lebenthal Asset Management, LLC 6
Kodai Capital Management LP 6
Meteora Capital, LLC 6
American Trust 6
Providence Capital Advisors, LLC 6
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
VIEX Capital Advisors, LLC 5
Scopia Capital Management Lp 5
Greenlight Capital Inc 5
SRS Investment Management, LLC 5
Osmium Partners, LLC 5
Cove Street Capital, LLC 5
Paulson & Co. Inc. 5
Heartland Advisors Inc 5
Nokomis Capital, L.L.C. 5
Davidson Kempner Partners 5
Loews Corp 5
Prime Capital Management Co Ltd 5
Fairview Capital Investment Management, Llc 5
Pacific Grove Capital LP 5
Lone Pine Capital Llc 5
Manulife Financial Corp 5
Standard Life Investments LTD 5
Matrix Capital Management Company, LP 5
Senator Investment Group LP 5
Kylin Management LLC 5
New Mountain Vantage Advisers, L.l.c. 5
Hotchkis & Wiley Capital Management Llc 5
Meritage Group LP 5
Pekin Hardy Strauss, Inc. 5
Cloverdale Capital Management, LLC 5
Kentucky Retirement Systems Insurance Trust Fund 5
New England Asset Management Inc 5
Capital International Ltd /ca/ 5
Sirios Capital Management L P 5
Genesee Valley Trust Co 5
Miles Capital, Inc. 5
SCS Capital Management LLC 5
Pinnacle Holdings, LLC 5
Aviance Capital Management, Llc 5
Grace Capital 5
Budros, Ruhlin & Roe, Inc. 5
Roundview Capital LLC 5
Tt International 5
S&t Bank/pa 5
Signature Estate & Investment Advisors Llc 5
Diamond Hill Capital Management Inc 5
Board of Trustees of The Leland Stanford Junior University 5
American Capital Management Inc 5
Bragg Financial Advisors, Inc 5
Herndon Capital Management Llc 5
Todd Asset Management Llc 5
Markston International Llc 5
Hirtle Callaghan & Co LLC 5
AMG National Trust Bank 5
Van Berkom & Associates Inc. 5
Iridian Asset Management Llc/ct 5
Clark Estates Inc/ny 5
De Burlo Group Inc 5
Schwartz Investment Counsel Inc 5
Pictet & Cie (Europe) SA 5
Lowe Wealth Advisors, LLC 5
Emancipation Management LLC 5
Ashmore Group plc 5
Kentucky Retirement Systems 5
Sentry Investment Management Llc 5
Moody Lynn & Lieberson, Llc 5
Security National Trust Co 5
Horizon Investment Services, LLC 5
LifePlan Financial Group, Inc 5
Achievement Holdings L.P. 5
Intrepid Capital Management Inc 5
Insight Holdings Group, LLC 5
KEYWISE CAPITAL MANAGEMENT Ltd 5
Guardian Capital Lp 5
Mizuho Asset Management Co.,Ltd. 5
Lamond Capital Partners LLC 5
IPG Investment Advisors LLC 5
Delphi Management Inc /ma/ 5
Glynn Capital Management Llc 5
Ninety One SA (PTY) Ltd 5
Intact Investment Management Inc. 5
Garnet Equity Capital Holdings, Inc. 5
Family Firm, Inc. 5
Sphinx Trading, Lp 5
Griffin Asset Management, Inc. 5
Lee Danner & Bass Inc 5
Strategy Asset Managers Llc 5
BRC Investment Management LLC 5
Juncture Wealth Strategies, Llc 5
Dinsmore Capital Management Co/nj 5
Wright Investors Service Inc 5
Point View Wealth Management, Inc. 5
PGGM Investments 5
Comgest Global Investors S.a.s. 5
Osborn Rohs Williams & Donohoe Ltd 5
Athena Capital Advisors Llc 5
Americafirst Capital Management, Llc 5
Rothschild Investment Corp /il 5
Gateway Investment Advisers Llc 5
Harvey Capital Management Inc 5
Russell Clark Investment Management Ltd 5
Capital Management Associates /ny/ 5
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 5
Selz Capital LLC 5
W.G. Shaheen & Associates DBA Whitney & Co 5
Kanaly Trust Co 5
Prentiss Smith & Co Inc 5
Ivory Investment Management, Llc 5
Altrinsic Global Advisors Llc 5
Mount Lucas Management LP 5
Quantum Capital Management 5
Atherton Lane Advisers, Llc 5
Jetstream Capital LLC 5
ProVise Management Group, LLC 5
CI Global Investments Inc. 5
CG Asset Management LLC 5
Rockefeller Financial Services Inc 5
Shamrock Asset Management LLC 5
Oxbow Advisors, LLC 5
DT Investment Partners, LLC 5
Ogorek Anthony Joseph /ny/ /adv 5
Hartford Financial Management Inc. 5
Stancorp Investment Advisers Inc 5
Shinko Asset Management Co., Ltd. 5
Old Point Trust & Financial Services N A 5
Spirit Of America Management Corp/ny 5
Conestoga Capital Advisors, LLC 5
IMS Capital Management 5
First PREMIER Bank 5
CHICAGO TRUST Co NA 5
Pegasus Partners Ltd. 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
Detwiler Fenton Investment Management LLC 5
Act Ii Management, Lp 5
Think Investments LP 5
Sigma Capital Management Llc 5
Bard Associates Inc 5
DSAM Partners (London) Ltd 5
Tiger Eye Capital LLC 5
Wealth Architects, LLC 5
Price Capital Management, Inc. 5
Gargoyle Investment Advisor L.L.C. 5
Norinchukin Bank, The 5
Alpha Cubed Investments, LLC 5
American National Insurance Co /tx/ 5
Arrow Financial Corp 5
Regents Of The University Of California 5
Horan Capital Advisors, LLC. 5
Partnervest Advisory Services LLC 5
Stonebridge Capital Management Inc 5
Bremer Trust National Association 5
Orinda Asset Management LLC 5
John G Ullman & Associates Inc 5
PSquared Asset Management AG 5
Mission Wealth Management, Lp 5
Founders Financial Securities Llc 5
Curbstone Financial Management Corp 5
Anderson Hoagland & Co 5
Sentinel Asset Management, Inc. 5
Continental Advisors Llc 5
Alydar Partners Llc 5
Westover Capital Advisors, LLC 5
LVW Advisors, LLC 5
Sfmg, Llc 5
Apriem Advisors 5
Affinity Investment Advisors, Llc 5
Spectrum Management Group, LLC 5
Frontier Wealth Management LLC 5
Affinity Wealth Management Llc 5
Invicta Capital Management, LLC 5
WESPAC Advisors SoCal, LLC 5
Wildcat Capital Management, LLC 5
RPG Investment Advisory, LLC 5
Sheaff Brock Investment Advisors, LLC 5
Gagnon Advisors, LLC 5
Armbruster Capital Management, Inc. 5
Alpha Omega Wealth Management LLC 5
Ariose Capital Management Ltd 5
Exane Asset Management 5
Godsey & Gibb Associates 5
Syntal Capital Partners, LLC 5
Wrapmanager Inc 5
Clarius Group, LLC 5
Bahl & Gaynor Inc 5
Prudence Asset Management Ltd 5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5
Adams Diversified Equity Fund, Inc. 5
Dynamic Capital Management Ltd 5
Lomas Capital Management, LLC 5
Antipodean Advisors LLC 5
Atalan Capital Partners, LP 5
Tekne Capital Management, LLC 5
Tiger Pacific Capital LP 5
Silicon Valley Capital Partners 5
Steamboat Capital Partners, LLC 5
Northwestern Mutual Investment Services Llc 5
Sessa Capital IM, L.P. 5
Ratan Capital Management LP 5
13D Management LLC 5
First National Bank Of Omaha 5
Golden Gate Private Equity, Inc. 5
Fort Point Capital Partners LLC 5
Otter Creek Advisors, LLC 5
Cat Rock Capital Management Lp 5
Fayez Sarofim & Co 5
ShearLink Capital, LLC 5
Cascabel Management LP 5
Catamount Wealth Management 5
Loeb Offshore Management LP 5
TriOaks Capital Management L.P. 5
Jackson, Grant Investment Advisers, Inc. 5
Wilmington Funds Management Corp 5
Ibex Wealth Advisors 5
HMS Capital Management, LLC 5
Mascoma Wealth Management LLC 5
Farmers & Merchants Trust Co of Chambersburg PA 5
Empirical Finance, LLC 5
Fullerton Fund Management Co Ltd 5
Empire Life Investments Inc. 5
GQG Partners LLC 5
Chescapmanager LLC 5
City Financial Investment Co Ltd 5
Bridgeworth, LLC 5
Wsfs Capital Management, Llc 5
Omnia Family Wealth, LLC 5
Gilbert & Cook, Inc. 5
Bridge City Capital, LLC 5
Regal Wealth Group, Inc. 5
Tiaa, Fsb 5
American Financial Network Advisory Services Llc 5
Security National Bank 5
Price Wealth Management, Inc. 5
Invesco Dynamic Credit Opportunities Fund 5
PFG Advisors 5
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 5
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 5
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 5
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 5
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 5
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 5
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 5
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 5
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 5
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 5
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 5
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 5
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 5
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 5
Gabelli Global Small & Mid Cap Value Trust 5
Gabelli Go Anywhere Trust 5
Blackstone / Gso Long-short Credit Income Fund 5
Blackstone / Gso Senior Floating Rate Term Fund 5
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 5
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 5
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 5
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 5
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 5
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 5
Scout Funds 5
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 5
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 5
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 5
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 5
Us Global Investors Funds 5
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 5
Apollo Senior Floating Rate Fund Inc. 5
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 5
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 5
Delaware Enhanced Global Dividend & Income Fund 5
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 5
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 5
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 5
HYLD - Exchange Listed Funds Trust - High Yield ETF 5
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 5
Blackrock Master Llc 5
Global Income Builder Portfolio - Global Income Builder Portfolio 5
John Hancock Income Securities Trust 5
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 5
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 5
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 5
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 5
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 5
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 5
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 5
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 5
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 5
Credit Suisse High Yield Bond Fund 5
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 5
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 5
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
Franklin Ltd Duration Income Trust 5
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 5
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
Aries Wealth Management 5
Monument Capital Management 5
Clarus Wealth Advisors 5
Aubrey Capital Management Ltd 5
Ford Financial Group, LLC 5
Santori & Peters, Inc. 5
Aevitas Wealth Management, Inc. 5
Lunia Capital Lp 5
180 Wealth Advisors, Llc 5
Partners Capital Investment Group, Llp 5
Kiley Juergens Wealth Management, Llc 5
Diameter Capital Partners LP 5
Elephas Investment Management Ltd 5
First Command Advisory Services, Inc. 5
SWS Partners 5
Brasada Capital Management, Lp 5
Xai Octagon Floating Rate & Alternative Income Term Trust 5
OmniStar Financial Group, Inc. 5
Varma Mutual Pension Insurance Co 5
Yong Rong (HK) Asset Management Ltd 5
Avondale Wealth Management 5
Blackstone / Gso Floating Rate Enhanced Income Fund 5
Hc Financial Advisors Inc 5
Elmwood Wealth Management, Inc. 5
Gables Capital Management Inc. 5
Greenhaven Road Investment Management, L.P. 5
Quad-Cities Investment Group, LLC 5
Chesapeake Wealth Management 5
Equitable Holdings, Inc. 5
SPX Equities Gestao de Recursos Ltda 5
Bell Rock Capital Llc 5
Redhawk Wealth Advisors, Inc. 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 5
Legacy Bridge, LLC 5
Cordatus Wealth Management LLC 5
Grandview Asset Management LLC 5
1 North Wealth Services Llc 5
Summit Financial, LLC 5
TrinityPoint Wealth, LLC 5
Greenvale Capital LLP 5
Beirne Wealth Consulting Services, LLC 5
Sycomore Asset Management 5
Full Sail Capital, LLC 5
Cynosure Management, Llc 5
Brandywine Oak Private Wealth Llc 5
Cypress Capital, LLC 5
Surevest, LLC 5
Princeton Global Asset Management LLC 5
Joseph P. Lucia & Associates, LLC 5
Bremer Bank National Association 5
Gq Asset Management, Llc 5
Principal Street Partners, LLC 5
Tranquility Partners, LLC 5
Bleichroeder LP 5
HBW Advisory Services LLC 5
Personal Cfo Solutions, Llc 5
Ilmarinen Mutual Pension Insurance Co 5
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 5
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 5
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 5
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 5
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 5
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 5
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 5
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 5
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 5
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 5
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 5
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 5
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 5
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 5
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 5
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 5
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 5
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
GGBFX - GuideStone Funds - Global Bond Fund Investor 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 5
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 5
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 5
WATWX - WANGER ADVISORS TRUST - Wanger Select 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 5
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 5
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 5
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 5
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 5
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 5
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 5
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 5
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 5
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 5
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 5
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 5
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 5
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 5
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 5
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 5
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 5
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 5
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 5
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 5
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 5
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 5
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 5
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 5
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 5
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 5
IXN - iSHARES TRUST - iShares Global Tech ETF 5
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 5
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 5
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 5
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 5
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 5
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 5
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 5
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 5
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF 5
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 5
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 5
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 5
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 5
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 5
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 5
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 5
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 5
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 5
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 5
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 5
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 5
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 5
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 5
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 5
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 5
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 5
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 5
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 5
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 5
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 5
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 5
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 5
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 5
