Drugs - 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. 1528
UBS Group AG 1467
Morgan Stanley 1426
Citadel Advisors Llc 1406
Bank Of America Corp /de/ 1361
Susquehanna International Group, Llp 1315
Jpmorgan Chase & Co 1314
Royal Bank Of Canada 1274
Wells Fargo & Company/mn 1269
Tower Research Capital LLC (TRC) 1260
Citigroup Inc 1253
Millennium Management Llc 1244
Geode Capital Management, Llc 1226
Barclays Plc 1214
Vanguard Group Inc 1205
BlackRock, Inc. 1200
Goldman Sachs Group Inc 1189
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 1173
Jane Street Group, Llc 1163
Deutsche Bank Ag\ 1141
State Street Corp 1126
Renaissance Technologies Llc 1123
Fmr Llc 1119
Advisor Group Holdings, Inc. 1090
Virtu Financial LLC 1059
Northern Trust Corp 1054
Bank of New York Mellon Corp 1013
Two Sigma Investments, Lp 998
Bnp Paribas Arbitrage, Sa 993
Group One Trading, L.p. 989
Hrt Financial Lp 982
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 980
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 978
Bank Of Montreal /can/ 951
Credit Suisse Ag/ 942
Simplex Trading, Llc 940
D. E. Shaw & Co., Inc. 899
Marshall Wace, Llp 875
Two Sigma Securities, Llc 870
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 865
Squarepoint Ops LLC 861
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 860
New York State Common Retirement Fund 859
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 856
Pnc Financial Services Group, Inc. 856
Rhumbline Advisers 855
Charles Schwab Investment Management Inc 846
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 846
Cubist Systematic Strategies, LLC 844
Two Sigma Advisers, Lp 840
Ameriprise Financial Inc 836
Invesco Ltd. 831
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 827
SG Americas Securities, LLC 826
Boothbay Fund Management, Llc 825
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 822
American International Group, Inc. 816
Manufacturers Life Insurance Company, The 816
IFP Advisors, Inc 812
Legal & General Group Plc 806
California State Teachers Retirement System 798
XTX Topco Ltd 793
Qube Research & Technologies Ltd 790
Dimensional Fund Advisors Lp 782
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 775
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 774
Prelude Capital Management, Llc 772
Walleye Capital LLC 761
Price T Rowe Associates Inc /md/ 752
Gsa Capital Partners Llp 749
Verition Fund Management LLC 749
Russell Investments Group, Ltd. 743
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 742
Creative Planning 741
Acadian Asset Management Llc 741
Point72 Asset Management, L.P. 735
Schonfeld Strategic Advisors LLC 734
Alliancebernstein L.p. 733
Balyasny Asset Management Llc 730
Ameritas Investment Partners, Inc. 728
Nuveen Asset Management, LLC 725
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 722
Us Bancorp \de\ 716
Victory Capital Management Inc 709
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 705
Strs Ohio 699
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 699
Voya Investment Management Llc 697
Federated Hermes, Inc. 694
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 694
Aqr Capital Management Llc 692
Captrust Financial Advisors 689
Cutler Group LP 688
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 684
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 683
IWC - iSHARES TRUST - iShares Micro-Cap ETF 677
Walleye Trading LLC 675
Northwestern Mutual Wealth Management Co 675
ExodusPoint Capital Management, LP 674
Wellington Management Group Llp 669
Panagora Asset Management Inc 666
ProShare Advisors LLC 662
Parametric Portfolio Associates Llc 658
Cwm, Llc 655
Metropolitan Life Insurance Co/ny 627
Amalgamated Bank 625
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 625
California Public Employees Retirement System 625
Jefferies Group LLC 623
State Of Wisconsin Investment Board 623
SBI Securities Co., Ltd. 621
LMR Partners LLP 620
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 620
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 620
Oxford Asset Management Llp 620
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 618
Franklin Resources Inc 617
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 614
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 613
Tudor Investment Corp Et Al 612
Macquarie Group Ltd 612
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 611
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 610
Ubs Asset Management Americas Inc 610
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 610
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 609
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 608
NSIDX - Northern Funds - Northern Small Cap Index Fund 608
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 608
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 607
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 607
LPL Financial LLC 607
Perceptive Advisors Llc 607
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 606
IWM - iSHARES TRUST - iShares Russell 2000 ETF 606
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 605
Hudson Bay Capital Management LP 603
Bridgeway Capital Management Inc 603
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 603
Jump Financial, LLC 602
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 601
Zurcher Kantonalbank (Zurich Cantonalbank) 600
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 600
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 600
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 598
Ladenburg Thalmann Financial Services Inc 598
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 597
MetLife Investment Management, LLC 596
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 596
VCSLX - VALIC Co I - Small Cap Index Fund 595
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 595
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 593
Profunds - Profund Vp Ultrasmall-cap 592
Profunds - Profund Vp Small-cap 592
Trexquant Investment LP 592
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 591
SLPIX - Profunds - Small-cap Profund Investor Class 591
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 591
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 591
Alyeska Investment Group, L.P. 588
Sei Investments Co 587
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 587
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 587
Man Group plc 587
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 586
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 583
Engineers Gate Manager LP 582
Nomura Holdings Inc 582
Ergoteles LLC 578
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 576
PENN SERIES FUNDS INC - Small Cap Index Fund 574
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 573
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 573
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 568
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 567
Sabby Management, Llc 567
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 566
Prudential Financial Inc 564
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 563
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 561
Allianz Asset Management GmbH 560
Jacobs Levy Equity Management, Inc 559
FNY Investment Advisers, LLC 558
Nisa Investment Advisors, Llc 558
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 558
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 555
Wolverine Asset Management Llc 553
Paloma Partners Management Co 553
Advisory Services Network, LLC 552
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 551
Quantbot Technologies LP 551
Steward Partners Investment Advisory, Llc 551
Principal Financial Group Inc 550
Adage Capital Partners Gp, L.l.c. 549
Parallel Advisors, LLC 548
Rockefeller Capital Management L.P. 548
Swiss National Bank 547
Laurion Capital Management LP 547
State Board Of Administration Of Florida Retirement System 545
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 545
Signaturefd, Llc 544
HighTower Advisors, LLC 544
Marshall Wace North America L.P. 543
Daiwa Securities Group Inc. 542
Hsbc Holdings Plc 541
HAP Trading, LLC 540
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 540
Point72 Hong Kong Ltd 540
Raymond James & Associates 539
Lazard Asset Management Llc 537
Sphera Funds Management Ltd. 534
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 530
American Century Companies Inc 529
Janus Henderson Group Plc 528
A.R.T. Advisors, LLC 523
Meeder Asset Management Inc 522
Kcg Holdings, Inc. 522
Allworth Financial LP 522
IWV - iSHARES TRUST - iShares Russell 3000 ETF 520
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 519
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 517
Parallax Volatility Advisers, L.P. 515
Deerfield Management Company, L.p. (series C) 515
Norges Bank 514
Wolverine Trading, Llc 514
Ubs Oconnor Llc 513
Vanguard Index Funds 513
Raymond James Financial Inc 512
Federation des caisses Desjardins du Quebec 512
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 512
Connor, Clark & Lunn Investment Management Ltd. 510
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 509
Advisor Group, Inc. 509
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 508
Alps Advisors Inc 508
BlackRock Fund Advisors 505
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 503
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 500
PDT Partners, LLC 500
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 500
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 499
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 498
Caption Management, LLC 497
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 496
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 496
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 495
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 495
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 494
Orbimed Advisors Llc 491
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 490
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 490
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 490
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 489
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 488
Commonwealth Equity Services, Llc 488
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 487
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 485
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 484
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 481
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 481
Dynamic Technology Lab Private Ltd 478
Alpine Global Management, LLC 478
Tiaa Cref Investment Management Llc 477
TCI Wealth Advisors, Inc. 477
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 477
Ikarian Capital, LLC 476
DekaBank Deutsche Girozentrale 476
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 476
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 475
EAM Investors, LLC 475
BlackRock Institutional Trust Company, N.A. 475
Td Asset Management Inc 475
Stifel Financial Corp 475
Highbridge Capital Management Llc 474
Lindbrook Capital, Llc 473
Farther Finance Advisors, LLC 472
BlackRock Investment Management, LLC 472
Mirae Asset Global Investments Co., Ltd. 471
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 470
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 469
Teachers Advisors, Llc 467
EverSource Wealth Advisors, LLC 466
Y-Intercept (Hong Kong) Ltd 465
Monashee Investment Management LLC 464
Woodline Partners LP 463
Virtus ETF Advisers LLC 463
Css Llc/il 463
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 462
Teacher Retirement System Of Texas 461
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 461
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 460
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 458
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 456
BlackRock Advisors LLC 454
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 453
Driehaus Capital Management Llc 451
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 451
Envestnet Asset Management Inc 449
NOSGX - Northern Funds - Northern Small Cap Value Fund 447
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 446
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 445
Bessemer Group Inc 445
FBIOX - FIDELITY SELECT PORTFOLIOS - Biotechnology Portfolio 439
China Universal Asset Management Co., Ltd. 438
Spark Investment Management LLC 437
Armistice Capital, Llc 437
Quadrant Capital Group Llc 436
Raymond James Financial Services Advisors, Inc. 436
Susquehanna Fundamental Investments, Llc 436
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 436
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 435
Sterling Capital Management LLC 435
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 433
Algert Global Llc 432
Voloridge Investment Management, Llc 431
Pura Vida Investments, Llc 431
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 430
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 430
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 430
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 428
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 427
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 426
Los Angeles Capital Management Llc 425
Guggenheim Capital Llc 423
Capstone Investment Advisors, Llc 421
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 420
Ubs Ag 420
Great West Life Assurance Co /can/ 418
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 418
SRS Capital Advisors, Inc. 417
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 417
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 416
Principal Funds Inc 416
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 416
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 415
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 414
GWM Advisors LLC 413
Guggenheim Active Allocation Fund 412
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 412
Glenmede Trust Co Na 412
Nationwide Fund Advisors 411
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 409
Baker Bros. Advisors Lp 409
Private Advisor Group, LLC 408
Rafferty Asset Management, LLC 408
Candriam Luxembourg S.C.A. 407
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 405
J. Goldman & Co LP 405
Allspring Global Investments Holdings, LLC 404
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 404
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 404
GAMMA Investing LLC 403
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 403
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 402
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 402
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 402
Ensign Peak Advisors, Inc 400
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 400
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 400
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 399
First Trust Advisors Lp 399
Toronto Dominion Bank 399
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 398
State Farm Mutual Fund Trust 398
Amalgamated Financial Corp. 398
BlueCrest Capital Management Ltd 398
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 395
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 395
State Farm Variable Product Trust 395
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 394
Aquatic Capital Management LLC 393
Arrowstreet Capital, Limited Partnership 393
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 391
Fred Alger Management, Llc 391
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 390
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 390
OMERS ADMINISTRATION Corp 390
Graham Capital Management, L.P. 390
Global Retirement Partners, LLC 390
Occudo Quantitative Strategies Lp 389
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 389
Jones Financial Companies Lllp 389
Ra Capital Management, L.p. 388
Putnam Investments Llc 388
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 386
National Bank Of Canada /fi/ 386
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 386
Harbour Investments, Inc. 385
College Retirement Equities Fund 384
Penserra Capital Management LLC 383
Polar Asset Management Partners Inc. 382
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 382
Comerica Bank 381
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 379
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 379
Public Employees Retirement System Of Ohio 378
Fifth Third Bancorp 376
Pacer Advisors, Inc. 375
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 375
Mariner, LLC 374
Maven Securities LTD 374
CIBC Private Wealth Group, LLC 374
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 372
Jefferies Financial Group Inc. 371
VDAFX - VALIC Co I - Dynamic Allocation Fund 370
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 370
Huntington National Bank 370
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 369
Cambridge Investment Research Advisors, Inc. 369
Winton Capital Group Ltd 368
ADAR1 Capital Management, LLC 368
Ellevest, Inc. 368
Axa S.a. 368
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 368
Magnetar Financial LLC 367
Ghost Tree Capital, LLC 367
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 365
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 365
Cormorant Asset Management, LP 365
Profund Advisors Llc 365
Bayesian Capital Management, LP 365
Canada Pension Plan Investment Board 364
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 364
Arizona State Retirement System 364
Jennison Associates Llc 364
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 364
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 364
Farallon Capital Management Llc 363
Centiva Capital, LP 363
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 362
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 360
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 359
Acuta Capital Partners, Llc 359
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 359
State of Wyoming 358
Ground Swell Capital, LLC 357
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 356
Rock Springs Capital Management LP 355
Neuberger Berman Group LLC 355
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 354
Nuveen, LLC 353
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 353
First Manhattan Co 353
Landscape Capital Management, L.l.c. 352
O'shaughnessy Asset Management, Llc 352
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 352
Artal Group S.A. 351
Sowell Financial Services LLC 351
Fox Run Management, L.l.c. 350
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 350
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 350
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 349
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 349
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 348
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 348
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 346
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 346
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 346
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 344
EcoR1 Capital, LLC 343
Atom Investors LP 343
Sectoral Asset Management Inc 343
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 343
Tiaa-cref Funds 343
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 342
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 342
Hartland & Co., LLC 342
MAI Capital Management 341
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 340
Oppenheimer & Co Inc 340
Police & Firemen's Retirement System of New Jersey 339
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 339
Caitong International Asset Management Co., Ltd 339
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 338
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 337
DRW Securities, LLC 337
Great Point Partners Llc 336
Belvedere Trading LLC 336
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 335
John Hancock Funds II - Health Sciences Fund Class NAV 335
Blair William & Co/il 334
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 333
Weiss Multi-Strategy Advisers LLC 333
DAFNA Capital Management LLC 332
Tfs Capital Llc 331
Tekla Capital Management LLC 331
Larson Financial Group LLC 331
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 330
Lord, Abbett & Co. Llc 329
Aperio Group, LLC 329
BBC - ETFis Series Trust I - Virtus LifeSci Biotech Clinical Trials ETF 329
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 329
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 328
BlackRock Group LTD 328
SBIO - ALPS ETF Trust - ALPS Medical Breakthroughs ETF 327
Covestor Ltd 327
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 326
HighVista Strategies LLC 326
American Portfolios Advisors 326
683 Capital Management, LLC 326
Schroder Investment Management Group 326
Cowen And Company, Llc 325
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 325
True Wealth Design, LLC 325
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 325
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 324
Corebridge Financial, Inc. 324
Moore Capital Management, Lp 323
Caas Capital Management Lp 323
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 322
Janney Montgomery Scott LLC 321
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 320
Intech Investment Management Llc 320
Gabelli Funds Llc 319
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 319
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 318
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 318
Optiver Holding B.V. 317
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 317
Sio Capital Management, LLC 317
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 317
Tfs Capital Investment Trust 316
Opaleye Management Inc. 316
Virginia Retirement Systems Et Al 314
Massmutual Trust Co Fsb/adv 314
Humankind Benefit Corp - Humankind US Stock ETF 312
Clear Street Markets Llc 312
Thrivent Financial For Lutherans 312
Wedbush Securities Inc 311
Russell Frank Co/ 311
Rothschild Investment Llc 310
Dark Forest Capital Management Lp 310
Healthcare Of Ontario Pension Plan Trust Fund 310
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 309
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 309
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 309
Acrospire Investment Management LLC 309
RSSL - Global X Funds - Global X Russell 2000 ETF 309
Tang Capital Management Llc 308
Mackenzie Financial Corp 308
Natixis 307
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 307
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 307
NEXT Financial Group, Inc 307
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 307
Altium Capital Management LP 306
Versant Capital Management, Inc 306
Brevan Howard Capital Management LP 305
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 304
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 304
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 304
Cnh Partners Llc 304
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 303
Truist Financial Corp 303
Public Employees Retirement Association Of Colorado 303
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 302
Dupont Capital Management Corp 302
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 302
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 302
Martingale Asset Management L P 302
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 302
Cvi Holdings, Llc 302
Ellington Management Group Llc 301
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 301
Capital Fund Management S.a. 300
Quadrature Capital Ltd 300
Point72 Asia (Singapore) Pte. Ltd. 300
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 300
Point72 (DIFC) Ltd 300
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 299
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 299
Campbell & CO Investment Adviser LLC 298
Geneos Wealth Management Inc. 297
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 297
Cetera Advisor Networks LLC 297
Valeo Financial Advisors, LLC 296
Aigen Investment Management, Lp 296
Kennedy Capital Management, Inc. 296
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 295
Thompson Davis & Co., Inc. 295
Piedmont Investment Advisors Llc 295
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 294
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 294
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 294
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 293
National Asset Management, Inc. 293
Spire Wealth Management 292
Parkside Financial Bank & Trust 292
Nomura Asset Management Co Ltd 292
FLDFX - Meeder Funds - BALANCED FUND Retail Class 291
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 291
Tekla Life Sciences Investors 291
Affinity Asset Advisors, LLC 291
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 291
Pictet Asset Management Ltd 290
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 290
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 290
PENN SERIES FUNDS INC - International Equity Fund 290
Coldstream Capital Management Inc 289
Bailard, Inc. 289
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 288
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 287
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF 287
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 286
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 286
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 286
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 285
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 285
Gotham Asset Management, LLC 285
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 285
Logos Global Management LP 285
Assenagon Asset Management S.A. 285
Point72 Middle East FZE 283
SG3 Management, LLC 283
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 283
Ancora Advisors, LLC 283
Assetmark, Inc 282
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 282
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 282
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 282
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 282
FORA Capital, LLC 282
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 281
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 281
RidgeWorth Capital Management LLC 281
ClariVest Asset Management LLC 280
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 280
Skandinaviska Enskilda Banken AB (publ) 279
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 279
Quantitative Systematic Strategies LLC 279
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 279
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 279
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 279
Anson Funds Management LP 279
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 278
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 278
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 278
Silverarc Capital Management, Llc 278
Cetera Investment Advisers 278
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 278
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 277
Advanced Series Trust - Ast Small-cap Growth Portfolio 277
Nicholas Investment Partners, LP 277
Avidity Partners Management LP 277
Credit Agricole S A 277
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 276
Glassman Wealth Services 276
Vanguard World Fund 276
D.a. Davidson & Co. 276
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 276
Gf Fund Management Co. Ltd. 275
JustInvest LLC 275
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 275
Capital Advisors, Ltd. LLC 275
KBC Group NV 275
M&t Bank Corp 275
E Fund Management Co., Ltd. 274
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 274
Eventide Asset Management, Llc 274
Eversept Partners, LP 274
Tocqueville Asset Management L.p. 273
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 273
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 273
Jain Global LLC 272
Belpointe Asset Management LLC 272
BlackRock Japan Co. Ltd 271
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 271
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF 271
Quantamental Technologies LLC 271
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 271
First Republic Investment Management, Inc. 270
Alberta Investment Management Corp 270
Weiss Asset Management LP 270
Mirabella Financial Services Llp 269
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 269
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 269
Capital Performance Advisors Llp 269
Weiss Strategic Interval Fund 269
Calamos Advisors LLC 269
Pinz Capital Management, LP 269
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 268
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 268
Teachers Retirement System Of The State Of Kentucky 268
Cerity Partners LLC 268
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 267
PFM Health Sciences, LP 267
Hbk Investments L P 266
NumerixS Investment Technologies Inc 266
Skopos Labs, Inc. 266
Amundi 265
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 265
United Services Automobile Association 265
CoreCap Advisors, LLC 265
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 265
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 264
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 264
Stratos Wealth Partners, LTD. 264
AdvisorNet Financial, Inc 264
State of New Jersey Common Pension Fund D 264
Handelsbanken Fonder AB 264
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 264
QS Investors, LLC 263
First Horizon Advisors, Inc. 262
Amundi Pioneer Asset Management Inc 261
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 261
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 261
Smartleaf Asset Management LLC 260
Soleus Capital Management, L.P. 260
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 260
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 260
MetLife Securities, Inc 260
NSGRX - Northern Funds - Northern Small Cap Core Fund 259
Cibc World Markets Corp 259
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 259
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 258
BNP Paribas Asset Management Holding S.A. 257
Zacks Investment Management 256
Vontobel Holding Ltd. 256
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 256
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 256
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 256
Catalyst Funds Management Pty Ltd 256
IBBJ - ETF Series Solutions - Defiance Nasdaq Junior Biotechnology ETF 256
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 255
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 255
Numeric Investors Llc 255
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 255
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 254
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 254
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 253
Old Mission Capital Llc 253
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 252
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 252
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 252
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 252
Airain ltd 251
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 251
Virtus Investment Advisers, Inc. 251
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 251
Sofinnova Investments, Inc. 250
Element Capital Management Llc 250
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 250
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 250
Corton Capital Inc. 250
Bellevue Group AG 250
Vantagepoint Funds 249
TD Waterhouse Canada Inc. 248
Tekla Healthcare Investors 248
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 248
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 248
PEAK6 Investments LLC 248
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 247
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 247
Royce & Associates Lp 247
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 246
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 246
Ronald Blue Trust, Inc. 246
Erste Asset Management GmbH 245
EntryPoint Capital, LLC 245
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 245
Prospera Financial Services Inc 245
Rtw Investments, Lp 244
Gts Securities Llc 244
PWS - Pacer Funds Trust - Pacer WealthShield ETF 243
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 243
Blueshift Asset Management, LLC 243
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 243
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 242
Newbridge Financial Services Group, Inc. 242
RBB FUND, INC. - Adara Smaller Companies Fund 242
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 242
Redmile Group, LLC 242
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 241
Essex Investment Management Co Llc 241
Seven Eight Capital, Lp 241
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 241
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 240
Visium Asset Management, LP 240
Bogle Investment Management L P /de/ 240
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 239
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 239
Wexford Capital Lp 239
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 239
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 239
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 239
Exchange Traded Concepts, Llc 239
Cowen Group, Inc. 237
Eaton Vance Management 237
Proficio Capital Partners LLC 237
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 236
Nantahala Capital Management, LLC 236
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 236
Spot Trading L.L.C 235
DLD Asset Management, LP 235
Mercer Global Advisors Inc /adv 235
Quarry LP 235
BlackRock Health Sciences Trust II 234
Kestra Advisory Services, LLC 234
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 234
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 233
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 233
Financial Architects, Inc 233
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 233
Diametric Capital, LP 233
Worth Venture Partners, LLC 233
Pictet Asset Management Holding SA 232
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 231
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 231
Compagnie Lombard Odier SCmA 231
Caxton Associates Lp 231
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 231
Wealth Enhancement Advisory Services, Llc 231
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 231
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 231
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 231
Pictet Asset Management Sa 231
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 231
Fortitude Family Office, LLC 230
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 230
Catalyst Capital Advisors LLC 230
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 229
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 229
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 229
International Assets Investment Management, Llc 229
Massachusetts Financial Services Co /ma/ 229
Leonteq Securities AG 229
AlphaCentric Advisors LLC 229
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 228
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 228
Blackrock Health Sciences Trust 228
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 228
GABELLI & Co INVESTMENT ADVISERS, INC. 227
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 227
Klp Kapitalforvaltning As 226
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 226
Picton Mahoney Asset Management 226
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 226
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 226
Endurant Capital Management LP 226
R Squared Ltd 226
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 226
Hillsdale Investment Management Inc. 225
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 225
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 225
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 225
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 224
Twinbeech Capital Lp 224
Sunbelt Securities, Inc. 224
Shell Asset Management Co 224
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 224
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 224
MUFG Americas Holdings Corp 223
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 223
FNY Managed Accounts LLC 222
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 222
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 222
Quest Partners LLC 221
Gilder Gagnon Howe & Co Llc 221
Sofos Investments, Inc. 221
Vident Investment Advisory, LLC 221
Berman Capital Advisors, LLC 221
Brewin Dolphin Ltd 221
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 221
Stevens Capital Management Lp 220
FIL Ltd 220
Profunds - Profund Vp Oil & Gas 220
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 219
Quantinno Capital Management LP 219
Principal Securities, Inc. 219
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 219
Parkman Healthcare Partners LLC 219
Emerald Acquisition Ltd. 218
Globeflex Capital L P 218
Bvf Inc/il 218
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 218
Sculptor Capital LP 218
Mackay Shields Llc 217
BlackRock ETF Trust - BlackRock Future Health ETF 217
Flagship Harbor Advisors, Llc 217
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 217
Dorsey Wright & Associates 217
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 217
Bell Investment Advisors, Inc 216
Loomis Sayles & Co L P 216
FBTAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Biotechnology Fund Class A 216
EAM Global Investors LLC 216
Avoro Capital Advisors LLC 216
Ieq Capital, Llc 215
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 215
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 215
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 215
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 214
Polar Capital LLP 214
Boxer Capital, LLC 213
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 213
Persistent Asset Partners Ltd 213
Bridgefront Capital, LLC 213
Cornerstone Capital Management Holdings Llc. 213
PEAK6 Investments, L.P. 212
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 212
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 212
ArrowMark Colorado Holdings LLC 211
First Mercantile Trust Co 211
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 210
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 210
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 210
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 209
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 209
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 209
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 209
VCHSX - VALIC Co I - Health Sciences Fund 208
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 208
Howe & Rusling Inc 208
Brown Brothers Harriman & Co 208
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 208
Shay Capital LLC 208
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 208
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 207
Quantitative Investment Management, LLC 206
Cantor Fitzgerald, L. P. 206
Pinnacle Wealth Planning Services, Inc. 206
Benjamin F. Edwards & Company, Inc. 206
Cresset Asset Management, LLC 206
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 206
SJS Investment Consulting Inc. 206
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 205
Rhenman & Partners Asset Management AB 205
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 205
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 205
Sawtooth Solutions, LLC 205
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 205
Private Capital Group, LLC 205
Davidson Kempner Capital Management Lp 205
Integral Health Asset Management, LLC 204
Stonepine Capital Management, LLC 204
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 204
Root Financial Partners, LLC 204
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 204
Wealthspire Advisors, L.P. 204
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 203
Patriot Financial Group Insurance Agency, LLC 203
Standard Life Aberdeen plc 203
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 203
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 203
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 203
Claymore Exchange-traded Fund Trust 202
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 202
Glazer Capital, Llc 202
Cable Hill Partners, LLC 202
Eagle Asset Management Inc 201
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 201
CI Private Wealth, LLC 201
Private Trust Co Na 201
Mutual Of America Capital Management Llc 201
Fisher Asset Management, LLC 201
Pathstone Family Office, Llc 201
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 200
Profunds - Profund Vp Biotechnology 200
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 200
Soros Fund Management Llc 200
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 200
Gamco Investors, Inc. Et Al 200
Focused Wealth Management, Inc 199
Sherbrooke Park Advisers Llc 199
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 199
Mml Investors Services, Llc 199
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 199
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 198
Diadema Partners Lp 198
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 198
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 198
Nine Chapters Capital Management LLC 198
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 198
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 198
Pentwater Capital Management LP 198
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 198
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 198
CENTRAL TRUST Co 198
Axq Capital, Lp 198
Scientech Research LLC 197
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 197
Rydex Etf Trust 197
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 197
Headlands Technologies LLC 197
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 197
Athanor Capital, Lp 197
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 197
Orion Portfolio Solutions, LLC 197
StoneX Group Inc. 196
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 196
Deep Track Capital, LP 196
Plante Moran Financial Advisors, LLC 196
Kingdon Capital Management, L.l.c. 195
Etf Managers Group, Llc 195
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 195
Tibra Equities Europe Ltd 195
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 194
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 194
Danske Bank A/s 194
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 194
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 194
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 193
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 193
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 193
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 193
Crestline Management, LP 193
HealthCor Management, L.P. 192
Smith Asset Management Group Lp 192
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 192
Managed Account Advisors Llc 192
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 192
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 192
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 192
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 192
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 192
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 192
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 192
Assured Investment Management LLC 191
Susquehanna Portfolio Strategies, LLC 191
Gradient Investments LLC 191
Oppenheimer Funds Inc 190
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 190
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 190
North Star Investment Management Corp. 190
Aster Capital Management (DIFC) Ltd 190
Emerald Advisers, Llc 190
CIBC Asset Management Inc 190
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 190
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 190
Atika Capital Management LLC 190
Brown Advisory Inc 189
Atria Investments Llc 189
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 189
Edmond De Rothschild Holding S.a. 188
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 188
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 188
Aviva Plc 188
CIBC World Markets Inc. 187
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 187
Reilly Financial Advisors, Llc 187
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 187
Jfs Wealth Advisors, Llc 187
Clearbridge Investments, LLC 187
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 187
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 187
Cinctive Capital Management LP 186
International Biotechnology Trust Plc 186
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 186
Truvestments Capital Llc 186
Granite Point Capital Management, L.P. 185
Telemetry Investments, L.L.C. 185
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 185
Commonwealth Equity Services, Inc 185
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 185
Whittier Trust Co 185
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 184
Asset Management One Co., Ltd. 184
NOBOX - Northern Funds - Northern Bond Index Fund 184
GAM Holding AG 184
Yakira Capital Management, Inc. 184
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 184
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 184
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 184
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 184
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 183
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 183
Jane Street Holding, LLC 183
Highland Capital Management Lp 183
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 183
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 183
Hennion & Walsh Asset Management, Inc. 183
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 183
Boston Private Wealth Llc 183
Broadfin Capital, LLC 182
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 182
Brinker Capital Investments, LLC 182
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 182
Sigma Planning Corp 182
Banque Cantonale Vaudoise 182
Wealthspire Advisors, LLC 181
Suvretta Capital Management, Llc 181
Evoke Wealth, Llc 181
IHT Wealth Management, LLC 181
UMA Financial Services, Inc. 181
Polar Capital Holdings Plc 181
Baird Financial Group, Inc. 181
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 181
Nexthera Capital Lp 180
Iguana Healthcare Management, LLC 179
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 179
VCSMX - VALIC Co I - Small Cap Fund 179
Manchester Capital Management LLC 179
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 178
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 178
Money Concepts Capital Corp 178
PointState Capital LP 178
New York Life Investment Management Llc 178
State of Tennessee, Treasury Department 178
Palisade Capital Management Llc/nj 177
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 177
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 177
C M Bidwell & Associates Ltd 177
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 177
Seacrest Wealth Management, Llc 177
Xponance, Inc. 177
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 176
Flynn James E 176
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 176
Edge Wealth Management LLC 176
Lighthouse Investment Partners, LLC 175
Krilogy Financial LLC 175
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 175
Vivo Capital, LLC 175
Wealthcare Advisory Partners LLC 175
Tradewinds Capital Management, LLC 175
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 175
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 175
IndexIQ Advisors LLC 174
Blackstone Group Inc 174
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 174
SAC Capital Advisors LP 174
Prosight Management, LP 174
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 173
Leap Investments Lp 173
Sonora Investment Management, LLC 173
StemPoint Capital LP 173
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 173
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 173
AE Wealth Management LLC 173
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 173
Summit Trail Advisors, Llc 173
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 173
Creative Financial Designs Inc /adv 173
Emerald Mutual Fund Advisers Trust 173
Sound Income Strategies, LLC 173
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 172
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 172
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 172
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 172
FNY Partners Fund LP 172
Diversified Trust Co 172
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 172
Winslow, Evans & Crocker, Inc. 172
Turner Investments, L.p. 171
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 171
Alambic Investment Management, L.P. 171
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 170
Universal- Beteiligungs- und Servicegesellschaft mbH 170
Columbus Circle Investors 170
Readystate Asset Management Lp 170
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 170
Cornercap Investment Counsel Inc 170
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 170
Activest Wealth Management 169
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 169
Snowden Capital Advisors LLC 169
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 169
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 169
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 169
Ameritas Investment Corp 169
Advisors Asset Management, Inc. 169
Sandy Spring Bank 168
Toroso Investments, LLC 168
CWM Advisors, LLC 168
Deere & Co 168
MASTER BOND LLC - Master Total Return Portfolio 168
Umb Bank N A/mo 167
Advent Capital Management /de/ 167
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 167
Avion Wealth 167
Cornerstone Planning Group LLC 167
Public Sector Pension Investment Board 167
K2 Principal Fund, L.p. 167
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 167
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 167
Tri Locum Partners LP 167
Nbc Securities, Inc. 167
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 166
Alphacrest Capital Management Llc 166
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 166
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 165
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 165
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 165
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 165
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 165
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 165
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 165
Weld Capital Management Llc 164
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 164
Whitebox Advisors Llc 164
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 164
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 164
Wipfli Financial Advisors Llc, 164
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 163
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 163
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 163
Baader Bank INC 163
Rehmann Capital Advisory Group 163
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 163
Centaurus Financial, Inc. 163
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 163
Oppenheimer Asset Management Inc. 162
Blackrock Master Llc 162
First Light Asset Management, LLC 162
Octagon Capital Advisors LP 162
Context Capital Management, LLC 162
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 162
Altshuler Shaham Ltd 162
EverPoint Asset Management, LLC 162
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 162
Exome Asset Management LLC 161
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 161
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 161
Commerzbank Aktiengesellschaft /fi 161
Ardsley Advisory Partners Lp 161
Holocene Advisors, LP 160
Exane Derivatives 160
Nebula Research & Development LLC 160
Legato Capital Management LLC 160
United Capital Financial Advisers, Llc 160
SECOR Capital Advisors, LP 160
Clear Street Llc 160
FinTrust Capital Advisors, LLC 160
Linden Advisors Lp 159
Hughes Financial Services, LLC 159
Hantz Financial Services, Inc. 159
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 159
Keybank National Association/oh 159
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 159
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 159
Mangrove Partners 159
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 159
Stephens Consulting, LLC 159
Advisory Research Inc 158
Colony Group, LLC 158
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 158
Water Island Capital Llc 158
Suntrust Banks Inc 158
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 158
Ascend Capital, Llc 158
MYDA Advisors LLC 158
Toth Financial Advisory Corp 158
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 158
HighMark Wealth Management LLC 158
Itau Unibanco Holding S.A. 158
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 158
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 158
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 158
Castleark Management Llc 158
Capital World Investors 157
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 157
Hartford Mutual Funds Inc/ct 157
Resources Investment Advisors, LLC. 157
Rise Advisors, LLC 157
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 157
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 156
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 156
Hanseatic Management Services Inc 156
Savant Capital, LLC 156
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 156
Lombard Odier Asset Management (USA) Corp 156
Chartwell Investment Partners, Llc 155
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 155
Eqis Capital Management, Inc. 155
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 155
Chicago Partners Investment Group LLC 155
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 155
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 154
Cetera Advisors LLC 154
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 154
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 154
AMP Capital Investors Ltd 154
Bogart Wealth, LLC 154
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 154
Ci Investments Inc. 154
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 154
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 154
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 154
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 154
Carroll Financial Associates, Inc. 153
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 153
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 153
NewSquare Capital LLC 153
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 153
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 153
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 152
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 152
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 152
Jacobi Capital Management LLC 152
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 152
Bank Of Nova Scotia 152
Van Eck Associates Corp 152
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 152
Consonance Capital Management LP 152
Westfield Capital Management Co Lp 151
Granahan Investment Management Inc/ma 151
Bank Julius Baer & Co. Ltd, Zurich 151
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 151
Fosun International Ltd 151
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 151
Salem Investment Counselors Inc 150
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 150
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 150
First Quadrant L P/ca 150
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 150
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 150
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 149
Regions Financial Corp 149
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 149
Crewe Advisors LLC 149
Twin Tree Management, LP 149
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 149
Synovus Financial Corp 149
BRYN MAWR TRUST Co 149
Pearl River Capital, LLC 149
Nordea Investment Management Ab 149
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 148
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 148
First Hawaiian Bank 148
Institutional & Family Asset Management, Llc 148
Wunderlich Securities, Inc. 148
Bluefin Trading, LLC 148
TENOR CAPITAL MANAGEMENT Co., L.P. 148
Harvest Management Llc 148
Moody Aldrich Partners Llc 148
T. Rowe Price Investment Management, Inc. 148
Biotechnology Value Fund L P 148
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 148
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 148
nVerses Capital, LLC 148
Entropy Technologies, LP 148
Venturi Wealth Management, LLC 148
Paradigm Asset Management Co Llc 148
Harbor Investment Advisory, Llc 147
WFG Advisors, LP 147
Harbor Capital Advisors, Inc. 147
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 147
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 147
Enterprise Financial Services Corp 147
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 146
High Net Worth Advisory Group LLC 146
Moors & Cabot, Inc. 146
Parametrica Management Ltd 146
Vestal Point Capital, LP 146
Janus Capital Management Llc 146
Concord Wealth Partners 145
Ing Groep Nv 145
Gemmer Asset Management LLC 145
Birchview Capital, LP 145
Chicago Equity Partners Llc 145
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 145
Employees Retirement System of Texas 145
Natixis Advisors, L.p. 144
Ally Bridge Group (NY) LLC 144
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 144
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 144
Sanctuary Advisors, LLC 143
Partner Investment Management, L.P. 143
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 143
Riggs Asset Managment Co. Inc. 143
Vanguard Explorer Fund 143
SageView Advisory Group, LLC 143
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 143
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 143
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 143
CIBC Bancorp USA Inc. 143
Aristides Capital LLC 143
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 142
Integrated Wealth Concepts LLC 142
Hussman Strategic Advisors, Inc. 142
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 142
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 142
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 142
Meadow Creek Investment Management LLC 142
Tarbox Family Office, Inc. 142
Tekla World Healthcare Fund 142
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 142
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 142
State of Alaska, Department of Revenue 142