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 5
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 5
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 5
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 5
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 5
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 5
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 5
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 5
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 5
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 5
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 5
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 5
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 5
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 5
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 5
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 5
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 5
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 5
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 5
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 5
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 5
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 5
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 5
CQQQ - Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 5
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 5
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 5
PWS - Pacer Funds Trust - Pacer WealthShield ETF 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 5
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 5
Hoey Investments, Inc 5
Modus Advisors, LLC 5
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 5
PFG Private Wealth Management, LLC 5
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 5
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 5
CLOU - Global X Funds - Global X Cloud Computing ETF 5
BOSS - Global X Funds - Global X Founder-Run Companies ETF 5
MILN - Global X Funds - Global X Millennials Thematic ETF 5
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 5
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 5
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 5
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 5
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 5
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 5
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 5
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 5
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 5
Karani Asset Management LLC 5
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Motif New Age Consumer ETF 5
VBCVX - VALIC Co I - Systematic Value Fund 5
VSTIX - VALIC Co I - Stock Index Fund 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 5
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 5
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 5
VASMX - VALIC Co II - Small Cap Growth Fund 5
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 5
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 5
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 5
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 5
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 5
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 5
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
S.A. Mason LLC 5
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 5
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 5
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 5
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 5
Samalin Investment Counsel, LLC 5
Integrated Advisors Network LLC 5
Mizuho Markets Cayman LP 5
Menard Financial Group LLC 5
Kathmere Capital Management, LLC 5
Ovata Capital Management Ltd 5
EPG Wealth Management LLC 5
No Street GP LP 5
Keebeck Wealth Management, LLC 5
Optas, LLC 5
Candlestick Capital Management LP 5
Blue Grotto Capital, LLC 5
Bullseye Asset Management LLC 5
Seven Springs Wealth Group, LLC 5
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 5
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 5
RMR Wealth Builders 5
Must Asset Management Inc. 5
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 5
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 5
Arena Investors LP 5
F&C Asset Management plc 5
Winton Capital Management Ltd 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
LMR Master Fund Ltd 5
Glg Inc. 5
1623 Capital LLC 5
Optimal Asset Management, Inc. 5
Walled Lake Planning & Wealth Management, Llc 5
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 5
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 5
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 5
Core Alternative Capital 5
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 5
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 5
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 5
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 5
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 5
ZIG - ETF Series Solutions - The Acquirers Fund 5
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 5
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 5
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 5
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 5
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 5
Advisor OS, LLC 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 5
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 5
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 5
Platform Technology Partners 5
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 5
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 5
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 5
Cypress Growth Fund Iii Lp 5
Marshall Financial Group LLC 5
McCarthy Asset Management, Inc. 5
Future Financial Wealth Managment LLC 5
Addison Advisors LLC 5
Syverson Strege & Co 5
San Luis Wealth Advisors LLC 5
Cowa, Llc 5
RWM Asset Management, LLC 5
Symmetry Investments LP 5
Quaero Capital S.A. 5
IAG Wealth Partners, LLC 5
Reby Advisors, LLC 5
Ophir Asset Management Pty Ltd 5
TCG Advisory Services, LLC 5
Synergy Financial Management, LLC 5
Dymon Asia Capital (singapore) Pte. Ltd. 5
Verdad Advisers, LP 5
CoreFirst Bank & Trust 5
Ronit Capital LLP 5
Alpha Family Trust 5
HN Saltoro Capital, LP 5
Tabor Asset Management, LP 5
Laird Norton Trust Company, Llc 5
Alamar Capital Management, LLC 5
IronBridge Private Wealth, LLC 5
Legacy Wealth Asset Management, LLC 5
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 5
EWEB - Global X Funds - Global X Emerging Markets Internet & E-commerce ETF 5
WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF 5
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
Alaethes Wealth LLC 5
O'Neil Global Advisors, Inc. 5
Prentice Wealth Management LLC 5
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 5
Putnam ETF Trust - Putnam Sustainable Future ETF - 5
Cowen Prime Advisors LLC 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 5
Rpo Llc 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
STFBX - Advisers Investment Trust - State Farm Balanced Fund 5
Level Financial Advisors, Inc. 5
Reuter James Wealth Management, Llc 5
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF 5
Renaissance Capital LLC 5
Kathleen S. Wright Associates Inc. 5
Sandy Cove Advisors, LLC 5
Retirement Planning Co of New England, Inc. 5
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 5
Seven Grand Managers, Llc 5
Henrickson Nauta Wealth Advisors, Inc. 5
Seldon Capital Lp 5
Synergy Financial Group, LTD 5
Journey Strategic Wealth Llc 5
Vetamer Capital Management, L.p. 5
Metavasi Capital LP 5
Repertoire Partners LP 5
Seaport Global Advisors, LLC 5
First Community Trust Na 5
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 5
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 5
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
High Net Worth Advisory Group LLC 5
LGT Group Foundation 5
Retireful, LLC 5
Sarissa Consulting Llc 5
Range Financial Group LLC 5
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 5
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 5
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 5
Coston, McIsaac & Partners 5
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 5
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 5
Jessup Wealth Management, Inc 5
FourThought Financial Partners, LLC 5
RIA Advisory Group LLC 5
Arista Wealth Management, LLC 5
Insigneo Advisory Services, Llc 5
LGT Financial Advisors LLC 5
Strategic Investment Solutions, Inc. /IL 5
Putnam ETF Trust - Putnam ESG High Yield ETF - 5
Fifth Third Wealth Advisors LLC 5
25 Llc 5
Grey Street Capital, LLC 5
Avalon Trust Co 5
Frank, Rimerman Advisors LLC 5
EA Series Trust 5
Kingdom Financial Group LLC. 5
iA Global Asset Management Inc. 5
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 5
DecisionPoint Financial, LLC 5
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 5
Norden Group Llc 5
Burns Matteson Capital Management, LLC 5
Valued Wealth Advisors LLC 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 5
Bear Mountain Capital, Inc. 5
Wetzel Investment Advisors, Inc. 5
Signature Resources Capital Management, LLC 5
Atlantic Edge Private Wealth Management, LLC 5
Vermillion & White Wealth Management Group, LLC 5
Delta Global Management LP 5
Degroof Petercam Asset Management 5
LM Advisors LLC 5
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 5
Napatree Capital Llc 5
Financial Synergies Wealth Advisors, Inc. 5
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 5
CCMG - EA Series Trust - CCM Global Equity ETF 5
Focus Financial Network, Inc. 5
Hilltop National Bank 5
Amplify ETF Trust - Amplify Mobile Payments ETF 5
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 5
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 5
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 5
World Equity Group, Inc. 5
Carrhae Capital LLP 5
Aviso Financial Inc. 5
New Wave Wealth Advisors Llc 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 5
Decker Retirement Planning Inc. 5
Retirement Wealth Solutions LLC 5
Union Bancaire Privee, UBP SA 5
Fedenia Advisers LLC 5
BankPlus Trust Department 5
Vision Financial Markets Llc 5
Atala Financial Inc 5
Generali Asset Management SPA SGR 5
Optimize Financial Inc 5
Eisler Capital Management Ltd. 5
Quantessence Capital LLC 5
Credit Industriel Et Commercial 5
Sone Capital Management, LLC 5
Mpwm Advisory Solutions, Llc 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
ESUM - Strategy Shares - Eventide US Market ETF 5
Rakuten Investment Management, Inc. 5
Wealth Watch Advisors, INC 5
Winnow Wealth Llc 5
Gibbs Wealth Management 5
Rachor Investment Advisory Services, LLC 5
North Dakota State Investment Board 5
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 5
Investors Portfolio Services LLC 5
Fideuram Asset Management (Ireland) dac 5
Odyssean, LLC 5
Bayban 5
Medallion Wealth Advisors, LLC 5
Profunds - Profund Vp Ultramid-cap 4
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 4
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF 4
Profunds - Profund Vp Bull 4
Profunds - Profund Vp Ultrabull 4
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 4
Gw Henssler & Associates Ltd 4
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 4
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 4
Putnam Fl Investment Management Co 4
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
Roystone Capital Management LP 4
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 4
Sierra Summit Advisors Llc 4
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 4
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 4
Guild Investment Management, Inc. 4
Sivia Capital Partners, LLC 4
Clarity Asset Management, Inc. 4
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 4
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 4
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 4
ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund 4
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
Red Door Wealth Management, LLC 4
Birch Financial Group, Llc 4
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 4
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
WoodTrust Financial Corp 4
Altium Wealth Management LLC 4
Carl Domino Inc 4
Breton Hill Capital Ltd. 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
MCHI - iSHARES TRUST - iShares MSCI China ETF 4
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 4
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 4
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 4
Mason Capital Management Llc 4
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 4
Virginia Retirement System 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
Fore Research & Management, LP 4
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 4
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 4
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 4
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 4
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
Main Street Group, LTD 4
Smart Portfolios, LLC 4
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 4
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 4
Perpetual Investment Management Ltd 4
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 4
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 4
Scopus Asset Management, L.p. 4
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 4
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 4
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 4
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 4
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 4
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 4
Western Asset Management Company, LLC 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
Ilex Capital Partners (UK) LLP 4
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 4
SSO - PROSHARES TRUST - ProShares Ultra S&P500 4
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 4
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 4
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 4
Newtyn Management, LLC 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4
1858 Wealth Management, Llc 4
VMIDX - VALIC Co I - Mid Cap Index Fund 4
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 4
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 4
Inverness Counsel Llc /ny/ 4
Caspian Capital Lp 4
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 4
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 4
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
Tidemark, LLC 4
Munder Series Trust 4
Blue Ridge Capital, L.L.C. 4
Unique Wealth Strategies, LLC 4
Gilliland Jeter Wealth Management LLC 4
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 4
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 4
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 4
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund 4
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 4
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 4
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 4
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 4
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 4
DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 4
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 4
Majedie Asset Management Ltd 4
Intersect Capital LLC 4
Gunderson Capital Management Inc. 4
Isthmus Partners, Llc 4
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 4
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 4
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 4
Cordasco Financial Network 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
Taylor Frigon Capital Management LLC 4
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 4
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 4
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 4
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 4
Parnassus Investments /ca 4
BKM Wealth Management, LLC 4
Jamison Private Wealth Management, Inc. 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 4
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 4
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 4
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 4
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 4
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 4
Sylebra Capital Llc 4
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 4
Landaas & Co /wi /adv 4
Evanson Asset Management, LLC 4
FormulaFolio Investments, LLC 4
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 4
Sompo Japan Nipponkoa Asset Management Co.,ltd. 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
DORCHESTER WEALTH MANAGEMENT Co 4
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 4
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 4
Ami Asset Management Corp 4
Round Table Services, LLC 4
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 4
1st Global Advisors, Inc. 4
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 4
Evolution Wealth Management Inc. 4
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 4
Knollwood Investment Advisory, LLC 4
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 4
Winch Advisory Services, LLC 4
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 4
Greenline Partners, LLC 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 4
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 4
Portfolio Solutions, LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 4
Marathon Capital Management 4
FINX - Global X Funds - Global X FinTech ETF 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
Barnett & Company, Inc. 4
Quotient Investors, LLC 4
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 4
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 4
Quadrature Capital LLP 4
Mraz, Amerine & Associates, Inc. 4
Regent Investment Management LLC 4
Ashford Capital Management Inc 4
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 4
Three Peaks Capital Management, LLC 4
Hunter Associates Investment Management Llc 4
Tiff Advisory Services Inc 4
Tiaa Trust, National Association 4
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
Newman Dignan & Sheerar, Inc. 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
Exchange Capital Management, Inc. 4
Maseco Llp 4
Edge Advisors, Llc 4
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 4
Meristem Family Wealth, LLC 4
Elliott Investment Management L.P. 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 4
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 4
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 4
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 4
Williams & Novak, LLC 4
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 4
StepStone Group LP 4
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4
Masters Capital Management Llc 4
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 4
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 4
Sumitomo Life Insurance Co 4
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 4
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 4
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 4
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 4
Loeb Partners Corp 4
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 4
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 4
Carlson Capital Management 4
Alken Asset Management Ltd. 4
JHCS - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Media and Communications ETF 4
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 4
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 4
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 4
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 4
New England Research & Management, Inc. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 4
Halpern Financial, Inc. 4
BLPIX - Profunds - Bull Profund Investor Class 4
UMPIX - Profunds - Ultramid-cap Profund Investor Class 4
ULPIX - Profunds - Ultrabull Profund Investor Class 4
Prosperity Financial Group, Inc. 4
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 4
Hyperion Asset Management Ltd 4
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 4
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 4
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 4
Beese Fulmer Investment Management, Inc. 4
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 4
Somerset Trust Co 4
Piershale Financial Group, Inc. 4
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 4
LVPIX - Profunds - Large-cap Value Profund Investor Class 4
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 4
MDPIX - Profunds - Mid-cap Profund Investor Class 4
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
CT Financial Advisors LLC 4
Beacon Financial Group 4
Ferris Capital, Llc 4
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 4
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 4
Brand Asset Management Group, Inc. 4
Modera Wealth Management, LLC 4
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 4
Platinum Management (NY) LLC 4
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 4
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 4
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 4
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 4
Gyroscope Capital Management Group, Llc 4
Francisco Partners Management, LP 4
Pinnacle Financial Partners, Inc. 4
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 4
Ahrens Investment Partners LLC 4
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4
Kcm Investment Advisors Llc 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 4
Vestor Capital, Llc 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
Bernzott Capital Advisors 4
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 4
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 4
QUANTRES ASSET MANAGEMENT Ltd 4
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 4
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 4
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 4
Capital A Wealth Management, LLC 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 4
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 4
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 4
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 4
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 4
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 4
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 4
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 4
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 4
Palisade Asset Management, LLC 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
Cruiser Capital Advisors, Llc 4
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 4
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 4
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 4
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 4
Amica Retiree Medical Trust 4
Homrich & Berg 4
Efficient Market Advisors, LLC 4
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 4
FS Series Trust - FS Market Neutral Fund Class I 4
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 4
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 4
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 4
Oarsman Capital, Inc. 4
Lehman Financial Resources, Inc. 4
Pinnacle Wealth Management Advisory Group, LLC 4
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 4
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 4
S&co Inc 4
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 4
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 4
Pflug Koory, LLC 4
BSW Wealth Partners 4
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 4
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 4
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
Delta Lloyd Asset Management N.v. 4
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 4
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 4
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 4
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 4
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 4
United Asset Strategies, Inc. 4
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 4
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 4
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 4
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 4
Taylor Wealth Management Partners 4
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 4
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 4
CHIC - Global X Funds - Global X MSCI China Communication Services ETF 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
Private Capital Management, LLC 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 4
Crescent Grove Advisors, LLC 4
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 4
Pine Valley Investments Ltd Liability Co 4
Ofi Invest Asset Management 4
Quintet Private Bank (Europe) S.A. 4
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 4
Amica Mutual Insurance Co 4
Sagewood Asset Management LP 4
Harris Associates L P 4
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 4
Penbrook Management LLC 4
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
King Street Capital Management, L.p. 4
Authentikos Wealth Advisory, LLC 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 4
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 4
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 4
Watermark Asset Management, Inc. 4
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 4
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 4
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 4
M Holdings Securities, Inc. 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
Keeley-Teton Advisors, LLC 4
NOSIX - Northern Funds - Northern Stock Index Fund 4
Circle Wealth Management, LLC 4
Gladstone Capital Management LLP 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 4
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 4
NOMIX - Northern Funds - Northern Mid Cap Index Fund 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
Liberty All Star Equity Fund 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
Acorn Wealth Advisors, LLC 4
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 4
Global Financial Private Capital, LLC 4
Coppell Advisory Solutions Corp. 4
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 4
Hall Laurie J Trustee 4
Ada Investment Management, LP 4
AlphaQ Advisors LLC 4
Heritage Trust Co 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
Capital Advisors Inc/ok 4
Meeder Advisory Services, Inc. 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
Portfolio Strategies, Inc. 4
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 4
Doyle Wealth Management 4
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 4
Register Financial Advisors LLC 4
WIREX - PFS FUNDS - Wireless Fund 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 4
Grey Fox Wealth Advisors, LLC 4
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 4
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 4
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 4
Allstate Investment Management Co 4
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 4
Bennett Lawrence Management L L C/ny 4
Bain Capital Public Equity, LP 4
Penn Mutual Asset Management, LLC 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
Disciplined Growth Investors Inc /mn 4
Lodestone Wealth Management LLC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
Almanack Investment Partners, LLC. 4
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 4
Alliance Wealth Advisors, LLC /UT 4
Glass Jacobson Investment Advisors llc 4
Sand Hill Global Advisors, LLC 4
Dixon Hubard Feinour & Brown Inc/va 4
Trium Capital LLP 4
Flaharty Asset Management, LLC 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 4
Caldera Capital, LLC 4
Sapience Investments, LLC 4
Beaumont Financial Advisors, LLC 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 4
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 4
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 4
Dreman Value Management, L L C 4
Vectors Research Management, LLC 4
Creative Capital Management Investments LLC 4
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 4
Clough Global Dividend & Income Fund 4
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 4
STRV - EA Series Trust - Strive 500 ETF 4
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 4
B. Riley Fbr, Inc. 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
Bryn Mawr Capital Management Inc 4
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 4
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Sentinus, LLC 4
PACIFIC SELECT FUND - Equity Index Portfolio Class I 4
Drive Wealth Management, Llc 4
Wood Tarver Financial Group, LLC 4
Brewin Dolphin Wealth Management Ltd 4
Credit Suisse Asset Management Income Fund Inc 4
Mesirow Institutional Investment Management, Inc. 4
Citizens Business Bank 4
Czech National Bank 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 4
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 4
AOTG - EA Series Trust - AOT Growth and Innovation ETF 4
TWEB - Tidal ETF Trust - SoFi Web 3 ETF 4
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 4
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 4
Ofi Carlyle Private Credit Fund 4
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 4
Lee Capital Management LP 4
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 4
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 4
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 4
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 4
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 4
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 4
Cpwm, Llc 4
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 4
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF 4
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 4
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 4
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 4
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 4
Gainplan LLC 4
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 4
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 4
Kim, Llc 4
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 4
Delta Investment Management, LLC 4
South Texas Money Management Ltd 4
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 4
Poehling Capital Management, LLC 4
Soma Equity Partners Lp 4
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Heritage Financial Services, LLC 4
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 4
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 4
Lavaca Capital Llc 4
Oppenheimer Global Multi Strategies Fund 4
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 4
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
PCM Encore, LLC 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 4
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 4
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 4
Ellis Investment Partners, LLC 4
D.B. Root & Company, LLC 4
Saudi Central Bank 4
Fusion Family Wealth LLC 4
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 4
New Capital Management LP 4
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 4
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
Quantum Private Wealth, LLC 4
G&S Capital LLC 4
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 4
Resurgent Financial Advisors LLC 4
Worth Asset Management, LLC 4
Private Advisory Group LLC 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
Alpha Square Group S, LLC 4
Prudential Short Duration High Yield Fund, Inc. 4
SILVER OAK SECURITIES, Inc 4
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 4
Empirical Asset Management, LLC 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
CastleArk Alternatives, LLC 4
Poplar Forest Capital LLC 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
TCHI - iSHARES TRUST - iShares MSCI China Multisector Tech ETF 4
Radnor Capital Management, LLC 4
Brandes Investment Partners, Lp 4
Smallwood Wealth Investment Management, LLC 4
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 4
Harbor Advisors LLC 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 4
FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares 4
First Command Financial Services, Inc. 4
Parsons Capital Management Inc/ri 4
First Command Bank 4
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 4
Paulson Wealth Management Inc. 4
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 4
Norway Savings Bank 4
John Hancock Investors Trust 4
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 4
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 4
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 4
City State Bank 4
Dynasty Wealth Management, Llc 4
Key Client Fiduciary Advisors, LLC 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 4
Bnp Paribas 4
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
Sachem Head Capital Management LP 4
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
FCLD - FIDELITY COVINGTON TRUST - Fidelity Cloud Computing ETF 4