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 141
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 141
Braidwell Lp 141
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 141
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 141
Farmers & Merchants Investments Inc 141
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 141
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 141
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 140
Oregon Public Employees Retirement Fund 140
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 140
Private Wealth Management Group, LLC 140
Macroview Investment Management Llc 140
Meridian Wealth Partners, LLC 140
Ssi Investment Management Llc 140
Shepherd Kaplan Krochuk, Llc 140
Koshinski Asset Management, Inc. 140
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 140
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 140
Td Private Client Wealth Llc 140
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 139
Bokf, Na 139
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 139
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 139
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 139
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 139
Opus Point Partners Management, LLC 139
First New York Securities Llc /ny 139
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 139
Asymmetry Capital Management, L.P. 139
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 139
New York State Teachers Retirement System 139
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 139
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 139
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 138
Maverick Capital Ltd 138
Tiverton Asset Management Llc 138
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 138
BDO Wealth Advisors, LLC 138
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 138
Platinum Investment Management Ltd 138
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 138
Kepos Capital LP 138
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 138
Pinnacle Associates Ltd 138
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 138
Asset Dedication, LLC 137
Harel Insurance Investments & Financial Services Ltd. 137
Migdal Insurance & Financial Holdings Ltd. 137
Total Clarity Wealth Management, Inc. 137
Gyon Technologies Capital Management, LP 137
Fiera Capital Corp 137
Oppenheimer Global Multi Strategies Fund 137
Empowered Funds, LLC 137
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 137
Brandywine Global Investment Management, LLC 137
Mount Yale Investment Advisors, LLC 137
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 137
1832 Asset Management L.P. 137
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 137
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 137
Rotella Capital Management, Inc. 136
Glen Harbor Capital Management LLC 136
Warberg Asset Management LLC 136
Advantage Investment Management, Llc 136
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 136
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 136
Pnc Funds 136
AWM Investment Company, Inc. 136
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 135
Artisan Partners Limited Partnership 135
BIT Capital GmbH 135
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 135
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares 135
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 135
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 135
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 135
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 135
Xact Kapitalforvaltning AB 135
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 135
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 135
Sumitomo Mitsui Trust Holdings, Inc. 135
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 135
Segantii Capital Management Ltd 135
Jump Trading, LLC 135
TIG Advisors, LLC 134
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 134
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 134
Vestcor Inc 134
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 134
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 134
JNBA Financial Advisors 134
Pathstone Holdings, LLC 134
Golden State Wealth Management, LLC 133
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 133
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 133
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 133
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 133
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 133
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 133
Marex Group plc 133
Robeco Institutional Asset Management B.V. 133
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 132
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 132
Capula Management Ltd 132
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 132
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 132
Great Lakes Advisors, Llc 132
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 132
FT Options LLC 132
Optimum Investment Advisors 132
Jupiter Asset Management Ltd 131
DnB Asset Management AS 131
VR Adviser, LLC 131
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 131
First Allied Advisory Services, Inc. 131
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 131
Avantax Planning Partners, Inc. 131
Mizuho Securities Usa Llc 131
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 131
Teza Capital Management LLC 131
Prestige Wealth Management Group LLC 130
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 130
Crossmark Global Holdings, Inc. 130
Palo Alto Investors LP 130
Hamilton Lane Advisors Llc 130
Tortoise Investment Management, LLC 130
Quinn Opportunity Partners LLC 130
Rubric Capital Management LP 130
Hm Payson & Co 130
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 130
Banque Pictet & Cie Sa 130
Cadence Capital Management Llc 130
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 130
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 129
Ameritas Advisory Services, LLC 129
We Are One Seven, LLC 129
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 129
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 129
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 129
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 129
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 129
FineMark National Bank & Trust 129
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 129
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 128
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 128
MPM Oncology Impact Management LP 128
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 128
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 128
Segall Bryant & Hamill, Llc 128
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 128
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 128
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 127
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 127
IMC-Chicago, LLC 127
Bamco Inc /ny/ 127
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 127
AlphaMark Advisors, LLC 127
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 127
Independent Advisor Alliance 127
Denali Advisors Llc 127
Financial Advocates Investment Management 127
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 127
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 127
Clear Harbor Asset Management, LLC 126
Valley National Advisers Inc 126
Mather Group, Llc. 126
Baystate Wealth Management LLC 126
Elkfork Partners LLC 126
Lido Advisors, LLC 126
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 126
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 126
Six Circles Trust - Six Circles Global Bond Fund 126
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 126
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 126
Ajo, Lp 125
Quent Capital, LLC 125
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 125
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 125
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 125
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 125
SummitTX Capital, L.P. 125
Carlson Capital L P 125
Tucker Asset Management Llc 125
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 125
Equitec Proprietary Markets, Llc 125
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 125
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 125
Citizens Financial Group Inc/ri 125
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 125
Commodore Capital Lp 125
Ontario Teachers Pension Plan Board 125
GLG Partners LP 125
Coppell Advisory Solutions LLC 125
Baker Avenue Asset Management, LP 124
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 124
NEOS Investment Management LLC 124
Whittier Trust Co Of Nevada Inc 124
Perigon Wealth Management, LLC 124
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 124
Sargent Bickham Lagudis LLC 124
Princeton Alpha Management LP 124
Baillie Gifford & Co 124
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 124
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 124
Camber Capital Management LP 124
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 124
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 124
PineBridge Investments, L.P. 124
Stephens Inc /ar/ 123
CAPROCK Group, Inc. 123
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 123
DAVENPORT & Co LLC 123
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 123
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio 123
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 123
Velan Capital Investment Management LP 123
Hancock Whitney Corp 123
Trust Co Of Vermont 123
Rice Hall James & Associates, Llc 123
ETRADE Capital Management LLC 123
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 123
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 122
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 122
Duality Advisers, Lp 122
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 122
Cullen/frost Bankers, Inc. 122
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 122
Freestone Capital Holdings, LLC 122
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 122
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A 122
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 122
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 122
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 122
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 122
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 122
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 121
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 121
Advanced Series Trust - Ast Small-cap Value Portfolio 121
Superstring Capital Management Lp 121
Gabelli Healthcare & Wellnessrx Trust 121
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 121
Kore Private Wealth LLC 121
Voleon Capital Management Lp 121
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 121
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 121
Arkadios Wealth Advisors 121
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 121
Veritable, L.P. 120
NJ State Employees Deferred Compensation Plan 120
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 120
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 120
Marquette Asset Management, LLC 120
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 120
Riverhead Capital Management Llc 120
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 120
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 120
Shaolin Capital Management LLC 120
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 120
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 120
Avantax Advisory Services, Inc. 120
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 120
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 120
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 119
ORG Partners LLC 119
Sanctuary Wealth Advisors, LLC 119
Louisiana State Employees Retirement System 119
Colony Group Llc 119
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 119
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 119
Merit Financial Group, LLC 119
Kornitzer Capital Management Inc /ks 119
Values First Advisors, Inc. 119
Integral Derivatives, LLC 119
Fieldpoint Private Securities, LLC 119
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 119
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 119
Moody National Bank Trust Division 119
Alpine Associates Management Inc. 118
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 118
Sequoia Financial Advisors, LLC 118
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 118
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 118
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 118
Mason Street Advisors, Llc 118
Stanley-Laman Group, Ltd. 118
TFC Financial Management 118
Neo Ivy Capital Management 117
Tsfg, Llc 117
FDx Advisors, Inc. 117
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 117
Westchester Capital Management, LLC 117
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 117
Mycio Wealth Partners, Llc 117
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 117
Westwood Holdings Group Inc 117
Wilbanks Smith & Thomas Asset Management Llc 116
Grantham, Mayo, Van Otterloo & Co. LLC 116
Brookfield Asset Management Inc. 116
Arrowgrass Capital Partners (us) Lp 116
Innealta Capital, Llc 116
Stoneridge Investment Partners Llc 116
Vident Advisory, LLC 116
Cornerstone Advisors, Inc. 116
Artia Global Partners LP 116
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 116
Frontier Capital Management Co Llc 116
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 115
Texas Permanent School Fund 115
DeepCurrents Investment Group LLC 115
Mint Tower Capital Management B.V. 115
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 115
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 115
WealthPLAN Partners, LLC 115
M&g Investment Management Ltd 115
C WorldWide Group Holding A/S 115
SOUTH STATE Corp 114
Bare Financial Services, Inc 114
Coastal Investment Advisors, Inc. 114
Capstone Asset Management Co 114
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 114
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 114
National Planning Corp 114
Periscope Capital Inc. 114
FourThought Financial, LLC 114
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 114
ACT Capital Management, LLLP 114
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 114
Simplify Asset Management Inc. 114
Casdin Capital, LLC 114
Trustcore Financial Services, Llc 113
Alpha DNA Investment Management LLC 113
Mark Sheptoff Financial Planning, Llc 113
Continuum Advisory, LLC 113
Commerce Bank 113
Hutchin Hill Capital, LP 113
Siren, L.L.C. 113
Financial Gravity Companies, Inc. 113
Ionic Capital Management LLC 113
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 113
Oppenheimer Etf Trust 113
Absolute Return Capital, LLC 113
DC Investments Management, LLC 113
Inceptionr Llc 112
Deltec Asset Management Llc 112
Signet Financial Management, Llc 112
Steward Financial Group LLC 112
Aristeia Capital Llc 112
World Asset Management Inc 112
Advisor Resource Council 112
Viking Global Investors Lp 112
Knott David M 112
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 112
GIMFX - GMO TRUST - GMO Implementation Fund 112
Oaktree Capital Management Lp 112
Kayne Anderson Rudnick Investment Management Llc 112
BRACX - Blackrock Allocation Target Shares - Bats Series C 112
Geduld E E 112
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 112
Atria Wealth Solutions, Inc. 112
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 112
Denver Investment Advisors Llc 112
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 112
Abel Hall, LLC 111
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 111
Highlander Capital Management, LLC 111
Piper Sandler & Co. 111
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 111
Clough Capital Partners L P 111
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 111
CVA Family Office, LLC 111
Frazier Life Sciences Management, L.P. 111
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 111
Basso Capital Management, L.p. 111
RBF Capital, LLC 111
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 111
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 111
Golden State Equity Partners 111
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 111
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 111
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 111
First Personal Financial Services 111
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 111
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 110
Tekla Healthcare Opportunities Fund 110
Gabelli Equity Trust Inc 110
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 110
Granite Investment Partners, LLC 110
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 110
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 110
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 110
Versor Investments LP 110
First Horizon Corp 110
Cary Street Partner Investment Advisory Llc 110
Gdl Fund 110
LS Investment Advisors, LLC 110
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 110
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 110
Tcwp Llc 110
Knott David M Jr 109
Glen Eagle Advisors, LLC 109
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 109
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 109
CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF 109
Ghisallo Capital Management LLC 109
Kestra Private Wealth Services, Llc 109
VVSCX - VALIC Co I - Small Cap Value Fund 109
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 109
Utah Retirement Systems 109
Convergence Investment Partners, LLC 109
Scotia Capital Inc. 109
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 109
Delaware Management Holdings, Inc. 109
Capital Investment Advisory Services, LLC 109
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 109
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 109
Harvest Investment Services, LLC 109
Twin Peaks Wealth Advisors, LLC 109
San Francisco Sentry Investment Group (ca) 109
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 109
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 109
Torren Management, LLC 109
Empery Asset Management, LP 109
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 109
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 109
Wolff Wiese Magana Llc 109
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 109
Tyers Asset Management LLC 109
Highland Capital Management Fund Advisors, L.p. 109
Banque Transatlantique SA 108
GHP Investment Advisors, Inc. 108
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 108
Evercore Wealth Management, LLC 108
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 108
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 108
Parkwood LLC 108
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 108
Zimmer Partners, LP 108
Marathon Trading Investment Management LLC 108
Tema Etfs Llc 108
Commonwealth Bank Of Australia 108
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 108
Johnson Financial Group, Inc. 108
Banco Bilbao Vizcaya Argentaria, S.a. 108
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 108
Capital Analysts, Inc. 108
JBF Capital, Inc. 108
Delphia (USA) Inc. 108
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 108
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 108
Apollon Wealth Management, LLC 107
Evolution Wealth Advisors, LLC 107
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 107
Vanguard Horizon Funds 107
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF 107
RMB Capital Management, LLC 107
Thompson Siegel & Walmsley Llc 107
Yousif Capital Management, Llc 107
Samsara BioCapital, LLC 107
Torno Capital, Llc 107
Knight Capital Group, Inc. 107
GPS Wealth Strategies Group, LLC 107
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 107
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 106
Hollencrest Capital Management 106
Everence Capital Management Inc 106
Lisanti Capital Growth, LLC 106
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 106
Capital International Investors 106
Symphony Asset Management Llc 106
Eagle Bay Advisors LLC 106
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 106
Paradigm Biocapital Advisors LP 106
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 106
Samlyn Capital, Llc 106
Edgestream Partners, L.P. 106
Montag A & Associates Inc 106
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 105
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 105
Jackson Creek Investment Advisors LLC 105
Vantage Investment Advisors, LLC 105
Beaird Harris Wealth Management, LLC 105
Kistler-Tiffany Companies, LLC 105
AHL Partners LLP 105
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 105
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 105
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 105
Keating Financial Advisory Services, Inc. 105
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 105
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 105
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 105
JNL SERIES TRUST - JNL Bond Index Fund (I) 105
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 105
Transamerica Financial Advisors, Inc. 105
Rsm Us Wealth Management Llc 104
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 104
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 104
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 104
Maryland State Retirement & Pension System 104
Illinois Municipal Retirement Fund 104
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 104
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 104
Flinton Capital Management LLC 104
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 104
Brookstone Capital Management 104
Karp Capital Management Corp 104
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 104
Hexagon Capital Partners LLC 104
Bartlett & Co. LLC 104
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 104
Bluefin Capital Management, Llc 104
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 104
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 104
Waddell & Reed Financial Inc 104
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 104
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 104
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 103
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 103
Cim Investment Mangement Inc 103
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 103
Capital Impact Advisors, LLC 103
NinePointTwo Capital 103
Swiss Life Asset Management Ltd 103
Delpha Capital Management, Llc 103
Axiom Investment Management LLC 103
Endurance Wealth Management, Inc. 103
CVI Investments, Inc. 103
Smithfield Trust Co 103
First Eagle Investment Management, LLC 103
Forum Funds 103
Northern Trust Co Of Connecticut 103
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 103
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 102
Bb&t Securities, Llc 102
tru Independence LLC 102
Integrated Wealth Management 102
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 102
Navellier & Associates Inc 102
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 102
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 102
Advanced Series Trust - Ast Advanced Strategies Portfolio 102
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 102
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 102
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 102
Aspire Private Capital, LLC 102
TimesSquare Capital Management, LLC 102
Pine River Capital Management L.P. 102
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 101
Level Four Advisory Services, Llc 101
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 101
Rialto Wealth Management, LLC 101
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 101
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 101
Calton & Associates, Inc. 101
Agf Investments Inc. 101
Sutton Wealth Advisors Inc. 101
Fuller & Thaler Asset Management, Inc. 101
Boston Advisors Llc 101
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 101
BNP Paribas Investment Partners S.A. 101
Lombard Odier Asset Management (Switzerland) SA 101
Tradition Wealth Management, LLC 101
Csenge Advisory Group 100
Bridgewater Associates, LP 100
BerganKDV Wealth Management, LLC 100
Bartlett & Co. Wealth Management Llc 100
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 100
Advent Claymore Convertible Securities & Income Fund 100
QCM Cayman, Ltd. 100
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 100
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A 100
Systematic Financial Management Lp 100
Sivik Global Healthcare LLC 100
Westpac Banking Corp 100
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 100
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 100
Novo Holdings A/S 100
Regal Investment Advisors LLC 100
Lenox Wealth Advisors, LLC 100
Guardian Wealth Advisors, LLC 100
Caisse De Depot Et Placement Du Quebec 100
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 100
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 99
Ethic Inc. 99
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 99
Peregrine Capital Management Llc 99
PBE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Biotechnology & Genome ETF 99
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 99
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 99
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 99
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 99
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 99
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 99
Associated Banc-corp 99
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 99
Levin Capital Strategies, L.p. 99
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 99
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 98
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 98
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 98
Bleakley Financial Group, LLC 98
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 98
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF 98
Dunhill Financial, LLC 98
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 98
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 98
Disciplined Investments, LLC 98
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 98
Front Row Advisors LLC 98
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 98
Stone House Investment Management, LLC 98
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 98
UniSuper Management Pty Ltd 98
Beryl Capital Management LLC 98
Townsquare Capital Llc 98
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 98
Covington Capital Management 98
Peak6 Llc 98
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 98
Wall Street Associates 98
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 98
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 97
Rivernorth Capital Management, Llc 97
QVT Financial LP 97
Hartford Series Fund Inc 97
Bfsg, Llc 97
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 97
Radcliffe Capital Management, L.P. 97
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 97
MCF Advisors LLC 97
Summit Global Investments 97
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 97
Crawford Lake Capital Management, LLC 97
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 97
Sheaff Brock Investment Advisors, LLC 97
Ballentine Partners, LLC 97
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 97
NEA Management Company, LLC 97
Intellectus Partners, LLC 97
Municipal Employees' Retirement System of Michigan 97
Analytic Investors, LLC 97
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 97
MARSHALL WACE ASIA Ltd 97
Sanders Morris Harris Llc 97
Hartford Financial Management Inc. 97
Mitsubishi UFJ Trust & Banking Corp 97
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 97
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 97
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 97
Lsv Asset Management 96
PenderFund Capital Management Ltd. 96
Freestone Grove Partners LP 96
Verus Capital Partners, Llc 96
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 96
Pitcairn Co 96
Brighton Jones Llc 96
Tcw Group Inc 96
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 96
APG Asset Management N.V. 96
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF 96
361 Capital Llc 96
Moneta Group Investment Advisors Llc 96
Carolinas Wealth Consulting Llc 96
XR Securities LLC 96
Washington Trust Advisors, Inc. 96
Point72 Europe (London) LLP 96
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 96
Salomon & Ludwin, LLC 96
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 96
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 96
Calamos Global Dynamic Income Fund 96
Key FInancial Inc 96
Cape Investment Advisory, Inc. 95
Ausdal Financial Partners, Inc. 95
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 95
Bayforest Capital Ltd 95
HighPoint Advisor Group LLC 95
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 95
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 95
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 95
Integrated Core Strategies (us) Llc 95
Ingalls & Snyder Llc 95
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 95
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 95
Westside Investment Management, Inc. 95
Ropes Wealth Advisors Llc 95
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 95
McAdam, LLC 95
Lee Financial Co 95
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 94
Intracoastal Capital, Llc 94
Clough Global Opportunities Fund 94
Pale Fire Capital SE 94
GV Financial Advisors 94
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 94
Rivernorth Opportunities Fund, Inc. 94
Prime Capital Investment Advisors, LLC 94
First Midwest Bank Trust Division 94
Kingsview Wealth Management, LLC 94
Wasatch Advisors Inc 94
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 94
Harvest Fund Management Co., Ltd 94
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 94
Formidable Asset Management, LLC 94
First Citizens Bank & Trust Co 93
Healthcare Value Capital, LLC 93
Global X Management CO LLC 93
CenterBook Partners LP 93
HBK Sorce Advisory LLC 93
CQS Cayman LP 93
Schubert & Co 93
HealthInvest Partners AB 93
Sei Trust Co 93
Shelton Capital Management 93
Gerber Kawasaki Wealth & Investment Management 93
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 93
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 93
Pier Capital, LLC 93
AIGH Capital Management LLC 93
Mckinley Capital Management Llc /delaware 93
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 93
Financial Management Professionals, Inc. 93
Fiduciary Trust Co 93
Silvercrest Asset Management Group Llc 93
Jaffetilchin Investment Partners, LLC 93
WASHINGTON TRUST Co 93
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 93
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 92
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 92
Investors Research Corp 92
Archer Investment Corp 92
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 92
Hudock, Inc. 92
Eudaimonia Partners, LLC 92
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 92
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 92
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 92
Franklin Street Advisors Inc /nc 92
State Of Michigan Retirement System 91
Hillhouse Capital Advisors, Ltd. 91
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 91
Bollard Group LLC 91
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 91
Allianzgi Diversified Income & Convertible Fund 91
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 91
EP Wealth Advisors, Inc. 91
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 91
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 91
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 91
Kazazian Asset Management, LLC 91
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 91
Boston Partners 91
Tradeworx Inc. 91
PSP Research LLC 91
Cheyne Capital Management (UK) LLP 91
Bellevue Asset Management AG 91
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 91
James Investment Research Inc 91
Washington Trust Bank 91
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 91
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 91
STXK - EA Series Trust - Strive Small-Cap ETF 91
CTC Alternative Strategies, Ltd. 91
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 90
Phoenix Holdings Ltd. 90
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 90
Atlantic Union Bankshares Corp 90
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 90
Rational Advisors Llc 90
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 90
PFG Investments, LLC 90
Abound Wealth Management 90
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 90
Beacon Pointe Advisors, LLC 90
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 90
Bellevue Asset Management, Llc 90
Longfellow Investment Management Co Llc 90
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 90
Cowen Prime Services LLC 90
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 89
Interchange Capital Partners, LLC 89
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 89
WPG Advisers, LLC 89
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 89
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 89
Pallas Capital Advisors LLC 89
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 89
Inspire Advisors, LLC 89
Kynam Capital Management, LP 89
Eagle Global Advisors Llc 89
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 89
GW&K Investment Management, LLC 89
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 89
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 89
Rathbone Brothers plc 89
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 89
AdvisorShares Investments LLC 89
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 89
Vivaldi Asset Management, LLC 89
Simon Quick Advisors, Llc 89
Emory University 89
Regentatlantic Capital Llc 89
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 89
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 89
Clinton Group Inc 88
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 88
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 88
Carillon Tower Advisers, Inc. 88
Knights of Columbus Asset Advisors LLC 88
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 88
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 88
Redwood Wealth Management Group, LLC 88
Castle Creek Arbitrage, LLC 88
Sector Gamma As 88
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 88
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 88
Stevens First Principles Investment Advisors 88
AIEQ - ETF Managers Trust - AI Powered Equity ETF 88
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 88
Joel Isaacson & Co., LLC 88
ICA Group Wealth Management, LLC 88
Gladius Capital Management LP 88
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 88
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 88
BTG Pactual Global Asset Management Ltd 88
VCAAX - VALIC Co I - Asset Allocation Fund 87
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 87
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 87
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 87
Red Tortoise LLC 87
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 87
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 87
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 87
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 87
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 87
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 87
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 87
Capital Research Global Investors 87
J.w. Cole Advisors, Inc. 87
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 87
TRUE Private Wealth Advisors 87
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 87
SIH Partners, LLLP 87
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 87
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 86
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 86
Bridger Management, Llc 86
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 86
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 86
Nan Fung Group Holdings Ltd 86
Graticule Asia Macro Advisors LLC 86
Profunds - Profund Vp Pharmaceuticals 86
Bedel Financial Consulting, Inc. 86
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 86
Impact Partnership Wealth, LLC 86
Murchinson Ltd. 86
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 86
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 86
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 86
Dana Investment Advisors, Inc. 86
Vestmark Advisory Solutions, Inc. 86
Relative Value Fund 86
Berkley W R Corp 86
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 86
Newtyn Management, LLC 86
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 86
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 86
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 86
VTL Associates, LLC 86
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 86
Traynor Capital Management, Inc. 86
Hartford Investment Management Co 86
Harvest Group Wealth Management, Llc 85
Geneva Advisors, LLC 85
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 85
FundVantage Trust - Verplanck Balanced Fund 85
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 85
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 85
Gupta Wealth Management LLC 85
Angelo Gordon & Co., L.p. 85
Zweig-DiMenna Associates LLC 85
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 85
Societe Generale 85
Liberty Wealth Management Llc 85
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 85
Sterling Investment Advisors, Ltd. 85
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 85
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 85
South Dakota Investment Council 85
Privium Fund Management B.V. 85
Apriem Advisors 85
Alkeon Capital Management Llc 85
USA Financial Portformulas Corp 85
Neuburgh Advisers LLC 85
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 85
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 85
Column Capital Advisors, LLC 85
Capital Asset Advisory Services LLC 84
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 84
Vantage Consulting Group Inc 84
Tokio Marine Asset Management Co Ltd 84
Baldwin Brothers Inc/ma 84
Venture Visionary Partners LLC 84
Syon Capital Llc 84
Mosaic Family Wealth, LLC 84
ARK Investment Management LLC 84
Rockefeller Financial Services Inc 84
Kelly Financial Services LLC 84
Clearline Capital LP 84
Clough Global Equity Fund 84
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 84
People's United Financial, Inc. 84
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 84
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 84
Independent Portfolio Consultants, Inc. 84
Paces Ferry Wealth Advisors, Llc 84
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 84
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class 84
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 84
Johnson Investment Counsel Inc 84
Boxer Capital Management, LLC 84
Checchi Capital Advisers, LLC 83
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 83
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 83
E. Ohman J:or Asset Management AB 83
Tourbillon Capital Partners, L.P. 83
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 83
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 83
Raleigh Capital Management Inc. 83
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 83
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 83
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 83
Nvwm, Llc 83
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 83
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 83
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF 83
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 83
Turner Funds 83
Fifth Lane Capital, Lp 83
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 83
Prudential Plc 83
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 83
Wesbanco Bank Inc 83
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 83
Kemnay Advisory Services Inc. 83
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 83
Evergreen Capital Management Llc 83
MERVX - MERGER FUND VL - The Merger Fund VL 83
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 83
Senzar Asset Management, Llc 82
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 82
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 82
Bourgeon Capital Management Llc 82
AJOVista, LLC 82
Zebra Capital Management LLC 82
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares 82
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 82
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 82
Taconic Capital Advisors LP 82
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 82
Qs Batterymarch Financial Management, Inc 82
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 82
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 82
Castleview Partners, Llc 82
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 82
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 82
Meitav Dash Investments Ltd 82
L & S Advisors Inc 82
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 82
Wedge Capital Management L L P/nc 82
JJJ Advisors Inc. 82
Atlas Capital Advisors Llc 82
Zions Bancorporation, N.A. 82
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 82
BI Asset Management Fondsmaeglerselskab A/S 82
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 82
Hemington Wealth Management 82
Wetherby Asset Management Inc 82
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 82
Gladstone Institutional Advisory LLC 82
GERM - ETF Managers Trust - ETFMG Treatments, Testing and Advancements ETF 82
Ritholtz Wealth Management 82
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 81
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 81
Schonfeld Group Holdings LLC 81
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 81
Concurrent Investment Advisors, LLC 81
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 81
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 81
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 81
AXA Investment Managers S.A. 81
Winch Advisory Services, LLC 81
CenterStar Asset Management, LLC 81
Calamos Dynamic Convertible & Income Fund 81
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 81
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 81
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 81
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 81
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 81
TCG Crossover Management, LLC 81
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 81
Mesirow Financial Investment Management, Inc. 81
Menta Capital Llc 81
Irish Life Investment Managers Ltd. 81
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 81
Glg Llc 81
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 81
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 81
Calamos Convertible Opportunities & Income Fund 81
Chevy Chase Trust Holdings, Inc. 81
Hood River Capital Management LLC 81
Park Place Capital Corp 81
Advisors Preferred, LLC 81
Founders Financial Alliance, LLC 81
Planning Capital Management Corp 80
Contravisory Investment Management, Inc. 80
Janney Capital Management LLC 80
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 80
IBM Retirement Fund 80
Calamos Convertible & High Income Fund 80
Veriti Management LLC 80
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 80
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 80
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 80
Magnus Financial Group LLC 80
Bay Harbor Wealth Management, LLC 80
Yorktown Management & Research Co Inc 80
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 80
Zeke Capital Advisors, Llc 80
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 80
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares 80
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 80
Princeton Global Asset Management LLC 80
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 80
Gardner Lewis Asset Management L P 80
Axiom International Investors Llc /de 80
JS Capital Management LLC 80
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 80
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 80
Alpine Woods Capital Investors, Llc 80
Cornerstone Financial Management LLC 80
Matarin Capital Management, LLC 80
Northeast Financial Consultants Inc 80
Nuveen Nasdaq 100 Dynamic Overwrite Fund 80
Frontier Wealth Management LLC 79
Elequin Capital Lp 79
Seven Fleet Capital Management LP 79
Mariner Investment Group Llc 79
Dynamic Technology Lab Pte Ltd 79
Arete Wealth Advisors, LLC 79
Magee Thomson Investment Partners Llc 79
Rothschild Asset Management Inc 79
Loeb Offshore Management LP 79
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 79
Private Capital Advisors, Inc. 79
FMEDX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Medicine Fund 79
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 79
Vigilant Capital Management, LLC 79
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 79
Green Arrow Capital Management Llc 79
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 79
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 79
GeoWealth Management, LLC 79
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 79
Trellus Management Company, LLC 78
Cassady Schiller Wealth Management, LLC 78
Connor Clark & Lunn Investment Management Ltd 78
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 78
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 78
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 78
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 78
QCVAX - Clearwater Investment Trust - Clearwater International Fund 78
Retirement Group, LLC 78
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 78
Earnest Partners Llc 78
Duquesne Family Office LLC 78
Park Avenue Securities Llc 78
Flow Traders U.s. Llc 78
Silverback Asset Management Llc 78
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 78
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 78
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 78
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 78
Kovack Advisors, Inc. 78
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 78
Brinker Capital Inc 78
Cupps Capital Management, LLC 78
Korea Investment CORP 78
Index Management Solutions, LLC 78
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 78
Laurel Wealth Advisors LLC 77
Cordant, Inc. 77
Old Mutual Global Investors (UK) Ltd. 77
Oak Ridge Investments Llc 77
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 77
Penn Capital Management Co Inc 77
New England Securities Corp /MA/ 77
Oakworth Capital, Inc. 77
Vermillion Wealth Management, Inc. 77
I.g. Investment Management, Ltd. 77
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 77
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 77
Price Capital Management, Inc. 77
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 77
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF 77
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 77
Old National Bancorp /in/ 77
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 77
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 77
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 77
Fernwood Investment Management, LLC 77
Cornerstone Wealth Management, LLC 77
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 77
Ashton Thomas Private Wealth, LLC 77
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 77
LRI Investments, LLC 77
Sit Investment Associates Inc 77
Rosalind Advisors, Inc. 77
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 77
RMR Wealth Builders 77
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 77
Bardin Hill Management Partners Lp 77
HB Wealth Management, LLC 77
Rs Investment Management Co Llc 77
Kapitalo Investimentos Ltda 76
Financial Consulate, Inc 76
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 76
Next Financial Holdings 76
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 76
Allstate Corp 76
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 76
Avestar Capital, LLC 76
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 76
Tang Capital Partners Lp 76
SHP Wealth Management 76
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 76
Havens Advisors Llc 76
Hikari Power Ltd 76
Royce Value Trust Inc 76
Warren Averett Asset Management, LLC 76
Tompkins Financial Corp 76
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 76
Boulder Hill Capital Management Lp 76
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 76
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 76
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 76
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 76
Community Bank, N.A. 76
Private Ocean, LLC 76
Wealthcare Capital Management Llc 76
JW Asset Management, LLC 76
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 76
Mv Capital Management, Inc. 76
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 76
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 76
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 75
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 75
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 75
P Schoenfeld Asset Management Lp 75
Baird Robert W & Co Inc /wi/ 75
EBI - RBB Fund Trust - Longview Advantage ETF 75
Capital Guardian Trust Co 75
Foundry Partners, LLC 75
One68 Global Capital, LLC 75
Global Financial Private Client, LLC 75
Glenmede Investment Management, LP 75
Enlightenment Research, LLC 75
JGP Global Gestao de Recursos Ltda. 75
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 75
Certified Advisory Corp 75
Riverview Trust Co 75
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 75
Motiv8 Investments LLC 74
Emerald Investment Partners, Llc 74
CNB Bank 74
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 74
Calvert Investment Management, Inc. 74
MMCAP International Inc. SPC 74
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 74
Cookson Peirce & Co Inc 74
Pacific Alternative Asset Management Company, Llc 74
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 74
Treasurer of the State of North Carolina 74
WealthTrust-Arizona, LLC 74
Lion Point Capital, LP 74
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 74
Jump Trading, Llc 74
Ameriflex Group, Inc. 74
J.Safra Asset Management Corp 74
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 74
Stonebridge Capital Advisors LLC 74
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 74
Wealth Quarterback LLC 74
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 74
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 73
Paulson & Co. Inc. 73
Personal Cfo Solutions, Llc 73
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 73
Mach-1 Financial Group, Inc. 73
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 73
Profunds - Profund Vp Health Care 73
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 73
Barings Llc 73
Wiley Bros.-aintree Capital, Llc 73
Fortaleza Asset Management Inc/ 73
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 73
DiNuzzo Private Wealth, Inc. 73
Atwood & Palmer Inc 73
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 73
Atlantic Trust, LLC 73
Psagot Value Holdings Ltd. / (Israel) 73
E Fund Management (Hong Kong) Co., Ltd. 73
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 73
Moloney Securities Asset Management, LLC 73
Grove Bank & Trust 73
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 73
AGF Investments LLC 72
Wcm Investment Management, Llc 72
Horizon Investments, LLC 72
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 72
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 72
CX Institutional 72
Sandia Investment Management LP 72
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 72
Wealthfront Inc 72
Oracle Investment Management Inc 72
Buckingham Strategic Partners 72
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 72
Clough Global Dividend & Income Fund 72
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 72
Winton Diversified Opportunities Fund 72
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 72
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 72
Sierra Ocean, Llc 72
Procyon Private Wealth Partners, LLC 72
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 72
Brookside Capital Management Llc 72
First Turn Management, LLC 72
Claraphi Advisory Network, LLC 72
Crestwood Advisors Group LLC 72
Polygon Management Ltd. 72
Eastern Bank 72
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 72
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 72
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 72
Highland Capital Management, Llc 72
Nwam Llc 72
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 72
Byrne Asset Management LLC 72
Simplicity Wealth,LLC 72
RXL - PROSHARES TRUST - ProShares Ultra Health Care 72
Kavar Capital Partners, LLC 72
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 72
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 72
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 71
Apis Capital Advisors, LLC 71
Swedbank AB 71
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 71
Invesco Bond Fund 71
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 71
Rothschild Investment Corp /il 71
Timber Hill LLC 71
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 71
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 71
Moisand Fitzgerald Tamayo, LLC 71
Monaco Asset Management SAM 71
Lincoln National Corp 71
Mendota Financial Group, LLC 71
Bb Biotech Ag 71
R&F Capital Advisors LP 71
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 71
Balentine LLC 71
Anchor Investment Management, LLC 71
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 71
Sig Brokerage, Lp 71
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 71
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 71
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 71
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 70
Chilton Capital Management Llc 70
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 70
Atlas Private Wealth Advisors 70
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 70
McIlrath & Eck, LLC 70
Heritage Wealth Advisors 70
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 70
Oliver Lagore Vanvalin Investment Group 70
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 70
Claro Advisors LLC 70
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 70
Caxton Associates Llp 70
TRANSAMERICA FUNDS - Transamerica Core Bond I2 70
Shine Investment Advisory Services Inc 70
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 70
Householder Group Estate & Retirement Specialist, LLC 70
Alpha Paradigm Partners, LLC 70
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 70
Accurate Wealth Management, LLC 70
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 70
Wilmington Funds Management Corp 70
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 70
Vise Technologies, Inc. 70
Agf Management Ltd 70
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 70
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 70
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 70
Meridian Wealth Management, LLC 70
PENN SERIES FUNDS INC - Small Cap Growth Fund 70
Usca Ria Llc 70
Groupe la Francaise 70
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 70
Albion Financial Group /ut 70
Azzad Asset Management Inc /adv 70
B. Metzler seel. Sohn & Co. AG 70
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 70
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 70
YorkBridge Wealth Partners, LLC 70
Coastal Capital Group, Inc. 69
Myriad Asset Management Ltd. 69
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 69
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 69
Cornerstone Advisory, LLC 69
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 69
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 69
Manchester Financial Inc 69
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 69
Phocas Financial Corp. 69
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 69
SkyView Investment Advisors, LLC 69
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 69
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 69
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 69
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 69
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 69
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 69
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 69
Rangeley Capital, LLC 69
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 69
Thurston, Springer, Miller, Herd & Titak, Inc. 69
Kilter Group LLC 69
BFOR - ALPS ETF Trust - Barron's 400 ETF 69
Allianzgi Equity & Convertible Income Fund 69
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 69
Qrg Capital Management, Inc. 69
Harbourvest Partners Llc 69
Osterweis Capital Management Inc 69
Cordasco Financial Network 69
Motco 69
WUSAX - WANGER ADVISORS TRUST - Wanger USA 69
WR Wealth Planners, LLC 69
DAACX - Adviser Managed Trust - Diversified Equity Fund 69
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 68
Lombard Odier Asset Management (Europe) Ltd 68
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 68
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 68
Senator Investment Group LP 68
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 68
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 68
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 68
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 68
American Capital Advisory, LLC 68
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 68
Knoll Capital Management, LLC 68
Mazama Capital Management Inc 68
Investors Capital Advisory Services 68
GDNA - Goldman Sachs ETF Trust - Goldman Sachs Motif Human Evolution ETF 68
Global Wealth Management Investment Advisory, Inc. 68
Strategic Wealth Partners, Ltd. 68
Wagner Wealth Management, Llc 68
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 68
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 68
Carmichael Hill & Associates, Inc. 68
MUFG Securities EMEA plc 68
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 68
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 68
Family Management Corp 68
Piermont Capital Management LLC 68
Voya Prime Rate Trust 68
Cannon Global Investment Management, LLC 68