Fairfax Financial Holdings Ltd/ Can 4
EFG Asset Management (North America) Corp. 4
Jnl Variable Fund Llc - Jnl/mellon Communication Services Sector Fund (a) 4
Rinkey Investments 4
O'Brien Wealth Partners LLC 4
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 4
Carroll Investors, Inc 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 4
Polunin Capital Partners Ltd 4
Vivaldi Opportunities Fund 4
Deuterium Capital Management, LLC 4
Parvin Asset Management, LLC 4
Western Pacific Wealth Management, LP 4
Stux Capital Management, LLC 4
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 4
D L Carlson Investment Group Inc 4
Palantir Technologies Inc. 4
Clifford Swan Investment Counsel Llc 4
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 4
Mbb Public Markets I Llc 4
Cache Advisors, LLC 4
Personal Wealth Partners 4
Angeles Investment Advisors, LLC 4
OpenArc Corporate Advisory, LLC 4
Accredited Wealth Management, LLC 4
Xn Lp 4
FJ Capital Management LLC 4
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 4
Tcg Advisors, Lp 4
Ardmore Road Asset Management LP 4
Old North State Trust, LLC 4
Reyes Financial Architecture, Inc. 4
Capricorn Fund Managers Ltd 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
Palliser Capital (UK) Ltd 4
Bwcp, Lp 4
Eschler Asset Management LLP 4
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 4
Lee Capital Asset Management Llc 4
Blue Owl Capital Holdings LP 4
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 4
Mizuho Securities Usa Llc 4
Krs Capital Management, Llc 4
Madison Investment Holdings Inc 4
Cascade Investment Advisors, Inc. 4
Chesley Taft & Associates LLC 4
Integrity Capital Management (HK) Ltd 4
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 4
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 4
Mastrapasqua Asset Management Inc 4
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 4
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 4
CarsonAllaria Wealth Management, Ltd. 4
Massar Capital Management, LP 4
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 4
Masso Torrence Wealth Management Inc. 4
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4
Tikvah Management LLC 4
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 4
HST Ventures, LLC 4
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 4
Congress Wealth Management LLC / DE / 4
Dixon Hughes Goodman Wealth Advisors LLC 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
Paradigm Financial Partners, Llc 4
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 4
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 4
Kendall Square Capital, LLC 4
Holistic Financial Partners 4
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 4
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 4
BOK Financial Private Wealth, Inc. 4
Vanguard Capital Wealth Advisors 4
Estabrook Capital Management 4
AMH Equity Ltd 4
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 4
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
3G Capital Partners LP 4
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
Sagespring Wealth Partners, Llc 4
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 4
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 4
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 4
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 4
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 4
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 4
Trust For Advisor Solutions 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 4
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 4
Seneschal Advisors, LLC 4
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 4
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 4
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 4
McMillan Office, Inc. 4
American Beacon Advisors, Inc. 4
BlackRock ESG Capital Allocation Trust 4
Mariner Wealth Advisors-NYC, LLC 4
Jana Partners Llc 4
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 4
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 4
AMS Capital Ltda 4
Hosking & Co Ltd 4
Ascent Wealth Partners, LLC 4
Absolute Investment Advisers Llc 4
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 4
ASR Vermogensbeheer N.V. 4
Pzena Investment Management Llc 4
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
McElhenny Sheffield Capital Management, LLC 4
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 4
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4
Amplify ETF Trust - Amplify Thematic All-Stars ETF 4
Bell Bank 4
Burleson & Company, LLC 4
Re Advisers Corp 4
City National Bank 4
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 4
Boston Family Office Llc 4
Ferox Capital LLP 4
MBM Wealth Consultants, LLC 4
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 4
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 4
Crowley Wealth Management, Inc. 4
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 4
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4
Catapult Capital Management Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 4
Border to Coast Pensions Partnership Ltd 4
JTC Employer Solutions Trusteee Ltd 4
S-Bank Fund Management Ltd 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
WMS Partners, LLC 4
17 Capital Partners, Llc 4
WESPAC Advisors, LLC 4
Main Street Research LLC 4
Curio Wealth, Llc 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 4
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 4
Hilton Head Capital Partners, LLC 4
Kinneret Advisory, LLC 4
Emfo, Llc 4
Copeland Capital Management, LLC 4
Mariner Investment Group Llc 4
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
Soviero Asset Management, LP 4
Asahi Life Asset Management Co., Ltd. 4
Siemens Fonds Invest GmbH 4
Promus Capital, LLC 4
University Of Notre Dame Du Lac 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 4
BARING ASSET MANAGEMENT Ltd 4
Elliott Associates, L.P. 4
Cidel Asset Management Inc 4
North Peak Capital Management, LLC 4
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 4
Formidable Asset Management, LLC 4
Semmax Financial Advisors Inc. 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Toms Capital Investment Management Lp 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
CSM Advisors, LLC 4
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 4
Ridgecrest Wealth Partners, Llc 4
First Growth Investment Manager LP 4
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 4
Proffitt & Goodson Inc 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
Noble Wealth Management PBC 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
HHR Asset Management, LLC 4
Generali Investments Towarzystwo Funduszy Inwestycyjnych 4
Hudson Portfolio Management LLC 4
Ceera Investments, Llc 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
Wealth Preservation Advisors, LLC 4
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 4
Paradigm, Strategies in Wealth Management, LLC 4
MIG Capital, LLC 4
Kopp Investment Advisors Llc 4
Trillium Asset Management, Llc 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
Systematic Alpha Investments, LLC 4
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 4
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 4
Carnegie Capital Asset Management, LLC 4
British Airways Pensions Investment Management Ltd 4
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 4
DG Capital Management, LLC 4
Meramec Financial Planners, LLC 4
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 4
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 4
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 4
Campbell Wealth Management 4
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 4
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 4
Slow Capital, Inc. 4
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
Marathon Partners Equity Management, LLC 4
Baron Silver Stevens Financial Advisors, Llc 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
Concourse Capital Management, LLC 4
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 4
Roxbury Financial LLC 4
Main Street Financial Solutions, LLC 4
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 4
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 4
Leisure Capital Management 4
Longboard Asset Management, LP 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 4
VELA Funds - VELA Large Cap 130/30 Fund Class I 4
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 4
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 4
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 4
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 4
Summitview Investment Management 4
POLEX - Datum One Series Trust - Polar Capital Emerging Market Stars Fund Institutional Class Shares 4
AtonRa Partners 4
Kingdom Ridge Capital, LLC 4
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 4
Round Rock Advisors, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 4
aeris Capital Holding GmbH 4
Fiduciary Trust Co 4
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4
Kera Capital Partners, Inc. 4
Dagco, Inc. 4
Tacita Capital Inc 4
Freedman Financial Associates, Inc. 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
Securian Funds Trust - SFT Index 500 Fund Class 1 4
Freemont Management S.A. 4
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 4
Usaa Etf Trust 4
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 4
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 4
Nations Financial Group Inc, /ia/ /adv 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 4
Reflection Asset Management 4
Chelsea Counsel Co 4
Engine No. 1 Llc 4
Meridian Wealth Advisors, LLC 4
Kestrel Investment Management Corp 4
Connors Investor Services Inc 4
Board of the Pension Protection Fund 4
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 4
Cerrano Capital Management Lp 4
XN Exponent Advisors LLC 4
Black Maple Capital Management LP 4
PENN SERIES FUNDS INC - Flexibly Managed Fund 4
PENN SERIES FUNDS INC - Index 500 Fund 4
Cypress Wealth Advisors LLC 4
PENN SERIES FUNDS INC - Smid Cap Growth Fund 4
Ipswich Investment Management Co., Inc. 4
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 4
True Link Financial Advisors, LLC 4
First Growth Capital Management LLC 4
Transamerica Partners Portfolios 4
Rampart Investment Management Company, LLC 4
Rheos Capital Works Inc. 4
La Financiere De L'echiquier 4
Collaborative Holdings Management LP 4
Cedar Capital, Llc 4
Distillate Capital Partners LLC 4
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 4
First City Capital Management, Inc. 4
Arcadia Investment Advisors Llc 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
Cary Street Partners Asset Management Llc 4
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 4
Transamerica Partners Funds Group Ii 4
Watershed Asset Management, L.L.C. 4
Ironwood Investment Counsel, LLC 4
Advisors Capital Management, LLC 4
Aris Wealth Services, Inc. 4
F3Logic, LLC 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
Rocky Mountain Advisers, Llc 4
IvyRock Asset Management (HK) Ltd 4
Cypress Point Wealth Management, LLC 4
Financial Avengers, Inc. 4
Kesler, Norman & Wride, LLC 4
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 4
Man Investments (CH) AG 4
DB Wealth Management Group, LLC 4
Southeast Asset Advisors Inc. 4
Choate Investment Advisors 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 4
Permanens Capital L.P. 4
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 4
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 4
Cypress Capital Management Llc 4
Twin Focus Capital Partners, Llc 4
Capstone Triton Financial Group, LLC 4
Maryland Capital Management 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 4
Welch & Forbes Llc 4
Fwl Investment Management, Llc 4
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 4
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 4
Oak Harvest Investment Services 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Edge Capital Group, LLC 4
Teewinot Capital Advisers, L.L.C. 4
NIXT - EA Series Trust - Research Affiliates Deletions ETF 4
Ruggie Capital Group 4
LifePro Asset Management 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Scholtz & Company, Llc 4
Gyl Financial Synergies, Llc 4
Cabot Wealth Management Inc 4
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 4
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 4
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 4
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 4
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 4
Fs Credit Income Fund 4
Andor Capital Management, L.l.c. 4
Western Wealth Management, LLC 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
Sustainable Growth Advisers, LP 4
Transamerica Partners Funds Group 4
Clarfeld Financial Advisors, Llc 4
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 4
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 4
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
HoyleCohen, LLC 4
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 4
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z 4
Net Worth Advisory Group 4
General Electric Co 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
Horizon Financial Services, Llc 4
Pomelo Capital LLC 4
Edmond De Rothschild Asset Management (france) 4
First Pacific Financial 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
ORG Wealth Partners, LLC 4
Planned Solutions, Inc. 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
Villanova Investment Management Co LLC 4
Slate Path Capital LP 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 4
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 4
Incline Global Management LLC 4
Allianz Se 4
Palestra Capital Management LLC 4
Paragon Capital Management Inc 4
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 4
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 4
Sarasin & Partners LLP 4
Nichols Asset Management LLC 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
Veritas Asset Management LLP 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
Calixto Global Investors, LP 4
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 4
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
SeaBridge Investment Advisors LLC 4
INVN - Alger ETF Trust - Alger Russell Innovation ETF 4
Allen Operations Llc 4
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 4
Ion Asset Management Ltd. 4
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 4
Linscomb & Williams, Inc. 4
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 4
Six Circles Trust - Six Circles Global Bond Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
Prudent Man Advisors, LLC 4
Clear Investment Research, Llc 4
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 4
Investment Counselors Of Maryland Llc 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 4
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 4
Connable Office Inc 4
Integrated Wealth Counsel, Llc 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 4
Abdiel Capital Advisors, LP 4
RPg Family Wealth Advisory, LLC 4
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 4
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 4
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 4
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 4
CPSIX - Unified Series Trust - Fci Bond Fund 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 4
WUSAX - WANGER ADVISORS TRUST - Wanger USA 4
GIC Private Ltd 4
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 4
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 4
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 4
Fiduciary Financial Group, Llc 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 4
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 4
Claymore Exchange-traded Fund Trust 2 4
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 4
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 4
Gabelli Dividend & Income Trust 4
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
Lake Street Financial Llc 4
Morgens Waterfall Vintiadis & Co Inc 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
Blackrock 2022 Global Income Opportunity Trust 4
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 4
PENN SERIES FUNDS INC - Small Cap Value Fund 4
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 4
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 4
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 4
Global X Japan Co., Ltd. 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF 4
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 4
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 4