Founders Capital Management 68
SOA Wealth Advisors, LLC. 68
Cigna Investments Inc /new 68
Beacon Capital Management, LLC 68
SevenBridge Financial Group, LLC 68
Dai-ichi Life Holdings, Inc. 68
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 67
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 67
Annis Gardner Whiting Capital Advisors, LLC 67
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 67
Hoover Financial Advisors, Inc. 67
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 67
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 67
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 67
VVSGX - VALIC Co I - Small Cap Growth Fund 67
Polymer Capital Management (US) LLC 67
Echo Street Capital Management LLC 67
Santa Fe Partners LLC 67
Cloud Capital Management, LLC 67
Campbell Multi-strategy Trust 67
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 67
Altfest L J & Co Inc 67
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 67
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 67
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 67
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 67
Boston Private Bank & Trust Co 67
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 67
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 67
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 67
Royal Fund Management, LLC 67
Chicago Capital Management, LLC 67
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 67
Tri-continental Corp 67
Sugarloaf Wealth Management, LLC 67
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 67
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 67
IWB - iSHARES TRUST - iShares Russell 1000 ETF 67
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 67
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 67
Northwest & Ethical Investments L.P. 67
Pittenger & Anderson Inc 67
Dynamic Advisor Solutions LLC 67
Fairfield, Bush & Co. 67
Cadian Capital Management, Lp 67
Comerica Securities,inc. 67
Wealthfront Advisers Llc 67
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 67
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 66
BML Capital Management, LLC 66
Ziegler Capital Management, LLC 66
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 66
Centerpoint Advisors, LLC 66
West Oak Capital, LLC 66
Primecap Management Co/ca/ 66
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 66
Childress Capital Advisors, Llc 66
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 66
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 66
OP Asset Management Ltd 66
Equitec Specialists, Llc 66
Palumbo Wealth Management LLC 66
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 66
AllSquare Wealth Management LLC 66
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 66
Raiffeisen Bank International AG 66
Cambria Investment Management, L.P. 66
NatWest Group plc 66
Capital Bank & Trust Co 66
Sciencast Management LP 66
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 66
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 66
Oberweis Asset Management Inc/ 66
Calamos Strategic Total Return Fund 66
Retirement Systems of Alabama 66
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 66
Axxcess Wealth Management, Llc 66
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 66
Quilter Plc 66
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 66
Aventura Private Wealth, LLC 66
Regent Peak Wealth Advisors LLC 66
IMA Wealth, Inc. 66
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 66
Frazier Financial Advisors, LLC 66
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 66
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 66
Perkins Capital Management Inc 66
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 66
CT Financial Advisors LLC 66
Congress Asset Management Co /ma 66
Tema ETF Trust - Tema Oncology ETF 66
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 65
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 65
Private Wealth Asset Management, LLC 65
RFG Advisory, LLC 65
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 65
PSI Advisors, LLC 65
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 65
Ellsworth Growth & Income Fund Ltd 65
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 65
Anfield Capital Management, LLC 65
STFBX - Advisers Investment Trust - State Farm Balanced Fund 65
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 65
Icon Advisers Inc/co 65
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 65
Old Mutual Customised Solutions (proprietary) Ltd 65
Eaton Vance Ltd Duration Income Fund 65
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 65
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 65
CM Management, LLC 65
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 65
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 65
Lynx1 Capital Management LP 65
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 65
Gideon Capital Advisors, Inc. 65
Hall Laurie J Trustee 65
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 65
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 65
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 65
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 65
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 65
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 65
RFP Financial Group LLC 65
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 65
Girard Partners Ltd. 65
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 65
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 65
Royal London Asset Management Ltd 65
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 65
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 65
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 65
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 65
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 65
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 65
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 65
Pinkerton Retirement Specialists, LLC 65
Envestnet Portfolio Solutions, Inc. 65
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 64
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 64
Vectors Research Management, LLC 64
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 64
Cna Financial Corp 64
Saba Capital Management, L.P. 64
Carmignac Gestion 64
Weaver Consulting Group 64
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 64
Opera Trading Capital 64
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 64
Grimes & Company, Inc. 64
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 64
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 64
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 64
NewEdge Wealth, LLC 64
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 64
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 64
Advantage Advisers Xanthus Fund, L.l.c. 64
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 64
Spot Trading L.l.c. 64
Old Point Trust & Financial Services N A 64
Ironwood Financial, llc 64
U.S. Capital Wealth Advisors, LLC 64
Sachetta, LLC 64
Marketocracy Funds 64
Caxton Corp 64
Advisory Alpha, LLC 64
Camarda Financial Advisors, LLC 64
Hilltop Holdings Inc. 64
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 64
CSat Investment Advisory, L.P. 64
Greenleaf Trust 64
Icon Wealth Partners, LLC 64
Aaron Wealth Advisors LLC 64
University Of Texas/texas Am Investment Managment Co 64
Williams Jones Wealth Management, LLC. 64
Winfield Associates, Inc. 64
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 64
Premier Asset Management Llc 63
Sumitomo Mitsui DS Asset Management Company, Ltd 63
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 63
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 63
William Blair Investment Management, Llc 63
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 63
Columbia Partners L L C Investment Management 63
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 63
Meteora Capital, LLC 63
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 63
Blackrock Core Bond Trust 63
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 63
Archford Capital Strategies, LLC 63
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 63
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 63
Callan Family Office, LLC 63
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 63
Fidelity Central Investment Portfolios LLC - Fidelity Health Care Central Fund 63
HHM Wealth Advisors, LLC 63
WealthCollab, LLC 63
Fortitude Advisory Group L.L.C. 63
Change Path, LLC 63
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 63
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 63
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 63
EFG International AG 63
Brave Asset Management Inc 63
Kovitz Investment Group Partners, LLC 63
Heritage Wealth Management, Llc 63
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 63
Stone Ridge Asset Management LLC 63
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 63
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 63
Fairmount Funds Management LLC 63
Tfo-tdc, Llc 63
Almanack Investment Partners, LLC. 62
Amplius Wealth Advisors, LLC 62
Exencial Wealth Advisors, Llc 62
1492 Capital Management LLC 62
Bellwether Advisors, LLC 62
Saturn V Capital Management LLC 62
Mascoma Wealth Management LLC 62
Gofen & Glossberg Llc /il/ 62
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 62
Callan Capital, LLC 62
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 62
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 62
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 62
Providence Capital Advisors, LLC 62
Coastal Bridge Advisors, LLC 62
Shapiro Robert N 62
Bancroft Fund Ltd 62
Forward Management, LLC 62
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 62
Tyler-Stone Wealth Management 62
Bb&t Investment Services, Inc. 62
Measured Wealth Private Client Group, LLC 62
Global Wealth Strategies & Associates 62
One Wealth Advisors, LLC 62
Cambridge Trust Co 62
Portolan Capital Management, LLC 62
Transcend Wealth Collective, Llc 62
Twin Securities, Inc. 62
PENN SERIES FUNDS INC - Smid Cap Growth Fund 62
Adviser Investments LLC 62
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 62
Darwin Global Management, Ltd. 62
DCF Advisers, LLC 62
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 62
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 62
Executive Wealth Management, LLC 62
Livforsakringsbolaget Skandia, Omsesidigt 62
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 62
Catapult Capital Management Llc 62
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 62
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 62
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 62
Beck Bode, LLC 62
Caldwell Securities, Inc 62
Abich Financial Wealth Management LLC 62
Adamant Biomedical Investments AG 62
Dixon Hughes Goodman Wealth Advisors LLC 62
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 62
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 62
Burney Co/ 62
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 61
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 61
Miracle Mile Advisors, LLC 61
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 61
Royce Micro-cap Trust, Inc /md/ 61
Highline Wealth Partners Llc 61
Financial Counselors Inc 61
Acap Strategic Fund 61
CBIZ Investment Advisory Services, LLC 61
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 61
Rossby Financial, LCC 61
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 61
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 61
Van Hulzen Asset Management, LLC 61
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 61
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 61
Petrus Trust Company, LTA 61
Mutual Advisors, LLC 61
King Luther Capital Management Corp 61
VHCP Management II, LLC 61
Clean Yield Group 61
Nuveen S&p 500 Dynamic Overwrite Fund 61
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 61
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 61
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 61
Andra AP-fonden 61
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 61
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 61
Strategic Investment Management, Llc 61
Arden Investment Series Trust 61
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 61
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 61
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 61
Calamos Wealth Management LLC 61
Privium Fund Management (UK) Ltd 61
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 60
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 60
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 60
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 60
Camden Capital, LLC 60
Intrust Bank Na 60
City Holding Co 60
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 60
Steel Peak Wealth Management LLC 60
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 60
Nemes Rush Group LLC 60
Arcadia Investment Management Corp/mi 60
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 60
Zazove Associates Llc 60
Rakuten Securities, Inc. 60
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 60
King Wealth 60
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 60
City National Bank 60
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 60
Parkworth Wealth Management, Inc. 60
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 60
Suffolk Capital Management Llc 60
Calamos Global Total Return Fund 60
Northwestern Mutual Investment Management Company, Llc 60
Strategic Blueprint, LLC 60
Capital International Inc /ca/ 60
Strategic Investment Solutions, Inc. /IL 60
Forum Financial Management, LP 60
Bluestein R H & Co 60
Burt Wealth Advisors 60
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 60
Tejara Capital Ltd 60
Empyrean Capital Partners, LP 60
Pensionmark Financial Group, Llc 60
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 60
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 60
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 60
Frazier Management Llc 60
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 60
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 60
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 60
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 60
IPG Investment Advisors LLC 60
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 60
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 60
Fjarde Ap-fonden /fourth Swedish National Pension Fund 60
Brewin Dolphin Wealth Management Ltd 60
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 60
Bowling Portfolio Management LLC 60
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 60
Psagot Investment House Ltd. 60
Signature Equity Partners, LLC 59
Trust Department Mb Financial Bank N A 59
WealthTrak Capital Management LLC 59
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 59
Quantessence Capital LLC 59
Chiron Capital Management, Llc 59
Kula Investments, LLC 59
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 59
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 59
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 59
Jabre Capital Partners S.A. 59
Benjamin Edwards Inc 59
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 59
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 59
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 59
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 59
Ovata Capital Management Ltd 59
Raymond James Trust N.a. 59
Shanda Payment Holdings Ltd. 59
EFG Asset Management (North America) Corp. 59
Cribstone Capital Management, LLC 59
Kestra Investment Management, LLC 59
Kings Point Capital Management 59
Pendal Group Ltd 59
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 59
Hoey Investments, Inc 59
State of New Jersey Common Pension Fund A 59
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 59
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 59
Blue Bell Private Wealth Management, Llc 59
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 59
Equitable Holdings, Inc. 59
Zions Bancorporation 59
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 59
CPSIX - Unified Series Trust - Fci Bond Fund 59
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 59
M Holdings Securities, Inc. 59
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 59
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 59
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 59
IBRN - iSHARES TRUST - iShares Neuroscience and Healthcare ETF 59
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 59
Fieldview Capital Management, LLC 59
Tamarack Advisers, LP 59
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 59
Cutter Capital Management, LP 59
Windsor Creek Advisors, Llc 58
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 58
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 58
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 58
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 58
Legacy Financial Advisors, Inc. 58
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 58
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 58
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 58
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 58
Sarissa Capital Management LP 58
Truewealth Llc 58
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 58
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 58
HGC Investment Management Inc. 58
Securian Asset Management, Inc 58
Williams Jones & Associates LLC 58
Blue Owl Capital Holdings LP 58
Nikko Asset Management Americas, Inc. 58
Charter Oak Capital Management, LLC 58
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 58
Putnam Master Intermediate Income Trust 58
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 58
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 58
Colonial Trust Co / SC 58
F/M Investments LLC 58
Minichmacgregor Wealth Management, Llc 58
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 58
Pinnacle Summer Investments, Inc. 58
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 58
CWA Asset Management Group, LLC 58
Confluence Wealth Services, Inc. 58
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 58
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 58
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 58
Verdence Capital Advisors LLC 58
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 58
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 58
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 58
Webster Bank, N. A. 58
K.J. Harrison & Partners Inc 58
Smallcap World Fund Inc 58
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 58
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 58
Horan Securities, Inc. 58
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 58
Handelsinvest Investeringsforvaltning 58
Argent Trust Co 58
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 58
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 58
Cipher Capital LP 58
Zrc Wealth Management, Llc 58
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 58
Corrado Advisors, Llc 58
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 58
DSC Advisors, L.P. 58
URTH - iShares, Inc. - iShares MSCI World ETF 57
Blume Capital Management, Inc. 57
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 57
Lmcg Investments, Llc 57
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 57
Zions Bancorporation, National Association /ut/ 57
Kalos Management, Inc. 57
Costello Asset Management, INC 57
Joseph P. Lucia & Associates, LLC 57
Fortress Investment Group LLC 57
Financial Perspectives, Inc 57
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 57
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 57
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 57
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 57
Dakota Wealth Management 57
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 57
Country Trust Bank 57
Placemark Investments, Inc. 57
Fir Tree Capital Management Lp 57
Westport Resources Management Inc 57
Bradley Foster & Sargent Inc/ct 57
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF 57
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 57
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 57
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 57
Ledyard National Bank 57
PFS Partners, LLC 57
Samalin Investment Counsel, LLC 57
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 57
Savior LLC 57
City State Bank 57
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 57
Delta Asset Management Llc/tn 57
Trust Co 57
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 57
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 57
American National Bank 57
Global Trust Asset Management, LLC 57
American Research & Management Co. 57
Buckingham Strategic Wealth, Llc 57
Putnam Premier Income Trust 57
ACG Wealth 57
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 57
Xtx Markets Llc 57
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 57
Center for Financial Planning, Inc. 57
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 57
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 57
Cannell Peter B & Co Inc 57
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 57
Virtue Capital Management, LLC 57
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 57
Dowling & Yahnke Llc 57
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 57
Filbrandt Wealth Management, LLC 57
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 57
Usaa Etf Trust 57
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 57
Close Asset Management Ltd 57
New Mexico Educational Retirement Board 57
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 57
Allostery Investments LP 57
Jasper Ridge Partners, L.P. 57
Liberty Mutual Group Asset Management Inc. 57
Underlying Funds Trust 57
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 57
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 57
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 57
Gryphon Financial Partners LLC 57
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 57
Pvg Asset Management Corp 56
Clearview Wealth Advisors LLC 56
Sage Mountain Advisors LLC 56
Financial Synergies Wealth Advisors, Inc. 56
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 56
Summit Partners Public Asset Management, Llc 56
Cutter & CO Brokerage, Inc. 56
Duncker Streett & Co Inc 56
Meritage Portfolio Management 56
Governors Lane LP 56
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 56
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 56
Telemus Capital, Llc 56
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 56
Ellis Investment Partners, LLC 56
Woodstock Corp 56
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 56
Colonial Trust Advisors 56
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 56
Alera Investment Advisors, LLC 56
Rock Creek Group, LP 56
NN Investment Partners Holdings N.V. 56
Bbr Partners, Llc 56
Private Advisors, LLC 56
Qtron Investments LLC 56
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 56
Corient Capital Partners, LLC 56
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 56
Sheets Smith Wealth Management 56
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 56
Avanza Fonder AB 56
JPL Wealth Management, LLC 56
V Wealth Advisors LLC 56
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 56
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 56
Kohlberg Kravis Roberts & Co. L.P. 56
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 56
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 56
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 56
Gabelli Convertible & Income Securities Fund Inc 56
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 56
SpiderRock Advisors, LLC 56
Schechter Investment Advisors, LLC 56
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 56
B. Riley Financial, Inc. 56
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 56
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 56
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 56
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 56
Accel Wealth Management 56
Hoxton Financial, Inc. 56
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 55
Inscription Capital, LLC 55
Harvey Capital Management Inc 55
Fiduciary Alliance LLC 55
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 55
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 55
Triumph Capital Management 55
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 55
Allianzgi Convertible & Income Fund Ii 55
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 55
Pacifica Partners Inc. 55
Peapack Gladstone Financial Corp 55
VCBDX - VALIC Co I - Core Bond Fund 55
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 55
Allianzgi Convertible & Income Fund 55
MBOVX - M FUND INC - M Large Cap Value Fund 55
Jag Capital Management, Llc 55
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 55
Greenwood Capital Associates Llc 55
Invictus RG Pte. Ltd. 55
Adirondack Trust Co 55
Voya Financial Advisors, Inc. 55
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 55
MQS Management LLC 55
First Capital Advisors Group, LLC. 55
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 55
Roble, Belko & Company, Inc 55
Kanaly Trust Co 55
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 55
Brown, Lisle/cummings, Inc. 55
Opti Capital Management, Lp 55
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 55
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 55
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 55
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 55
Foresite Capital Management Iv, Llc 55
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 55
Gulf International Bank (UK) Ltd 55
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 55
HFM Investment Advisors, LLC 55
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 55
Integrated Investment Consultants, LLC 55
Cypress Capital Management LLC (WY) 55
Vigilare Wealth Management 55
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 55
Great Valley Advisor Group, Inc. 55
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 55
Groupama Asset Managment 55
Cornerstone Investment Partners, LLC 55
Platform Technology Partners 55
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 55
Qci Asset Management Inc/ny 55
McCarthy Asset Management, Inc. 55
Gratus Capital LLC 55
Harbour Capital Advisors, LLC 55
D'Orazio & Associates, Inc. 55
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 55
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF 55
Quotient Investors, LLC 55
Adage Capital Management, L.P. 55
SYSTM Wealth Solutions LLC 55
S. Muoio & Co. Llc 55
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 55
Copernicus Capital Management, Llc 55
Foundations Investment Advisors, LLC 55
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 55
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 54
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 54
Congress Wealth Management LLC / DE / 54
Caitlin John, LLC 54
Canton Hathaway, LLC 54
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 54
Pinnacle Bancorp, Inc. 54
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 54
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 54
Capital International Sarl 54
Iridian Asset Management Llc/ct 54
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 54
TD Capital Management LLC 54
Vertex One Asset Management Inc. 54
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 54
Addison Advisors LLC 54
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 54
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 54
Profunds - Profund Vp Small-cap Value 54
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 54
Horizon Kinetics Asset Management Llc 54
Arlington Partners LLC 54
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 54
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 54
Conning Inc. 54
Dubuque Bank & Trust Co 54
Fort Washington Investment Advisors Inc /oh/ 54
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 54
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 54
Brandes Investment Partners, Lp 54
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 54
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 54
Fortis Advisors, LLC 54
Barrett Asset Management, LLC 54
Harwood Advisory Group, LLC 54
Pictet & Cie (Europe) SA 54
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 54
Old Well Partners, LLC 54
Spring Creek Capital Llc 54
MEDI - Harbor ETF Trust - Harbor Health Care ETF 54
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 54
Silvant Capital Management LLC 54
Iron Triangle Partners LP 54
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 54
Nbt Bank N A /ny 54
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 54
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 54
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 54
Game Plan Financial Advisors, LLC 54
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 54
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 54
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 54
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 53
Wetzel Investment Advisors, Inc. 53
Central Pacific Bank - Trust Division 53
Clear Creek Financial Management, LLC 53
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 53
Silphium Asset Management Ltd 53
Lake Point Wealth Management 53
McElhenny Sheffield Capital Management, LLC 53
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 53
Reynolds Capital Management Llc 53
Kepos Capital LP 53
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 53
Arrow Financial Corp 53
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 53
Fulton Bank, N.a. 53
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 53
Rosenberg Matthew Hamilton 53
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 53
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 53
NorthRock Partners, LLC 53
Partnervest Advisory Services LLC 53
AlphaCore Capital LLC 53
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 53
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 53
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 53
Owl Creek Asset Management, L.P. 53
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 53
Optima Capital Llc 53
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 53
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 53
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 53
Brown Advisory Securities, LLC 53
Howard Hughes Medical Institute 53
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 53
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 53
Global X Funds 53
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 53
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 53
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 53
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 53
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 53
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 53
Adams Diversified Equity Fund, Inc. 53
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF 53
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 53
Thornburg Investment Management Inc 53
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 53
Apex Capital Management 53
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF 53
Arlington Trust Co LLC 53
Bck Capital Management Lp 53
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 53
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 53
Gateway Investment Advisers Llc 53
Barometer Capital Management Inc. 53
Profunds - Profund Vp Small-cap Growth 53
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 53
Chase Investment Counsel Corp 53
SVPIX - Profunds - Small-cap Value Profund Investor Class 53
SGPIX - Profunds - Small-cap Growth Profund Investor Class 53
Peregrine Asset Advisers, Inc. 53
First Interstate Bank 53
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 53
Journey Strategic Wealth Llc 53
Clarus Wealth Advisors 53
Ibex Investors LLC 53
Hurley Capital, LLC 53
First City Capital Management, Inc. 53
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 53
AGNG - Global X Funds - Global X Longevity Thematic ETF 52
Capital Advisory Group Advisory Services, LLC 52
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 52
Sun Life Financial Inc 52
Amici Capital, LLC 52
Clarius Group, LLC 52
Requisite Capital Management, LLC 52
Clark Capital Management Group, Inc. 52
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 52
Hanson & Doremus Investment Management 52
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 52
Gabelli Dividend & Income Trust 52
B. Metzler seel. Sohn & Co. Holding AG 52
Ossiam 52
PRNT - Ark ETF Trust - The 3D Printing ETF 52
Laurel Wealth Advisors, Inc. 52
Armstrong Advisory Group, Inc 52
Principia Wealth Advisory, LLC 52
Hunting Hill Global Capital, LLC 52
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 52
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 52
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 52
Able Wealth Management LLC 52
Two Roads Shared Trust - APEX HealthCare ETF 52
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 52
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 52
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 52
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 52
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 52
Parsons Capital Management Inc/ri 52
Athos Capital Ltd 52
Thoroughbred Financial Services, Llc 52
WealthTrust Axiom LLC 52
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 52
Wedmont Private Capital 52
Achmea Investment Management B.V. 52
Pacitti Group Inc. 52
Mission Wealth Management, Lp 52
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 52
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 52
Sender Co & Partners, Inc. 52
Kathmere Capital Management, LLC 52
Quaker Wealth Management, LLC 52
Trust For Advisor Solutions 52
Botty Investors LLC 52
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 52
Gables Capital Management Inc. 52
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF 52
Artemis Investment Management LLP 52
Urban Wealth Management, LLC 52
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 52
Blue Arrow Capital Management Llc 52
Pinnacle Financial Partners Inc 52
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 52
Estabrook Capital Management 52
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 52
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 52
Seizert Capital Partners, Llc 52
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 52
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 52
Parisi Gray Wealth Management 52
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 52
River & Mercantile Asset Management Llp 52
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 52
American Funds Insurance Series 52
Gmt Capital Corp 52
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 52
Strengthening Families & Communities, LLC 52
New Leaf Venture Partners, L.L.C. 51
Integrated Advisors Network LLC 51
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 51
BlueCrest Capital Management LLP 51
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 51
Allred Capital Management, LLC 51
Perella Weinberg Partners Capital Management LP 51
Coppell Advisory Solutions Corp. 51
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 51
Concert Wealth Management Inc. 51
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 51
Perpetual Ltd 51
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 51
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 51
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 51
Shinko Asset Management Co., Ltd. 51
Hilton Head Capital Partners, LLC 51
Oppenheimer Variable Account Funds 51
PENN SERIES FUNDS INC - Small Cap Value Fund 51
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 51
Sittner & Nelson, Llc 51
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 51
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 51
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 51
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 51
University Of Notre Dame Du Lac 51
Americafirst Capital Management, Llc 51
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 51
Abingworth LLP 51
Bryce Point Capital, LLC 51
Boussard & Gavaudan Investment Management LLP 51
Blackrock Multi-sector Income Trust 51
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 51
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 51
Ruggie Capital Group 51
Redwood Investments, LLC 51
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 51
Harvard Management Co Inc 51
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 51
Lenox Wealth Management, Inc. 51
Summit X, LLC 51
Rokos Capital Management LLP 51
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 51
Pekin Hardy Strauss, Inc. 51
Alexandria Capital, LLC 51
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 51
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 51
Bain Capital Life Sciences Investors, LLC 51
Elite Wealth Management, Inc. 51
Tobam 51
LMR Master Fund Ltd 51
Stifel Nicolaus & Co Inc \mo\ 51
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 51
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 51
Lakeview Capital Partners, LLC 51
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 51
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 51
Smith Group Asset Management, LLC 51
STXG - EA Series Trust - Strive 1000 Growth ETF 51
Passport Capital, LLC 51
Burrage Capital Management LLC 51
Tlp Group Llc 51
Krensavage Asset Management, LLC 51
Hirtle Callaghan & Co LLC 51
Sigma Capital Management Llc 51
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 51
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 51
Insight Capital Research & Management Inc 51
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 51
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 51
Sageworth Trust Co 51
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 51
IFG Advisory, LLC 50
BlackRock ESG Capital Allocation Trust 50
Avalon Advisors, Llc 50
Brick & Kyle, Associates 50
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 50
Whipplewood Advisors, LLC 50
Eagle Health Investments LP 50
Omega Advisors Inc. 50
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 50
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 50
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 50
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 50
Teton Advisors, Inc. 50
York Capital Management Global Advisors, LLC 50
Advantage Alpha Capital Partners LP 50
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 50
Bruderman Asset Management, LLC 50
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 50
CarsonAllaria Wealth Management, Ltd. 50
Bp Plc 50
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 50
5AM Venture Management, LLC 50
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 50
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 50
Nachman Norwood & Parrott, Inc 50
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 50
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A 50
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 50
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 50
Altrinsic Global Advisors Llc 50
Zullo Investment Group, Inc. 50
Falcon Point Capital, Llc 50
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 50
Burkehill Global Management, LP 50
Nations Financial Group Inc, /ia/ /adv 50
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 50
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 50
Eurizon Capital SGR S.p.A. 50
Wellington Shields Capital Management, LLC 50
Folger Hill Asset Management LP 50
Lake Street Advisors Group, Llc 50
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 50
Cedar Mountain Advisors, LLC 50
Next Capital Management LLC 50
Grace Capital 50
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 50
St Germain D J Co Inc 50
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 50
VCGAX - VALIC Co I - Growth & Income Fund 50
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 50
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 50
Marino, Stram & Associates Llc 50
Next Century Growth Investors Llc 50
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 50
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 50
CenterStar Fund, LLC 50
Legacy Wealth Managment, LLC/ID 50
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 50
Ativo Capital Management LLC 50
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 50
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 50
Melqart Asset Management (uk) Ltd 50
Stratos Wealth Advisors, LLC 50
Antara Capital LP 49
ProVise Management Group, LLC 49
Independence Bank of Kentucky 49
WealthTrust Fairport, LLC 49
Advisor Partners Llc 49
Elo Mutual Pension Insurance Co 49
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 49
Abacus Wealth Partners, LLC 49
O'Dell Group, LLC 49
Selective Wealth Management, Inc. 49
Morgens Waterfall Vintiadis & Co Inc 49
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 49
Aptus Capital Advisors, LLC 49
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 49
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 49
VCSBX - VALIC Co II - Strategic Bond Fund 49
Dorsey & Whitney Trust CO LLC 49
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 49
Tredje AP-fonden 49
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 49
Bleichroeder LP 49
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 49
Princeton Capital Management Llc 49
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 49
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 49
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 49
Aberdeen Asset Management Plc/uk 49
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 49
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 49
M&r Capital Management Inc 49
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 49
Gilpin Wealth Management, Llc 49
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 49
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 49
Ahrens Investment Partners LLC 49
Rs Investment Trust 49
Fidelis Capital Partners, LLC 49
Allegheny Financial Group LTD 49
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 49
New York Life Investments Alternatives 49
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 49
Curi Wealth Management, LLC 49
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 49
Discovery Capital Management, Llc / Ct 49
Avidian Wealth Solutions, LLC 49
Horizon Kinetics LLC 49
Virtus Alternative Investment Advisers, Inc. 49
Alpha Omega Wealth Management LLC 49
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 49
Teton Westwood Funds 49
Luminus Management Llc 49
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 49
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 49
Binnacle Investments Inc 49
Ankerstar Wealth, LLC 49
Foresite Capital Management III, LLC 49
RPg Family Wealth Advisory, LLC 49
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 49
New Millennium Group LLC 49
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 49
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 49
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 49
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 48
Elyxium Wealth, LLC 48
Cromwell Holdings LLC 48
WMS Partners, LLC 48
Financial Engines Advisors L.L.C. 48
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 48
Manatuck Hill Partners, LLC 48
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 48
Kellner Capital, LLC 48
Evermay Wealth Management Llc 48
Laird Norton Trust Company, Llc 48
EMC Capital Management 48
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 48
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 48
CenturyLink Investment Management Co 48
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 48
Hl Financial Services Llc 48
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 48
Accent Capital Management, LLC 48
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 48
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 48
Leavell Investment Management, Inc. 48
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 48
M&G Plc 48
Ellsworth Advisors, LLC 48
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 48
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 48
Oasis Management Co Ltd. 48
Hirschman Orin 48
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 48
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 48
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 48
Thomas J. Herzfeld Advisors, Inc. 48
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 48
Moran Wealth Management, LLC 48
Griffin Asset Management, Inc. 48
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 48
Cranbrook Wealth Management, LLC 48
Rockbridge Investment Management, LCC 48
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 48
BBVA USA Bancshares, Inc. 48
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 48
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 48
111 Capital 48
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 48
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 48
Wealthbridge Capital Management, Llc 48
Quest Capital Management Inc /adv 48
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 48
Opal Wealth Advisors, LLC 48
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 48
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 48
PharVision Advisers, LLC 48
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 48
Kcm Investment Advisors Llc 48
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 48
Saturna Capital CORP 48
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 48
Farringdon Capital, Ltd. 48
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 48
Mason Street Advisors, Llc 48
Patten Group, Inc. 48
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 48
Moody Lynn & Lieberson, Llc 48
Alpha Cubed Investments, LLC 48
W.G. Shaheen & Associates DBA Whitney & Co 48
OneAscent Financial Services LLC 48
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 48
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 48
MML Series Investment Fund II - MML Equity Rotation Fund Class II 48
Philadelphia Trust Co 48
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 48
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 48
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 48
Tidemark, LLC 48
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 48
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 48
Dai-Ichi Life Insurance Company, Ltd 48
MBEQX - M FUND INC - M International Equity Fund 48
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 47
Natixis Investment Managers International 47
Valence8 US LP 47
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 47
Leisure Capital Management 47
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 47
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 47
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 47
Park West Asset Management LLC 47
Davy Global Fund Management Ltd 47
Voisard Asset Management Group, Inc. 47
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 47
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 47
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 47
USS Investment Management Ltd 47
Sentry Investment Management Llc 47
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 47
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 47
Slow Capital, Inc. 47
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 47
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 47
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 47
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 47
Forefront Analytics, LLC 47
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 47
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 47
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 47
Pfizer Inc 47
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 47
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 47
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 47
Retirement Wealth Solutions LLC 47
Woodmont Investment Counsel Llc 47
Qsemble Capital Management, LP 47
Kiwi Wealth Investments Limited Partnership 47
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 47
Laffer Investments 47
6 Meridian 47
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 47
Doheny Asset Management /ca 47
Kb Financial Partners, Llc 47
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 47
Oakbrook Investments Llc 47
TradeLink Global Equity LLC 47
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 47
First Command Advisory Services, Inc. 47
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 47
Blackrock Ltd Duration Income Trust 47
Foresters Investment Management Company, Inc. 47
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 47
Godfrey Financial Associates, Inc. 47
Texas Yale Capital Corp. 47
Pillar Pacific Capital Management Llc 47
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 47
Dauntless Investment Group, LLC 47
Kingswood Wealth Advisors, Llc 47
Condor Capital Management 47
VHCP Management, LLC 47
Easterly Investment Partners Llc 47
Wade G W & Inc 47
Halbert Hargrove Global Advisors, Llc 47
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 47
Gierl Augustine Investment Management Inc 47
New England Capital Financial Advisors LLC 47
Transce3nd, LLC 47
Kamunting Street Capital Management, L.P. 47
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 47
ISAM Funds (UK) Ltd 47
Gargoyle Investment Advisor L.L.C. 47
Amplify ETF Trust - Amplify Treatments, Testing and Advancements ETF 47
American Financial Network Advisory Services Llc 47
Bruce G. Allen Investments, LLC 47
New England Research & Management, Inc. 47
Polianta Ltd 47
New Age Alpha Advisors, LLC 47
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 47
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 47
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 46
Capital International Ltd /ca/ 46
Sfmg, Llc 46
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 46
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF 46
Scopia Capital Management Lp 46
Monetary Management Group Inc 46
Legacy Advisors, LLC 46
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 46
Amussen Hunsaker Associates Llc 46
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 46
CR Intrinsic Investors, LLC 46
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 46
Piershale Financial Group, Inc. 46
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 46
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 46
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 46
Advisor Partners Ii, Llc 46
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 46
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 46
Vivaldi Capital Management, LLC 46
Capital One, National Association 46
Bienville Capital Management, LLC 46
CHI Advisors LLC 46
Virginia Retirement System 46
Ramius Advisors Llc 46
XT - iSHARES TRUST - iShares Exponential Technologies ETF 46
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 46
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 46
Planned Solutions, Inc. 46
Lowe Wealth Advisors, LLC 46
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 46
RPG Investment Advisory, LLC 46
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 46
Mizuho Trust & Banking Co., Ltd. 46
Mn Services Vermogensbeheer B.V. 46
Emfo, Llc 46
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 46
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 46
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 46
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 46
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 46
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 46
Gerstein Fisher 46
Marxe Austin W & Greenhouse David M 46
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 46
VGLSX - VALIC Co I - Global Strategy Fund 46
1620 Investment Advisors, Inc. 46
EHP Funds Inc. 46
Independence Capital Asset Partners, LLC 46
Catalio Capital Management, LP 46
Choate Investment Advisors 46
Wrapmanager Inc 46
Beacon Investment Advisory Services, Inc. 46
Allen Investment Management LLC 46
Edmond De Rothschild (suisse) S.a. 46
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 46
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 46
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 46
Syquant Capital Sas 46
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 46
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 46
Delaware Enhanced Global Dividend & Income Fund 46
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 46
Scout Investments, Inc. 46
Retirement Planning Co of New England, Inc. 46
Resources Management Corp /ct/ /adv 46
Credential Qtrade Securities Inc. 46
NorthCrest Asset Manangement, LLC 46
Bulldog Investors, LLP 46
Central Bank & Trust Co 46
Atticus Wealth Management, Llc 46
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 46
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 46
Lloyd Advisory Services, LLC. 46
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 46
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 46
Isthmus Partners, Llc 46
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 46
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 46
Personal Capital Advisors Corp 46
Spectrum Management Group, LLC 46
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 46
Tuttle Tactical Management LLC 46
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 46
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 45
Ogorek Anthony Joseph /ny/ /adv 45
Banco Santander, S.A. 45
Eisler Capital (US) LLC 45
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 45
Kowal Investment Group, LLC 45
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 45
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 45
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 45
Oak Associates Ltd /oh/ 45
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 45
Aries Wealth Management 45
Rocky Mountain Advisers, Llc 45
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 45
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 45
Prentiss Smith & Co Inc 45
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 45
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 45
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 45
IAG Wealth Partners, LLC 45
Braun Stacey Associates Inc 45
First Heartland Consultants, Inc. 45
Options Solutions, Llc 45
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 45
Medallion Wealth Advisors, LLC 45
Integrated Quantitative Investments LLC 45
Northpointe Capital Llc 45
Epoch Investment Partners, Inc. 45
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 45
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 45
First Foundation Advisors 45
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 45
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 45
Highstreet Asset Management Inc. 45
Sargent Investment Group, LLC 45
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 45
Institute for Wealth Management, LLC. 45
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 45
Quantedge Capital Pte Ltd 45
Sierra Summit Advisors Llc 45
Carolina Wealth Advisors, LLC 45
Friess Associates Llc 45
Corbenic Partners LLC 45
RWC Asset Management LLP 45
Catamount Wealth Management 45
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 45
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 45
Reliance Trust Co Of Delaware 45
Mcguire Capital Advisors Inc 45
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 45
Hillhouse Capital Management, Ltd. 45
YHB Investment Advisors, Inc. 45
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 45
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 45
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 45
West Tower Group, LLC 45
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 45
25 Llc 45
Acuitas Investments, LLC 45
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 45
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 45
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 45
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 45
Trust Co Of Toledo Na /oh/ 45
Camden Asset Management L P /ca 45
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 45
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 45
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 45
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 45
Invictus RG 45
Banco BTG Pactual S.A. 45
Worldquant Millennium Advisors Llc 45
P.a.w. Capital Corp 45
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 45
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 45
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 45
Glg Inc. 45
Polymer Capital Management (HK) LTD 45
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 45
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 45
Tealwood Asset Management Inc 45
Blackrock Credit Allocation Income Trust 45
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 45
Gabelli Global Small & Mid Cap Value Trust 45
Ab Pooling Portfolios 45
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 45
Arden Trust Co 45
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 45
North Star Asset Management Inc 45
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 45
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 45
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 45
First National Bank Of Omaha 45
Letko, Brosseau & Associates Inc 45
Summit Financial, LLC 45
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 45
Crowley Wealth Management, Inc. 45
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 45
Marathon Capital Management 45
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 44
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 44
Monarch Partners Asset Management LLC 44
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 44
J. Safra Sarasin Holding AG 44
Meiji Yasuda Asset Management Co Ltd. 44
Shufro Rose & Co Llc 44
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 44
Waldron Private Wealth LLC 44
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 44
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 44
Temasek Holdings (Private) Ltd 44
Guardian Life Insurance Co Of America 44
AlpInvest Partners B.V. 44
Syverson Strege & Co 44
Linden Thomas Advisory Services, LLC 44
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 44
Heartland Advisors Inc 44
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 44
Exos Asset Management LLC 44
ORG Wealth Partners, LLC 44
Manning & Napier Advisors Llc 44
Omnia Family Wealth, LLC 44
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 44
Safeguard Investment Advisory Group, LLC 44
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 44
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 44
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 44
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 44
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 44
Advocacy Wealth Management Services, LLC 44
Ridgewood Investments LLC 44
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 44
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 44
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 44
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 44
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 44
Keystone Financial Group 44
Insigneo Advisory Services, Llc 44
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 44
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 44
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 44
Nissay Asset Management Corp /japan/ /adv 44
Resolute Capital Asset Partners LLC 44
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 44
CapWealth Advisors, LLC 44
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 44
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 44
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 44
Oppenheimer Quest For Value Funds 44
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 44
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 44
Western Wealth Management, LLC 44
Forsta Ap-fonden 44
Scoggin Management Lp 44
Whitener Capital Management, Inc. 44
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 44
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 44
Norden Group Llc 44
Bank Of Hawaii 44
Beirne Wealth Consulting Services, LLC 44
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 44
Oddo Bhf Asset Management Sas 44
Osborn Rohs Williams & Donohoe Ltd 44
Oversea-Chinese Banking CORP Ltd 44
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 44
Ada Investment Management, LP 44
New Jersey Better Educational Savings Trust 44
Rs Variable Products Trust 44
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 44
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 44
Kopp Investment Advisors Llc 44
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 44
Donoghue Forlines LLC 44
Spearhead Capital Advisors, Llc 44
Antonetti Capital Management LLC 44
Edge Advisors, Llc 44
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 44
Hound Partners, LLC 44
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 44
General Motors Investment Management Corp 44
AtonRa Partners 43
Redhawk Wealth Advisors, Inc. 43
AlphaOne Investment Services, LLC 43
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 43
Livingston Group Asset Management CO (operating as Southport Capital Management) 43
Wellesley Asset Management 43
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 43
Financial Enhancement Group LLC 43
Hodges Capital Management Inc. 43
Timpani Capital Management LLC 43
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 43
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 43
Orion Capital Management LLC 43
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 43
Verde Servicos Internacionais S.A. 43
Strategic Wealth Advisors Group, LLC 43
HCR Wealth Advisors 43
Verity Asset Management, Inc. 43
High Note Wealth, LLC 43
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 43
Dogwood Wealth Management LLC 43
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 43
Islay Capital Management, Llc 43
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 43
Malaga Cove Capital, LLC 43
First Pacific Financial 43
Mizuho Asset Management Co.,Ltd. 43
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 43
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 43
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 43
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 43
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 43
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 43
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 43
Essex Financial Services, Inc. 43
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 43
LVW Advisors, LLC 43
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 43
Western Asset Investment Grade Defined Opportunity Trust Inc. 43
Clark Estates Inc/ny 43
PRW Wealth Management LLC 43
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 43
Aureus Asset Management, LLC 43
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 43
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 43
EVNT - AltShares Trust - AltShares Event-Driven ETF 43
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 43
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 43
Squar Milner Financial Services Llc 43
Affinity Investment Advisors, Llc 43
Pacific Center for Financial Services 43
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 43
Gen-Wealth Partners Inc 43
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 43
LGT Financial Advisors LLC 43
Operose Advisors LLC 43
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 43
BBT Capital Management, LLC 43
Alphagen Securities Llc 43
BlackRock Capital Allocation Trust 43
EULAV Asset Management 43
Ares Financial Consulting, LLC 43
Mill Creek Capital Advisors, LLC 43
Omega Fund Management, LLC 43
Johnson Midwest Financial, LLC 43
Fort, L.p. 43
Atomi Financial Group, Inc. 43
Sawgrass Asset Management Llc 43
First Bank & Trust 43
Impax Asset Management Group plc 43
Sandler Capital Management 43
Charlemagne Capital Ltd 43
Hilton Capital Management, LLC 43
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 43
Tygh Capital Management, Inc. 43
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 43
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 43
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 43
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 43
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 43
West Paces Advisors Inc. 43
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 43
Destination Wealth Management 43
S&t Bank/pa 43
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 43
Old Second National Bank Of Aurora 43
GoalVest Advisory LLC 43
FSA Wealth Management LLC 43
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 43
Ashton Thomas Securities, Llc 43
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 42
HN Saltoro Capital, LP 42
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 42
Ford Financial Group, LLC 42
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 42
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 42
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 42
Standard Family Office LLC 42
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 42
Union Bancaire Privee, UBP SA 42
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 42
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 42
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 42
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 42
Tributary Capital Management, LLC 42
Beese Fulmer Investment Management, Inc. 42
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 42
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 42
Ipswich Investment Management Co., Inc. 42
Century Capital Management, LLC 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 42
VSSGX - VALIC Co I - Small-Mid Growth Fund 42
SpiderRock Trading LLC 42
BML Investment Partners, L.P. 42
Credit Industriel Et Commercial 42
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 42
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 42
Blackrock Corporate High Yield Fund, Inc. 42
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 42
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 42
Mid Atlantic Financial Management Inc/adv 42
Amerivest Investment Management LLC 42
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 42
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 42
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 42
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF 42
Jet Capital Investors L P 42
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 42
Numerai GP LLC 42
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 42
DGS Capital Management, LLC 42
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 42
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 42
KINETICS PORTFOLIOS TRUST - Kinetics Medical Portfolio 42
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 42
Legg Mason Investment Counsel & Trust Co., N.A. 42
Perkins Coie Trust Co 42
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 42
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 42
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 42
Pineridge Advisors LLC 42
Creekmur Asset Management LLC 42
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 42
Northern Oak Wealth Management Inc 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 42
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 42
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 42
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 42
SURI - Simplify Exchange Traded Funds - Simplify Propel Opportunities ETF 42
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 42
Wealth Alliance 42
McGlone Suttner Wealth Management, Inc. 42
Marcum Wealth, LLC 42
Americana Partners, LLC 42
Thompson Investment Management, Inc. 42
CLARET ASSET MANAGEMENT Corp 42
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 42
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 42
Allegis Investment Advisors, LLC 42
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 42
EFG Asset Management (Americas) Corp. 42
Putnam Fl Investment Management Co 42
Aevitas Wealth Management, Inc. 42
Halpern Financial, Inc. 42
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 42
Pennsylvania Trust Co 42
WESPAC Advisors SoCal, LLC 42
Vermillion & White Wealth Management Group, LLC 42
Symmetry Peak Management Llc 42
National Pension Service 42
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 42
Venrock Healthcare Capital Partners III, L.P. 42
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 41
Bray Capital Advisors 41
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 41
Aspect Partners, LLC 41
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 41
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 41
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 41
LM Advisors LLC 41
Taylor Wealth Management Partners 41
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 41
Metis Global Partners, LLC 41
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 41
Twin Focus Capital Partners, Llc 41
Krs Capital Management, Llc 41
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 41
Hilltop National Bank 41
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 41
Meeder Advisory Services, Inc. 41
Pin Oak Investment Advisors Inc 41
HAP Trading, LLC 41
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 41
Renaissance Group Llc 41
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 41
Doyle Wealth Management 41
Willingdon Wealth Management 41
Delek Group, Ltd. 41
N.E.W. Advisory Services LLC 41
WealthPlan Investment Management, LLC 41
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 41
Turning Point Benefit Group, Inc. 41
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 41
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 41
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 41
Financial Network Wealth Advisors LLC 41
AMG National Trust Bank 41
Bnc Wealth Management, Llc 41
Crescent Grove Advisors, LLC 41
Vanguard Whitehall Funds 41
Propel Bio Management, LLC 41
Cowen Investment Management LLC 41
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 41
Abc Arbitrage Sa 41
Acorn Wealth Advisors, LLC 41
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 41
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 41
Motley Fool Asset Management LLC 41
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 41
NINE MASTS CAPITAL Ltd 41
VisionPoint Advisory Group, LLC 41
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 41
Northwest Investment Counselors, Llc 41
Patient Square Capital LP 41
Alpha Windward Llc 41
NorthCoast Asset Management LLC 41
Cahill Financial Advisors Inc 41
VASMX - VALIC Co II - Small Cap Growth Fund 41
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 41
Clearbridge, Llc 41
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 41
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 41
Polen Capital Management Llc 41
Venrock Healthcare Capital Partners II, L.P. 41
Wealth Effects Llc 41
Keebeck Alpha, LP 41
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 41
Pier 88 Investment Partners Llc 41
NOFIX - Northern Funds - Northern Fixed Income Fund 41
Investors Asset Management Of Georgia Inc /ga/ /adv 41
Intersect Capital LLC 41
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 41
TrimTabs Asset Management, LLC 41
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 41
BTC Capital Management, Inc. 41
Hallmark Capital Management Inc 41
Redwood Investment Management, Llc 41
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 41
Miles Capital, Inc. 41
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 41
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 40
Ten Capital Wealth Advisors, LLC 40
Abn Amro Investment Solutions 40
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 40
Triad Wealth Partners, LLC 40
Steigerwald, Gordon & Koch Inc. 40
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 40
BlackRock Credit Strategies Fund 40
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 40
Greenland Capital Management LP 40
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 40
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 40
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 40
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 40
Garde Capital, Inc. 40
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 40
Argent Capital Management Llc 40
Red Door Wealth Management, LLC 40
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 40
Cantab Capital Partners LLP 40
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 40
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 40
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 40
Future Financial Wealth Managment LLC 40
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 40
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 40
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 40
Old North State Trust, LLC 40
Altium Wealth Management LLC 40
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 40
Zurich Insurance Group Ltd/FI 40
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 40
Robertson Stephens Wealth Management, LLC 40
Intact Investment Management Inc. 40
Alphabet Inc. 40
Semmax Financial Advisors Inc. 40
Claybrook Capital, LLC 40
Crow Point Partners, LLC 40
Ferris Capital, Llc 40
Plancorp, LLC 40
Tiedemann Advisors, Llc 40
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 40
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 40
Corsair Capital Management, L.p. 40
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 40
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 40
Ckw Financial Group 40
Ibex Wealth Advisors 40
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 40
Herold Advisors, Inc. 40
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 40
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 40
Dynamic Capital Management Ltd 40
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 40
Hazlett, Burt & Watson, Inc. 40
Peddock Capital Advisors, Llc 40
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 40
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 40
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 40
Annapolis Financial Services, LLC 40
Sassicaia Capital Advisers Llc 40
Machina Capital S.a.s. 40
Signition Lp 40
Semanteon Capital Management, LP 40
APBAX - Cavanal Hill Funds - Active Core Fund Investor 40
Chiron Investment Management, LLC 40
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 40
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 40
Western Standard LLC 40
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 40
180 Wealth Advisors, Llc 40
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 40
Regents Of The University Of California 40
Exane Asset Management 40
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 40
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 40
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 40
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 40
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 40
TCG Advisory Services, LLC 40
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 40
Security National Trust Co 40
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 40
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 40
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 40
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 40
GURU - Global X Funds - Global X Guru Index ETF 40
Coston, McIsaac & Partners 40
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 40
Six Circles Trust - Six Circles Credit Opportunities Fund 40
EA Series Trust 40
Stonehage Fleming Financial Services Holdings Ltd 40
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 40
Walled Lake Planning & Wealth Management, Llc 39
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 39
Guerra Advisors Inc 39
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 39
Legacy Investment Solutions, LLC 39
Falcon Edge Capital, LP 39
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 39
Marsico Capital Management Llc 39
Shenkman Capital Management Inc 39
Douglass Winthrop Advisors, LLC 39
Perritt Capital Management Inc 39
Keel Point, LLC 39
Beacon Capital Management, Inc. 39
Hershey Trust Co 39
Maple Securities Usa Inc 39
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 39
Wellington Shields & Co., LLC 39
Delta Lloyd Nv 39
iA Global Asset Management Inc. 39
Modera Wealth Management, LLC 39
Innovis Asset Management Llc 39
HWG Holdings LP 39
Lord Abbett Developing Growth Fund, Inc. 39
Scarborough Advisors, LLC 39
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 39
U S Global Investors Inc 39
Lumina Fund Management LLC 39
Mbb Public Markets I Llc 39
Lebenthal Asset Management, LLC 39
Spears Abacus Advisors LLC 39
Omni Partners Llp 39
NuWave Investment Management, LLC 39
Atw Spac Management Llc 39
Perennial Advisors, LLC 39
Total Investment Management Inc 39
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 39
Mayflower Financial Advisors, LLC 39
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 39
McClarren Financial Advisors, Inc. 39
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 39
SBI Okasan Asset Management Co.Ltd. 39
SRTTX - SMA RELATIONSHIP TRUST - Series T 39
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 39
Jacob Asset Management Of New York Llc 39
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 39
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 39
Jpmorgan Trust Iii 39
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 39
Jackson Square Capital, Llc 39
PDS Planning, Inc 39
Fort Baker Capital Management LP 39
Burleson & Company, LLC 39
Hohimer Wealth Management, Llc 39
Atlas Private Wealth Management 39
Redpoint Investment Management Pty Ltd 39
Firestone Capital Management 39
Aquilo Capital Management, LLC 39
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 39
Fortem Financial Group, Llc 39
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 39
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 39
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 39
Stonehage Fleming (uk) Ltd 39
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 39
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 39
NOCBX - Northern Funds - Northern Core Bond Fund 39
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 39
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 39
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 39
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 39
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 39
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 39
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 39
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 39
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 39
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 39
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 39
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 39
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 39
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 39
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 39
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 39
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 39
Capital Wealth Alliance, LLC 38
Shamrock Asset Management LLC 38
Eisler Capital (UK) Ltd. 38
Bellwether Investment Group, LLC 38
Kessler Investment Group, LLC 38
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 38
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 38
Board of Trustees of The Leland Stanford Junior University 38
V-Square Quantitative Management LLC 38
Running Point Capital Advisors, LLC 38
DT Investment Partners, LLC 38
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 38
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 38
Glass Jacobson Investment Advisors llc 38
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 38
IFM Investors Pty Ltd 38
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 38
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 38
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 38
Kohmann Bosshard Financial Services, LLC 38
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 38
AQGNX - AQR Funds - AQR Global Equity Fund Class N 38
Kentucky Retirement Systems 38
Herndon Capital Management Llc 38
Ridgeworth Funds 38
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 38
Morton Brown Family Wealth, LLC 38
Sand Grove Capital Management LLP 38
VARCOV Co. 38
First American Bank 38
Capital Advisors Inc/ok 38
Carnick & Kubik, LLC 38
Kentucky Retirement Systems Insurance Trust Fund 38
Drive Wealth Management, Llc 38
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 38
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 38
Cedar Wealth Management, LLC 38
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 38
Capricorn Fund Managers Ltd 38
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 38
Investment House Llc 38
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 38
Tiaa, Fsb 38
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 38
United Bank 38
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 38
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 38
Ratan Capital Management LP 38
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 38
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 38
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 38
Intercontinental Wealth Advisors, LLC 38
Sonora Investment Management Group, LLC 38
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 38
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 38
WealthStone, Inc. 38
Ostrum Asset Management 38
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 38
MTM Investment Management, LLC 38
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 38
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 38
Transamerica Partners Funds Group Ii 38
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 38
Courier Capital Llc 38
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 38
Transamerica Partners Funds Group 38
Twin Capital Management Inc 38
Proffitt & Goodson Inc 38
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 38
Norinchukin Bank, The 38
MRGR - PROSHARES TRUST - ProShares Merger ETF 38
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 38
Ami Asset Management Corp 38
Reuter James Wealth Management, Llc 38
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 38
Plato Investment Management Ltd 38
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 38
VSR Financial Services, Inc. 38
Godsey & Gibb Associates 38
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 38
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 38
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 38
Iron Horse Wealth Management, LLC 38
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 38
Kim, Llc 38
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 38
Steelhead Partners Llc 38
American Financial Group Inc 38
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 38
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 38
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 38
BCJ Capital Management, LLC 38
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 38
Columbia Wanger Asset Management Llc 38
Masso Torrence Wealth Management Inc. 38
Richardson Financial Services Inc. 38
Karpus Management, Inc. 38
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 38
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 38
Reynders McVeigh Capital Management, LLC 38
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 37
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 37
Fortis Capital Advisors, LLC 37
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 37
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 37
FormulaFolio Investments, LLC 37
Legg Mason Investment Counsel, LLC 37
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 37
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 37
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 37
Carl Domino Inc 37
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 37
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 37
Alaska Permanent Fund Corp 37
Searle & Co. 37
Atlantic Edge Private Wealth Management, LLC 37
Munder Capital Management 37
LBA Wealth Management, LLC 37
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 37
Tdam Usa Inc. 37
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 37
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 37
Virtus Global Dividend & Income Fund Inc. 37
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 37
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 37
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 37
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 37
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 37
Pacific Capital Wealth Advisors, Inc 37
Bbva Usa 37
Rainier Investment Management Llc 37
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 37
1st Global Advisors, Inc. 37
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 37
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 37
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 37
Strategic Advocates LLC 37
Morse Asset Management, Inc 37
Overland Advisors, LLC 37
Curian Capital Llc 37
Amia Capital LLP 37
Farmers & Merchants Trust Co of Chambersburg PA 37
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 37
Ray Gerald L & Associates Ltd 37
Ishara Investments LP 37
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 37
Empirical Finance, LLC 37
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 37
First Command Financial Services, Inc. 37
First Command Bank 37
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 37
SkyOak Wealth, LLC 37
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 37
Mcdonald Partners Llc 37
Resona Asset Management Co.,Ltd. 37
Ascent Group, LLC 37
Juncture Wealth Strategies, Llc 37
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 37
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 37
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 37
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 37
Dfpg Investments, Llc 37
MPS Loria Financial Planners, LLC 37
Rpo Llc 37
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 37
Bank Hapoalim Bm 37
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 37
Vinva Investment Management Ltd 37
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 37
RWM Asset Management, LLC 37
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 37
Redmond Asset Management, LLC 37
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 37
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 37
MANA Advisors LLC 37
Gilman Hill Asset Management, LLC 37
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 37
Portside Wealth Group, LLC 37
Advanced Series Trust - Ast Mid-cap Growth Portfolio 37
Western Asset Income Fund 37
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 37
Tower View Investment Management & Research LLC 37
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 37
MBM Wealth Consultants, LLC 37
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 37
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 37
Wall Street Access Asset Management, LLC 37
Hexavest Inc. 37
Blue Jay Capital Management, Llc 37
Transamerica Partners Portfolios 37
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 37
Chesapeake Asset Management Llc 37
John Hancock Hedged Equity & Income Fund 37
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 37
Logan Capital Management Inc 37
Actinver Wealth Management, Inc. 37
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 37
Prescott Group Capital Management, L.l.c. 37
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 37
Park Square Financial Group, LLC 37
Welch & Forbes Llc 37
Argent Advisors, Inc. 37
Evolve Private Wealth, Llc 37
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 37
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 37
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 37
Main Street Group, LTD 37
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 37
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 36
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 36
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 36
Westend Capital Management LLC 36
Rachor Investment Advisory Services, LLC 36
NAN FUNG TRINITY (HK) Ltd 36
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 36
AT Bancorp 36
Northwest Wealth Management, Llc 36
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 36
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 36
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 36
aeris Capital Holding GmbH 36
Elmwood Wealth Management, Inc. 36
West Branch Capital LLC 36
Kozak & Associates, Inc. 36
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 36
Blackrock Debt Strategies Fund, Inc. 36
Connective Capital Management, LLC 36
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 36
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 36
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 36
Tennessee Valley Asset Management Partners 36
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 36
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 36
Appleton Partners Inc/ma 36
Piscataqua Savings Bank 36
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 36
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 36
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 36
Heck Capital Advisors, LLC 36
Naples Money Management LLC 36
Intrinsic Edge Capital Management LLC 36
Symmetry Partners, LLC 36
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 36
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 36
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 36
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 36
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 36
Boston Financial Mangement Llc 36
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 36
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 36
Heritage Investors Management Corp 36
Woodley Farra Manion Portfolio Management Inc 36
Islet Management, LP 36
Asahi Life Asset Management Co., Ltd. 36
Man Investments Ltd 36
Glaxosmithkline Plc 36
Dialectic Capital Management, Lp 36
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 36
Caligan Partners LP 36
Aequim Alternative Investments LP 36
Abundance Wealth Counselors 36
Seeyond 36
Seelaus Asset Management LLC 36
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 36
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 36
Decheng Capital LLC 36
Integre Asset Management, LLC 36
Stanford Investment Group, Inc. 36
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 36
American National Insurance Co /tx/ 36
Trustmark National Bank Trust Department 36
Carnegie Capital Asset Management, LLC 36
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 36
Investment Centers Of America Inc 36
Stonnington Group, Llc 36
Gallacher Capital Management LLC 36
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 36
Balboa Wealth Partners 36
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 36
Wakefield Asset Management LLLP 36
Cca Investments Trust 36
Guggenheim Strategic Opportunities Fund 36
Nuveen Multi-Asset Income Fund 36
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 36
First Financial Corp /in/ 36
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 36
River Wealth Advisors LLC 36
Gagnon Securities Llc 36
Frank, Rimerman Advisors LLC 36
Hartwell J M Limited Partnership 36
Nordwand Advisors, LLC 36
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 36
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 36
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 36
VitalStone Financial, LLC 36
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 36
Murphy & Mullick Capital Management Corp 36
RIBIX - RBC FUNDS TRUST - RBC Impact Bond Fund Class I 36
One Capital Management, LLC 36
Thb Asset Management 36
Gill Capital Partners, Llc 36
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 36
GGBFX - GuideStone Funds - Global Bond Fund Investor 36
BRUFX - Bruce Fund Inc - Bruce Fund 36
Lynwood Capital Management Inc. 36
Foresite Capital Management II, LLC 36
Belmont Global Advisors, Inc. 36
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 36
Stux Capital Management, LLC 36
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 36
Trilogy Capital Inc. 36
RBB FUND, INC. - Aquarius International Fund 36
Bremer Trust National Association 36
Claris Advisors, Llc / Mo / 36
Pinnacle Wealth Management Advisory Group, LLC 36
Sagefield Capital LP 36
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 36
Westover Capital Advisors, LLC 36
Dixon Hubard Feinour & Brown Inc/va 36
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 36
Clear Street Group Inc. 36
Frazier Life Sciences Public Fund, L.P. 36
Connective Portfolio Management, LLC 36
Industrial Alliance Investment Management Inc. 36
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 36
J.P. Turner & Co Capital Mnagement, LLC 36
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 35
Stonebridge Financial Group, LLC 35
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 35
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 35
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 35
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 35
Good Life Advisors, LLC 35
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 35
Prentice Wealth Management LLC 35
SmartHarvest Portfolios, LLC 35
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 35
Mitsubishi UFJ Securities Holdings Co., Ltd. 35
Thomasville National Bank 35
HoyleCohen, LLC 35
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 35
PAX Financial Group, LLC 35
Evanson Asset Management, LLC 35
Pinnacle Financial Partners, Inc. 35
Cim, Llc 35
Laidlaw Wealth Management LLC 35
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 35
Solaris Asset Management Llc 35
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 35
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 35
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 35
Dfa Investment Trust Co - The Continental Small Company Series 35
BLB&B Advisors, LLC 35
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 35
Friedenthal Financial 35
Tobias Financial Advisors, Inc. 35
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 35
Fort Point Capital Partners LLC 35
Stonegate Investment Group, LLC 35
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 35
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 35
Exchange Capital Management, Inc. 35
Nkcfo Llc 35
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 35
Barrett & Company, Inc. 35
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 35
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 35
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 35
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 35
Supplemental Annuity Collective Trust of NJ 35
Bangor Savings Bank 35
PrairieView Partners, LLC 35
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 35
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 35
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 35
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 35
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 35
Aviance Capital Partners, LLC 35
Headinvest, Llc 35
VCCBX - VALIC Co II - Core Bond Fund 35
Cynosure Management, Llc 35
ARGI Investment Services, LLC 35
Human Investing LLC 35
Bain Capital Public Equity Management Ii, Llc 35
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 35
Cypress Capital, LLC 35
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 35
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 35
Kms Financial Services, Inc 35
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 35
Meiji Yasuda Life Insurance Co 35
Baltimore-Washington Financial Advisors, Inc. 35
Bremer Bank National Association 35
Signature Resources Capital Management, LLC 35
Cavalier Investments, LLC 35
United Asset Strategies, Inc. 35
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 35
Amica Retiree Medical Trust 35
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 35
Cambiar Investors Llc 35
Peoples Financial Services Corp. 35
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 35
DecisionPoint Financial, LLC 35
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 35
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 35
GFS Advisors, LLC 35
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 35
Caldwell Trust Co 35
Continental Advisors Llc 35
Horrell Capital Management, Inc. 35
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 35
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 35
Vanguard Specialized Funds 35
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 35
Wbi Investments, Inc. 35
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 35
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 35
Sophrosyne Capital Llc 35
Ballew Advisors, Inc 35
TCTC Holdings, LLC 35
RHJ International SA 35
Clearwater Capital Advisors, LLC 35
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 35
Phoenix Wealth Advisors 35
OneAscent Wealth Management LLC 35
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 35
Cary Street Partners Financial Llc 35
Liontrust Investment Partners LLP 35
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 35
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 35
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 35
Amica Mutual Insurance Co 35
Synergy Financial Management, LLC 35
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 35
Li Winifred I 35
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 35
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 35
Mount Lucas Management LP 35
Curio Wealth, Llc 35
Amplify ETF Trust - Amplify AI Powered Equity ETF 35
Dimension Capital Management Llc 35
Romano Brothers And Company 35
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 35
Delos Wealth Advisors, LLC 35
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 35
Blackhawk Capital Partners LLC. 35
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 35
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 35
Fairfield Financial Advisors, LTD 35
EHLS - Tidal Trust II - Even Herd Long Short ETF 35
GSB Wealth Management, LLC 35
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 35
Flaharty Asset Management, LLC 35
Douglas Lane & Associates, LLC 35
MML Series Investment Fund II - MML Blend Fund Initial Class 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 34
ACSKX - American Century Investment Trust - Short Duration Fund C Class 34
Todd Asset Management Llc 34
Freedom Wealth Alliance, Llc 34
OmniStar Financial Group, Inc. 34
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 34
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 34
Bruce & Co., Inc. 34
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 34
Coatue Management Llc 34
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 34
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 34
Polaris Wealth Advisory Group, LLC 34
Oarsman Capital, Inc. 34
Biondo Investment Advisors, LLC 34
Koss-Olinger Consulting, LLC 34
Mariner Wealth Advisors-NYC, LLC 34
Turtle Creek Wealth Advisors, LLC 34
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 34
Strategic Global Advisors, LLC 34
Balasa Dinverno & Foltz Llc 34
Omni Event Management Ltd 34
Capital A Wealth Management, LLC 34
Bahl & Gaynor Inc 34
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 34
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 34
Fore Capital, LLC 34
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 34
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 34
Mpwm Advisory Solutions, Llc 34
Banco de Sabadell, S.A 34
TrinityPoint Wealth, LLC 34
PENN SERIES FUNDS INC - Developed International Index Fund 34
Legacy Capital Group California, Inc. 34
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 34
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 34
Heights Capital Management, Inc 34
Clear Investment Research, Llc 34
Raab & Moskowitz Asset Management LLC 34
Long Focus Capital Management, Llc 34
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 34
G&S Capital LLC 34
Essex Savings Bank 34
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 34
Finepoint Capital LP 34
Glenview Trust Co 34
Menora Mivtachim Holdings Ltd. 34
Graves-Light Private Wealth Management, Inc. 34
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 34
Massar Capital Management, LP 34
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 34
Castle Wealth Management Llc 34
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 34
Trium Capital LLP 34
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 34
Fayez Sarofim & Co 34
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 34
First PREMIER Bank 34
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF 34
Worth Asset Management, LLC 34
Icon Wealth Advisors, LLC 34
March Altus Capital Management LP 34
Optimize Financial Inc 34
TradeLink Capital LLC 34
Newman Dignan & Sheerar, Inc. 34
Altus Wealth Group LLC 34
Beck Mack & Oliver Llc 34
True Link Financial Advisors, LLC 34
AIA Group Ltd 34
Context Partners Fund, L.p. 34
Howard Wealth Management, Llc 34
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 34
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 34
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 34
Barnett & Company, Inc. 34
Investment Management Corp of Ontario 34
Cpwm, Llc 34
Cleararc Capital Inc 34
Elk Creek Partners, LLC 34
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 34
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 34
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 34
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 34
West Family Investments, Inc. 34
Shikiar Asset Management Inc 34
Wright Investors Service Inc 34
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 34
Quad-Cities Investment Group, LLC 34
PGGM Investments 34
PIMCO FUNDS - PIMCO Sector Fund Series - I 34
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 34
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 34
Stancorp Investment Advisers Inc 34
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 34
Senvest Management, LLC 34
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 34
Main Street Financial Solutions, LLC 34
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 34
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 34
Haafor (Singapore) Pte. Ltd. 34
Whalen Wealth Management Inc. 34
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 34
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 34
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 34
Whitnell & Co. 34
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 34
Berkshire Asset Management Llc/pa 34
Founders Financial Securities Llc 34
Grandfield & Dodd, Llc 34
De Burlo Group Inc 34
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 34
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 34
Savvy Advisors, Inc. 34
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 34
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 34
CI Global Investments Inc. 34
III Capital Management 34
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 34
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 34
Chilton Investment Co Llc 34
Murphy Capital Management Inc 34
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 34
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 34
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 34
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 34
Allianz Se 34
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 33
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 33
Sii Investments Inc/wi 33
Desjardins Global Asset Management Inc. 33
Pennant Investors, Lp 33
Quantum Private Wealth, LLC 33
Edgewood Management Llc 33
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 33
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 33
Us Financial Advisors, Llc 33
Clal Insurance Enterprises Holdings Ltd 33
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 33
Dumont & Blake Investment Advisors Llc 33
Garrett Wealth Advisory Group, LLC 33
Better Money Decisions, LLC 33
Advisors Capital Management, LLC 33
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 33
BSW Wealth Partners 33
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 33
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 33
Dymon Asia Capital (singapore) Pte. Ltd. 33
Dinsmore Capital Management Co/nj 33
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 33
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 33
Sona Asset Management (us) Llc 33
Evolution Wealth Management Inc. 33
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 33
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 33
Worldwide Health Sciences Portfolio 33
Biltmore Capital Advisors LLC 33
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 33
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 33
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 33
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 33
Lehman Financial Resources, Inc. 33
Howland Capital Management Llc 33
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 33
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 33
Old West Investment Management, LLC 33
Nicholas Company, Inc. 33
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 33
Grey Fox Wealth Advisors, LLC 33
Nelson Capital Management, LLC 33
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 33
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 33
Staley Capital Advisers Inc 33
Davide Leone & Partners Investment Co Ltd. 33
Well Done, LLC 33
EWG Elevate Inc. 33
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 33
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 33
Loeb Partners Corp 33
Partners Capital Investment Group, Llp 33
Vestor Capital, Llc 33
Chesapeake Partners Management Co Inc/md 33
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 33
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 33
McMahon Financial Advisors, LLC 33
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 33
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 33
Johnson & Johnson 33
Lockheed Martin Investment Management Co 33
Lehman & Derafelo Financial Resources LLC 33
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 33
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 33
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 33
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 33
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 33
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 33
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 33
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 33
JT Stratford LLC 33
Wealthsource Partners, Llc 33
Ayrton Capital LLC 33
Dynasty Wealth Management, Llc 33
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 33
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 33
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 33
Zwj Investment Counsel Inc 33
Ewa, Llc 33
Pflug Koory, LLC 33
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 33
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 33
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 33
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 33
VSM Wealth Advisory, LLC 33
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 33
Special Opportunities Fund, Inc. 33
Foster Dykema Cabot & Co Inc/ma 33
Family Firm, Inc. 33
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 33
Daiwa SB Investments Ltd. 33
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 33
Indiana Trust & Investment Management CO 33
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 33
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 33
Roosevelt Investment Group Llc 33
Financial Advisors Network, Inc. 33
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 33
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 33
Mirador Capital Partners LP 33
Wealth Watch Advisors, INC 33
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 33
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 33
Nuveen Credit Strategies Income Fund 33
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 33
Yarbrough Capital, LLC 33
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 33
Lee Danner & Bass Inc 33
Highline Capital Management, L.p. 33
Quintet Private Bank (Europe) S.A. 33
Gw Henssler & Associates Ltd 33
Meristem Family Wealth, LLC 33
ARS Investment Partners, LLC 33
Paradigm Capital Management Inc/ny 33
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 33
Diversify Wealth Management, Llc 33
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 33
RiverPark Advisors, LLC 33
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 33
Neville Rodie & Shaw Inc 33
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 33
Checkpoint Capital L.P. 33
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 33
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 33
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 33
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 33
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 33
Financiere des Professionnels - Fonds d,investissement inc. 33
Keebeck Wealth Management, LLC 33
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 33
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 33
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 33
Castle Rock Wealth Management, LLC 32
Marietta Investment Partners Llc 32
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 32
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 32
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF 32
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 32
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 32
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 32
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 32
Railway Pension Investments Ltd 32
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 32
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 32
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 32
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 32
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 32
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 32
Nova Wealth Management, Inc. 32
Manteio Capital LLC 32
Squadron Capital Management LLC 32
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 32
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 32
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 32
PKO Investment Management Joint-Stock Co 32
ANTIPODES PARTNERS Ltd 32
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 32
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 32
Millstone Evans Group, LLC 32
Kelly Lawrence W & Associates Inc/ca 32
Spartan Fund Management Inc. 32
Elgethun Capital Management 32
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 32
BRASX - Blackrock Allocation Target Shares - Bats Series S 32
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 32
Sierra Capital LLC 32
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 32
Boston Trust Walden Corp 32
AXS Investments LLC 32
Cortina Asset Management, LLC 32
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 32
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 32
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 32
Peconic Partners Llc 32
Twin Lakes Capital Management, LLC 32
Lynx Investment Advisory 32
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 32
Aua Capital Management, Llc 32
POM Investment Strategies, LLC 32
InterOcean Capital Group, LLC 32
Heron Bay Capital Management 32
Vaughan Nelson Investment Management, L.p. 32
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 32
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 32
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 32
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 32
Arbor Wealth Management, LLC 32
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 32
Hatteras Funds, LLC 32
Marco Investment Management Llc 32
White Pine Capital Llc 32
SCS Capital Management LLC 32
American Assets Investment Management, LLC 32
Golden Green, Inc. 32
GM Advisory Group, Inc. 32
Hunter Associates Investment Management Llc 32
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 32
Capital Wealth Planning, LLC 32
Fishman Jay A Ltd/mi 32
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 32
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 32
Ambassador Advisors, LLC 32
Main Street Research LLC 32
Smith, Moore & Co. 32
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 32
Northern Capital Management Llc 32
General American Investors Co Inc 32
Live Your Vision, LLC 32
Havemeyer Place LP 32
S&co Inc 32
Stonebridge Capital Management Inc 32
Keudell/Morrison Wealth Management 32
Chelsea Counsel Co 32
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 32
Cypress Capital Group 32
TAP Consulting, LLC 32
Unique Wealth Strategies, LLC 32
Dearborn Partners Llc 32
STXV - EA Series Trust - Strive 1000 Value ETF 32
DSAM Partners (London) Ltd 32
Brandywine Oak Private Wealth Llc 32
Cabot Wealth Management Inc 32
VCSVX - VALIC Co II - Small Cap Value Fund 32
Elmind Capital, LP 32
Dagco, Inc. 32
Susquehanna International Group Ltd. 32
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 32
Fifth Third Wealth Advisors LLC 32
Kassirer Asset Management Corp 32
Palo Capital, Inc. 32
Western Asset Premier Bond Fund 32
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 32
Roman Butler Fullerton & Co 32
Hayden Royal, Llc 32
Pure Financial Advisors, Inc. 32
B & T Capital Management DBA Alpha Capital Management 32
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 32
Ironwood Investment Management Llc 32
Cfm Wealth Partners Llc 32
Leelyn Smith, LLC 32
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 32
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 32
Global Income Builder Portfolio - Global Income Builder Portfolio 32
TD Securities (USA) LLC 32
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 32
SLIM - Janus Detroit Street Trust - The Obesity ETF 32
EPG Wealth Management LLC 32
Fs Credit Income Fund 32
Naples Global Advisors, Llc 32
Capital Investment Advisors, LLC 32
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 32
Kraematon Investment Advisors, Inc 32
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 32
Varma Mutual Pension Insurance Co 32
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF 32
Rossmore Private Capital 32
Green Owl Capital Management, LLC 32
Private Wealth Partners, LLC 32
Paragon Capital Management Ltd 32
Camelot Portfolios, LLC 32
Decatur Capital Management, Inc. 32
Solstein Capital, LLC 32
CHURCHILL MANAGEMENT Corp 32
Weil Company, Inc. 32
Kiley Juergens Wealth Management, Llc 32
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 32
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 32
North Dakota State Investment Board 32
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 32
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 32
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 32
Stansberry Asset Management, Llc 32
MONECO Advisors, LLC 31
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 31
Oppenheimer Discovery Fund 31
BKD Wealth Advisors, LLC 31
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 31
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 31
Sepio Capital, LP 31
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 31
Jeppson Wealth Management, Llc 31
FUKOKU MUTUAL LIFE INSURANCE Co 31
Ashford Capital Management Inc 31
Freedman Financial Associates, Inc. 31
Chicago Capital, LLC 31
Graypoint LLC 31
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 31
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 31
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 31
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 31
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 31
American Trust 31
Cooper Financial Group 31
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 31
Scholtz & Company, Llc 31
ICONIQ Capital, LLC 31
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 31
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 31
Cito Capital Group, LLC 31
NWK Group, Inc. 31
Gruss Capital Management LP 31
Franklin Templeton International Trust 31
Baxter Bros Inc 31