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 4
Third View Private Wealth, LLC 4
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 4
North Star Asset Management Inc 4
Pillar Pacific Capital Management Llc 4
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 4
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 4
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 4
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
Amplify ETF Trust - Amplify Video Game Tech ETF 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 4
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 4
IPAY - ETF Managers Trust - ETFMG Prime Mobile Payments ETF 4
Argentus Capital Management, LLC 4
MFCPX - M FUND INC - M Capital Appreciation Fund 4
Iron Financial, LLC 4
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 4
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 4
Emerging Sovereign Group Llc 4
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 4
Gratia Capital, Llc 4
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 4
Jupiter Wealth Management LLC 4
Militia Capital Partners, LP 4
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 4
Davis Capital Management 4
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund 4
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 4
C-J Advisory, Inc. 4
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 4
NorthRock Partners, LLC 4
Veracity Capital LLC 4
Simmons Bank 4
Jensen Investment Management Inc 4
Graypoint LLC 4
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 4
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 4
Absolute Gestao de Investimentos Ltda. 4
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 4
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 4
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 4
Aventura Private Wealth, LLC 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
Catherine Avery Investment Management LLC 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
Jarislowsky, Fraser Ltd 4
Filbrandt Wealth Management, LLC 4
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 4
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 4
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 4
Mowery & Schoenfeld Wealth Management, LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 4
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
First Heartland Consultants, Inc. 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 4
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 4
Palladium Partners Llc 4
Valinor Management, Llc 4
FSA Wealth Management LLC 4
PAX Financial Group, LLC 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
Argent Advisors, Inc. 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
Global Trust Asset Management, LLC 4
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 4
WestEnd Advisors, LLC 4
Cohen & Steers, Inc. 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 4
Comprehensive Financial Management LLC 4
Fiduciary Family Office, Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
Cota Capital Management, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 4
Old Well Partners, LLC 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 4
Hohimer Wealth Management, Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 4
Lead Edge Capital Management, LLC 4
Mediolanum International Funds Ltd 4
Visionary Wealth Advisors 4
Thompson Investment Management, Inc. 4
Adams Hall Wealth Advisors, LLC 4
Smith, Graham & Co., Investment Advisors, LP 4
MU Investments Co., Ltd. 4
Investment Research & Advisory Group, Inc. 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 4
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
Parkman Healthcare Partners LLC 4
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 4
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 4
Durable Capital Partners LP 4
Teamwork Financial Advisors, LLC 4
Bristlecone Advisors, LLC 4
Sands Capital Management, Llc 4
WT Asset Management Ltd 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 4
Parcion Private Wealth LLC 4
L2 Asset Management, LLC 4
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 4
Pinpoint Asset Management Ltd 4
Stony Point Capital LLC 4
Woodley Farra Manion Portfolio Management Inc 4
JSF Financial, LLC 4
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 4
Raab & Moskowitz Asset Management LLC 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
Ennismore Fund Management Ltd 4
Private Wealth Partners, LLC 4
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4
Matrix Trust Co 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
Mine & Arao Wealth Creation & Management, LLC. 4
Pathway Capital Management, Lp 4
Marks Group Wealth Management, Inc 4
Fairman Group, LLC 4
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 4
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 4
AT Bancorp 4
ESL Trust Services, LLC 4
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 4
Community Financial Services Group, LLC 4
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 4
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 4
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
Stuart Chaussee & Associates, Inc. 4
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 4
Rowland Carmichael Advisors Inc /adv 4
Patton Fund Management, Inc. 4
Spdr S&p 500 Etf Trust 4
Spdr S&p Midcap 400 Etf Trust 4
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 4
Douglas Lane & Associates, LLC 4
Peddock Capital Advisors, Llc 4
Perennial Investment Advisors, LLC 4
Elevated Capital Advisors, LLC 4
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 4
Arlington Capital Management, Inc. 4
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 4
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
Ag2r La Mondiale Gestion D'actifs 4
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 4
Bank Hapoalim Bm 4
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 4
Ramsey Quantitative Systems 4
SkyOak Wealth, LLC 4
Coastal Investment Management, L.p. 4
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 4
CMT Capital Markets Trading GmbH 4
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 4
Profunds - Profund Vp Large-cap Value 4
Howard Capital Management Inc. 4
Transcendent Capital Group LLC 4
Vanguard Morgan Growth Fund 4
Profunds - Profund Vp Mid-cap Growth 4
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 3
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 3
MTM Investment Management, LLC 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
One Fin Capital Management LP 3
Simcoe Capital Management, LLC 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
Golden Green, Inc. 3
Capital CS Group, LLC 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
Voya Global Equity Dividend & Premium Opportunity Fund 3
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 3
Guardcap Asset Management Ltd 3
Glenview Trust Co 3
Dfpg Investments, Llc 3
George Kaiser Family Foundation 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
Rs Investment Trust 3
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 3
Stance Capital Llc 3
Perennial Advisors, LLC 3
Phocas Financial Corp. 3
Hunting Hill Global Capital, LLC 3
Institutional Investment Strategy Fund 3
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
Key Square Capital Management LLC 3
Retirement Guys Formula Llc 3
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF 3
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 3
Delaware Investments Dividend & Income Fund, Inc 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
Crescent Capital Consulting, LLC 3
Rivulet Capital, Llc 3
Journey Advisory Group, LLC 3
Monroe Bank & Trust/mi 3
Bank Of Nova Scotia Trust Co 3
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
Sovarnum Capital L.p. 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
Gabelli Multimedia Trust Inc. 3
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 3
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 3
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 3
Voya Global Advantage & Premium Opportunity Fund 3
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
Northwest Wealth Management, Llc 3
Concentric Wealth Management, Llc 3
Hefty Wealth Partners 3
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 3
Staley Capital Advisers Inc 3
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 3
Badgley Phelps & Bell Inc 3
Willner & Heller, Llc 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
Glenhill Advisors Llc 3
Ruiz John Hasan 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
Voya Asia Pacific High Dividend Equity Income Fund 3
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 3
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3
Abbrea Capital, LLC 3
Endicott Management Co 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Sarofim Fayez 3
DGIN - VanEck ETF Trust - VanEck Digital India ETF 3
Blackrock Multi-sector Opportunities Trust 3
National Penn Investors Trust Co /pa 3
Spartan Fund Management Inc. 3
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 3
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 3
Hutchens & Kramer Investment Management Group, LLC 3
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 3
Clearfield Capital Management Lp 3
Cheviot Value Management, LLC 3
Roanoke Asset Management Corp/ Ny 3
Ulysses Management LLC 3
Fund Management at Engine No. 1 LLC 3
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
Voya Emerging Markets High Dividend Equity Fund 3
FOURPOINTS Investment Managers, S.A.S. 3
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 3
Rainier Group Investment Advisory LLC 3
SLIM - Janus Detroit Street Trust - The Obesity ETF 3
Sugar Maple Asset Management, LLC 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
Lansing Street Advisors 3
HG Vora Capital Management, LLC 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 3
Kent Lake PR LLC 3
Signet Investment Advisory Group, Inc. 3
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
Eagle Capital Management Llc 3
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 3
Offit Capital Advisors Llc 3
LGT Fund Management Co Ltd. 3
Nuveen S&p 500 Buywrite Income Fund 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
FSC Wealth Advisors, LLC 3
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 3
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 3
Quattro Advisors LLC 3
Goldman Sachs Asset Management, L.p. 3
Pragma Gestao De Patrimonio Ltd 3
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 3
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
BlackRock ETF Trust - BlackRock Future Innovators ETF 3
Oxford Financial Group Ltd 3
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 3
Dfa Investment Trust Co - The U.s. Large Cap Value Series 3
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 3
Safeguard Financial, LLC 3
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 3
Mindset Wealth Management, Llc 3
Argyle Capital Management Inc. 3
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 3
Courier Capital Llc 3
Kingstown Capital Management L.p. 3
Mcdaniel Terry & Co 3
Brendel Financial Advisors LLC 3
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 3
Okabena Investment Services Inc 3
Consolidated Planning Corp 3
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 3
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 3
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 3
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 3
Onefund, Llc 3
Kelly Lawrence W & Associates Inc/ca 3
Wallace Hart LLC 3
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 3
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 3
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 3
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 3
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 3
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 3
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 3
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 3
Td Asset Management Usa Funds Inc. 3
CTRU - Ark ETF Trust - ARK Transparency ETF 3
Affinity Capital Advisors, LLC 3
Allen Capital Group, LLC 3
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 3
Roman Butler Fullerton & Co 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
Two Creeks Capital Management, LP 3
Arthur M. Cohen & Associates, Llc 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 3
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 3
Campbell Capital Management Inc 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
Springhouse Capital Management, LP 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Tradition Capital Management Llc 3
Sentinel Group Funds Inc 3
FS Global Credit Opportunities Fund 3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 3
Wilkerson Advisory Group LLC 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 3
ELCO Management Co., LLC 3
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 3
Alpine Bank Wealth Management 3
Ksa Capital Management, Llc 3
Park Presidio Capital Llc 3
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 3
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 3
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 3
Bingham Osborn & Scarborough Llc 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
City National Bank Of Florida /msd 3
Balasa Dinverno & Foltz Llc 3
Arcus Capital Partners, LLC 3
Polaris Capital Management, LLC 3
Calamos Long/Short Equity & Dynamic Income Trust 3
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 3
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 3
Headinvest, Llc 3
Six Circles Trust - Six Circles Credit Opportunities Fund 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
RGM Capital, LLC 3
Connecticut Wealth Management, LLC 3
Spence Asset Management 3
Heartwood Wealth Advisors LLC 3
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 3
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 3
Well Done, LLC 3
New Amsterdam Partners Llc/ny 3
Graham Capital Wealth Management, Llc 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 3
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 3
Icapital Wealth Llc 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
Akkr Management Company, Llc 3
Tilia Fiduciary Partners, Inc. 3
Hampton Road Capital Management LP 3
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 3
Osmosis Investment Management UK Ltd 3
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 3
Vanguard Specialized Funds 3
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 3
Clifford Capital Partners Llc 3
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 3
Vernier Capital Partners, Lp 3
Tema Etfs Llc 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 3
Clark Wealth Partners 3
BKD Wealth Advisors, LLC 3
MBE Wealth Management, LLC 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
Adams Wealth Management 3
First Commonwealth Financial Corp /pa/ 3
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 3
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 3
CTC Capital Management, LLC 3
Persistent Asset Partners Ltd 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
Sherman Porfolios, Llc 3
Pluribus Labs, LLC 3
Channing Capital Management, LLC 3
Essex Financial Services, Inc. 3
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 3
TD Securities (USA) LLC 3
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 3
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 3
Summit Wealth & Retirement Planning, Inc. 3
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 3
Castlekeep Investment Advisors Llc 3
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 3
Brown Capital Management Llc 3
Bridger Management, Llc 3
Whitefort Capital Management, LP 3
PKO Investment Management Joint-Stock Co 3
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 3
RE Dickinson Investment Advisors, LLC 3
EDUT - Global X Funds - Global X Education ETF 3
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 3
Philadelphia Trust Co 3
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
Gordian Capital Singapore Pte Ltd 3
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 3
Hel Ved Capital Management Ltd 3
Taylor Hoffman Wealth Management 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 3
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 3
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 3
Tennessee Valley Asset Management Partners 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
Lloyd Advisory Services, LLC. 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 3
Mufg Securities Americas Inc. 3
Costello Asset Management, INC 3
True North Advisors, LLC 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
CCLA Investment Management Ltd 3
Boston Financial Mangement Llc 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
Lloyds Banking Group plc 3
Tandem Capital Management Corp /adv 3
Aspire Capital Advisors LLC 3
North Capital, Inc. 3
Chapman Financial Group, Llc 3
Arrow Capital Management, LLC 3
Sonora Investment Management Group, LLC 3
Biltmore Capital Advisors LLC 3
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 3
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 3
Tyrian Investments, L.P. 3
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 3
Delphi Private Advisors LLC 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Fairtree Asset Management (Pty) Ltd 3
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 3
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
Marathon Capital Management 3
Lighthouse Financial Advisors, Inc. 3
Mount Capital Ltd 3
Intrust Bank Na 3
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 3
RVER - Advisor Managed Portfolios - Trenchless Fund ETF 3
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 3
FRG Family Wealth Advisors LLC 3
Leelyn Smith, LLC 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
Centennial Bank/AR/ 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
LionEye Capital Management LLC 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
Stiles Financial Services Inc 3
LaSalle Street Capital Management, LLC 3
VELA Investment Management, LLC 3
Pathway Financial Advisors LLC 3
Unterberg Capital LLC 3
Baxter Bros Inc 3
VSR Financial Services, Inc. 3
Ariadne Wealth Management, LP 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 3
GraniteShares Advisors LLC 3
Connective Portfolio Management, LLC 3
DeDora Capital, Inc. 3
Jackson Thornton Asset Management, Llc 3
Nearwater Capital Markets, Ltd 3
Warren Street Wealth Advisors, LLC 3
Grisanti Capital Management LLC 3
Scissortail Wealth Management, LLC 3
GKV Capital Management Co., Inc. 3
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 3
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 3
Fsb Premier Wealth Management, Inc. 3
Perfromance Wealth Partners, LLC 3
Divergent Wealth Advisors, Llc 3
Prudential Global Short Duration High Yield Fund, Inc. 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
New Covenant Trust Company, N.A. 3
Arjuna Capital 3
Biondo Investment Advisors, LLC 3
Astrantus Ltd 3
Canada Post Corp Registered Pension Plan 3
Riverwater Partners LLC 3
Goodwin Daniel L 3
Greylin Investment Mangement Inc 3
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 3
Phillips Financial Management, Llc 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Advanced Research Investment Solutions, Llc 3
Harbert Fund Advisors, Inc. 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
Horizon Funds - HORIZON EXPEDITION PLUS ETF 3
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 3
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares 3
FMQQ - EXCHANGE TRADED CONCEPTS TRUST - FMQQ The Next Frontier Internet & Ecommerce ETF 3
Waddell & Reed Advisors Funds 3
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 3
MTVR - EXCHANGE TRADED CONCEPTS TRUST - Fount Metaverse ETF 3
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 3
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 3
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 3
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 3
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 3
DAT - PROSHARES TRUST - ProShares Big Data Refiners ETF 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 3
Crcm Lp 3
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
Shelton Wealth Management, Llc 3
USVT - Ultimus Managers Trust - US VALUE ETF 3
Index Fund Advisors, Inc. 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Opus Capital Group, LLC 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
Kms Financial Services, Inc 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Alpine Associates Advisors 3
Perimeter Capital Partners, LLC 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
Kepler Cheuvreux (Suisse) SA 3
Kolinsky Wealth Management, LLC 3
Bel Air Investment Advisors Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 3
TKG Advisors, LLC 3
Tpg Gp A, Llc 3
Geller Advisors LLC 3
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
Quest 10 Wealth Builders, Inc. 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 3
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
Reliance Trust Co Of Delaware 3
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
Unison Advisors LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 3
Lockheed Martin Investment Management Co 3
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 3
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
Deprince Race & Zollo Inc 3
MADDEN SECURITIES Corp 3
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 3
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 3
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 3
Wisconsin Capital Management Llc 3
Richards, Merrill & Peterson, Inc. 3
Cohanzick Management, Llc 3
Alpine Partners USVI, LLC 3
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
JB Capital LLC 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
VARIABLE INSURANCE PRODUCTS FUND II - Emerging Markets Portfolio Initial Class 3
STFGX - Advisers Investment Trust - State Farm Growth Fund 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
Badgley Phelps Wealth Managers, LLC 3
Rossmore Private Capital 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 3
Straightline Group Llc 3
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 3
Seelaus Asset Management LLC 3
Timberline Asset Management LLC 3
Brinton Eaton, Llc 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 3
Ashburton (Jersey) Ltd 3
Rothschild & Co Wealth Management UK Ltd 3
Profunds - Profund Vp Ultranasdaq-100 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
Aspiriant, Llc 3
MJT & Associates Financial Advisory Group, Inc. 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 3
Rockland Trust Co 3
EMG Holdings, L.P. 3
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 3
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 3
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 3
Mizuho Securities Co. Ltd. 3
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 3
Legion Partners Asset Management, LLC 3
Steadfast Capital Management (UK) Ltd. 3
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 3
Capital Group Private Client Services, Inc. 3
EdgePoint Investment Group Inc. 3
Stephenson National Bank & Trust 3
Pilgrim Partners Asia Pte Ltd 3
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
Proathlete Wealth Management Llc 3
Grant Private Wealth Management Inc 3
Professional Financial Advisors, LLC 3
Able Wealth Management LLC 3
7x7 Asset Management LLC 3
Vima Llc 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 3
Long Island Wealth Management, Inc. 3
Perbak Capital Partners LLP 3
Oliver Luxxe Assets LLC 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 3
Evercore Trust Company, N.A. 3
Marathon Asset Mgmt Ltd 3
Rock Springs Capital Management LP 3
Partners Group Private Equity (master Fund), Llc 3
AlTi Global, Inc. 3
Luminus Management Llc 3
New England Investment & Retirement Group, Inc. 3
Trilogy Capital Inc. 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
Starboard Value LP 3
Independent Wealth Network Inc. 3
Diligent Investors, LLC 3
US Asset Management LLC 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Clayton Financial Group LLC 3
Doliver Advisors, Lp 3
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 3
Aip Series Trust 3
Integrity Alliance, Llc. 3
WFA of San Diego, LLC 3
Coronation Asset Management (Pty) Ltd. 3
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 3
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
QSV Equity Investors LLC 3
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 3
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Principle Wealth Partners Llc 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 3
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 3
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF 3
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 3
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 3
Charter Trust Co 3
Himco Variable Insurance Trust 3
Deroy & Devereaux Private Investment Counsel Inc 3
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 3
Maridea Wealth Management LLC 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 3
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 3
Marietta Investment Partners Llc 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
Eagle Global Advisors Llc 3
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 3
Causeway Capital Management Llc 3
Basepoint Wealth LLC 3
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 3
Sharkey, Howes & Javer 3
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
Horizon Bancorp Inc /in/ 3
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 3
High Point Bank & Trust Co 3
Element Squared LLC 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 3
Foster Dykema Cabot & Partners, Llc 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 3
Systematic Portfolios LLC 3
Van Den Berg Management I, Inc 3
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 3
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
QQWZ - Pacer Funds Trust - Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF 3
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 3
BancorpSouth Inc 3
Northwest Capital Management Inc 3
Orbimed Advisors Llc 3
YOKE - EA Series Trust - Yoke Core ETF 3
First National Bank of South Miami 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 3
LCOW - Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
Lionsbridge Wealth Management LLC 3
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 3
Cobblestone Capital Advisors Llc /ny/ 3
FNG - AdvisorShares Trust - ADVISORSHARES NEW TECH AND MEDIA ETF 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
Monetta Financial Services Inc 3
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
Resonant Capital Advisors, LLC 3
JIHDX - John Hancock Funds II - High Yield Fund Class 1 3
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
Lonestar Capital Management LLC 3
Hcim Trust 3
Plustick Management Llc 3
Cartica Management, LLC 3
Encompass More Asset Management 3
Torno Capital, Llc 3
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 3
EWG Elevate Inc. 3
Scalar Gauge Management, Llc 3
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 3
VAMGX - VALIC Co II - Mid Cap Growth Fund 3
Isi Strategy Fund Inc 3
Islay Capital Management, Llc 3
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
PrairieView Partners, LLC 3
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 3
Westend Capital Management LLC 3
New England Private Wealth Advisors LLC 3
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF 3
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
Copperwynd Financial, LLC 3
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 3
BTG Pactual Asset Management US LLC 3
Green Arrow Capital Management Llc 3
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 3
Tourbillon Capital Partners, L.P. 3
Slotnik Capital, LLC 3
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 3
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 3
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 3
JNL SERIES TRUST - JNL Bond Index Fund (I) 3
Madison Wealth Management 3
Ancient Art, L.P. 3
Truffle Hound Capital, LLC 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 3
Tdam Usa Inc. 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
Fca Corp /tx 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
Destrier Capital Management Llc 3
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 3
QLD - PROSHARES TRUST - ProShares Ultra QQQ 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 3
Modern Wealth Management, LLC 3
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 3
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 3
Johanson Financial Advisors, Inc. 3
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 3
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 3
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
Fulton Breakefield Broenniman Llc 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
First Trust Investment Solutions L.P. 3
VCGEX - VALIC Co I - Emerging Economies Fund 3
Weitz Investment Management, Inc. 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
Lynwood Capital Management Inc. 3
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 3
John Hancock Hedged Equity & Income Fund 3
Chatham Capital Group, Inc. 3
Summit Wealth Group, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
Cherry Creek Investment Advisors, Inc. 3
Burkett Financial Services, Llc 3
Focus Financial Network Inc /adv 3
Financial Sense Advisors, Inc. 3
Nasdaq Premium Income & Growth Fund Inc. 3
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
Financial Engines Advisors L.L.C. 3
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 3
Chesapeake Capital Corp /il/ 3
Firestone Capital Management 3
Kiker Wealth Management, LLC 3
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 3
Kiely Wealth Advisory Group, Inc. 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
Gabelli Equity Series Funds Inc 3
Cutter & CO Brokerage, Inc. 3
Evergreen Private Wealth LLC 3
Quotient Wealth Partners, LLC 3
Rothschild Capital Partners, LLC 3
Andina Capital Management, LLC 3
Mondrian Investment Partners LTD 3
SNS Financial Group, LLC 3
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 3
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 3
Tactive Advisors, LLC 3
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 3
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 3
Value Partners Investments Inc. 3
FTEKX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Technology Fund 3
Dupree Financial Group, LLC 3
Nippon Life Insurance Co 3
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 3
Naples Money Management LLC 3
Diversify Wealth Management, Llc 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 3
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 3
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 3
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 3
Xcel Wealth Management, LLC 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
NS Partners Ltd 3
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
Camarda Financial Advisors, LLC 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 3
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 3
IMG Wealth Management, Inc. 3
Baltimore-Washington Financial Advisors, Inc. 3
Little House Capital Llc 3
SLANX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Latin America Equity Fund Class A 3
TBH Global Asset Management, LLC 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 3
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 3
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 3
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 3
Fort Pitt Capital Group, Llc 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 3
Klingenstein Fields & Co Lp 3
OneAscent Investment Solutions LLC 3
Jackson Wealth Management, LLC 3
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 3
Salient Capital Advisors, LLC 3
Sumit Capital, Llc 3
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
Ailanthus Capital Management, Lp 3
Coupland Cardiff Asset Management LLP 3
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
Pacitti Group Inc. 3
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 3
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
FDNI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones International Internet ETF 3
Prosperity Bancshares Inc 3
Havemeyer Place LP 3
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 3
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 3
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 3
Green Alpha Advisors, LLC 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
Lewis Asset Management, LLC 3
New South Capital Management Inc 3
Decatur Capital Management, Inc. 3
Crescent Park Management, L.P. 3
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 3
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 3
Align Financial, LLC 3
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 3
NZS Capital, LLC 3