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 31
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 31
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 31
Oxford Financial Group Ltd 31
Wealthstreet Investment Advisors, LLC 31
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 31
Odey Asset Management Group Ltd 31
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 31
Oppenheimer Global Multi-asset Growth Fund 31
Sankala Group LLC 31
Two Roads Shared Trust - Hypatia Women CEO ETF 31
WFA of San Diego, LLC 31
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 31
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 31
MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I 31
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 31
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 31
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 31
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 31
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 31
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 31
Obermeyer Wood Investment Counsel, Lllp 31
Donald L. Hagan, LLC 31
Haverford Trust Co 31
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 31
40 North Management LLC 31
Penbrook Management LLC 31
Poehling Capital Management, LLC 31
Klingman & Associates, LLC 31
Cherry Tree Wealth Management, LLC 31
Frontier Investment Mgmt Co 31
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 31
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 31
Ronald Blue & Co Llc 31
Origin Asset Management LLP 31
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 31
Calamos Long/Short Equity & Dynamic Income Trust 31
Strive Financial Group ,LLC 31
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 31
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 31
Pfs Investments Inc. 31
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 31
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 31
Miller Value Partners, Llc 31
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 31
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 31
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 31
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 31
Stuart Chaussee & Associates, Inc. 31
Concentric Capital Strategies, LP 31
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 31
Iron Financial, LLC 31
Sumitomo Life Insurance Co 31
Fourth Dimension Wealth, LLC 31
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 31
Greenwich Wealth Management LLC 31
Mediolanum International Funds Ltd 31
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 31
Morningstar Investment Services LLC 31
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 31
Green Alpha Advisors, LLC 31
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 31
Capitolis Liquid Global Markets LLC 31
Mohican Financial Management, LLC 31
World Equity Group, Inc. 31
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 31
Patten & Patten Inc/tn 31
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 31
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 31
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 31
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 31
Connacht Asset Management LP 31
Price Wealth Management, Inc. 31
St. Johns Investment Management Company, LLC 31
Bear Mountain Capital, Inc. 31
Sivia Capital Partners, LLC 31
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 31
Penn Mutual Asset Management, LLC 31
Lecap Asset Management Ltd 31
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 31
Deuterium Capital Management, LLC 31
Alethea Capital Management, Llc 31
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 31
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 31
Stone Toro Investment Advisers, LP 31
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 31
Euclid Advisors LLC 31
Bristlecone Advisors, LLC 31
HYLD - Exchange Listed Funds Trust - High Yield ETF 31
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 31
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 31
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 31
Sound View Wealth Advisors Group, LLC 31
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 31
Bell Rock Capital Llc 31
Delaware Investments Dividend & Income Fund, Inc 31
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 31
Boreal Capital Management LLC 31
Alerus Financial Na 31
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 31
Crabel Capital Management, LLC 31
Nuveen Core Equity Alpha Fund 31
Round Rock Advisors, LLC 31
Nippon Life Insurance Co 31
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 31
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 31
Chesley Taft & Associates LLC 31
Everhart Financial Group, Inc. 31
Ruffer LLP 31
Authentikos Wealth Advisory, LLC 31
Focus Financial Network, Inc. 31
First National Trust Co 31
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 31
Vanguard Morgan Growth Fund 31
Legacy Wealth Asset Management, LLC 31
Atlantic Private Wealth, LLC 31
Dg Capital Management Inc 31
VCULX - VALIC Co I - Growth Fund 31
Detwiler Fenton Investment Management LLC 31
Bank Of The West 31
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 31
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 30
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 30
Cyndeo Wealth Partners, LLC 30
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 30
H2o Am Llp 30
Empirical Asset Management, LLC 30
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 30
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 30
Lavaca Capital Llc 30
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 30
Avalon Trust Co 30
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 30
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 30
Empire Financial Management Company, LLC 30
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 30
Syntal Capital Partners, LLC 30
Grandview Asset Management LLC 30
Aviso Financial Inc. 30
Pacific View Asset Management, Llc 30
Cannell Capital Llc 30
Tcg Advisors, Lp 30
Aisling Capital Management LP 30
Holistic Financial Partners 30
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 30
Bennett Lawrence Management L L C/ny 30
Precept Management LLC 30
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 30
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 30
Paradigm Financial Partners, Llc 30
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 30
Mid-American Wealth Advisory Group, Inc. 30
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 30
Quest Investment Management Llc 30
Oliver Luxxe Assets LLC 30
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 30
9258 Wealth Management, LLC 30
Bainco International Investors 30
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 30
Greenline Wealth Management LLC 30
Df Dent & Co Inc 30
Boston Common Asset Management, LLC 30
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 30
Franklin Ltd Duration Income Trust 30
Lansforsakringar Fondforvaltning AB (publ) 30
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 30
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 30
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 30
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 30
Smallwood Wealth Investment Management, LLC 30
Tiaa Trust, National Association 30
Fusion Family Wealth LLC 30
Apollo Management Holdings, L.P. 30
Register Financial Advisors LLC 30
Ballast Advisors Llc 30
Jackson, Grant Investment Advisers, Inc. 30
Northwest Financial Advisors 30
Alliancebernstein Global High Income Fund Inc 30
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 30
First National Corp /ma/ /adv 30
Westfuller Advisors, LLC 30
Factorial Partners, Llc 30
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 30
Bks Advisors, Llc 30
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 30
Summit Wealth Group Llc / Co 30
Lytton Laurence W 30
Eidelman Virant Capital 30
Eaton Vance Short Duration Diversified Income Fund 30
LifePlan Financial Group, Inc 30
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 30
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 30
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 30
Delphi Private Advisors LLC 30
Banyan Partners, LLC 30
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 30
Global Financial Private Capital, LLC 30
Weaver C. Barksdale & Associates, Inc. 30
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 30
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 30
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 30
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 30
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 30
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 30
Palladium Partners Llc 30
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 30
Green Square Capital Advisors Llc 30
AHIVX - American Century Investment Trust - High Income Fund Investor Class 30
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 30
Signature Estate & Investment Advisors Llc 30
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 30
Soltis Investment Advisors LLC 30
Sunrise Financial Services, LLC 30
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 30
Catalytic Wealth RIA, LLC 30
Lind Global Fund II LP 30
Mine & Arao Wealth Creation & Management, LLC. 30
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 30
Professional Financial Advisors, LLC 30
Boston Family Office Llc 30
Avitas Wealth Management LLC 30
Horan Capital Advisors, LLC. 30
Connecticut Wealth Management, LLC 30
Azimuth Capital Management LLC 30
Manning & Napier Group, LLC 30
Pzena Investment Management Llc 30
Aristotle Atlantic Partners, Llc 30
Hemenway Trust Co LLC 30
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 30
Wealthspring Capital LLC 30
Sessa Capital IM, L.P. 30
Haberer Registered Investment Advisor Inc 30
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 30
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 30
Evelyn Partners Investment Management LLP 30
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 30
BlackRock ETF Trust II - BlackRock Flexible Income ETF 30
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 30
Diversify Advisory Services, LLC 30
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 30
Strategic Capital Alternatives LLC 30
La Banque Postale Asset Management SA 30
Regent Investment Management LLC 30
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 30
Modus Advisors, LLC 30
Vazirani Asset Management LLC 30
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 30
Boone Capital Management Llc 30
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 30
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 30
MidWestOne Financial Group, Inc. 30
AIA Investment Management Private Ltd 30
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 30
Cheviot Value Management, LLC 30
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 30
Militia Capital Partners, LP 30
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 30
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 30
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 30
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 30
Brasada Capital Management, Lp 30
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 30
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 30
Trifecta Capital Advisors, LLC 30
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 30
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 30
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 30
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 30
Resolute Advisors LLC 29
Palisade Asset Management, LLC 29
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 29
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 29
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 29
Inverness Counsel Llc /ny/ 29
PFG Private Wealth Management, LLC 29
Mpm Asset Management Llc 29
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 29
Dynamic Wealth Strategies, LLC 29
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 29
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 29
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 29
BOK Financial Private Wealth, Inc. 29
Dv Equities, Llc 29
Coastline Trust Co 29
Baron Silver Stevens Financial Advisors, Llc 29
Taylor Hoffman Wealth Management 29
Daiwa Capital Markets America Inc. 29
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 29
Wells Fargo Global Dividend Opportunity Fund 29
Prosperity Wealth Management, Inc. 29
Dodge & Cox 29
Factory Mutual Insurance Co 29
Dividend Asset Capital, Llc 29
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 29
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 29
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 29
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 29
Visionary Wealth Advisors 29
F3Logic, LLC 29
Eaton Vance Senior Floating Rate Trust 29
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 29
Canyon Capital Advisors Llc 29
Athena Capital Advisors Llc 29
Standard Life Investments LTD 29
Israel Discount Bank of New York 29
High Pointe Capital Management Llc 29
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 29
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 29
John Hancock Income Securities Trust 29
Provenance Wealth Advisors, LLC 29
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 29
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 29
Financial Connections Group, Inc. 29
Sugar Maple Asset Management, LLC 29
Silicon Valley Capital Partners 29
Exos TFP Holdings LLC 29
Boenning & Scattergood, Inc. 29
GFG Capital, LLC 29
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 29
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 29
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 29
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 29
Siemens Fonds Invest GmbH 29
SummerHaven Investment Management, LLC 29
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 29
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 29
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 29
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 29
Springhill Fund Asset Management (HK) Co Ltd 29
Northwestern Mutual Investment Services Llc 29
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 29
qPULA Trading Management LP 29
Eaton Vance Floating-rate Income Trust 29
Vhcp Management Iii, Llc 29
Lebenthal Global Advisors, LLC 29
Connectus Wealth, LLC 29
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 29
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 29
Goelzer Investment Management, Inc. 29
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 29
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 29
Brown Capital Management Llc 29
BRC Investment Management LLC 29
Private Bank & Trust Co 29
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 29
Daymark Wealth Partners, Llc 29
Tcw Strategic Income Fund Inc 29
Delta Investment Management, LLC 29
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 29
Quantum Capital Management 29
Seven Grand Managers, Llc 29
Exxonmobil Investment Management Inc /tx 29
Spouting Rock Asset Management, LLC 29
AustralianSuper Pty Ltd 29
1 North Wealth Services Llc 29
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 29
CHICAGO TRUST Co NA 29
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 29
SeaBridge Investment Advisors LLC 29
BlackRock ETF Trust II - BlackRock Total Return ETF 29
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 29
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 29
ROSS\JOHNSON & Associates LLC 29
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 29
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 29
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 29
Cm Wealth Advisors Llc 29
Bridges Investment Management Inc 29
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 29
Gluskin Sheff & Assoc Inc 29
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 29
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 29
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 29
Baker Tilly Financial, Llc 29
Leuthold Group, Llc 29
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 29
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 29
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 29
Odyssean, LLC 29
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 29
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 29
Shaker Investments Llc/oh 29
PIMCO FUNDS - PIMCO Short Asset Portfolio 29
Adams Street Partners Llc 29
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 29
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 29
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 29
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 29
MidFirst Bank 29
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 29
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 29
Legacy Financial Group LLC 29
Budros, Ruhlin & Roe, Inc. 29
Roundview Capital LLC 29
Surevest, LLC 29
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 29
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 29
Aris Wealth Services, Inc. 29
Centric Wealth Management 29
Oracle Alpha Inc. 29
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 29
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 29
Goodman Advisory Group, LLC 29
Tilia Fiduciary Partners, Inc. 29
Thomas White International Ltd 29
New Vernon Capital Holdings II LLC 29
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 29
Invst, LLC 29
Holloway Wealth Management, LLC 29
Fort Sheridan Advisors Llc 29
McAdams Wright Ragen, Inc. 29
NF Trinity Capital (Hong Kong) Ltd 29
Capital Group Private Client Services, Inc. 29
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 29
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 29
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 29
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 29
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 29
Waddell & Reed Advisors Funds 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 29
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 29
Comerica Securities Inc 29
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 29
Kingfisher Capital LLC 29
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 29
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 29
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 29
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 29
Ferguson Wellman Capital Management, Inc 29
Ninety One UK Ltd 29
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 29
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 29
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 29
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 29
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 29
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 29
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 29
Kettle Hill Capital Management, Llc 28
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 28
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 28
X-Square Capital, LLC 28
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 28
Nano Cap New Millennium Growth Fund L P 28
Beaumont Financial Partners, LLC 28
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 28
Bridgeworth, LLC 28
DV Trading LLC 28
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 28
Trillium Asset Management, Llc 28
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 28
Resurgent Financial Advisors LLC 28
SWAN Capital LLC 28
Baupost Group Llc/ma 28
Jafra Capital Management LP 28
Vima Llc 28
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 28
BAD - Listed Funds Trust - B.A.D. ETF 28
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 28
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 28
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 28
denkapparat Operations GmbH 28
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 28
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 28
Pine Valley Investments Ltd Liability Co 28
Wilmington Trust Co 28
Cohanzick Management, Llc 28
Equitable Trust Co 28
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 28
F&C Asset Management plc 28
Onyx Bridge Wealth Group LLC 28
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 28
Cobblestone Capital Advisors Llc /ny/ 28
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 28
FAINX - MSS Series Trust - Fallen Angels Income Fund 28
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 28
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 28
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 28
Portfolio Solutions, LLC 28
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 28
Guardian Capital Lp 28
Nuveen Fund Advisors, LLC 28
L2 Asset Management, LLC 28
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 28
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 28
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 28
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 28
Abner Herrman & Brock Llc 28
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 28
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 28
Clarkston Capital Partners, LLC 28
Texas Capital Bank Wealth Management Services Inc 28
Pax World Management Llc 28
REAP Financial Group, LLC 28
Capstone Series Fund Inc 28
Symphony Financial, Ltd. Co. 28
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 28
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 28
McKinley Carter Wealth Services, Inc. 28
Lingohr & Partner Asset Management GmbH 28
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 28
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 28
Barrow Hanley Mewhinney & Strauss Llc 28
Gwn Securities Inc. 28
Baldwin Investment Management, LLC 28
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 28
Clear Perspective Advisors, LLC 28
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 28
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 28
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 28
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 28
Hc Financial Advisors Inc 28
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 28
Visionary Asset Management, Inc. 28
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 28
Heritage Trust Co 28
Mercer Capital Advisers, Inc. 28
PartnerRe Asset Management CORP 28
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 28
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 28
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 28
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 28
Parnassus Investments /ca 28
Rakuten Investment Management, Inc. 28
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 28
Hotchkis & Wiley Capital Management Llc 28
Montecito Bank & Trust 28
Walker Asset Management, LLC 28
Winnow Wealth Llc 28
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 28
Sullivan, Bruyette, Speros & Blaney, LLC 28
Mission Creek Capital Partners, Inc. 28
Third Point LLC 28
Eaton Vance Senior Income Trust 28
Horizon Financial Services, Llc 28
Generali Investments CEE, investicni spolecnost, a.s. 28
Quattro Advisors LLC 28
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 28
City Financial Investment Co Ltd 28
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 28
Traub Capital Management LLC 28
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 28
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 28
Concorde Asset Management, LLC 28
Painted Porch Advisors LLC 28
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 28
Ranger Investment Management, L.P. 28
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 28
Welch Group, LLC 28
SILVER OAK SECURITIES, Inc 28
Difesa Capital Management, Lp 28
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 28
Symmetry Investments LP 28
Connors Investor Services Inc 28
Canandaigua National Bank & Trust Co 28
Fcg Advisors, Llc 28
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 28
Widmann Financial Services, Inc. 28
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 28
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 28
Nfj Investment Group, Llc 28
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 28
Annandale Capital, LLC 28
Ethos Financial Group, LLC 28
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 28
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 28
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 28
Sterling Financial Planning, Inc. 28
Zuckerman Investment Group, LLC 28
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 28
Connable Office Inc 28
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 28
Corriente Advisors, LLC 28
Mountain Capital Investment Advisors, Inc 28
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 28
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 28
Asset Planning Services, Ltd. 28
Hennessy Advisors Inc 28
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 28
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 28
Klingenstein Fields & Co Lp 28
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 28
Quest 10 Wealth Builders, Inc. 28
Meyer Handelman Co 28
Richard Bernstein Advisors LLC 28
MADDEN SECURITIES Corp 28
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 28
Bnp Paribas 28
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 28
Ohio National Investments, Inc. 28
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 28
Beech Hill Advisors, Inc. 28
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 28
Engrave Wealth Partners LLC 28
Jnl Series Trust - Jnl/mellon International Index Fund (a) 28
APG Asset Management US Inc. 28
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 28
OpenArc Corporate Advisory, LLC 28
Cullinan Associates Inc 28
Navalign, LLC 28
IronBridge Capital Management LP 28
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 28
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 28
Birch Grove Capital LP 27
Growth Fund Of America 27
Castle Hook Partners LP 27
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 27
Roxbury Financial LLC 27
Bank of Jackson Hole Trust 27
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 27
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 27
Capital Management Associates /ny/ 27
New Wave Wealth Advisors Llc 27
Wsfs Capital Management, Llc 27
Thrivent Core Funds - Thrivent Core International Equity Fund 27
Apex Capital, Llc 27
VELA Funds - VELA Large Cap 130/30 Fund Class I 27
Western Asset Global Corporate Defined Opportunity Fund Inc. 27
Range Financial Group LLC 27
JTC Employer Solutions Trusteee Ltd 27
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 27
Breakwater Investment Management 27
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 27
Sante Capital Fund, LP 27
DHJJ Financial Advisors, Ltd. 27
Tamarack Capital Management, LLC 27
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 27
Bernard Wealth Management Corp. 27
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 27
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 27
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 27
Richards, Merrill & Peterson, Inc. 27
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 27
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 27
Gabelli Equity Series Funds Inc 27
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 27
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 27
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 27
Alta Wealth Advisors LLC 27
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 27
Mairs & Power Inc 27
Affiance Financial, LLC 27
Marshall & Sterling Wealth Advisors Inc. 27
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 27
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 27
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 27
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 27
First Affirmative Financial Network 27
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 27
PARK CIRCLE Co 27
Pergamon Offshore Advisors, L.P. 27
Aviance Capital Management, Llc 27
Advanced Series Trust - Ast International Growth Portfolio 27
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 27
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 27
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 27
Garden State Investment Advisory Services LLC 27
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 27
Altitude Crest Partners Inc. 27
Spectrum Wealth Counsel, LLC 27
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 27
Garda Capital Partners Lp 27
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 27
East Coast Asset Management, LLC. 27
Capital Group Investment Management Pte. Ltd. 27
Foster Dykema Cabot & Partners, Llc 27
Lloyds Banking Group plc 27
Mascagni Wealth Management, Inc. 27
Putnam High Income Securities Fund 27
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 27
Transform Wealth, LLC 27
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 27
Wilmington Trust, National Association 27
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 27
Slate Path Capital LP 27
Bridgewater Advisors Inc. 27
Modern Wealth Management, LLC 27
Mb, Levis & Associates, Llc 27
Hills Bank & Trust Co 27
Wintrust Investments Llc 27
Compass Wealth Management LLC 27
Skaana Management L.P. 27
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 27
Principle Wealth Partners Llc 27
John G Ullman & Associates Inc 27
Paragon Capital Management LLC 27
IFC Holdings Incorporated/FL 27
SANE - Series Portfolios Trust - Subversive Mental Health ETF 27
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 27
Crystalline Management Inc. 27
Telos Capital Management, Inc. 27
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 27
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 27
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 27
Verity & Verity, LLC 27
Winslow Capital Management, LLC 27
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 27
Carmel Capital Partners, LLC 27
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 27
Patriot Investment Management Inc. 27
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 27
Cetera Trust Company, N.A 27
Corvex Management LP 27
Sapient Capital Llc 27
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 27
Diag Capital Management, Lp 27
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 27
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 27
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 27
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 27
FRG Family Wealth Advisors LLC 27
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 27
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 27
Park National Corp /oh/ 27
Private Portfolio Partners Llc 27
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 27
Flossbach Von Storch Ag 27
Oxbow Advisors, LLC 27
Cedar Brook Financial Partners, LLC 27
Ashfield Capital Partners, LLC 27
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 27
Jamison Private Wealth Management, Inc. 27
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 27
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 27
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 27
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 27
Fulton Breakefield Broenniman Llc 27
Strategic Financial Concepts, LLC 27
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 27
Legacy Private Trust Co. 27
Landsberg, Bennett, & Dubbaneh LLC 27
Oak Grove Capital LLC 27
Lebenthal Holdings,LLC 27
Guyasuta Investment Advisors Inc 27
Knowledge Leaders Capital, LLC 27
Ofi Invest Asset Management 27
Campbell Newman Asset Management Inc 27
SFY - Tidal ETF Trust - SoFi Select 500 ETF 27
True North Advisors, LLC 27
Perennial Investment Advisors, LLC 27
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 27
Watson Rebecca 27
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 27
Moser Wealth Advisors, LLC 27
HC Advisors, LLC 27
Artal International S.C.A. 27
Braun-Bostich & Associates Inc. 27
Financial Advisory Service, Inc. 27
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 27
Hyman Charles D 27
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 27
Mainstay Capital Management Llc /adv 27
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 27
Cutler Capital Management, LLC 27
Charter Trust Co 27
Great Lakes Retirement, Inc. 27
Sandell Asset Management Corp 27
Norris Perne & French Llp/mi 27
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 27
Anchor Capital Advisors Llc 27
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 27
Vanguard Capital Wealth Advisors 27
Estate Counselors, LLC 27
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 27
Argentiere Capital Ag 27
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 27
Decker Retirement Planning Inc. 27
Bender Robert & Associates 27
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 27
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 27
O'Neil Global Advisors, Inc. 27
Wingate Wealth Advisors, Inc. 27
Y.D. More Investments Ltd 27
Bank of New Hampshire 27
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 27
Torray Llc 27
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 27
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 26
Eagle Ridge Investment Management 26
Grant Street Asset Management, Inc. 26
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 26
TIMOTHY PLAN - Timothy Strategic Variable 26
Eisler Capital Management Ltd. 26
Taurus Asset Management, Llc 26
Vivaldi Opportunities Fund 26
Wealth Preservation Advisors, LLC 26
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 26
Patton Albertson Miller Group, Llc 26
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 26
Sage Rhino Capital Llc 26
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 26
Hudson Valley Investment Advisors Inc /adv 26
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 26
Beverly Hills Private Wealth, LLC 26
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 26
Opseu Pension Plan Trust Fund 26
LOPX - Direxion Shares ETF Trust - Direxion Low Priced Stock ETF 26
Linscomb & Williams, Inc. 26
Iszo Capital Management Lp 26
United Financial Planning Group LLC 26
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 26
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 26
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 26
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 26
DG Capital Management, LLC 26
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 26
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 26
Andromeda Capital LLC 26
Black Maple Capital Management LP 26
Compton Capital Management Inc /ri 26
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 26
Tanaka Capital Management Inc 26
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 26
Century Capital Management Trust 26
Decheng Capital Management III (Cayman), LLC 26
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 26
Resonant Capital Advisors, LLC 26
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 26
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 26
Formula Growth Ltd 26
Premier Fund Managers Ltd 26
DCM Advisors, LLC 26
Fsb Premier Wealth Management, Inc. 26
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
TriaGen Wealth Management LLC 26
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 26
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 26
Lodestone Wealth Management LLC 26
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 26
Nalls Sherbakoff Group, Llc 26
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 26
Genesee Valley Trust Co 26
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 26
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 26
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 26
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 26
Croft-leominster Inc 26
PENN SERIES FUNDS INC - Flexibly Managed Fund 26
Alpha Quant Advisors, Llc 26
Gyl Financial Synergies, Llc 26
Provence Wealth Management Group 26
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 26
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 26
Bank Of Nova Scotia Trust Co 26
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 26
Mason Capital Management Llc 26
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 26
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 26
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 26
Wood Tarver Financial Group, LLC 26
Kingdom Financial Group LLC. 26
Boyd Watterson Asset Management Llc/oh 26
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 26
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 26
Prio Wealth Limited Partnership 26
Maplelane Capital, Llc 26
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 26
MU Investments Co., Ltd. 26
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 26
Fortis Group Advisors, LLC 26
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 26
Optas, LLC 26
Aspiriant, Llc 26
Chescapmanager LLC 26
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 26
Whitebox Mutual Funds 26
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 26
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 26
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 26
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 26
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 26
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 26
Highland Private Wealth Management 26
United Community Bank 26
Sage Rock Capital Management LP 26
Lion Street Advisors, LLC 26
Parcion Private Wealth LLC 26
Rivernorth Marketplace Lending Corp 26
Foresite Capital Management V, LLC 26
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 26
Cohen Capital Management, Inc. 26
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 26
Dreyfus Manager Funds I 26
MSD Partners, L.P. 26
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 26
Ramirez Asset Management, Inc. 26
Citizens Business Bank 26
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 26
Titleist Asset Management, Llc 26
Burnham Asset Management Corp /ny/ 26
Winton Capital Management Ltd 26
Houlihan Financial Resource Group, Ltd. 26
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 26
Douglas C. Lane & Associates, Inc. 26
NLB Skladi, upravljanje premozenja, d.o.o. 26
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 26
Matisse Capital 26
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 26
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 26
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 26
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 26
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 26
Harbor Advisors LLC 26
Clifford Swan Investment Counsel Llc 26
Mraz, Amerine & Associates, Inc. 26
Rnc Capital Management Llc 26
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 26
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 26
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 26
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 26
Lourd Capital, LLC 26
Simmons Bank 26
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 26
Carret Asset Management, Llc 26
Gainplan LLC 26
May Hill Capital, LLC 26
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 26
Capitolis Advisors LLC 26
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 26
Asset Management Corp /il/ /adv 26
Berry Street Capital Management LLP 26
ELI LILLY & Co 26
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 26
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 26
Briaud Financial Planning, Inc 26
Vision Financial Markets Llc 26
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 26
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 26
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 26
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 26
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 26
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 26
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 26
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 26
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 26
Aveo Capital Partners, LLC 26
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 26
Sage Capital Advisors,llc 26
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 26
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 26
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 26
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 26
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 26
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 26
Nair Vinay 26
Stephenson National Bank & Trust 26
Core Alternative Capital 26
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 26
Strategy Asset Managers Llc 26
VCBCX - VALIC Co I - Blue Chip Growth Fund 26
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 26
Arcus Capital Partners, LLC 26
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 26
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 26
Liberty All Star Growth Fund Inc. 26
Principal Street Partners, LLC 26
Voya Senior Income Fund 26
My Personal CFO, LLC 26
Cidel Asset Management Inc 26
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 26
Baldrige Asset Management LLC 26
Valley Brook Capital Group, Inc. 26
Fullerton Fund Management Co Ltd 26
NOINX - Northern Funds - Northern International Equity Index Fund 26
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 26
Hartline Investment Corp/ 26
Guild Investment Management, Inc. 26
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 26
Sphinx Trading, Lp 26
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 26
West Michigan Advisors, Llc 26
Cowen Prime Advisors LLC 26
GKV Capital Management Co., Inc. 26
Punch & Associates Investment Management, Inc. 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 26
Fic Capital Inc 26
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 25
Summit Financial Wealth Advisors, LLC 25
QUANTRES ASSET MANAGEMENT Ltd 25
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 25
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 25
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 25
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 25
Private Management Group Inc 25
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 25
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 25
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 25
Amica Pension Fund Board Of Trustees 25
ClearAlpha Technologies LP 25
Penobscot Investment Management Company, Inc. 25
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 25
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 25
TPG Group Holdings (SBS) Advisors, Inc. 25
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 25
Credential Securities Inc. 25
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 25
Fwl Investment Management, Llc 25
Milestone Investment Advisors LLC 25
Orinda Asset Management LLC 25
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 25
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 25
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 25
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 25
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 25
Winthrop Capital Management, LLC 25
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 25
ENDW - EA Series Trust - Cambria Endowment Style ETF 25
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 25
MSGR - Direxion Shares ETF Trust - Direxion mRNA ETF 25
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 25
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 25
Usa Mutuals Advisors, Inc. 25
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 25
Glenview Capital Management, Llc 25
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 25
CTC Capital Management, LLC 25
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 25
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 25
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 25
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 25
Chemical Bank 25
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 25
Investors Financial Group, LLC 25
NOSIX - Northern Funds - Northern Stock Index Fund 25
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 25
Reflection Asset Management 25
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 25
Diamond Hill Capital Management Inc 25
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 25
PSYK - ETF Series Solutions - PSYK ETF 25
Nicolet Advisory Services, Llc 25
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 25
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 25
Ws Management Lllp 25
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 25
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 25
Lake Street Financial Llc 25
Gilliland Jeter Wealth Management LLC 25
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 25
American National Registered Investment Advisor, Inc. 25
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 25
Perimeter Capital Partners, LLC 25
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 25
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 25
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 25
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 25
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 25
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 25
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 25
Sandy Cove Advisors, LLC 25
MRP Capital Investments, LLC 25
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 25
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 25
Guardian Investor Services Llc 25
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 25
PENN SERIES FUNDS INC - Index 500 Fund 25
South Texas Money Management Ltd 25
Capital Financial Planning, LLC 25
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 25
Advisor OS, LLC 25
Jana Partners Llc 25
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 25
Congress Park Capital LLC 25
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 25
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 25
PACIFIC SELECT FUND - Equity Index Portfolio Class I 25
Advocate Investing Services LLC 25
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 25
Parian Global Management LP 25
Tevis Investment Management 25
MFCPX - M FUND INC - M Capital Appreciation Fund 25
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 25
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 25
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 25
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 25
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 25
Roberts Glore & Co Inc /il/ 25
VELA Investment Management, LLC 25
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 25
Mengis Capital Management, Inc. 25
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 25
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 25
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 25
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 25
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 25
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 25
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 25
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 25
Midwest Professional Planners, LTD. 25
Security National Bank 25
Securian Funds Trust - SFT Index 500 Fund Class 1 25
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 25
Grey Street Capital, LLC 25
Arabesque Asset Management Ltd 25
Fairman Group, LLC 25
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 25
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 25
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 25
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 25
Pensionfund DSM Netherlands 25
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 25
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 25
ShoreHaven Wealth Partners, LLC 25
Prosperity Consulting Group, LLC 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 25
Pointe Capital Management LLC 25
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 25
Insight Advisors, LLC/ PA 25
Hardy Reed LLC 25
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 25
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 25
DLK Investment Management, LLC 25
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 25
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 25
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 25
Legacy Bridge, LLC 25
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 25
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 25
Windsor Capital Management, LLC 25
Garner Asset Management Corp 25
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 25
S.A. Mason LLC 25
Sagespring Wealth Partners, Llc 25
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 25
Profunds - Profund Vp Ultrabull 25
Profunds - Profund Vp Bull 25
AUERX - Unified Series Trust - Auer Growth Fund 25
Profunds - Profund Vp Large-cap Value 25
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 25
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 25
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 25
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 25
Oaktree Diversified Income Fund Inc. 25
EdgeRock Capital LLC 25
Vanguard Convertible Securities Fund 25
Reby Advisors, LLC 25
Lvm Capital Management Ltd/mi 25
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 25
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 25
Creative Capital Management Investments LLC 25
Humankind Investments LLC 25
Advyzon Investment Management, LLC 25
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 25
McGuire Investment Group, LLC 25
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 25
Imprint Wealth LLC 25
Catalina Capital Group, LLC 25
Norway Savings Bank 25
Putnam ETF Trust - Putnam BioRevolution ETF - 25
IMS Capital Management 25
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 25
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 25
Mfs Charter Income Trust 25
LFA - Lugano Financial Advisors SA 25
Sentinus, LLC 25
Spdr S&p 500 Etf Trust 25
Stokes Family Office, LLC 25
300 North Capital, Llc 25
Sea Otter Advisors LLC 25
Princeton Portfolio Strategies Group LLC 25
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 25
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 25
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 25
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 25
Spruce Street Capital LP 25
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 25
Madison Asset Management, LLC 25
Gilbert & Cook, Inc. 25
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 25
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 25
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 25
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 25
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 25
Masters Capital Management Llc 25
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 25
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 25
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 25
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 25
TruNorth Capital Management, LLC 25
STXM - EA Series Trust - Strive Mid-Cap ETF 25
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 25
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 25
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 25
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 25
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 25
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 25
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 25
Core Wealth Advisors, Inc. 25
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 25
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 25
Buck Wealth Strategies, LLC 25
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 25
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 25
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 25
Sheets Smith Investment Management 25
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 25
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 25
DORCHESTER WEALTH MANAGEMENT Co 25
WCG Wealth Advisors LLC 25
CG Asset Management LLC 25
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 25
Wealthgarden F.s. Llc 25
First Pacific Advisors, LP 25
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 25
Litman Gregory Asset Management LLC 25
Legg Mason Asset Management (Japan) Co., Ltd. 25
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 25
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 25
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 25
Kendall Capital Management 25
Optimal Asset Management, Inc. 25
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 25
DeDora Capital, Inc. 25
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 25
Israel Discount Bank Of New York /gfn 25
SWS Partners 25
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 25
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 25
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 25
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 25
Acumen Wealth Advisors, LLC 25
Vanguard Capital Management Llc 25
Bellecapital International Ltd. 25
ASR Vermogensbeheer N.V. 25
Broderick Brian C 25
Pandora Wealth, Inc. 25
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 25
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 25
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 25
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 25
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 25
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 25
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 25
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 25
Munder Series Trust 25
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 25
Busey Wealth Management 25
Degroof Petercam Asset Management 25
American Asset Management Inc. 25
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 25
Copeland Capital Management, LLC 25
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 25
Gerry Farber, LLC 25
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 25
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 25
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 25
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 25
MML Series Investment Fund II - MML Equity Fund Initial Class 24
Becker Capital Management Inc 24
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 24
Circle Wealth Management, LLC 24
Old Mission Capital, Llc 24
Investment Research & Advisory Group, Inc. 24
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 24
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 24
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 24
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 24
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 24
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 24
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 24
Skylands Capital, LLC 24
Greenlight Capital Inc 24
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 24
Virtus Global Multi-sector Income Fund 24
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 24
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 24
WestEnd Advisors, LLC 24
Gamble Jones Investment Counsel 24
Artemis Wealth Advisors, LLC 24
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 24
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 24
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 24
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 24
Counsel Portfolio Services Inc. 24
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 24
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 24
Harding Loevner Lp 24
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 24
Allianzgi Convertible & Income 2024 Target Term Fund 24
Hardman Johnston Global Advisors LLC 24
BancorpSouth Bank 24
Smith, Salley & Associates 24
Rinkey Investments 24
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 24
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 24
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 24
Colonial River Wealth Management, LLC 24
Madison Investment Holdings Inc 24
Partners Group Holding AG 24
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 24
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 24
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 24
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 24
Voss Capital, LLC 24
AMF Pensionsforsakring AB 24
Veracity Capital LLC 24
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 24
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 24
VestGen Advisors, LLC 24
PCM Encore, LLC 24
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 24
Takeda Pharmaceutical Co Ltd 24
PNC Managed Account Solutions, Inc. 24
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 24
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 24
Beck Capital Management, Llc 24
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 24
FS Series Trust - FS Market Neutral Fund Class I 24
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 24
Round Table Services, LLC 24
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 24
Basepoint Wealth LLC 24
Rampart Investment Management Company, LLC 24
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 24
South Georgia Capital, Llc 24
SCIU - Global X Funds - Global X Scientific Beta US ETF 24
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 24
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 24
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 24
Rodgers Brothers Inc. 24
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 24
Longaeva Partners L.P. 24
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 24
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 24
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 24
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 24
Synergy Investment Management, LLC 24
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 24
Columbia Asset Management 24
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 24
Kimelman & Baird, LLC 24
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 24
Fullcircle Wealth Llc 24
Kera Capital Partners, Inc. 24
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 24
Nuveen Floating Rate Income Fund 24
Oppenheimer International Small-mid Co Fund 24
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 24
Financial Freedom, LLC 24
Farallon Capital Partners, L.P. 24
BLPIX - Profunds - Bull Profund Investor Class 24
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 24
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 24