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 3
FundVantage Trust - Polen Growth & Income Fund Institutional Class 3
one8zero8, LLC 3
Pinnacle Wealth Advisors 3
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 3
Lester Murray Antman dba SimplyRich 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
Court Place Advisors, LLC 3
Long Focus Capital Management, Llc 3
Spirepoint Private Client, Llc 3
Nuveen Floating Rate Income Fund 3
Cumberland Partners Ltd 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
Pinnacle Advisory Group, Inc. 3
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 3
Valentine Capital Asset Management, Inc. 3
Shelter Haven Capital Management, L.P. 3
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
Ticino Wealth 3
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF 3
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 3
Altai Capital Management, L.P. 3
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
Sarver Vrooman Wealth Advisors 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
Global Thematic Partners, LLC 3
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 3
Concorde Asset Management, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
Advisor Partners Llc 3
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 3
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 3
Pecaut & Co. 3
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 3
Lbmc Investment Advisors, Llc 3
Smith Anglin Financial, LLC 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
Cim, Llc 3
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 3
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 3
Chung Wu Investment Group, LLC 3
Marathon Asset Management Llp 3
Goelzer Investment Management, Inc. 3
Appleton Partners Inc/ma 3
Elm Advisors, Llc 3
Barbara Oil Co. 3
Concert Wealth Management Inc. 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
American Research & Management Co. 3
Ramirez Asset Management, Inc. 3
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 3
Cynosure Advisors, Llc 3
NEOS Investment Management LLC 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 3
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 3
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 3
Invst, LLC 3
Deseret Mutual Benefit Administrators 3
CVI Investments, Inc. 3
BTC Capital Management, Inc. 3
United Community Bank 3
Northside Capital Management, LLC 3
Lebenthal Holdings,LLC 3
VestGen Advisors, LLC 3
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 3
UNIVEST FINANCIAL Corp 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 3
Stone Toro Investment Advisers, LP 3
Abner Herrman & Brock Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 3
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
Dfa Investment Trust Co - The Emerging Markets Series 3
SUBZ - Listed Funds Trust - Roundhill Streaming Services & Technology ETF 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
BUG - Global X Funds - Global X Cybersecurity ETF 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Capstone Series Fund Inc 3
GM Advisory Group, Inc. 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
Columbia Asset Management 3
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
First American Bank 3
Daruma Capital Management Llc 3
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 3
Fullcircle Wealth Llc 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
Kazazian Asset Management, LLC 3
Covalent Partners LLC 3
FLP Wealth Management, LLC 3
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 3
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 3
BlackRock Innovation & Growth Trust 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 3
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 3
Synergy Investment Management, LLC 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 3
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 3
City Center Advisors, LLC 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
Abundance Wealth Counselors 3
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 3
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 3
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 3
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 3
Peachtree Investment Advisors, Inc. 3
Laidlaw Wealth Management LLC 3
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 3
Smith & Howard Wealth Management, LLC 3
St. Johns Investment Management Company, LLC 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 3
East Coast Asset Management, LLC. 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
Dalton Greiner Hartman Maher & Co 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
MML Series Investment Fund II - MML Special Situations Fund Class II 3
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 3
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 3
Ab Pooling Portfolios 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 3
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 3
Reinhart Partners, Inc. 3
Grassi Investment Management 3
Hartwell J M Limited Partnership 3
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 3
Akaris Global Partners, LP 3
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 3
SRB Corp 3
Cullinan Associates Inc 3
BluePath Capital Management, LLC 3
KADENSA CAPITAL Ltd 3
MML Series Investment Fund II - MML Blend Fund Initial Class 3
MML Series Investment Fund II - MML Asset Momentum Fund Class II 3
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 3
B & T Capital Management DBA Alpha Capital Management 3
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 3
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 3
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 3
Rivernorth Marketplace Lending Corp 3
Altium Capital Management LP 3
Van Cleef Asset Management,Inc 3
Relyea Zuckerberg Hanson LLC 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
Sandell Asset Management Corp 3
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 3
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 3
Tradition Asset Management Llc 3
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
Belmont Capital, LLC 3
FAMKX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Markets Fund Class A 3
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 3
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 3
Silicon Hills Wealth Management, LLC 3
Nepsis, Inc. 3
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
Gries Financial Llc 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
MidWestOne Financial Group, Inc. 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
Archon Partners LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
Institutional Venture Management XIII, LLC 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
Aft, Forsyth & Company, Inc. 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
Wellesley Asset Management 3
Gierl Augustine Investment Management Inc 3
Mission Creek Capital Partners, Inc. 3
Princeton Capital Management Llc 3
Adirondack Research & Management Inc. 3
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 3
Clear Creek Financial Management, LLC 3
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 3
Aspen Investment Management Inc 3
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 3
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 3
First National Trust Co 3
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 3
Alphadyne Asset Management, LLC 3
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 3
Proxima Capital Management, LLC 3
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 3
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 3
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 3
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 3
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 3
Pelorus Jack Capital, L.p. 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 3
Odey Asset Management Group Ltd 3
Enterprise Trust & Investment Co 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
Greenwoods Asset Management Hong Kong Ltd. 3
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
Kalos Management, Inc. 3
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 3
Fft Wealth Management Llc 3
Vontobel Asset Management Inc 3
Woodstock Corp 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 3
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 3
Stokes Family Office, LLC 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Isomer Partners LP 3
Grandfield & Dodd, Llc 3
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 3
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 3
Exxonmobil Investment Management Inc /tx 3
Grimes & Company, Inc. 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
Obermeyer Wood Investment Counsel, Lllp 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 3
Montrusco Bolton Investments Inc. 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 3
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 3
Nuveen Diversified Dividend & Income Fund 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
Centricity Wealth Management, LLC 3
Waterloo Capital, L.P. 3
Indiana Trust & Investment Management CO 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 3
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 3
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 3
TLEVX - AMG FUNDS - AMG GW&K Trilogy Emerging Markets Equity Fund Class N 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 3
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 3
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 3
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
Ballast Advisors Llc 3
Connectus Wealth, LLC 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
Paragon Capital Management LLC 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 3
Bdf-gestion 3
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 3
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 3
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 3
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 3
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 3
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 3
Financial Harvest, LLC 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 3
Seaport Global Asset Management Llc 3
Confluence Investment Management Llc 3
CGC Financial Services, LLC 3
49 Wealth Management, Llc 3
Capital Advisors Wealth Management, LLC 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
NexPoint Credit Strategies Fund 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 3
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
O'Dell Group, LLC 3
Fidelity Multi-Strategy Credit Fund 3
Acuta Capital Partners, Llc 3
Mayflower Financial Advisors, LLC 3
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 3
Zenit Asset Management AB 3
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 3
Deimos Asset Management LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 3
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 3
Premier Asset Management Llc 3
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 3
Middleton & Co Inc/ma 3
CBTG - Listed Funds Trust - Cabot Growth ETF 3
MLPIX - Profunds - Mid-cap Value Profund Investor Class 3
First Beijing Investment Ltd 3
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 3
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
Guyasuta Investment Advisors Inc 3
Top Ace Asset Management Ltd 3
Evelyn Partners Investment Management LLP 3
Go Etf Solutions Llp 3
LGPIX - Profunds - Large-cap Growth Profund Investor Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
Texas Capital Bancshares Inc/tx 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 3
Pensionfund DSM Netherlands 3
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 3
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 3
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 3
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
GROW Partners, LLC 3
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 3
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class 3
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 3
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 3
PRLAX - T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund 3
Avalon Global Asset Management LLC 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
Park National Corp /oh/ 3
Cleararc Capital Inc 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 3
Aurora Private Wealth, Inc. 3
KERR FINANCIAL PLANNING Corp 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 3
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 3
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 3
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 3
Fenimore Asset Management Inc 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
Genus Capital Management Inc. 3
OTGAX - World Funds Trust - OTG Latin America Fund Class A Shares 3
Institutional Venture Partners XIII, L.P. 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Advyzon Investment Management, LLC 3
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 3
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 3
Searle & Co. 3
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
Mendon Capital Advisors Corp 3
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class 3
Beacon Investment Advisory Services, Inc. 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
PGIM Short Duration High Yield Opportunities Fund 3
FSVQX - World Funds Trust - Clifford Capital Focused Small Cap Value Fund Super Institutional Class 3
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 3
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 3
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 3
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 3
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 3
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
EagleClaw Capital Managment, LLC 3
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 3
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 3
Advance Capital I Inc 3
Rexford Capital Inc 3
Allegis Investment Advisors, LLC 3
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 3
First American Trust, Fsb 3
Smith, Moore & Co. 3
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 3
Provenance Wealth Advisors, LLC 3
Pacific View Asset Management, Llc 3
Guardian Life Insurance Co Of America 3
Old Second National Bank Of Aurora 3
Boyd Watterson Asset Management Llc/oh 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
Meridian Investment Counsel Inc. 3
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
HighTower Trust Services, LTA 3
CloudAlpha Capital Management Limited/Hong Kong 3
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 3
Pennsylvania Trust Co 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 3
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
Employees Provident Fund Board 3
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 3
Valley Brook Capital Group, Inc. 3
Oldfield Partners LLP 3
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 3
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 3
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 3
Saratoga Research & Investment Management 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
Minot Wealth Management LLC 3
Holos Integrated Wealth LLC 3
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 3
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 3
Bank Pictet & Cie (asia) Ltd 3
Mirova 3
Space Summit Capital LLC 3
Harvest Volatility Management Llc 3
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 3
TIMOTHY PLAN - Timothy Strategic Variable 3
Morningstar Investment Management LLC 3
Geneva Capital Management Llc 3
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 3
Live Your Vision, LLC 3
PUREfi Wealth, LLC 3
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 3
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 3
Valmark Advisers, Inc. 3
Cambiar Investors Llc 3
Summit X, LLC 3
DoubleLine Yield Opportunities Fund 3
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 3
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 3
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 3
Fagan Associates, Inc. 3
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 3
Aprio Wealth Management, LLC 3
Montecito Bank & Trust 3
Crawford Investment Counsel Inc 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
Coalescence Partners Investment Management, LP 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Scott Marsh Financial, LLC 3
Mid Continent Capital Llc/il 3
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 3
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 3
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 3
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 3
Amica Pension Fund Board Of Trustees 3
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 3
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
HMI Capital Management, L.P. 3
HNSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL SMALL COMPANY FUND Class A 3
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 3
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 3
Portus Wealth Advisors, LLC 3
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 3
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 3
Iron Triangle Partners LP 3
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
Twin Lakes Capital Management, LLC 3
Guinness Asset Management LTD 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
Beck Mack & Oliver Llc 3
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 3
MRAD - GUINNESS ATKINSON FUNDS - SmartETFs Advertising & Marketing Technology ETF 3
ARGI Investment Services, LLC 3
Ewing Morris & Co. Investment Partners Ltd. 3
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 3
River Wealth Advisors LLC 3
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 3
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 3
Sterling Global Strategies LLC 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 3
Orion Capital Management LLC 3
Colonial River Wealth Management, LLC 3
Accredited Investors Inc. 3
One Capital Management, LLC 3
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 3
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 3
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 3
Bristol John W & Co Inc /ny/ 3
Crews Bank & Trust 3
Foster & Motley Inc 3
Tripletail Wealth Management, LLC 3
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund 3
Ironvine Capital Partners, LLC 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
Traub Capital Management LLC 3
Lingohr & Partner Asset Management GmbH 3
Nbt Bank N A /ny 3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 3
Berbice Capital Management LLC 3
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 3
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 3
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 3
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 3
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 3
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 3
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 3
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 3
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 3
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
American National Registered Investment Advisor, Inc. 3
Crestone Asset Management LLC 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
Comerica Securities Inc 3
Farmers National Bank 3
Montag & Caldwell, Llc 3
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 3
MIK Capital, LP 3
IEME - iShares U.S. ETF Trust - iShares Evolved U.S. Media and Entertainment ETF 3
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 3
Dreyfus High Yield Strategies Fund 3
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 3
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 3
Willingdon Wealth Management 3
Ws Management Lllp 3
J.P. Turner & Co Capital Mnagement, LLC 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
Beach Point Capital Management LP 3
Verity & Verity, LLC 3
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 3
Chesapeake Partners Management Co Inc/md 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 3
IHAK - iSHARES TRUST - iShares Cybersecurity and Tech ETF 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
ABN AMRO Bank N.V. 3
Apertura Capital, LLC 3
Summit Wealth Group Llc / Co 3
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 3
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 3
Ararat Capital Management, LP 3
Scott & Selber, Inc. 3
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 3
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 3
Boreal Capital Management LLC 3
Waterfront Wealth Inc. 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
Capital Investment Counsel, Inc 3
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 3
Weatherbie Capital, Llc 3
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 3
Profunds - Profund Vp Large-cap Growth 3
Corrado Advisors, Llc 3
CrossGen Wealth, LLC 3
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 3
Gratus Capital LLC 3
Lord Abbett Floating Rate High Income Fund 3
Cloverfields Capital Group, Lp 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
Harbor Spring Capital, LLC 3
Asher Enterprises Inc 3
Apollo Tactical Income Fund Inc. 3
Titleist Asset Management, Llc 3
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 3
Ewa, Llc 3
Hillman Co 3
Iberiabank Corp 3
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 3
Avanza Fonder AB 3
Westport Asset Management Inc 3
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
Kcg Americas Llc 3
Consolidated Portfolio Review Corp 3
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 3
TruNorth Capital Management, LLC 3
Legacy Capital Group California, Inc. 3
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 3
Cornerstone Management, Inc. 3
Breakwater Investment Management 3
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 3
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 3
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 3
Cm Wealth Advisors Llc 3
Hoese & Co LLP 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 3
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 3
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 3
Shanda Payment Holdings Ltd. 3
Amcap Fund 3
STXV - EA Series Trust - Strive 1000 Value ETF 3
Capital Advantage, Inc. 3
RVRB - ADVISORS SERIES TRUST - Reverb ETF 3
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 3
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 3
Asset Advisors Corp 3
Hellman Jordan Management Co Inc /ma/ 3
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 3
InterOcean Capital Group, LLC 3
Howard Wealth Management, Llc 3
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 3
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 3
PDS Planning, Inc 3
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 3
Meyer Handelman Co 3
Florida Financial Advisors, Llc 3
Adalta Capital Management LLC 3
Two Roads Shared Trust - Hypatia Women CEO ETF 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
Portsea Asset Management LLP 3
Blue Sky Asset Management, LLC 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 3
Milestone Investment Advisors LLC 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
Quattro Financial Advisors Llc 3
Clear Perspective Advisors, LLC 3
Robeco Schweiz AG 3
Cozad Asset Management Inc 3
Miller Value Partners, Llc 3
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 3
Royce Global Value Trust, Inc. 3
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 3
Green Harvest Asset Management LLC 3
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 3
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 3
Cornerstone Capital, Inc. 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
NOBOX - Northern Funds - Northern Bond Index Fund 3
Ally Financial Inc. 3
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
Strategic Capital Alternatives LLC 3
Sovereign Financial Group, Inc. 3
Steigerwald, Gordon & Koch Inc. 3
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 3
Israel Discount Bank of New York 3
Andesa Financial Management Inc. 3
Ruedi Wealth Management, Inc. 3
Us Financial Advisors, Llc 3
Compass Wealth Management LLC 3
Port Capital LLC 3
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 3
Mcdonald Partners Llc 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
Sequoia China Equity Partners (Hong Kong) Ltd 3
Curated Wealth Partners LLC 3
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 3
Advocacy Wealth Management Services, LLC 3
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
MBEQX - M FUND INC - M International Equity Fund 3
Cypress Capital Group 3
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 3
BlueSky Wealth Advisors, LLC 3
Braun Stacey Associates Inc 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
Lourd Capital, LLC 3
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 3
Fortis Capital Advisors, LLC 3
Accident Compensation Corp 3
Greenwood Gearhart Inc 3
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 3
Capital Group Investment Management Pte. Ltd. 3
Cion Ares Diversified Credit Fund 3
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 3
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 3
Left Brain Wealth Management, LLC 3
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 3
STF Management LP 3
Thor Advisors, Llc 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 3
Total Wealth Planning & Management, Inc. 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 3
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 3
Courage Capital Management Llc 3
Financial Freedom, LLC 3
Serengeti Asset Management LP 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
Allegheny Financial Group LTD 3
Compass Group Llc 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
Game Creek Capital, LP 3
Atalaya Capital Management LP 3
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 3
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
Kendall Capital Management 3
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 3
Irenic Capital Management LP 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
Outlook Wealth Advisors, LLC 3
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 3
Aspen Grove Capital, LLC 3
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 3
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
New York Life Trust Co 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
Delap Wealth Advisory, Llc 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
Guidance Point Advisors, LLC 3
Profunds - Profund Vp Nasdaq-100 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
CHGX - EA Series Trust - Stance Sustainable Beta ETF 3
CFS Investment Advisory Services, LLC 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
Koesten, Hirschmann & Crabtree, INC. 3
McGlone Suttner Wealth Management, Inc. 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
Fountainhead AM, LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
Newbrook Capital Advisors LP 3
XY Capital Ltd 3
Pale Fire Capital SE 3
Willis Investment Counsel 3
Advanced Series Trust - Ast International Growth Portfolio 3
Advanced Series Trust - Ast High Yield Portfolio 3
Independent Solutions Wealth Management, LLC 3
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 3
Northstar Asset Management Inc 3
GSB Wealth Management, LLC 3
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 3
Horizons Etf Trust I 3
Value Partners Ltd /adv 3
Rwc Asset Advisors (us) Llc 3
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 3
Whitener Capital Management, Inc. 3
Purpose Unlimited Inc. 3
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 3
Pacific Center for Financial Services 3
Calvert Impact Fund Inc 3
Saturna Capital CORP 3
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 3
Atlanta Capital Management Co L L C 3
Murphy Michael R 3
Laurel Wealth Planning LLC 3
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 3
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 3
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 3
Ares Dynamic Credit Allocation Fund, Inc. 3
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 3
Nordwand Advisors, LLC 3
AidennLair Capital Management LP 3
Stevard, LLC 3
Tufton Capital Management 3
Greenoaks Capital Partners Llc 3
Leverage Partners Absolute Return Fund SPC 3
Bodenholm Capital AB 3
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
Trifecta Capital Advisors, LLC 3
Braun-Bostich & Associates Inc. 3
22nw, Lp 3
BlackRock Multi-Sector Opportunities Trust II 3
SYM FINANCIAL Corp 3
Wellspring Financial Advisors, LLC 3
ROAM Global Management LP 3
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 3
Rnc Capital Management Llc 3
JDM Financial Group LLC 3
New World Advisors LLC 3
Fund 1 Investments, LLC 3
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 3
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 3
Himension Fund 3
Henry James International Management Inc. 3
Camelot Portfolios, LLC 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
Phoenix Wealth Advisors 3
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 3
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
New America High Income Fund Inc 3
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 3
Woodson Capital Management, LP 3
Tencent Holdings Ltd 3
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 3
Invesco Qqq Trust, Series 1 3
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 3
Estate Planners Group, LLC 3
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 3
General Atlantic Llc 3
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 3
Capital Financial Planning, LLC 3
LG Capital Management, LP 3
Bordeaux Wealth Advisors LLC 3
Wealth Management Partners, LLC 3
Claar Advisors LLC 3
Standard Pacific Capital Llc/ca 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
Texas Capital Bank Wealth Management Services Inc 3
Old Mission Capital, Llc 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
300 North Capital, Llc 3
Kaizen Advisory, Llc 3
Fox Point Capital Management LLC 3
Voss Capital, LLC 3
Ensemble Capital Management, LLC 3
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 3
Osbon Capital Management Llc 3
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 3
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 3
IFG Advisory, LLC 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
DCM Advisors, LLC 3
Peak Financial Advisors Llc 3
Foster Dykema Cabot & Co Inc/ma 3
Capital Income Builder 3
Canandaigua National Bank & Trust Co 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
EMS Capital LP 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
SMITH HAYES Advisers, Inc 3
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 3
WealthPlan Investment Management, LLC 3
Morris Retirement Advisors, LLC 3
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 3
McClarren Financial Advisors, Inc. 3
Howard Financial Services, Ltd. 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 3
Lyell Wealth Management, Lp 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
Bowie Capital Management, LLC 3
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 3
TUG - Listed Funds Trust - STF Tactical Growth ETF 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
Weil Company, Inc. 3
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF 3
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 3
American Independence Funds Trust 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 3
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF 3
White Elm Capital, LLC 3
Doubleline Income Solutions Fund 3
Franklin Templeton International Trust 3
Inherent Group, Lp 3
Lucia Wealth Services, Llc 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
BLACKROCK LATIN AMERICA FUND, INC. - BLACKROCK LATIN AMERICA FUND, INC. Investor A 3
Newfoundland Capital Management 3
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 3
Profunds - Profund Vp Mid-cap Value 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 3
UG Investment Advisers Ltd. 3
ICICI Prudential Asset Management Co Ltd 3
Steel Peak Wealth Management LLC 3
Financial Advisors Network, Inc. 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 3
MSS Series Trust - One Rock Fund 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
Hotaling Investment Management, LLC 3
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 3
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 3
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 3
WCG Wealth Advisors LLC 3
Burnham Asset Management Corp /ny/ 3
Mjp Associates Inc /adv 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
Prospector Partners Llc 3
Azimuth Capital Investment Management LLC 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
Ronald Blue & Co Llc 3
MorganRosel Wealth Management, LLC 3
Amtrust Financial Services, Inc. 3
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 3
Broadview Advisors Llc 3
Long Path Partners LP 3
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 3