Woodward Diversified Capital, Llc 24
Jay Jeffrey R 24
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 24
Knuff & Co LLC 24
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 24
Jetstream Capital LLC 24
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 24
T3 Companies, LLC 24
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 24
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 24
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 24
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 24
Magnolia Capital Advisors Llc 24
Crescent Capital Consulting, LLC 24
Western Pacific Wealth Management, LP 24
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 24
ULPIX - Profunds - Ultrabull Profund Investor Class 24
Kaizen Advisory, Llc 24
Aurora Investment Counsel 24
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 24
BancorpSouth Inc 24
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 24
Homrich & Berg 24
LVPIX - Profunds - Large-cap Value Profund Investor Class 24
Empower Advisory Group, LLC 24
Bel Air Investment Advisors Llc 24
Alpine Partners USVI, LLC 24
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 24
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 24
Cable Car Capital LLC 24
Tt International 24
Investment Management Of Virginia Llc 24
Bedell Frazier Investment Counseling, LLC 24
Sawyer & Company, Inc 24
Peapod Lane Capital LLC 24
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 24
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 24
Seneschal Advisors, LLC 24
Quadrant Private Wealth Management, LLC 24
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 24
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 24
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 24
Jacobs & Co/ca 24
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 24
Uniplan Investment Counsel, Inc. 24
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 24
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 24
Meridian Wealth Advisors, LLC 24
GraniteShares Advisors LLC 24
Bivin & Associates, Inc. 24
West Financial Advisors, LLC 24
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 24
Wealth Management Associates, Inc. 24
Horizon Investment Services, LLC 24
Cozad Asset Management Inc 24
Gary Goldberg Planning Services Inc 24
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 24
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 24
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 24
Shilanski & Associates, Inc. 24
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 24
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 24
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 24
Harfst & Associates, Inc. 24
Personal Wealth Partners 24
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 24
Ironsides Asset Advisors, LLC 24
BluePath Capital Management, LLC 24
Cercano Management LLC 24
Team Hewins, LLC 24
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 24
Cordatus Wealth Management LLC 24
Hunter Perkins Capital Management, LLC 24
Cqs (us), Llc 24
Baron Financial Group, LLC 24
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 24
New Covenant Trust Company, N.A. 24
Cumberland Partners Ltd 24
State Farm Mutual Automobile Insurance Co 24
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 24
Eubel Brady & Suttman Asset Management Inc 24
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 24
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 24
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 24
Gitterman Wealth Management, LLC 24
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 24
Occidental Asset Management, LLC 24
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 24
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 24
Augustine Asset Management Inc 24
Kinneret Advisory, LLC 24
Richard W. Paul & Associates, LLC 24
Sterneck Capital Management, LLC 24
Country Club Trust Company, n.a. 24
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 24
Wealthquest Corp 24
Lipe & Dalton 24
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 24
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 24
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 24
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 24
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 24
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 24
1st Source Bank 24
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 24
Southpoint Capital Advisors LP 24
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 24
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 24
Sands Capital Management, Llc 24
YANKCOM Partnership 24
Clear Point Advisors Inc. 24
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 24
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF 24
Platte River Capital LLC 24
Cypress Point Wealth Management, LLC 24
Ark Investment Management Llc 24
Iberiabank Corp 24
Crews Bank & Trust 24
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 24
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 24
Jackson Square Partners, LLC 24
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 24
Newfound Research LLC 24
Premia Global Advisors, Llc 24
PPM Funds - PPM Long Short Credit Fund (Inst) 24
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 24
Iowa State Bank 24
Gabelli Go Anywhere Trust 24
Adams Wealth Management 24
Trust Point Inc. 24
Strategic Asset Management, LLC 24
Mizuho Securities Co. Ltd. 24
Stock Yards Bank & Trust Co 24
Kiker Wealth Management, LLC 24
Integrity Alliance, Llc. 24
Tiaa Cref Trust Co Fsb/mo 24
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 24
TFG Advisers LLC 24
Cortina Funds, Inc. 24
Cardinal Capital Management 24
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 24
Tyrus Capital S.A.M. 24
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 24
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 24
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 24
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 24
Hamilton Wealth, LLC 24
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 24
Dsm Capital Partners Llc 24
WATWX - WANGER ADVISORS TRUST - Wanger Select 24
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 24
Quad Capital Management Advisors LLC 24
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 24
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 24
Garton & Associates Financial Advisors LLC 24
IMG Wealth Management, Inc. 24
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 24
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 24
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 24
Community Financial Services Group, LLC 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 24
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 24
Moss Adams Wealth Advisors LLC 24
Consolidated Planning Corp 24
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 24
Middleton & Co Inc/ma 24
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 24
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 24
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 24
Absolute Capital Management, LLC 24
Valued Wealth Advisors LLC 24
SYM FINANCIAL Corp 24
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 24
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 24
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 24
CFS Investment Advisory Services, LLC 24
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 24
Dfa Investment Trust Co - The U.s. Large Cap Value Series 24
Hellman Jordan Management Co Inc /ma/ 24
SlateStone Wealth, LLC 23
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 23
Armis Advisers, LLC 23
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 23
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 23
Acima Private Wealth, Llc 23
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 23
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 23
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 23
VCCCX - VALIC Co I - Capital Conservation Fund 23
Sharkey, Howes & Javer 23
Private Asset Management Inc 23
Spotlight Asset Group, Inc. 23
Hightower 6M Holding, LLC 23
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 23
VSTIX - VALIC Co I - Stock Index Fund 23
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 23
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 23
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 23
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 23
Burns J W & Co Inc/ny 23
Monetta Financial Services Inc 23
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 23
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 23
Liberty All Star Equity Fund 23
Jackson Wealth Management, LLC 23
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 23
First American Trust, Fsb 23
Kelman-Lazarov, Inc. 23
Fairfax Financial Holdings Ltd/ Can 23
Zevenbergen Capital Investments Llc 23
Bard Financial Services, Inc. 23
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 23
Net Worth Advisory Group 23
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 23
VCIEX - VALIC Co I - International Equities Index Fund 23
Maple Capital Management, Inc. 23
Telluride Asset Management LLC 23
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 23
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 23
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 23
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 23
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 23
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 23
PSIL - AdvisorShares Trust - AdvisorShares Psychedelics ETF 23
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 23
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 23
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 23
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 23
SNS Financial Group, LLC 23
Simply Money Advisors 23
Hibernia Wealth Partners, LLC 23
Price Michael F 23
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 23
Wildcat Capital Management, LLC 23
Allstate Investment Management Co 23
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 23
Steinberg Global Asset Management 23
First United Bank Trust/ 23
Siena Capital Llc 23
Ridgeback Capital Investments L.P. 23
Arthur M. Cohen & Associates, Llc 23
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 23
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 23
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 23
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 23
Field & Main Bank 23
Eaton Vance Floating-rate Income Plus Fund 23
JDM Financial Group LLC 23
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 23
MBE Wealth Management, LLC 23
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 23
Carlyle Group Inc. 23
LifeSteps Financial, Inc. 23
PFG Advisors 23
Argentus Capital Management, LLC 23
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 23
Burns Matteson Capital Management, LLC 23
General Electric Co 23
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 23
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 23
Holderness Investments Co 23
XML Financial, LLC 23
GATEX - Gateway Trust - Gateway Fund Class A Shares 23
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 23
Everett Harris & Co /ca/ 23
JNL SERIES TRUST - JNL International Index Fund (I) 23
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 23
Waratah Capital Advisors Ltd. 23
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 23
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 23
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 23
Gordian Capital Singapore Pte Ltd 23
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 23
Great Diamond Partners, LLC 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 23
Wealth Enhancement Trust Services, Inc. 23
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 23
Sanofi 23
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 23
Guardian Wealth Advisors, Llc / Nc 23
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 23
MJT & Associates Financial Advisory Group, Inc. 23
Mowery & Schoenfeld Wealth Management, LLC 23
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 23
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 23
Summit Wealth Group, LLC 23
Quadcap Wealth Management, LLC 23
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 23
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 23
Ivory Investment Management, Llc 23
Acrisure Capital Management, LLC 23
Badgley Phelps & Bell Inc 23
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 23
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 23
Hermes Investment Management Ltd 23
Marks Group Wealth Management, Inc 23
Parasol Investment Management, LLC 23
Aj Wealth Strategies, Llc 23
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 23
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 23
Prairiewood Capital, LLC 23
Santori & Peters, Inc. 23
Bft Financial Group, Llc 23
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 23
Saudi Central Bank 23
Okabena Investment Services Inc 23
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 23
Sovran Advisors, LLC 23
Knollwood Investment Advisory, LLC 23
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 23
Liberty One Investment Management, Llc 23
North Capital, Inc. 23
Howard Capital Management Inc. 23
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 23
Pathway Financial Advisers, LLC 23
Level Financial Advisors, Inc. 23
Clayton Financial Group LLC 23
Stephens Investment Management Group LLC 23
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 23
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 23
Addison Capital Co 23
Madison Avenue Partners, LP 23
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 23
Private Advisory Group LLC 23
Winthrop Advisory Group LLC 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 23
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 23
Davis Capital Management 23
North American Management Corp 23
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 23
Park Avenue Institutional Advisers LLC 23
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 23
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 23
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 23
Sandhill Capital Partners LLC 23
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 23
HBM Healthcare Investments (Cayman) Ltd. 23
Antipodean Advisors LLC 23
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 23
Ulland Investment Advisors, LLC 23
Catawba Capital Management /va 23
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 23
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 23
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 23
Blackrock Floating Rate Income Strategies Fund, Inc. 23
LFSC - RBB FUND, INC. - F/m Emerald Life Sciences Innovation ETF 23
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 23
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 23
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 23
Paradigm Financial Advisors, LLC 23
Custom Index Systems, Llc 23
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 23
D. E. Shaw & Co, L.p. 23
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 23
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 23
Man Investments (CH) AG 23
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 23
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 23
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 23
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 23
Sterling Global Strategies LLC 23
Nextech Invest AG 23
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 23
Brendel Financial Advisors LLC 23
Godshalk Welsh Capital Management, Inc. 23
Edge Capital Group, LLC 23
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 23
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 23
Apella Capital, LLC 23
Valentine Capital Asset Management, Inc. 23
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 23
Mastrapasqua Asset Management Inc 23
Nicholas Hoffman & Company, LLC. 23
Black Swift Group, LLC 23
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 23
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 23
Sanctuary Wealth Management, L.L.C. 23
Orser Capital Management, Llc 23
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 23
Capital Counsel Llc/ny 23
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 23
Monument Capital Management 23
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 23
Mfs Multimarket Income Trust 23
Trails Edge Capital Partners, LP 23
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 23
Alliance Wealth Advisors, LLC /UT 23
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 23
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 23
Acorn Capital Advisors, Llc 23
Edmond De Rothschild Asset Management (france) 23
Missouri Trust & Investment Co 23
FourWorld Capital Management LLC 23
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 23
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 23
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 23
SSO - PROSHARES TRUST - ProShares Ultra S&P500 23
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 23
Cowa, Llc 23
Financial Avengers, Inc. 23
Lansing Street Advisors 23
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 23
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 23
Benchmark Capital Advisors 23
Donaldson Capital Management, Llc 23
Landaas & Co /wi /adv 23
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 23
Chartwell Investment Partners/pa 23
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 23
CastleArk Alternatives, LLC 23
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 23
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 23
Dreman Value Management, L L C 23
Centricity Wealth Management, LLC 23
Beacon Financial Group 23
First National Bank of South Miami 23
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 23
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 23
Ascent Wealth Partners, LLC 23
Us Global Investors Funds 23
Heritage Financial Services, LLC 23
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 23
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 23
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 23
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 23
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 23
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 23
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 23
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 23
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 23
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 23
ELCO Management Co., LLC 23
Covenant Asset Management, LLC 23
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 23
Ntv Asset Management Llc 23
New York Life Trust Co 23
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 23
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 23
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 23
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 23
Nippon Life Global Investors Americas, Inc. 23
KVP Capital Advisors, LP 23
Texas Capital Bancshares Inc/tx 23
Cypress Funds Llc 23
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 23
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 22
Lgl Partners, Llc 22
BGHDX - BAILLIE GIFFORD FUNDS - Baillie Gifford Health Innovation Equities Fund Class K 22
Mystic Asset Management, Inc. 22
Capstone Financial Advisors, Inc. 22
Fft Wealth Management Llc 22
Coe Capital Management, LLC 22
Rosenblum Silverman Sutton S F Inc /ca 22
Comprehensive Financial Consultants Institutional, Inc. 22
SVA Wealth Management, LLC 22
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 22
Millrace Asset Group, Inc. 22
Safeguard Financial, LLC 22
Wilmington Trust Investment Management, LLC 22
LGT Fund Management Co Ltd. 22
Merck & Co., Inc. 22
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 22
Angeles Wealth Management, Llc 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 22
Princeton Capital Management Inc 22
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 22
Regency Capital Management Inc.\DE 22
CSM Advisors, LLC 22
Alaethes Wealth LLC 22
Retirement Guys Formula Llc 22
GQG Partners LLC 22
Precision Wealth Strategies, LLC 22
STRV - EA Series Trust - Strive 500 ETF 22
Distillate Capital Partners LLC 22
Cary Street Partners Asset Management Llc 22
Lumature Wealth Partners, LLC 22
San Luis Wealth Advisors LLC 22
Flagship Private Wealth, LLC 22
Koesten, Hirschmann & Crabtree, INC. 22
Flow State Investments, L.P. 22
Potomac Capital Management, Inc. 22
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 22
Aisling Capital LLC 22
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 22
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 22
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 22
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 22
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 22
Nuveen Floating Rate Income Opportunity Fund 22
Nuveen Short Duration Credit Opportunities Fund 22
Wealth Advisory Solutions, LLC 22
Applied Finance Capital Management, LLC 22
Versant Venture Management, LLC 22
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 22
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 22
Nuveen S&p 500 Buywrite Income Fund 22
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 22
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 22
Foster & Motley Inc 22
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 22
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 22
Bard Associates Inc 22
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 22
Gleason Group, Inc. 22
Groesbeck Investment Management Corp /nj/ 22
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 22
Fideuram Asset Management (Ireland) dac 22
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 22
Cohen Lawrence B 22
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 22
Banced Corp 22
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 22
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 22
Davis R M Inc 22
Profit Investment Management, LLC 22
Spirit Of America Management Corp/ny 22
Acropolis Investment Management, LLC 22
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 22
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 22
High Income Opportunities Portfolio - High Income Opportunities Portfolio 22
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 22
Graybill Bartz & Assoc Ltd 22
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 22
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 22
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 22
LKBAX - LKCM Funds - LKCM Balanced Fund 22
Analyst IMS Investment Management Services Ltd. 22
Coyle Financial Counsel LLC 22
Davidson Investment Advisors 22
Copperwynd Financial, LLC 22
Buckley Wealth Management, LLC 22
Souders Financial Advisors 22
CGC Financial Services, LLC 22
E&G Advisors, LP 22
MayTech Global Investments, LLC 22
Alphasimplex Group, Llc 22
Rockland Trust Co 22
Meditor Group Ltd 22
WFA Asset Management Corp 22
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 22
Schmidt P J Investment Management Inc 22
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 22
Paulson Wealth Management Inc. 22
Abacus Planning Group, Inc. 22
Monroe Bank & Trust/mi 22
Alta Advisers Ltd 22
Pathway Financial Advisors LLC 22
High Point Bank & Trust Co 22
Demars Financial Group, LLC 22
Blackrock Multi-sector Opportunities Trust 22
Pinpoint Asset Management Ltd 22
1776 Wealth LLC 22
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 22
Weatherly Asset Management L. P. 22
Indie Asset Partners, LLC 22
Honeywell International Inc 22
Powell Investment Advisors, LLC 22
Henry James International Management Inc. 22
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 22
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 22
FolioMetrix LLC 22
CRA Financial Services, LLC 22
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 22
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 22
Ifrah Financial Services, Inc. 22
AMCPX - AMCAP FUND - AMCAP FUND Class A 22
Mirova 22
Morningstar Investment Management LLC 22
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 22
Arch Venture Corp 22
Hnp Capital Llc 22
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 22
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 22
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 22
Hara Capital LLC 22
VBCVX - VALIC Co I - Systematic Value Fund 22
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 22
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 22
Robeco Schweiz AG 22
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 22
Northeast Investment Management 22
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 22
Court Place Advisors, LLC 22
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 22
Bell Bank 22
Private Wealth Advisors, LLC 22
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 22
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 22
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 22
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 22
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 22
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 22
Auxier Asset Management 22
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 22
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 22
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 22
D L Carlson Investment Group Inc 22
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 22
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 22
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 22
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 22
NMIEX - Northern Funds - Active M International Equity Fund 22
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 22
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 22
Perbak Capital Partners LLP 22
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 22
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 22
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 22
Cypress Asset Management Inc/tx 22
Hobbs Group Advisors, LLC 22
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 22
Advanced Series Trust - Ast High Yield Portfolio 22
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 22
KERR FINANCIAL PLANNING Corp 22
Pinnacle Holdings, LLC 22
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 22
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 22
Mcmillion Capital Management Inc 22
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 22
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 22
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 22
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 22
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 22
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 22
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 22
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 22
Almitas Capital LLC 22
Champlain Investment Partners, LLC 22
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 22
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 22
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 22
Cramer Rosenthal Mcglynn Llc 22
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 22
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 22
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 22
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 22
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 22
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 22
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 22
Mirae Asset Securities (usa) Inc. 22
Chris Bulman Inc 22
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 22
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 22
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 22
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 22
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 22
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 22
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 22
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 22
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 22
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 22
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 22
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 22
Steadfast Capital Management Lp 22
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 22
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 22
Louisbourg Investments Inc. 22
Asset Planning,Inc 22
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 22
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 22
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 22
Greykasell Wealth Strategies, Inc. 22
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 22
CPI - IndexIQ ETF Trust - IQ Real Return ETF 22
Flagship Wealth Advisors, Llc 22
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 22
B Group, Inc. 22
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 22
Reyes Financial Architecture, Inc. 22
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 22
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 22
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 22
Prospector Partners Llc 22
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 22
Berylson Capital Partners, Llc 22
Glacier Peak Capital LLC 22
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 22
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 22
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 22
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 22
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 22
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 22
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 22
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 22
FLP Wealth Management, LLC 22
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 22
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 22
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 22
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 22
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 22
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 22
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 22
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 22
Dfa Investment Trust Co - The Emerging Markets Series 22
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 22
Gibbs Wealth Management 22
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 22
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 22
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 22
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 22
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 22
AIMZ Investment Advisors, LLC 22
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 21
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 21
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 21
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 21
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 21
Grassi Investment Management 21
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 21
Washington Capital Management Inc 21
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 21
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 21
Eaton Vance Enhanced Equity Income Fund Ii 21
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 21
Advent/claymore Enhanced Growth & Income Fund 21
Legend Financial Advisors, Inc. 21
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 21
Perfromance Wealth Partners, LLC 21
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 21
GlobalBridge, Inc. 21
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 21
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 21
Advent Claymore Convertible Securities & Income Fund Ii 21
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 21
Kerrisdale Advisers, LLC 21
SMITH HAYES Advisers, Inc 21
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 21
JCIC Asset Management Inc. 21
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 21
Financial Advantage, Inc. 21
Clark Wealth Partners 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 21
Invenomic Capital Management LP 21
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 21
Edmond de Rothschild (Europe) 21
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 21
Cohen & Steers, Inc. 21
Belmont Capital, LLC 21
Summitry Llc 21
Novare Capital Management Llc 21
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 21
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 21
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 21
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 21
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 21
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 21
Scissortail Wealth Management, LLC 21
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 21
RIA Advisory Group LLC 21
Granite Bay Wealth Management, LLC 21
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 21
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 21
Guardian Capital Advisors Lp 21
Empire Life Investments Inc. 21
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 21
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 21
Seven Mile Advisory 21
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 21
Three Seasons Wealth, LLC 21
Minot Wealth Management LLC 21
Legacy Capital Partners, Inc. 21
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 21
HRS Investment Holdings, LLC 21
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 21
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 21
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 21
Corsicana & Co. 21
Portfolio Strategies, Inc. 21
Fort Pitt Capital Group, Llc 21
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 21
Snow Capital Management Lp 21
Commonwealth Retirement Investments LLC 21
Merriman Wealth Management, LLC 21
Old Port Advisors 21
FSC Wealth Advisors, LLC 21
Kempen Capital Management N.v. 21
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 21
Menard Financial Group LLC 21
MDPIX - Profunds - Mid-cap Profund Investor Class 21
Dougherty Wealth Advisers LLC 21
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 21
Parsec Financial Management, Inc. 21
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 21
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 21
StepStone Group LP 21
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 21
Aegon Asset Management Uk Plc 21
Geller Advisors LLC 21
Mark Asset Management Lp 21
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 21
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 21
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 21
Nuveen Senior Income Fund 21
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 21
Trivant Custom Portfolio Group, LLC 21
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 21
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 21
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 21
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 21
Parametric Risk Advisors LLC 21
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 21
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 21
UMPIX - Profunds - Ultramid-cap Profund Investor Class 21
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 21
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 21
Conestoga Capital Advisors, LLC 21
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 21
Bolton Lp 21
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 21
Nia Impact Advisors, Llc 21
Trust Investment Advisors 21
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 21
Starfire Investment Advisers, Inc. 21
Buffington Mohr McNeal 21
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 21
BlackRock Multi-Sector Opportunities Trust II 21
TFB Advisors LLC 21
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 21
Spdr S&p Midcap 400 Etf Trust 21
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 21
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 21
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 21
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 21
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 21
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 21
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 21
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 21
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 21
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 21
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 21
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 21
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 21
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 21
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 21
Unigestion Holding SA 21
Nicolet Bankshares Inc 21
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 21
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 21
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 21
Ameliora Wealth Management Ltd. 21
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 21
Brandywine Managers, Llc 21
Buckingham Capital Management, Inc. 21
Wells Fargo Multi-sector Income Fund 21
Waters Parkerson & Co., Llc 21
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 21
First Financial Equity Corporation 21
National Wealth Management Group, LLC 21
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 21
Triasima Portfolio Management inc. 21
Roffman Miller Associates Inc /pa/ 21
Strategic Wealth Designers 21
Copper Rock Capital Partners, LLC 21
Blackrock Floating Rate Income Trust 21
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 21
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 21
Gyroscope Capital Management Group, Llc 21
Triglav Skladi, D.o.o. 21
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 21
Mizuho Markets Americas Llc 21
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 21
Trutina Financial LLC 21
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 21
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 21
Strategic Investment Advisors / MI 21
Leo Wealth, LLC 21
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 21
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 21
Paragon Wealth Strategies, LLC 21
Overbrook Management Corp 21
Generali Asset Management SPA SGR 21
SeaTown Holdings Pte. Ltd. 21
Traphagen Investment Advisors Llc 21
NOMIX - Northern Funds - Northern Mid Cap Index Fund 21
Ironbridge Funds, Inc. 21
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 21
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 21
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 21
Arlington Capital Management, Inc. 21
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 21
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 21
Angeles Investment Advisors, LLC 21
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 21
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 21
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 21
Chapin Davis, Inc. 21
Lowe Brockenbrough & Co Inc 21
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 21
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 21
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 21
Talon Private Wealth, LLC 21
Farmers National Bank 21
Galaxy Capital Trading Ltd 21
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 21
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 21
Southern Michigan Bank & Trust 21
CFO4Life Group, LLC 21
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 21
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 21
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 21
Kiely Wealth Advisory Group, Inc. 21
Salient Capital Advisors, LLC 21
Polaris Capital Management, LLC 21
Westmount Partners, LLC 21
Stelac Advisory Services LLC 21
BankPlus Trust Department 21
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 21
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 21
Foresight Capital Management Advisors, Inc. 21
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 21
Arena Capital Advisors, LLC- CA 21
AlTi Global, Inc. 21
Clarfeld Financial Advisors, Llc 21
Euclidean Technologies Management, LLC 21
Global Assets Advisory, LLC 21
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 21
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 21
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 21
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 21
Enterprise Trust & Investment Co 21
Invus Global Management, LLC 21
Gateway Advisory, LLC 21
Rail-Splitter Capital Management, LLC 21
Thrive Wealth Management, LLC 21
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 21
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 21
D.B. Root & Company, LLC 21
Tempus Wealth Planning, LLC 21
Templeton Global Income Fund 21
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 21
Genesis Wealth Advisors, LLC 21
Seven Springs Wealth Group, LLC 21
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 21
Accredited Wealth Management, LLC 21
Bulltick Wealth Management, LLC 21
Pictet North America Advisors SA 21
Franklin Universal Trust 21
Arcadia Investment Advisors Llc 21
Little House Capital Llc 21
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 21
Schooner Investment Group, LLC. 21
Tru Independence Asset Management 2, Llc 21
Yahoo Inc 21
Hedeker Wealth, LLC 21
McMillan Office, Inc. 21
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 21
Provident Investment Management, Inc. 21
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 21
Ardevora Asset Management LLP 21
Vanguard Portfolio Management Llc 21
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 21
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 21
Fairscale Capital, LLC 21
Northwest Capital Management Inc 21
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 21
Cormorant Global Healthcare Master Fund, LP 21
Beaumont Financial Advisors, LLC 21
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 21
Oxler Private Wealth LLC 21
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 21
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 21
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 21
Ninety One North America, Inc. 21
VMIDX - VALIC Co I - Mid Cap Index Fund 21
Integrity Capital Management (HK) Ltd 21
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 21
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 21
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 21
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 21
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 21
CCMG - EA Series Trust - CCM Global Equity ETF 21
XY Capital Ltd 21
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 21
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 21
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 21
Maseco Llp 21
William Harris Investors Inc 21
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 21
IronBridge Private Wealth, LLC 21
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 21
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 21
Ruedi Wealth Management, Inc. 21
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF 21
Tritonpoint Wealth, Llc 21
Main Management ETF Advisors, LLC 21
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 21
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 21
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 21
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 21
Nilsine Partners, LLC 21
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 21
Sagewood Asset Management LP 21
Wealth Alliance Advisory Group, LLC 21
Signature Wealth Management Group 21
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 21
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 21
Wealth Architects, LLC 21
Azimuth Capital Investment Management LLC 21
Capital Ventures International 21
Valmark Advisers, Inc. 21
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 21
Evelyn Partners Investment Management Services Ltd 21
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 21
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 21
Profunds - Profund Vp Ultramid-cap 21
Lafayette Investments, Inc. 21
OTA Financial Group L.P. 21
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 21
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 21
Wayfinding Financial, LLC 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 21
Ritter Daniher Financial Advisory LLC / DE 21
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 21
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 21
Accredited Investors Inc. 21
OHIO NATIONAL FUND INC - ON International Equity Portfolio 21
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 21
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 20
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 20
Monimus Capital Management, Lp 20
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 20
Atlas Venture Life Science Advisors, LLC 20
New World Advisors LLC 20
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 20
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 20
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 20
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 20
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 20
MeadowBrook Investment Advisors LLC 20
Dillon & Associates Inc 20
PPM Funds - PPM High Yield Core Fund (Inst) 20
Novem Group 20
Bernardo Wealth Planning LLC 20
Roanoke Asset Management Corp/ Ny 20
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 20
LGT Group Foundation 20
Zhang Financial LLC 20
Waddell & Associates, Llc 20
YOLO - AdvisorShares Trust - AdvisorShares Pure Cannabis ETF 20
Offit Capital Advisors Llc 20
VCSOX - VALIC Co I - International Socially Responsible Fund 20
David R. Rahn & Associates Inc. 20
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 20
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 20
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 20
Midas Management Corp 20
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 20
Cornerstone Wealth Group, LLC 20
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 20
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 20
Redwood Park Advisors LLC 20
RGT Wealth Advisors, LLC 20
Foresite Capital Management VI LLC 20
M28 Capital Management LP 20
RVRB - ADVISORS SERIES TRUST - Reverb ETF 20
Cullen Capital Management, LLC 20
Fund Management at Engine No. 1 LLC 20
Cornerstone Advisors Inc 20
Watershed Asset Management, L.L.C. 20
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 20
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 20
Brant Point Investment Management Llc 20
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 20
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 20
Sand Hill Global Advisors, LLC 20
Soleus Capital Master Fund, L.P. 20
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 20
Bingham Osborn & Scarborough Llc 20
Annex Advisory Services, LLC 20
First Merchants Corp 20
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 20
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 20
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 20
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 20
NOLVX - Northern Funds - Northern Large Cap Value Fund 20
Mathes Company, Inc. 20
NOLCX - Northern Funds - Northern Large Cap Core Fund 20
Aspen Grove Capital, LLC 20
Bowen Hanes & Co Inc 20
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 20
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 20
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 20
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 20
New England Asset Management Inc 20
Signature Wealth Management Partners, LLC 20
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 20
Barry Investment Advisors, LLC 20
Robbins Farley Llc 20
Triangle Securities Wealth Management 20
Sax Wealth Advisors, Llc 20
Glaxis Capital Management, LLC 20
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 20
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 20
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 20
Physicians Financial Services, Inc. 20
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 20
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 20
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 20
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 20
Granite FO LLC 20
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 20
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 20
Ariadne Wealth Management, LP 20
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 20
Lincoln Capital Corp 20
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 20
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 20
FSM Wealth Advisors, LLC 20
Marshall Financial Group LLC 20
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 20
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 20
Profunds - Profund Vp Large-cap Growth 20
Profunds - Profund Vp Mid-cap Growth 20
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 20
Excalibur Management Corp 20
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 20
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 20
Waverton Investment Management Ltd 20
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 20
Aprio Wealth Management, LLC 20
Sterne Agee Group, Inc. 20
55i, Llc 20
Silicon Hills Wealth Management, LLC 20
Segment Wealth Management, LLC 20
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 20
CastleKnight Management LP 20
Waterloo Capital, L.P. 20
Arnhold LLC 20
Sachem Head Capital Management LP 20
Key Client Fiduciary Advisors, LLC 20
Beacon Trust Co 20
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 20
ACVF - ETF Opportunities Trust - American Conservative Values ETF 20
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 20
Orrstown Financial Services Inc 20
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 20
Point View Wealth Management, Inc. 20
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 20
Teamwork Financial Advisors, LLC 20
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 20
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 20
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 20
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 20
Murphy Pohlad Asset Management LLC 20
Sigma Investment Counselors Inc 20
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 20
49 Wealth Management, Llc 20
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 20
Compass Ion Advisors, LLC 20
Advanced Portfolio Management, LLC 20
Manikay Partners, LLC 20
Transatlantique Private Wealth Llc 20
Waterfront Wealth Inc. 20
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 20
Syntax Advisors, Llc 20
Cohen Klingenstein LLC 20
Bayban 20
Orbis Allan Gray Ltd 20
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 20
Nadler Financial Group, Inc. 20
CoreFirst Bank & Trust 20
Cobiz Investment Management, Llc 20
ZIG - ETF Series Solutions - The Acquirers Fund 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 20
Somerville Kurt F 20
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 20
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 20
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 20
Crawford Fund Management, LLC 20
Miller Howard Investments Inc /ny 20
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 20
Capital Markets Trading UK LLP 20
Gunpowder Capital Management, LLC dba Oliver Wealth Management 20
Scharf Investments, Llc 20
Providence Wealth Advisors, LLC 20
Private Capital Management, LLC 20
Alan B. Lancz & Associates, Inc. 20
Wafra Inc. 20
Iroquois Capital Management, LLC 20
LGPIX - Profunds - Large-cap Growth Profund Investor Class 20
Altman Advisors, Inc. 20
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 20
MJ - ETF Managers Trust - ETFMG Alternative Harvest ETF 20
Invesco Bldrs Index Funds Trust 20
Crawford Investment Counsel Inc 20
Opus Capital Group, LLC 20
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 20
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 20
Pimco Corporate & Income Opportunity Fund 20
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 20
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A 20
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 20
Carson Advisory Inc. 20
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 20
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 20
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 20
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 20
Ally Financial Inc. 20
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 20
Lone Pine Capital Llc 20
Ilmarinen Mutual Pension Insurance Co 20
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 20
Harbor Financial Services, Llc 20
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 20
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 20
American Independence Financial Services LLC 20
Jarislowsky, Fraser Ltd 20
Sanibel Captiva Trust Company, Inc. 20
Tripletail Wealth Management, LLC 20
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 20
Alpine Associates Advisors 20
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 20
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 20
Nixon Peabody Trust Co 20
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 20
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 20
Peloton Wealth Strategists 20
Maryland Capital Advisors Inc. 20
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 20
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 20
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 20
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 20
Atalanta Sosnoff Capital, Llc 20
Fma Advisory Inc 20
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 20
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 20
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 20
Signal Advisors Wealth, LLC 20
Quattro Financial Advisors Llc 20
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 20
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 20
Harris Associates L P 20
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 20
Gries Financial Llc 20
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 20
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 20
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 20
Vicus Capital 20
Signet Investment Advisory Group, Inc. 20
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 20
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 20
Claudia M.p. Batlle, Crp (r) Llc 20
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 20
Intelligence Driven Advisers, LLC 20
Satuit Capital Management Trust 20
Morgan Dempsey Capital Management Llc 20
Birchbrook, Inc. 20
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 20
Fagan Associates, Inc. 20
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 20
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 20
Summit Wealth & Retirement Planning, Inc. 20
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 20
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 20
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 20
Wilkerson Advisory Group LLC 20
Bank OZK 20
Davidson Kempner Partners 20
Eq Wealth Advisors, Llc 20
Pingora Partners LLC 20
Hager Investment Management Services, Llc 20
Delaware Vip Trust - Delaware Vip Value Series Standard Class 20
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 20
Cascade Investment Advisors, Inc. 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 20
Premier Path Wealth Partners, LLC 20
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 20
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 20
Employees Provident Fund Board 20
Hayman Capital Management, L.p. 20
S-Bank Fund Management Ltd 20
Griffin Institutional Access Credit Fund 20
Yellowstone Partners, LLC 20
Reston Wealth Management Llc 20
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 20
Brookwood Investment Group LLC 20
Centre Asset Management, LLC 20
Oder Investment Management, LLC 20
Capital Planning Advisors, LLC 20
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 20
Town & Country Bank & Trust CO dba First Bankers Trust CO 20
Putnam Voyager Fund 20
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 20
Samson Rock Capital LLP 20
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 20
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 20
Eaton Vance Floating-rate 2022 Target Term Trust 20
America First Investment Advisors, LLC 20
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 20
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 20
BFIX - Build Funds Trust - Build Bond Innovation ETF 20
First Washington CORP 20
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 20
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 20
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 20
Genesee Capital Advisors, LLC 20
Portland Investment Counsel Inc. 20
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 20
Birch Hill Investment Advisors LLC 20
Stock Portfolio - Stock Portfolio 20
Strategic Capital Group LLC 20
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 20
Inspirion Wealth Advisors, Llc 20
Chung Wu Investment Group, LLC 20
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 20
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 20
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 20
Blue Clay Capital Management, LLC 20
Cyrus J. Lawrence, LLC 20
Badgley Phelps Wealth Managers, LLC 20
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 20
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 20
Patton Fund Management, Inc. 20
Wealthedge Investment Advisors, Llc 20
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 20
Cardan Capital Partners, LLC 20
Beacon Harbor Wealth Advisors, Inc. 20
Napier Park Global Capital (US) LP 20
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 20
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 20
Lamond Capital Partners LLC 20
Adell Harriman & Carpenter Inc 20
Towercrest Capital Management 20
Atala Financial Inc 20
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 20
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 20
Private Harbour Investment Management & Counsel, LLC 20
Private Capital Management Inc 19
Vista Private Wealth Partners. LLC 19
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 19
Fragasso Group Inc. 19
Marvin & Palmer Associates Inc 19
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 19
Highfields Capital Management Lp 19
Blue Square Asset Management, Llc 19
Fiduciary Planning LLC 19
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 19
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 19
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 19
Global Thematic Partners, LLC 19
Nvest Wealth Strategies, Inc. 19
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 19
North Tide Capital, Llc 19
Forbes J M & Co Llp 19
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 19
Midwest Trust Co 19
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 19
Nichols & Pratt Advisers Llp /ma 19
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 19
Granite Investment Advisors, LLC 19
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 19
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 19
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 19
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 19
Dominick & Dominick LLC 19
Affinity Capital Advisors, LLC 19
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 19
RBA Wealth Management, LLC 19
SignalPoint Asset Management, LLC 19
Berkeley Capital Partners, LLC 19
Curbstone Financial Management Corp 19
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 19
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 19
Hotaling Investment Management, LLC 19
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 19
SPC Financial, Inc. 19
Voya Global Equity Dividend & Premium Opportunity Fund 19
Voya Global Advantage & Premium Opportunity Fund 19
Deseret Mutual Benefit Administrators 19
Intesa Sanpaolo Wealth Management 19
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 19
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 19
Vahanian & Associates Financial Planning Inc. 19
WESPAC Advisors, LLC 19
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 19
Burren Capital Advisors Ltd 19
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 19
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 19
Sabal Trust CO 19
Covenant Partners, LLC 19
Blackhill Capital Inc 19
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 19
InterOcean Capital, LLC 19
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 19
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF 19
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 19
Grandeur Peak Global Advisors, LLC 19
Rikoon Group, LLC 19
FDO Partners, LLC 19
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 19
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 19
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 19
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 19
Tradewinds Global Investors, LLC 19
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 19
Payden & Rygel 19
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 19
Two Seas Capital LP 19
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 19
Barbara Oil Co. 19
Wimmer Associates 1, Llc 19
TCG Crossover GP II, LLC 19
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 19
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 19
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 19
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 19
Tradewinds, LLC. 19
Deimos Asset Management LLC 19
Cubic Asset Management, LLC 19
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 19
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 19
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 19
Aft, Forsyth & Company, Inc. 19
New Century Financial Group, LLC 19
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 19
Strategic Advisors LLC 19
Firethorn Wealth Partners, Llc 19
Foster Group, Inc. 19
Intesa Sanpaolo S.p.a. 19
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 19
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 19
Investmark Advisory Group LLC 19
American Capital Management Inc 19
Maryland Capital Management 19
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 19
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 19
Texas Children's 19
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 19
Saratoga Research & Investment Management 19
Merrion Investment Management Co, LLC 19
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 19
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 19
AlphaStar Capital Management, LLC 19
Community Trust & Investment Co 19
Ramsey Quantitative Systems 19
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 19
Davidson Capital Management Inc. 19
PSquared Asset Management AG 19
SRB Corp 19
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 19
Generali Investments Towarzystwo Funduszy Inwestycyjnych 19
Greenwood Gearhart Inc 19
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 19
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 19
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 19
Your Advocates Ltd., LLP 19
Himension Fund 19
Pegasus Partners Ltd. 19
Luken Investment Analytics, LLC 19
Lyell Wealth Management, Lp 19
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 19
GenTrust, LLC 19
Hutchens Investment Management Inc 19
C2C Wealth Management, LLC 19
ULTRA SERIES FUND - Diversified Income Fund Class I 19
AssuredPartners Investment Advisors, LLC 19
Hickory Point Bank & Trust 19
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 19
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 19
BKM Wealth Management, LLC 19
Gilead Sciences Inc 19
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 19
Diameter Capital Partners LP 19
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 19
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 19
Penseco Financial Services Corp 19
Kingstone Capital Partners Texas, LLC 19
EagleClaw Capital Managment, LLC 19
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 19
Focus Financial Network Inc /adv 19
United Advisor Group, LLC 19
Tower Bridge Advisors 19
Mizuho Securities Usa Llc 19
Monticello Wealth Management, Llc 19
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 19
ICICI Prudential Asset Management Co Ltd 19
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 19
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 19
Breton Hill Capital Ltd. 19
Permanens Capital L.P. 19
Ar Asset Management Inc 19
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 19
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 19
Ironwood Investment Counsel, LLC 19
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 19
Knightsbridge Asset Management, Llc 19
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 19
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 19
Global Endowment Management, LP 19
First Community Trust Na 19
Cadence Bank Na 19
Risk Paradigm Group, LLC 19
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 19
Means Investment Co., Inc. 19
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 19
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 19
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 19
Walter & Keenan Financial Consulting Co /mi/ /adv 19
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 19
Cooper/haims Advisors, Llc 19
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 19
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 19
Rexford Capital Inc 19
First Western Capital Management Co 19
New Republic Capital, LLC 19
Lumbard & Kellner, LLC 19
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 19
QTR Family Wealth, LLC 19
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 19
Brand Asset Management Group, Inc. 19
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 19
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 19
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 19
Canandaigua National Corp 19
J.P. Marvel Investment Advisors, LLC 19
Soviero Asset Management, LP 19
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 19
Delta Financial Group, Inc. 19
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 19
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 19
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 19
Matthews International Capital Management Llc 19
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 19
Entrust Financial Llc 19
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 19
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 19
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 19
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 19
McNamara Financial Services, Inc. 19
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 19
Eads & Heald Wealth Management 19
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 19
Czech National Bank 19
Fruth Investment Management 19
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 19
Meramec Financial Planners, LLC 19
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 19
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 19
Smith Chas P & Associates Pa Cpas 19
Greylin Investment Mangement Inc 19
Rowland & Co Investment Counsel/adv 19
Five Oceans Advisors 19
Southeast Asset Advisors Inc. 19
Union Savings Bank 19
Vivo Opportunity Fund Holdings, L.P. 19
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 19
Mosley Wealth Management 19
Legacy Capital Wealth Partners, LLC 19
Financial Sense Advisors, Inc. 19
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF 19
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 19
Sentinel Trust Co Lba 19
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 19
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 19
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 19
Endex Capital Management Llc 19
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 19
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 19
Capital Growth Management Lp 19
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 19
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 19
ATFV - Alger ETF Trust - Alger 35 ETF 19
Baron Wealth Management LLC 19
Proxima Capital Management, LLC 19
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 19
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 19
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 19
First Niagara Bank 19
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 19
Stonebridge Financial Planning Group, LLC 19
Northstar Capital Management Llc 19
Paradigm, Strategies in Wealth Management, LLC 19
Markston International Llc 19
Sentinel Asset Management, Inc. 19
James Hambro & Partners 19
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 19
Pensionfund Sabic 19
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 19
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 19
Secure Asset Management, LLC 19
Scout Funds 19
Elevated Capital Advisors, LLC 19
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 19
Carderock Capital Management Inc 19
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 19
Lighthouse Financial Advisors, Inc. 19
Qualcomm Inc/de 19
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 19
Benin Management CORP 19
Tuscan Ridge Asset Management Llc 19
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 19
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 19
Mechanics Bank Trust Department 19
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 19
Matrix Asset Advisors Inc/ny 19
Aristotle Capital Management, LLC 19
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 19
Lewis Asset Management, LLC 19
Bronte Capital Management Pty Ltd. 19
Somerset Trust Co 19
Smith Affiliated Capital Corp. 19
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 19
British Airways Pensions Investment Management Ltd 19
Guardian Wealth Management, Inc. 19
Maso Capital Partners Ltd 19
Peachtree Investment Advisors, Inc. 19
D. Scott Neal, Inc. 19
Eaton Financial Holdings Company, LLC 19
RB Capital Management, LLC 19
KLCM Advisors, Inc. 19
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 19
PACIFIC SELECT FUND - Core Income Portfolio Class I 19
Jackson Thornton Asset Management, Llc 19
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 19
Alydar Partners Llc 19
Palouse Capital Management, Inc. 19
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 19
FEDERATED CORE TRUST - High Yield Bond Portfolio 19
Baker Ellis Asset Management LLC 19
Proathlete Wealth Management Llc 19
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 19
Symons Capital Management Inc 19
Pioneer Floating Rate Trust 19
Violich Capital Management, Inc. 19
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 19
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 19
Collective Family Office Llc 19
First Trust High Income Long/short Fund 19
Cacti Asset Management Llc 19
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 19
Battery Global Advisors, LLC 19
Scott & Selber, Inc. 19
Thrive Capital Management, LLC 19
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 19
Global Opportunities Portfolio - Global Opportunities Portfolio 19
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 19
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 19
Ahl Investment Management, Inc. 19
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 19
Mitchell Capital Management Co 19
Full Sail Capital, LLC 19
Naviter Wealth, LLC 19
MD Financial Management Inc. 19
JB Capital LLC 19
1623 Capital LLC 19
Redmont Wealth Advisors Llc 19
Quotient Wealth Partners, LLC 19
Sicart Associates LLC 19
Pinebridge Investments Llc 19
First Dallas Securities Inc. 19
Nuveen Diversified Dividend & Income Fund 19
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 19
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 19
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 19
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 19
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 19
Schaper Benz & Wise Investment Counsel Inc/wi 19
Western Asset Management Company, LLC 19
Sprott Inc. 19
Purpose Unlimited Inc. 19
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 19
Timber Creek Capital Management LLC 19
Puzo Michael J 19
LaFleur & Godfrey LLC 19
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 19
Xcel Wealth Management, LLC 19
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 19
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 19
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 19
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 18
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 18
Fiduciary Family Office, Llc 18
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 18
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 18
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 18
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 18
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 18
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 18
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 18
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 18
MLPIX - Profunds - Mid-cap Value Profund Investor Class 18
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 18
KCS Wealth Advisory 18
ASB Consultores, LLC 18
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 18
Catalyst Financial Partners Llc 18
Farr Miller & Washington Llc/dc 18
Latitude Advisors, LLC 18
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 18
Vivo Capital VIII, LLC 18
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 18
waypoint wealth counsel 18
Milestone Asset Management, Llc 18
Biltmore Family Office, LLC 18
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 18
Torrey Growth & Income Advisors 18
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 18
Indus Capital Partners, Llc 18
Tiger Management L.l.c. 18
Breakwater Capital Group 18
Pivotal bioVenture Partners Investment Advisor LLC 18
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 18
Ikos Cif Ltd 18
Citizens National Bank Trust Department 18
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 18
First National Bank of Hutchinson 18
Trust Co Of Virginia /va 18
Oppenheimer Main Street Small Cap Fund 18
Goldstream Capital Management Ltd 18
Henrickson Nauta Wealth Advisors, Inc. 18
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 18
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 18
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 18
Limestone Investment Advisors LP 18
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 18
Syntax Research, Inc. 18
Pacific Global Investment Management Co 18
Whalerock Point Partners, Llc 18
Forte Capital Llc /adv 18
Greenline Partners, LLC 18
American Money Management, LLC 18
Old Dominion Capital Management Inc 18
JSF Financial, LLC 18
Decade Capital Management Llc 18
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 18
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 18
Cypress Wealth Services, LLC 18
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 18
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 18
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 18
PCA Investment Advisory Services Inc. 18
Fdp Series, Inc. 18
West Bancorporation Inc 18
Lombard Odier & Cie (Bahamas) Ltd 18
TBH Global Asset Management, LLC 18
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 18
Western Asset Global High Income Fund Inc. 18
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 18
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 18
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 18
United Capital Management of KS, Inc. 18
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 18
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 18
Klr Investment Advisors, Llc 18
Heartwood Wealth Advisors LLC 18
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 18
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 18
SOL Capital Management CO 18
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 18
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 18
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 18
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 18
Valley National Bancorp 18
Kathleen S. Wright Associates Inc. 18
Marcus Capital, LLC 18
Cg Funds Trust 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 18
KAMES CAPITAL plc 18
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 18
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 18
New America High Income Fund Inc 18
RMG Wealth Management LLC 18
Bar Harbor Trust Services 18
Pegasus Asset Management, Inc. 18
Divisadero Street Capital Management, LP 18
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 18
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 18
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 18
Carroll Investors, Inc 18
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 18
Gould Capital, LLC 18
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 18
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 18
Cornerstone Total Return Fund Inc 18
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 18
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 18
Ransom Advisory, Ltd 18
Spinnaker Trust 18
Probity Advisors, Inc. 18
Corient IA LLC 18
Garrison Bradford & Associates Inc 18
Dow Chemical Co /de/ 18
Insight Wealth Strategies, LLC 18
AWH Capital, L.P. 18
XDNA - Kelly Strategic ETF Trust - Kelly CRISPR & Gene Editing Technology ETF 18
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 18
Lynch & Associates/in 18
MONTX - MONETTA TRUST - Monetta Fund 18
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 18
Hatteras Alternative Mutual Funds, LLC 18
Truepoint, Inc. 18
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 18
Stance Capital Llc 18
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 18
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 18
Curat Global, LLC 18
First Commonwealth Financial Corp /pa/ 18
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 18
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 18
KIFAX - Forward Funds - Salient Select Income Fund Class A 18
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 18
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 18
Wahed Invest LLC 18
Campbell Wealth Management 18
Autumn Glory Partners, LLC 18
HighTower Trust Services, LTA 18
JHL Capital Group LLC 18
Frisch Financial Group, Inc. 18
Retirement Planning Group 18
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 18
London & Capital Asset Management Ltd 18
Outlook Wealth Advisors, LLC 18
HMS Capital Management, LLC 18
PFA Pension, Forsikringsaktieselskab 18
Fore Research & Management, LP 18
Flagship Pioneering Inc. 18
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 18
National Penn Investors Trust Co /pa 18
Navigoe, LLC 18
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 18
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 18
CNBS - Amplify ETF Trust - Amplify Seymour Cannabis ETF 18
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 18
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 18
Criterion Capital Advisors, Llc 18
Robinson Capital Management, Llc 18
Significant Wealth Partners LLC 18
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 18
Canada Post Corp Registered Pension Plan 18
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 18
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 18
FOMO - Collaborative Investment Series Trust - FOMO ETF 18
Mogy Joel R Investment Counsel Inc 18
Courage Capital Management Llc 18
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 18
Schafer Cullen Capital Management Inc 18
Sava Infond d.o.o. 18
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 18
Adams Hall Wealth Advisors, LLC 18
venBio Partners LLC 18
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 18
Lombardia Capital Partners Llc 18
Miura Global Management, LLC 18
Inverness Investment Group, LLC 18
Stratton Management Co 18
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 18
Capital Investment Counsel, Inc 18
Moab Capital Partners LLC 18
Cherry Creek Investment Advisors, Inc. 18
Abbrea Capital, LLC 18
New Capital Management LP 18
FirstMerit Bank N A Trustee 18
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 18
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 18
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 18
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 18
Strategic Financial Services, Inc, 18
WP Advisors, LLC 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF 18
Seven Bridges Advisors LLC 18
Spectrum Asset Management, Inc. (NB/CA) 18
NEXTBio Capital Management LP 18
Alerus Investment Advisors Corp 18
Putnam ETF Trust - Putnam Sustainable Future ETF - 18
Btr Capital Management Inc 18
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 18
Sageworth Trust Co of South Dakota 18
Sowa Financial Group, Inc. 18
Kentucky Trust Co 18
Armbruster Capital Management, Inc. 18
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 18
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 18
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 18
Hsbc Portfolios 18
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 18
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 18
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 18
All Terrain Financial Advisors, LLC 18
Alpha Capital Anstalt 18
Trust Asset Management LLC 18
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 18
Mitchell Mcleod Pugh & Williams Inc 18
Schulhoff & Co Inc 18
Wiser Advisor Group LLC 18
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 18
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 18
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 18
Continental Investors Services, Inc. 18
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 18
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 18
Insight Select Income Fund 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 18
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 18
Liberty Capital Management, Inc. 18
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 18
RiverPoint Capital Management, LLC 18
Yiheng Capital Management, L.P. 18
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 18
POTX - Global X Funds - Global X Cannabis ETF 18
Bradley & Co. Private Wealth Management, LLC 18
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 18
Beach Investment Counsel Inc/pa 18
Sustainable Insight Capital Management, LLC 18
LeJeune Puetz Investment Counsel LLC 18
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 18
Anderson Hoagland & Co 18
Wendell David Associates Inc 18
Hutchens Investment Management Inc 18
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 18
Alpine Bank Wealth Management 18
22nw, Lp 18
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 18
Kidder Stephen W 18
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 18
Shepherd Financial Partners LLC 18
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 18
Alta Capital Management Llc/ 18
Saranac Partners Ltd 18
Astrazeneca Plc 18
Vaughan David Investments Inc/il 18
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 18
Systematic Alpha Investments, LLC 18
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 18
Matrix Capital Management Company, LP 18
Estate Planners Group, LLC 18
Edgemoor Investment Advisors, Inc. 18
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 18
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 18
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 18
Paragon Capital Management Inc 18
Colrain Capital Llc 18
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF 18
New Perspective Fund 18
Woodard & Co Asset Management Group Inc /adv 18
Security Asset Management 18
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 18
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 18
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 18
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 18
Edge Asset Management, Inc 18
Atlas Brown,Inc. 18
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 18
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 18
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 18
Cornerstone Capital, Inc. 18
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 18
Capital CS Group, LLC 18
Ariel Investments, Llc 18
Bank & Trust Co 18
Optimist Retirement Group LLC 18
Northstar Wealth Partners LLC 18
IFS Advisors, LLC 18
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 18
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 18
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 18
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 18
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 18
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 18
Rainier Investment Management Mutual Funds 18
Adalta Capital Management LLC 18
Delap Wealth Advisory, Llc 18
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 18
Titleist Asset Management, Ltd. 18
Mjp Associates Inc /adv 18
Affinity Wealth Management Llc 18
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 18
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 18
Troluce Capital Advisors LLC 18
Poplar Forest Capital LLC 18
Clarus Group, Inc. 18
Argent Trust Co 18
Greatmark Investment Partners, Inc. 17
Montag & Caldwell, Llc 17
Frec Markets, Inc. 17
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 17
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 17
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 17
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 17
Palladiem, Llc 17
Nwq Investment Management Company, Llc 17
American Independence Funds Trust 17
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 17
FourThought Financial Partners, LLC 17
Terra Nova Asset Management LLC 17
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 17
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 17
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 17
First Financial Bank - Trust Division 17
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 17
Pasadena Private Wealth, LLC 17
Counterpoint Mutual Funds LLC 17
Power Corp of Canada 17
Papp L Roy & Associates 17
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 17
Rothschild Capital Partners, LLC 17
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 17
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 17
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 17
Family Capital Trust Co 17
Confluence Investment Management Llc 17
Apexium Financial, Lp 17
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 17
Lakewood Asset Management LLC 17
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 17
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 17
Columbia Funds Variable Insurance Trust I 17
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 17
Financial Partners Capital Management Llc 17
Chesapeake Capital Corp /il/ 17
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 17
Arista Wealth Management, LLC 17
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 17
Acorn Financial Advisory Services Inc /adv 17
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 17
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 17
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 17
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 17
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 17
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 17
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 17
Wilkinson Ogrady & Co Inc /ny 17
Mid Continent Capital Llc/il 17
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 17
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 17
Marietta Wealth Management, LLC 17
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 17
Berger Financial Group, Inc 17
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 17
Marathon Capital Management 17
TrueMark Investments, LLC 17
Wick Capital Partners, LLC 17
Financial Life Planners 17
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 17
VNBTrust, National Association 17
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 17
Burkett Financial Services, Llc 17
Cornerstone Strategic Value Fund Inc 17
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 17
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 17
Kaufman Rossin Wealth, LLC 17
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 17
Intrua Financial, LLC 17
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 17
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 17
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 17
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
Independence Advisors, LLC 17
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 17
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 17
LJI Wealth Management, LLC 17
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 17
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 17
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 17
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 17
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 17
Carr Financial Group Corp 17
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 17
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 17
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 17
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 17
USVT - Ultimus Managers Trust - US VALUE ETF 17
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 17
Fermata Advisors, LLC 17
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 17
Tectonic Advisors Llc 17
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 17
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 17
WIREX - PFS FUNDS - Wireless Fund 17
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 17
MainStreet Investment Advisors LLC 17
Advisors Management Group Inc /adv 17
Western Asset High Income Opportunity Fund Inc. 17
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 17
Arvest Bank Trust Division 17
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 17
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 17
Trustees of Columbia University in the City of New York 17
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 17
Wallace Advisory Group, LLC 17
Ables, Iannone, Moore & Associates, Inc. 17
Beacon Financial Advisory LLC 17
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 17
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 17
Keeley-Teton Advisors, LLC 17
Credit Suisse Asset Management Income Fund Inc 17
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 17
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 17
Genus Capital Management Inc. 17
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 17
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 17
Atherton Lane Advisers, Llc 17
Northstar Asset Management Llc 17
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 17
Bigger Capital Fund L P 17
TCF National Bank 17
Riverwater Partners LLC 17
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 17
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 17
LCM Capital Management Inc 17
PPM Funds - PPM Floating Rate Income Fund (Inst) 17
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 17
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 17
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 17
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 17
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 17
Fondren Management LP 17
Long Island Wealth Management, Inc. 17
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 17
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 17
Revolve Wealth Partners, LLC 17
Balter Liquid Alternatives, LLC 17
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 17
Vista Wealth Management Group, LLC 17
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 17
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 17
Bedrijfstakpensioenfonds Voor De Media Pno 17
Silver Rock Financial LP 17
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 17
Nbw Capital Llc 17
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 17
Stevard, LLC 17
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 17
Commonwealth Financial Services, LLC 17
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 17
Crew Capital Management, Ltd. 17
Andesa Financial Management Inc. 17
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 17
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 17
Northstar Group, Inc. 17
First Wilshire Securities Management Inc 17
Onefund, Llc 17
Fiduciary Group LLC 17
Rowland Carmichael Advisors Inc /adv 17
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 17
Alhambra Investment Partners LLC 17
Danda Trouve Investment Management, Inc. 17
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 17
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 17
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 17
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 17
Noesis Capital Mangement Corp 17
Qp Wealth Management, Llc 17
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 17
Fairway Wealth LLC 17
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 17
Horizon Bancorp Inc /in/ 17
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 17
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 17
Citizens & Northern Corp 17
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 17
Indices-Pac Research Corp. 17
HBC Financial Services, PLLC 17
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 17
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 17
ARKK - Ark ETF Trust - ARK Innovation ETF 17
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 17
Euclidean Capital LLC 17
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 17
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 17
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 17
Meridian Investment Counsel Inc. 17
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 17
KPP Advisory Services LLC 17
Catherine Avery Investment Management LLC 17
Notis-McConarty Edward 17
Samsara BioCapital, L.P. 17
Cornerstone Financial Partners, LLC 17
Cornerstone Advisors, LLC 17
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 17
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 17
Karlinski Andrew C 17
New England Investment & Retirement Group, Inc. 17
Capital Advisors Wealth Management, LLC 17
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 17
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 17
Slotnik Capital, LLC 17
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 17
PYA Waltman Capital, LLC 17
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 17
Aberdeen Wealth Management LLC 17
Fortis Capital Management LLC 17
Kwmg, Llc 17
Institutional Investment Strategy Fund 17
Tanglewood Legacy Advisors, LLC 17
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 17
Krane Funds Advisors LLC 17
Portus Wealth Advisors, LLC 17
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 17
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 17
Wunderlich Capital Managemnt 17
Boyer & Corporon Wealth Management, LLC 17
Orbis Holdings Ltd 17
Cornerstone National Bank & Trust Co 17
Archon Partners LLC 17
Kernodle & Katon Asset Management Group, LLC 17
Mondrian Investment Partners LTD 17
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 17
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 17
Lucia Wealth Services, Llc 17
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 17
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 17
Eaton Vance Tax Advantaged Global Dividend Income Fund 17
Southport Management, L.l.c. 17
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 17
Cannon Financial Strategists, Inc. 17
Infrastructure Capital Advisors, Llc 17
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 17
Lincoln Park Capital Fund, LLC 17
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 17
Penn Davis Mcfarland Inc 17
Profunds - Profund Vp Mid-cap Value 17
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 17
Independent Investors Inc 17
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 17
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 17
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 17
Blueprint Investment Partners LLC 17
Capstone Triton Financial Group, LLC 17
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 17
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 17
Alphadyne Asset Management, LLC 17
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 17
MBL Wealth, LLC 17
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 17
New England Private Wealth Advisors LLC 17
Winthrop Partners - Wny, Llc 17
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 17
Torch Wealth Management LLC 17
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 17
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 17
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 17
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 17
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 17
Lionsbridge Wealth Management LLC 17
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 17
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 17
Sage Capital Management, LLC 17
Teachers Insurance & Annuity Association Of America 17
HITE Hedge Asset Management LLC 17
Dfa Investment Trust Co - The Dfa International Value Series 17
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 17
FJ Investments, LLC 17
Encompass Wealth Advisors, Llc 17
Randolph Co Inc 17
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 17
Richwood Investment Advisors, LLC 17
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 17
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 17
Williams & Novak, LLC 17
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 17
Advance Capital I Inc 17
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 17
Relative Value Partners Group, LLC 17
Advanced Asset Management Advisors Inc 17
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 17
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 17
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 17
Bragg Financial Advisors, Inc 17
Navigation Wealth Management, Inc. 17
Sage Private Wealth Group, Llc 17
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 17
Ade, Llc 17
South Street Advisors LLC 17
Anchyra Partners Llc 17
Wells Fargo Utilities & High Income Fund 17
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 17
Nearwater Capital Markets, Ltd 17
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 17
Lyon Street Capital, LLC 17
Mufg Securities Americas Inc. 17
Cladis Investment Advisory, LLC 17
Hays Advisory Llc 17
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 17
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 17
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 17
Kmg Fiduciary Partners, Llc 17
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 17
Journey Retirement Planning & Investment Management Llc 17
Retireful, LLC 17
RVW Wealth, LLC 17
Tyche Wealth Partners LLC 17
RDA Financial Network 17
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 17
Essex LLC 17
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 17
Osborne Partners Capital Management, Llc 17
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 17
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 17
Accident Compensation Corp 17
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 17
Benson Investment Management Company, Inc. 17
Gq Asset Management, Llc 17
Parvin Asset Management, LLC 17
Haber Trilix Advisors, Lp 17
Waycross Partners, Llc 17
Mountain Pacific Investment Advisers Inc/id 17
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 17
Gallagher Fiduciary Advisors, LLC 17
Olistico Wealth, LLC 17
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 17
Perkins Investment Management, LLC 17
Everpar Advisors Llc 17
Accuvest Global Advisors 17
PKS Advisory Services, LLC 17
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 17
Traxis Partners Lp 17
First Long Island Investors, LLC 17
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 17
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 17
Howard Financial Services, Ltd. 17
Wolf Group Capital Advisors 17
Blue Barn Wealth, LLC 17
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 17
Seeds Investor Llc 17
Generali Investments, Management Co LLC 17
Western Asset High Income Fund Ii Inc. 17
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 17
Radnor Capital Management, LLC 17
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 17
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 17
Putney Financial Group LLC 17
swisspartners Ltd. 17
Gs Investments, Inc. 17
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 17
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 17
Morgan Jess S & Co Inc 17
Royal Capital Wealth Management, LLC 17
Lazari Capital Management, Inc. 17
Peak Asset Management, LLC 17
Oaktree Fund Advisors, LLC 17
Studio Investment Management Llc 17
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 17
Sippican Capital Advisors 17
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 17
American National Bank & Trust Co /va/ 17
Miller Financial Services LLC 17
Clare Market Investments LLC 17
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 17
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 17
Fpc Investment Advisory, Inc. 17
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 17
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 17
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 17
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 17
Eaton Vance Tax-managed Buy-write Income Fund 17
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 17
Mork Capital Management, LLC 17
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 17
Taylor, Cottrill, Erickson & Associates, Inc. 17
Tiemann Investment Advisors, Llc 17
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 17
Arvest Trust Co N A 17
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 17
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 17
Jessup Wealth Management, Inc 17
Turim 21 Investimentos Ltda. 17
ERTS Wealth Advisors, LLC 17
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 17
Keeley Asset Management Corp 17
VIOPX - VALIC Co I - International Opportunities Fund 17
Pyrrho Capital Management, LP 17
Goldstein Advisors, LLC 16
Hopwood Financial Services, Inc. 16
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 16
Nuveen Tax Advantaged Total Return Strategy Fund 16
Transcendent Capital Group LLC 16
Pimco Dynamic Income Fund 16
Sarofim Fayez 16
Forza Wealth Management, LLC 16
Ion Asset Management Ltd. 16
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 16
Global X Japan Co., Ltd. 16
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 16
Jamison Eaton & Wood Inc /nj 16
Measured Risk Portfolios, Inc. 16
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 16
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 16
J. L. Bainbridge & Co., Inc. 16
Martin Currie Ltd 16
Kalmar Investments Inc /de/ 16
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 16
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 16
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 16
Dunvegan Associates, Inc. 16
Fidgeon Timothy F 16
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 16
Tranquility Partners, LLC 16
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 16
Susquehanna International Securities, Ltd. 16
STFGX - Advisers Investment Trust - State Farm Growth Fund 16
Pathway Capital Management, Lp 16
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 16
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 16
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 16
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 16
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 16
Revisor Wealth Management LLC 16
Narwhal Capital Management 16
Sensato Investors LLC 16
Alpha Family Trust 16
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 16
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 16
River Road Asset Management, LLC 16
Runnymede Capital Advisors, Inc. 16
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 16
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 16
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 16
Riversedge Advisors, Llc 16
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 16
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 16
RK Capital Management, LLC 16
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 16
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 16
Touradji Capital Management, Lp 16
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 16
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 16
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 16
Channel Wealth Llc 16
Hanlon Investment Management, Inc. 16
Sompo Japan Nipponkoa Asset Management Co.,ltd. 16
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 16
Huntleigh Advisors, Inc. 16
Stonepine Capital, L.p. 16
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 16
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 16
Bank Pictet & Cie (asia) Ltd 16
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 16
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 16
Mandatum Life Insurance Co Ltd 16
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 16
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 16
Miller Global Investments, LLC 16
Fountainhead AM, LLC 16
Farmers & Merchants Trust Co of Long Beach 16
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 16
Fedenia Advisers LLC 16
Shore Point Advisors, LLC 16
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 16
Covenant Multifamily Offices, LLC 16
Hendershot Investments Inc. 16
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 16
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 16
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 16
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 16
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 16
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 16
Arena Investors LP 16
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 16
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 16
Moreno Evelyn V 16
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 16
West Coast Financial LLC 16
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 16
Litespeed Management, L.L.C. 16
Bryn Mawr Capital Management Inc 16
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 16
MML Series Investment Fund II - MML High Yield Fund Class II 16
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 16
Sapphire Star Partners LP 16
Tran Capital Management, L.p. 16
Asset Allocation & Management Company, LLC 16
Broadwater Capital Management Llc 16
VIDI - ETF Series Solutions - Vident International Equity Fund 16
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 16
Argent Trust Company, N.a. 16
Raiff Partners Inc 16
Cynosure Advisors, Llc 16
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 16
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 16
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 16
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 16
Delaney Dennis R 16
3Chopt Investment Partners, LLC 16
New Potomac Partners, LLC 16
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 16
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 16
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 16
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 16
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 16
BKF - iShares, Inc. - iShares MSCI BRIC ETF 16
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 16
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 16
Muhlenkamp & Co Inc 16
City Center Advisors, LLC 16
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 16
Smith Shellnut Wilson Llc /adv 16
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 16
Dempze Nancy E 16
Rushmore Investment Advisors, Inc. 16
Clear Perspectives Financial Planning, LLC 16
StellarOne CORP 16
Sandbox Financial Partners, LLC 16
HBW Advisory Services LLC 16
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 16
Vision Capital Management, Inc. 16
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 16
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 16
Portfolio Design Labs, LLC 16
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 16
Laurel Wealth Planning LLC 16
PagnatoKarp Partners LLC 16
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 16
Lau Associates Llc 16
Defilade Capital Management, L.P. 16
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 16
Defender Capital, LLC. 16
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 16
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 16
Gold Investment Management Ltd. 16
First National Bank of Mount Dora, Trust Investment Services 16
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 16
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 16
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 16
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 16
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 16
Diligent Investors, LLC 16
Mitchell & Pahl Private Wealth, Llc 16
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 16
Elliott Management Corporation 16
Northside Capital Management, LLC 16
Cardinal Capital Management, Inc. 16
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 16
Abbot Financial Management, Inc. 16
Mcrae Capital Management Inc 16
Catalyst Private Wealth, Llc 16
Lineweaver Wealth Advisors, LLC 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 16
TOKE - Cambria ETF Trust - Cambria Cannabis ETF 16
Relyea Zuckerberg Hanson LLC 16
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 16
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 16
Boulegeris Investments, Inc. 16
Ag2r La Mondiale Gestion D'actifs 16
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 16
Natural Investments, Llc 16
Robinson Value Management, Ltd. 16
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 16
Florida Financial Advisors, Llc 16
Hgk Asset Management Inc 16
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 16
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 16
IVC Wealth Advisors LLC 16
Roubaix Capital, LLC 16
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 16
Johanson Financial Advisors, Inc. 16
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 16
Cs Mckee Lp 16
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 16
Willis Investment Counsel 16
YOKE - EA Series Trust - Yoke Core ETF 16
Fulcrum Asset Management LLP 16
Wells Fargo Income Opportunities Fund 16
Capital Income Builder 16
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 16
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 16
Mitchell Sinkler & Starr/pa 16
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 16
McCollum Christoferson Group LLC 16
Consolidated Portfolio Review Corp 16
Securian Funds Trust - SFT Core Bond Fund Class 1 16
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 16
Honig Barry C 16
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 16
Portland Global Advisors LLC 16
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 16
New Hampshire Trust 16
Guidance Point Advisors, LLC 16
Asio Capital, LLC 16
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 16
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 16
Stralem & Co Inc 16
Elm Advisors, Llc 16
Avondale Wealth Management 16
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 16
Fi3 FINANCIAL ADVISORS, LLC 16
MorganRosel Wealth Management, LLC 16
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 16
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 16
Sarver Vrooman Wealth Advisors 16
LionEye Capital Management LLC 16
Blue Rock Advisors, LLC 16
Integrated Wealth Counsel, Llc 16
Cognios Capital, LLC 16
Inlet Private Wealth, LLC 16
Wharton Business Group, LLC 16
Grant/GrossMendelsohn, LLC 16
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 16
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 16
VGI Partners Ltd 16
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 16
Selway Asset Management 16
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 16
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 16
Strategic Family Wealth Counselors, L.L.C. 16
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 16
ARS Wealth Advisors, LLC 16
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 16
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 16
First Trust Investment Solutions L.P. 16
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 16
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 16
Nasdaq Premium Income & Growth Fund Inc. 16
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 16
Hoese & Co LLP 16
Marble Harbor Investment Counsel, LLC 16
Johnson & Johnson Innovation - JJDC, Inc. 16
Strategic Wealth Management Group, LLC 16
Stonebrook Private Inc. 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 16
Game Creek Capital, LP 16
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 16
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 16
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 16
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 16
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 16
Peoples Bank/KS 16
Rainier Group Investment Advisory LLC 16
Adirondack Retirement Specialists, Inc. 16
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 16
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 16
Capital World Growth & Income Fund 16
Jacobus Wealth Management, Inc. 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 16
Bridgecreek Investment Management, LLC 16
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 16
Monarch Capital Management Inc/ 16
Jmac Enterprises Llc 16
Align Financial, LLC 16
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 16
Astrantus Ltd 16
Delta Lloyd Asset Management N.v. 16
Jupiter Wealth Management LLC 16
Lantz Financial LLC 16
Atlanta Consulting Group Advisors, LLC 16
Maia Wealth LLC 16
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 16
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 16
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 16
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 16
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 16
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 16
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 16
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 16
Foster Victor Wealth Advisors, LLC 16
Founders Bank & Trust 16
Sirios Capital Management L P 16
First National Bank Sioux Falls 16
Norman Fields, Gottscho Capital Management, LLC 16
Lifeworks Advisors, LLC 16
Deprince Race & Zollo Inc 16
Kite Lake Capital Management (uk) Llp 16
Mechanics Financial Corp 16
Capital City Trust Co/fl 16
Trust Co Of Oklahoma 16
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 16
Western Asset High Yield Defined Opportunity Fund Inc. 16
Centennial Bank/AR/ 16
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 16
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 16
WoodTrust Financial Corp 16
Tufton Capital Management 16
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 16
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 16
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
Agran Libbie 16
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 16
Seldon Capital Lp 16
Northwest Bancshares, Inc. 16
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 16
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 16
Elefante Michael B 16
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 16
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 16
Zevin Asset Management Llc 16
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 16
Camden National Bank 16
Acuity Investment Management Inc 16
KAMES CAPITAL management Ltd 16
Edmonds Duncan Registered Investment Advisors, LLC 16
Gruss & Co., LLC 16
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 16
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 16
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 16
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 16
Pimco Income Strategy Fund Ii 16
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 16
Stockman Wealth Management, Inc. 16
Re Advisers Corp 16
Cypress Capital Management Llc 16
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 16
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 16
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 16
Cerro Pacific Wealth Advisors LLC 16
Curated Wealth Partners LLC 16
Lgt Capital Partners Ltd. 16
Resource Management, LLC 16
Keeler THomas Management LLC 16
Arbor Capital Management Llc 16
Goodwin Investment Advisory 16
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 16
Scott Marsh Financial, LLC 16
ESL Trust Services, LLC 16
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 16
Uncommon Cents Investing LLC 16
Elkhorn Partners Limited Partnership 16
Bank Of Stockton 16
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 16
Howard Capital Management 16
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 16
Wellspring Financial Advisors, LLC 16
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 16
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 16
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 16
Private Capital Management Llc 16
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 16
Verdad Advisers, LP 16
Ball & Co Wealth Management Inc. 16
ARS Wealth Advisors Group, LLC 16
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 16
Opal Capital Llc 16
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 15
Silver Bridge Capital Management LLC 15
Bridges Investment Counsel Inc/ 15
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 15
Third Security, LLC 15
New Harbor Financial Group, LLC 15
Majedie Asset Management Ltd 15
Credit Suisse High Yield Bond Fund 15
HHG & Company, LLC 15
SCP Investment, LP 15
Alpine Series Trust 15
Fluent Financial, LLC 15
United Bank, Inc. 15
Manager Directed Portfolios - Pemberwick Fund Shares 15
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 15
Pantheon Investment Group, LLC 15
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 15
Athyrium Capital Management, LP 15
Butensky & Cohen Financial Security, Inc 15
Jolley Asset Management, LLC 15
Kennedy Investment Group 15
Taylor Frigon Capital Management LLC 15
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 15
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 15
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 15
Farmers Trust Co 15
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 15
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 15
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 15
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 15
Aspen Investment Management Inc 15
Goodman Financial Corp 15
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 15
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 15
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 15
Asset Advisors Corp 15
Mfs Special Value Trust 15
Cornell Pochily Investment Advisors, Inc. 15
Windward Capital Management Co /ca 15
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 15
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 15
Eaton Vance Tax-managed Diversified Equity Income Fund 15
Eaton Vance Tax-managed Global Diversified Equity Income Fund 15
GMEZX - GuideStone Funds - Impact Equity Fund Investor 15
KC Investment Advisors, LLC 15
Callahan Advisors, LLC 15
UNIVEST FINANCIAL Corp 15
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 15
Live Oak Private Wealth LLC 15
Kanawha Capital Management Llc 15
Team Financial Group, LLC 15
Argyle Capital Management Inc. 15
Addenda Capital Inc. 15
Advanced Research Investment Solutions, Llc 15
Cox Capital Mgt LLC 15
BCS Wealth Management 15
Franklin Templeton ETF Trust - Western Asset Bond ETF 15
AllianzGI Artificial Intelligence & Technology Opportunities Fund 15
Lmp Capital & Income Fund Inc. 15
CHNA - ETF Series Solutions - Loncar China BioPharma ETF 15
Aurora Private Wealth, Inc. 15
SFYF - Tidal ETF Trust - SoFi 50 ETF 15
Plimoth Trust Co Llc 15
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 15
Eukles Asset Management 15
CrestPoint Capital Management, LLC 15
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 15
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 15
Prudent Man Advisors, LLC 15
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 15
Beacon Pointe Wealth Advisors, Llc 15
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 15
Constellation Wealth Advisors, LLC 15
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 15
FLC Capital Advisors 15
Blackrock Enhanced Global Dividend Trust 15
Key Capital Management, INC 15
Sound View Wealth Advisors, Llc 15
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 15
BIP Wealth, LLC 15
Kempner Capital Management Inc. 15
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 15
Core Wealth Advisors, Llc 15
Pennsylvania Capital Management Inc /adv 15
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 15
Delphi Management Inc /ma/ 15
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 15
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 15
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 15
JIHDX - John Hancock Funds II - High Yield Fund Class 1 15
RiverFront Investment Group, LLC 15
Outfitter Advisors, Ltd. 15
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 15
Lifestyle Asset Management, Inc. 15
VAMGX - VALIC Co II - Mid Cap Growth Fund 15
One Fin Capital Management LP 15
Autus Asset Management, LLC 15
Pimco Income Opportunity Fund 15
Tilt Investment Management Holdings, PBC 15
Coolidge Francis L 15
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 15
Philip James Wealth Mangement, LLC 15
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 15
Networth Advisors, LLC 15
Fulcrum Equity Management 15
Columbus Hill Capital Management, L.P. 15
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 15
KG&L Capital Management,LLC 15
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 15
Shorepoint Capital Partners LLC 15
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 15
VCGEX - VALIC Co I - Emerging Economies Fund 15
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 15
Simmons First Trust Co Na 15
a16z Perennial Management, L.P. 15
71 West Capital Partners 15
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 15
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 15
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 15
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 15
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 15
Thor Advisors, Llc 15
Eaton Vance Risk-managed Diversified Equity Income Fund 15
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 15
Trust CO of the Ozarks 15
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 15
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 15
Westhampton Capital, LLC 15
Eaton Vance Tax-managed Buy-write Opportunities Fund 15
Prostatis Group LLC 15
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 15
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 15
PICTET BANK & TRUST Ltd 15
Efficient Market Advisors, LLC 15
Doubleline Equity Funds 15
Duff & Phelps Investment Management Co 15
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 15
Db-x Exchange-traded Funds Inc. 15
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 15
Reinhart Partners, Inc. 15
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 15
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 15
Portman Square Capital LLP 15
Td Asset Management Usa Funds Inc. 15
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 15
LWM Advisory Services, LLC 15
Cape Cod Five Cents Savings Bank 15
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 15
KRMA - Global X Funds - Global X Conscious Companies ETF 15
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 15
Silverlake Wealth Management Llc 15
Pimco Income Strategy Fund 15
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 15
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 15
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 15
Gyrus Investment Management Inc. 15
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 15
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 15
Ayer Capital Management, LP 15
Grisanti Capital Management LLC 15
Canopy Partners, LLC 15
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 15
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 15
Svb Financial Group 15
Encompass More Asset Management 15
Altavista Wealth Management, Inc. 15
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 15
Eaton Vance Tax Advantaged Dividend Income Fund 15
Vivo Capital IX, LLC 15
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 15
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 15
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 15
Lantern Wealth Advisors, LLC 15
Rather & Kittrell, Inc. 15
Columbus Macro, LLC 15
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 15
New Amsterdam Partners Llc/ny 15
Skba Capital Management Llc 15
Invesco Senior Income Trust 15
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 15
Boltwood Capital Management 15
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
Tradition Capital Management Llc 15
Glenview State Bank Trust Dept. 15
Argus Investors' Counsel, Inc. 15
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 15
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 15
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 15
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 15
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 15
Eastern Capital LTD 15
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 15
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 15
Capital Directions Investment Advisors, LLC 15
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 15
Unison Advisors LLC 15
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 15
Argonautica Private Wealth Management, Inc 15
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 15
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 15
Cassaday & Co Wealth Management LLC 15
Livelsberger Financial Advisory 15
Atlanta Capital Management Co L L C 15
L1 Capital Global Opportunities Master Fund, Ltd. 15
PayPay Securities Corp 15
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 15
Financial Management Network Inc 15
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 15
Mma Asset Management Llc 15
Aldebaran Financial Inc. 15
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 15
Hoplite Capital Management, L.p. 15
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 15
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 15
Duncan Williams Asset Management, LLC 15
Ccm Investment Advisers Llc 15
Allegiance Financial Group Advisory Services LLC 15
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 15
Canal Capital Management, LLC 15
Bessemer Securities Llc 15
Fox Hill Wealth Management 15
Center For Asset Management LLC 15
Regal Wealth Group, Inc. 15
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 15
Bridge City Capital, LLC 15
KMED - Krane Shares Trust - KraneShares Emerging Markets Healthcare Index ETF 15
TCG Crossover GP I, LLC 15
Mubadala Investment Co PJSC 15
General Partner, Inc. 15
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 15
B&D White Capital Company, LLC 15
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 15
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 15
Sovereign Financial Group, Inc. 15
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 15
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 15
Sienna Gestion 15
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 15
Engine No. 1 Llc 15
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 15
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 15
Franklin, Parlapiano, Turner & Welch, LLC 15
Hongkou Capital LP 15
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 15
Perpetual Investment Management Ltd 15
Shapiro Capital Management Llc 15
Parkside Investments, LLC 15
Tacita Capital Inc 15
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 15
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 15
Draper Asset Management, LLC 15
Harvest Volatility Management Llc 15
Defined Wealth Management, Llc 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 15
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 15
Drucker Wealth 3.0, LLC 15
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 15
Eton Park Capital Management, L.P. 15
Mattson Financial Services, LLC 15
Willis Johnson & Associates, Inc. 15
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 15
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 15
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 15
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 15
Safe Harbor Fiduciary, LLC 15
Bristol Advisors, LLC 15
Benedetti & Gucer, Inc. 15
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 15
Ruane, Cunniff & Goldfarb Inc 15
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 15
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 15
ULTRA SERIES FUND - Core Bond Fund Class I 15
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 15
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 15
Feis Lawrence Michael 15
Kotler Kevin 15
Board of the Pension Protection Fund 15
Willner & Heller, Llc 15
Astoria Portfolio Advisors LLC. 15
Northwest Quadrant Wealth Management, LLC 15
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 15
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 15
Pinnacle Wealth Advisors 15
Lindenwold Advisors 15
PUREfi Wealth, LLC 15
Novartis Bioventures Ltd 15
Sherman Asset Management, Inc. 15
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 15
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 15
Wittenberg Investment Management, Inc. 15
Omni Partners US LLC 15
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 15
Bravera Wealth 15
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 15
Maridea Wealth Management LLC 15
IFC & Insurance Marketing, Inc. 15
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 15
JFWD - Jacob Funds Inc. - Jacob Forward ETF 15
Securian Funds Trust - SFT T. Rowe Price Value Fund 15
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 15
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 15
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 15
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 15
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 15
Absolute Investment Advisers Llc 15
US Asset Management LLC 15
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 15
Madden Advisory Services, Inc. 15
Guidant Wealth Advisors 15
Kercheville Advisors, LLC 15
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 15
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 15
Susquehanna Advisors Group, Inc. 15
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 15
Palisades Investment Partners, LLC 15
ESUM - Strategy Shares - Eventide US Market ETF 15
Barnes Dennig Private Wealth Management LLC 15
Seaport Global Advisors, LLC 15
Paladin Advisory Group, LLC 15
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 15
Forefront Wealth Partners, LLC 15
NWF Advisory Services Inc. 15
Nextech Invest, Ltd. 15
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 15
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 15
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 15
Andrew Hill Investment Advisors, Inc. 15
JMCRX - James Advantage Funds - James Micro Cap Fund 15
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 15
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 15
Shelton Wealth Management, Llc 15
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 15
Signator Financial Services, Inc. 15
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 15
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 15
Zions Trust, National Association 15
Marshall & Sullivan Inc /wa/ 15
ABN AMRO Bank N.V. 15
DMG Group, LLC 15
Wallace Capital Management Inc. 15
Renaissance Capital LLC 15
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 15
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 15
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 15
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 15
Starboard Value LP 15
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 15
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 15
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 15
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 15
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 15
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 15
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 15
First Allied Asset Management, Inc. 15
Swiss Re Ltd 15
Md Sass Investors Services Inc 15
McGowan Group Asset Management, Inc. 15
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 15
Telemark Asset Management, LLC 15
NS Partners Ltd 15
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 15
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 15
Smith & Howard Wealth Management, LLC 15
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 15
Glovista Investments LLC 15
Reliant Investment Management, LLC 15
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 15
Seneca Capital Investments, L.p. 15
Motley Fool Wealth Management, LLC 15
Smithwood Advisers, L.P. 15
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 15
Schnieders Capital Management Llc 15
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 15
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 15
Fca Corp /tx 15
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 15
Eaton Vance Enhanced Equity Income Fund 15
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 15
Strategic Wealth Advisors LLC 15
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 15
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 15
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 15
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 15
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 15
Chatham Capital Group, Inc. 15
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 15
Columbia Etf Trust 15
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 15
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 15
LexAurum Advisors, LLC 15
Lucas Capital Management 15
Deroy & Devereaux Private Investment Counsel Inc 15
J. W. Coons Advisors, LLC 15
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 14
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 14
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 14
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 14
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 14
Aldebaran Capital, Llc 14
Country Club Bank /gfn 14
Evelyn Partners Asset Management Ltd 14
BLI - Banque de Luxembourg Investments 14
Kavar Capital Partners Group, Llc 14
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 14
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 14
Lombard Odier & Cie (Canada), Limited Partnership 14
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 14
Riverbridge Partners Llc 14
Archipel Asset Management AB 14
Alesco Advisors Llc 14
Cornerstone Select Advisors, LLC 14
VMAX - Lattice Strategies Trust - Hartford US Value ETF 14
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 14
Cedar Hill Associates, Llc 14
Arrowgrass Capital Partners Llp 14
44 Wealth Management Llc 14
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 14
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 14
Venrock Healthcare Capital Partners Lp 14
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 14
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 14
Family Legacy Financial Solutions, LLC 14
Canal Insurance CO 14
Minot DeBlois Advisors LLC 14
Pioneer High Income Trust 14
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 14
Drw Securities, L.l.c. 14
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 14
Salzhauer Michael 14
Am Investment Strategies Llc 14
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 14
Dock Street Asset Management Inc 14
PENN SERIES FUNDS INC - Large Core Value Fund 14
Blackston Financial Advisory Group, LLC 14
1248 Management, LLC 14
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 14
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 14
Baltimore-Washington Financial Advisors Inc. 14
Hamrick Investment Counsel, llc 14
Meridian Management Co 14
BAM Wealth Management, LLC 14
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 14
Lawson Kroeker Investment Management Inc/ne 14
Parr Mcknight Wealth Management Group, Llc 14
Causeway Capital Management Llc 14
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 14
SG Trading Solutions, LLC 14
Horizons Etf Trust I 14
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 14
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 14
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 14
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 14
Regatta Capital Group, Llc 14
Orca Investment Management, LLC 14
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 14
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 14
Octavia Wealth Advisors, LLC 14
BTG Pactual Asset Management US LLC 14
Pettee Investors, Inc. 14
Brucke Financial, Inc. 14
Atalaya Capital Management LP 14
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 14
Coronation Fund Managers Ltd. 14
EMG Holdings, L.P. 14
Investors Portfolio Services LLC 14
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 14
Hikari Tsushin, Inc. 14
Smithbridge Asset Management Inc/de 14
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 14
Leverage Partners Absolute Return Fund SPC 14
SG Capital Management LLC 14
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 14
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 14
JFG Wealth Management, LLC 14
Monetary Solutions, Ltd 14
Needham Investment Management Llc 14
Kolinsky Wealth Management, LLC 14
Orion Investment Co 14
Evergreen Wealth Solutions, LLC 14
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 14
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 14
Bath Savings Trust Co 14
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 14
AA Financial Advisors, LLC 14
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 14
Loews Corp 14
AQINX - AQR Funds - AQR International Equity Fund Class N 14
Capital Management Corp /va 14
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 14
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 14
Cobalt Capital Management, Inc. 14
F&V Capital Management, LLC 14
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 14
Unio Capital LLC 14
Lester Murray Antman dba SimplyRich 14
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 14
Laurel Oak Wealth Management, Llc 14
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 14
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 14
Graham Capital Wealth Management, Llc 14
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 14
Community Capital Management, Inc. 14
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 14
Dixon Mitchell Investment Counsel Inc. 14
Harrington Investments, INC 14
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 14
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 14
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 14
Montis Financial, LLC 14
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 14
OPTIMAS CAPITAL Ltd 14
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 14
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 14
McCarthy Grittinger Financial Group, LLC 14
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 14
Bingham Private Wealth, Llc 14
Caliber Wealth Management, LLC / KS 14
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 14
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 14
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 14
Truehand, Inc 14
Nichols Asset Management LLC 14
Advisory Resource Group 14
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 14
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 14
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 14
Legal Advantage Investments, Inc. 14
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 14
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 14
Lyons Wealth Management, LLC. 14
First Financial Bankshares Inc 14
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 14
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 14
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 14
IAM Advisory, LLC 14
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 14
Serengeti Asset Management LP 14
Phillips Wealth Planners LLC 14
Hayek Kallen Investment Management 14
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 14
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 14
Wealth Group, Ltd. 14
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 14
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 14
Slocum, Gordon & Co LLP 14
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 14
Severin Investments, LLC 14
Garrison Asset Management, LLC 14
Blue Fin Capital, Inc. 14
Icc Capital Management Inc/ 14
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 14
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 14
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 14
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 14
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 14
Davis Investment Partners, LLC 14
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 14
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 14
Phoenix Investment Adviser LLC 14
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 14
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 14
Master Focus Growth Llc - Master Focus Growth Llc 14
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 14
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 14
West Chester Capital Advisors, Inc 14
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 14
South Plains Financial, Inc. 14
Fayerweather Charles 14
Burford Brothers, Inc. 14
Baker Chad R 14
Morris Retirement Advisors, LLC 14
Investment Advisory Group, LLC 14
Allen Capital Group, LLC 14
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 14
DDD Partners, LLC 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 14
Matrix Private Capital Group Llc 14
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 14
AlphaQ Advisors LLC 14
Canvas Wealth Advisors, LLC 14
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 14
Blue Sky Asset Management, LLC 14
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 14
NorthAvenue LLC 14
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 14
R. G. Niederhoffer Capital Management Inc 14
Kennebec Savings Bank 14
Mitsubishi UFJ Asset Management (UK) Ltd. 14
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 14
CIC Wealth, LLC 14
Hourglass Capital, Llc 14
Tirschwell & Loewy Inc 14
Credit Capital Investments LLC 14
DAINX - Dunham Funds - Dunham International Stock Fund Class A 14
Invesco Senior Loan Fund 14
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 14
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 14
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 14
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 14
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 14
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 14
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 14
Semper Trust Co. 14
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 14
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 14
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 14
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 14
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 14
Birinyi Associates Inc 14
Hudson Capital Management LLC 14
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 14
Saxon Interests, Inc. 14
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 14
Gibraltar Capital Management, Inc. 14
Diversified Enterprises, LLC 14
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 14
Nauset Wealth Management. LLC 14
Cascade Financial Partners, LLC 14
Roof Eidam & Maycock/adv 14
Doliver Advisors, Lp 14
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 14
Hobart Private Capital, LLC 14
Hollow Brook Wealth Management LLC 14
Alpine Global Dynamic Dividend Fund 14
Financial Security Advisor, Inc. 14
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 14
Beutel, Goodman & Co Ltd. 14
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 14
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF 14
AJU IB Investment Co., Ltd. 14
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 14
Kavi Asset Management, LP 14
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 14
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 14
Sunpointe, LLC 14
Oak Family Advisors, Llc 14
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 14
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 14
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 14
BOSS - Global X Funds - Global X Founder-Run Companies ETF 14
Kenfarb & Co. 14
Keynote Financial Services Llc 14
Insight 2811, Inc. 14
Pioneer Trust Bank N A/or 14
Geneva Partners, LLC 14
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 14
Win Advisors, Inc 14
Rogco, Lp 14
Chesapeake Wealth Management 14
Monograph Wealth Advisors, Llc 14
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 14
Lagoda Investment Management, L.P. 14
Kodai Capital Management LP 14
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 14
New Century Investment Management, Inc 14
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 14
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF 14
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 14
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 14
GGIIX - GuideStone Funds - Global Impact Fund Investor 14
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 14
PacWest Financial Management Inc 14
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 14
Caerus Investment Advisors, LLC 14
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 14
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 14
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 14
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 14
Mason & Associates Inc 14
Pines Wealth Management, LLC 14
Yelin Lapidot Holdings Management Ltd. 14
Confluence Wealth Management LLC 14
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 14
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 14
Sadoff Investment Management Llc 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 14
Ashburton (Jersey) Ltd 14
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 14
Keystone Financial Planning, Inc. 14
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 14
Nwi Management Lp 14
Global Strategic Investment Solutions, LLC 14
Signature Financial Management, Inc. 14
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 14
Cognios Beta Neutral Large Cap Fund, Lp 14
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 14
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 14
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 14
Delta Financial Advisors Llc 14
Comprehensive Financial Planning, Inc./PA 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 14
Te Ahumairangi Investment Management Ltd 14
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 14
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 14
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 14
Osmosis Investment Management UK Ltd 14
RE Dickinson Investment Advisors, LLC 14
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 14
Outfitter Financial LLC 14
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 14
Stiles Financial Services Inc 14
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 14
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 14
Aquilo Capital Management, Llc 14
MML Series Investment Fund II - MML Asset Momentum Fund Class II 14
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 14
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 14
WMKGX - WESMARK FUNDS - WesMark Growth Fund 14
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 14
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 14
Bank of Kentucky, Inc. 14
Brightworth 14
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 14
Berkshire Bank 14
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 14
Blackstone / Gso Strategic Credit Fund 14
Capital Square, LLC 14
Sound Shore Management Inc /ct/ 14
PBU - The Pension Fund of Early Childhood & Youth Educators 14
Post Resch Tallon Group Inc. 14
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 14
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 14
Mfs Intermediate High Income Fund 14
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 14
Interwest Venture Management Co 14
Norwood Financial Corp 14
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 14
Benchmark Financial Wealth Advisors, LLC 14
Evergreen Private Wealth LLC 14
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 14
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 14
Longbow Finance SA 14
Morgan Creek Global Equity Long/short Institutional Fund 14
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 14
Freedom Day Solutions, LLC 14
Core Wealth Partners LLC 14
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 14
Hawk Ridge Capital Management Lp 14
Q Global Advisors, LLC 14
Pinnacle Private Wealth, LLC 14
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 14
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 14
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 14
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 14
Matrix Trust Co 14
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 14
Madison Investment Advisors, LLC 14
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 14
Galvin, Gaustad & Stein, LLC 14
Chemung Canal Trust Co 14
Luxor Capital Group, LP 14
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 14
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 14
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 14
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 14
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 14
Kent Lake Capital LLC 14
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 14
Swedbank 14
Accretive Wealth Partners, LLC 14
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 14
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 14
OUP Management Co., LLC 14
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 14
Cardiff Park Advisors, Llc 14
Spartan Planning & Wealth Management 14
Chickasaw Capital Management Llc 14
Macguire, Cheswick & Tuttle Investment Counsel Llc 14
Wisconsin Capital Management Llc 14
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 14
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 14
REDWX - Aspiration Funds - Aspiration Redwood Fund 14
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 14
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 14
Community Bank System, Inc. 14
Graney & King, LLC 14
Achievement Holdings L.P. 14
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 14
Ignite Planners, LLC 14
BSBAX - Northern Funds - Northern Short Bond Fund 14
Brown Shipley& Co Ltd 14
Kinloch Capital, LLC 14
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 14
Monolith Advisors 14
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 14
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 14
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 14
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 14
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 14
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 14
Blue Chip Partners, Inc. 14
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 14
C-J Advisory, Inc. 14
Peterson Financial Group, Inc. 14
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 14
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 14
Select Equity Group, L.P. 14
CVAR - ETF Opportunities Trust - Cultivar ETF 14
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 14
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 14
Petros Family Wealth, LLC 14
Alpine Group Usvi, Llc 14
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 14
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 14
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 14
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 14
Aware Super Pty Ltd as trustee of Aware Super 14
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 13
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 13
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 13
Wellesley Investment Partners, LLC 13
Future Fund LLC 13
Vantage Financial Partners Ltd., Inc. 13
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 13
Mcdonald Capital Investors Inc/ca 13
Davidson Kempner Capital Management LLC 13
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 13
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 13
JGP Wealth Management, LLC 13
Single Point Partners, LLC 13
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 13
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 13
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 13
Prosperity Bancshares Inc 13
Spirepoint Private Client, Llc 13
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 13
Caisse Des Depots Et Consignations 13
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 13
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 13
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 13
Argent Financial Group, Inc. 13
Peterson Wealth Services 13
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 13
Glenhill Advisors Llc 13
Enterprise Bank & Trust Co 13
Warther Private Wealth, LLC 13
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 13
Ayalon Holdings Ltd. 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 13
Ctc Llc 13
LG Capital Management, LP 13
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 13
Pimco Corporate & Income Strategy Fund 13
Qvr Llc 13
Profunds - Profund Vp Nasdaq-100 13
Profunds - Profund Vp Ultranasdaq-100 13
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 13
Forefront Wealth Management Inc. 13
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 13
Redwood Capital Management, Llc 13
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 13
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 13
Holos Integrated Wealth LLC 13
Fenimore Asset Management Inc 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 13
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 13
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 13
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 13
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 13
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 13
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 13
QLD - PROSHARES TRUST - ProShares Ultra QQQ 13
Steamboat Capital Partners, LLC 13
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 13
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 13
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 13
RKL Wealth Management LLC 13
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 13
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 13
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 13
Watts Gwilliam & Co., LLC 13
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 13
Bordeaux Wealth Advisors LLC 13
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 13
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 13
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 13
American Funds Fundamental Investors 13
Sonic Fund II, L.P. 13
Aviso Wealth Management 13
Atwater Malick LLC 13
Fortress Private Ledger, Llc 13
Kings Path Partners LLC 13
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 13
Northwest Bank & Trust Co 13
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 13
Viking Fund Management Llc 13
Highmount Capital, LLC 13
Julex Capital Management, Llc 13
First Trust High Yield Opportunities 2027 Term Fund 13
Integral Investment Advisors, Inc. 13
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 13
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 13
Alteri Wealth LLC 13
Brass Tax Wealth Management, Inc 13
Carleon Capital Partners LLC 13
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 13
Invesco Qqq Trust, Series 1 13
A. D. Beadell Investment Counsel, Inc. 13
Frost Phillip Md Et Al 13
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 13
Academy Capital Management Inc/tx 13
Cape Ann Savings Bank 13
PMV Capital Advisers, LLC 13
Dean Investment Associates, Llc 13
Westbourne Investment Advisors, Inc. 13
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 13
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 13
Van Cleef Asset Management,Inc 13
MTCGX - M FUND INC - M Large Cap Growth Fund 13
Rock Point Advisors, LLC 13
Aquire Wealth Advisors, LLC 13
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13
First County Bank /CT/ 13
Indivisible Partners 13
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF 13
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 13
VIRS - Pacer Funds Trust - Pacer BioThreat Strategy ETF 13
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 13
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 13
Capital & Planning, Llc 13
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 13
Sky Investment Group LLC 13
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 13
55 North Private Wealth, LLC 13
Quantum Financial Advisors, LLC 13
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 13
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 13
Cortland Associates Inc/mo 13
Ocean Capital Management, LLC 13
Gillespie Robinson & Grimm Inc 13
Joseph Group Capital Management 13
Bouchey Financial Group Ltd 13
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 13
First Western Trust Bank 13
Bankers Trust Co 13
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 13
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 13
New Enterprise Associates 14, L.P. 13
Benchmark Investment Advisors LLC 13
Pimco Flexible Credit Income Fund 13
Terril Brothers, Inc. 13
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 13
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 13
Wealth Dimensions Group, Ltd. 13
Sumitomo Mitsui Financial Group, Inc. 13
Bristol Myers Squibb Co 13
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 13
Luminist Capital LLC 13
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 13
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 13
Richard P Slaughter Associates Inc 13
Bell & Brown Wealth Advisors, Llc 13
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 13
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 13
Westbourne Investments, Inc. 13
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 13
Advanced Investment Partners, LLC 13
New World Fund Inc 13
Security National Bank Of So Dak 13
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 13
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 13
Gifford Fong Associates 13
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 13
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 13
Winchester Group Inc. 13
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 13
North Point Portfolio Managers Corp/oh 13
Rand Wealth, Llc 13
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 13
Vega Investment Solutions 13
Alpine Total Dynamic Dividend Fund 13
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 13
Fairpointe Capital LLC 13
Pinney & Scofield, Inc. 13
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 13
Suncoast Equity Management 13
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 13
Tabor Asset Management, LP 13
O'Brien Wealth Partners LLC 13
American State Bank (Iowa) 13
Inr Advisory Services Llc 13
Weaver Capital Management LLC 13
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 13
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 13
Zazove Convertible Securities Fund Inc 13
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 13
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 13
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 13
Econ Financial Services Corp 13
SA FUNDS INVESTMENT TRUST - SA International Value Fund 13
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 13
Miramar Capital, LLC 13
London Co Of Virginia 13
Brown Wealth Management, Llc 13
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 13
DB Wealth Management Group, LLC 13
Carlson Capital Management 13
Fusion Investment Group, LLC 13
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 13
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 13
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 13
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 13
Seascape Capital Management 13
INVN - Alger ETF Trust - Alger Russell Innovation ETF 13
Community Bank & Trust, Waco, Texas 13
Moseley Investment Management Inc 13
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 13
AMH Equity Ltd 13
Texan Capital Management 13
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 13
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 13
CMT Asset Management Ltd 13
United Bank 13
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 13
BridgePort Financial Solutions, LLC 13
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 13
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 13
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 13
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 13
Oak Point Wealth Management 13
First Business Financial Services, Inc. 13
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 13
First National Advisers, LLC 13
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 13
Fulcrum Capital LLC 13
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 13
Grace Brothers Management Llc 13
Steward Partners Investment Solutions, Llc 13
Independence Trust CO 13
Noble Wealth Management PBC 13
Three Bridge Wealth Advisors, LLC 13
Divergent Wealth Advisors, Llc 13
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 13
ARGA Investment Management, LP 13
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 13
Marotta Asset Management 13
Huber Capital Management LLC 13
Blue Granite Capital, LLC 13
LKFIX - LKCM Funds - LKCM Fixed Income Fund 13
Ritter Daniher Financial Advisory, Llc 13
Gradient Capital Advisors, LLC 13
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 13
Garrison Point Advisors, Llc 13
First National Bank & Trust Co Of Newtown 13
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 13
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 13
Ostrum Asset Management U.s., Llc 13
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 13
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 13
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 13
Fielder Capital Group LLC 13
John Hancock Investors Trust 13
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 13
Blackstone / Gso Long-short Credit Income Fund 13
Harrell Investment Partners, Llc 13
Tiff Advisory Services Inc 13
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 13
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 13
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 13
Financial Advisory Corp /ut/ /adv 13
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 13
Jnl Series Trust - Jnl/s&p 4 Fund (a) 13
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 13
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 13
Peak Financial Advisors Llc 13
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 13
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 13
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 13
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 13
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 13
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 13
TT International Asset Management LTD 13
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 13
Crossvault Capital Management LLC 13
Toms Capital Investment Management Lp 13
Mizuho Markets Cayman LP 13
Essential Planning, LLC. 13
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 13
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 13
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 13
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 13
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
Capital Market Strategies LLC 13
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 13
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 13
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 13
Hamel Associates, Inc. 13
L.m. Kohn & Company 13
Fiduciary Financial Group, Llc 13
Western Financial Corp/CA 13
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 13
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 13
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 13
FCG Investment Co 13
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 13
Westshore Wealth, LLC 13
Kkr Income Opportunities Fund 13
Efg Capital International Corp. 13
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 13
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 13
Walkner Condon Financial Advisors LLC 13
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 13
Auxano Advisors, LLC 13
Ninety One SA (PTY) Ltd 13
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 13
Ursa Fund Management, LLC 13
TB Alternative Assets Ltd. 13
Melvin Capital Management LP 13
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 13
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 13
Mmbg Investment Advisors Co. 13
Trueblood Wealth Management, LLC 13
Diversified Management Inc 13
M. Kulyk & Associates, LLC 13
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 13
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 13
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 13
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 13
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 13
Townsend & Associates, Inc 13
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 13
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 13
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 13
Traveka Wealth, LLC 13
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 13
Wheatland Advisors Inc 13
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 13
Sabadell Asset Management, S.A S.G.I.I.C 13
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 13
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 13
Cahaba Wealth Management, Inc. 13
Opko Health, Inc. 13
Capital Advantage, Inc. 13
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 13
Greater India Portfolio - Greater India Portfolio 13
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 13
Richardson Capital Management LLC 13
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 13
Red Cedar Capital, LLC 13
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 13
Lombard Odier Transatlantic, Limited Partnership 13
Fundamentun, Llc 13
Jensen Investment Management Inc 13
GLOBALT Investments LLC / GA 13
Channing Capital Management, LLC 13
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 13
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 13
Hoertkorn Richard Charles 13
St. Louis Trust Co 13
Promus Capital, LLC 13
Terrapin Asset Management, LLC 13
Merited Wealth, LLC 13
Grayhawk Investment Strategies Inc. 13
ACT Advisors, LLC. 13
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 13
Messner & Smith Theme Value Investment Management Ltd /ca/ 13
Consultiva Wealth Management, Corp. 13
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 13
Heritage Wealth Management, Inc. 13
Tybourne Capital Management (hk) Ltd 13
Hugh Johnson Advisors LLC 13
Union Square Park Capital Management, LLC 13
Steadtrust LLC 13
Parthenon Llc 13
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 13
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 13
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 13
Genesis Private Wealth, Llc 13
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 13
Osbon Capital Management Llc 13
Lodestar Investment Counsel Llc/il 13
Systematic Portfolios LLC 13
Birch Capital Management, LLC 13
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 13
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 13
Oak Harvest Investment Services 13
Kalehua Capital Management LLC 13
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 13
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 13
Family Legacy, Inc. 13
LifePro Asset Management 13
Heartland Bank & Trust Co 13
Wilkins Investment Counsel Inc 13
Emerson Investment Management, Llc 13
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 13
Jackson Park Capital, Llc 13
Diversified, LLC 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 13
Cottage Street Advisors LLC 13
PHH Investments, Ltd. 13
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 13
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 13
Northcape Wealth Management, Llc 13
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 13
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 13
Fiduciary Services Corp/ga 13
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 13
Jabodon Pt Co 13
Oppenheimer Global Fund 13
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 13
Ccg Wealth Management, Llc 13
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 13
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 13
Cowen Financial Products LLC 13
NTB Financial Corp 13
TSP Capital Management Group, LLC 13
ACK Asset Management LLC 13
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 13
Argentarii, LLC 13
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 13
Cassia Capital Partners, LLC 13
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 13
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 13
Davern Capital Partners, LP 13
Partnership Wealth Management, LLC 13
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 13
Sweet Financial Partners, LLC 13
Greenup Street Wealth Management Llc 13
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 13
NexPoint Credit Strategies Fund 13
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 13
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
Aberdeen Global Income Fund Inc 13
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 13
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 13
Harvest Portfolios Group Inc. 13
Wbh Advisory Inc 13
Biegel & Waller Llc 13
WHV Investments, Inc. 13
Contrarius Investment Management Ltd 13
Stenahm Asset Managment Ltd 13
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 13
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 13
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 13
VanEck Funds 13
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 13
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A 13
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 13
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 13
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 13
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 13
Clarus Ventures, LLC 13
Hsbc Advisor Funds Trust 13
Bigelow Investment Advisors, LLC 13
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 13
Kensington Investment Counsel, LLC 13
Renasant Bank 13
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 13
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 13
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 13
Eagle Rock Investment Company, Llc 13
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 13
Mfs Intermediate Income Trust 13
Harbert Fund Advisors, Inc. 13
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 13
WealthTrust Asset Management, LLC 13
MASTERINVEST Kapitalanlage GmbH 13
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13
Hefty Wealth Partners 13
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 13
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 13
Cypress Wealth Advisors LLC 13
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 12
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 12
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 12
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 12
Cora Capital Advisors Llc 12
Vivo Opportunity, LLC 12
UBP Investment Advisors SA 12
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 12
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 12
Private Wealth Advisors, Inc. 12
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 12
Virtus Family Office LLC 12
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 12
Vista Investment Partners Llc 12
McLean Asset Management Corp 12
Mesirow Institutional Investment Management, Inc. 12
Sterling Investment Management, Inc. 12
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 12
Blankinship & Foster, LLC 12
Watermark Asset Management, Inc. 12
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 12
Brown Miller Wealth Management, LLC 12
Garrett Investment Advisors LLC 12
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 12
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 12
Arlington Financial Advisors, LLC 12
440 Investment Group, Llc 12
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 12
Invesco High Income Trust Ii 12
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 12
Drill Craig A 12
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 12
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 12
Harvey Investment Co Llc 12
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 12
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 12
Opus Investment Management Inc 12
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 12
13D Management LLC 12
Bracebridge Capital, LLC 12
Buckhead Capital Management Llc 12
Conservest Capital Advisors, Inc. 12
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 12
Hudson Value Partners, LLC 12
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 12
Arjuna Capital 12
Bdf-gestion 12
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 12
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 12
NOIEX - Northern Funds - Northern Income Equity Fund 12
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 12
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 12
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 12
Scion Asset Management, LLC 12
Navis Wealth Advisors, LLC 12
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 12
Patron Partners Advisors, Llc 12
Rockwood Wealth Management, LLC 12
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 12
PFW Advisors LLC 12
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND 12
Intrepid Financial Planning Group LLC 12
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 12
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 12
CloudAlpha Capital Management Limited/Hong Kong 12
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 12
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 12
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 12
Lummis Asset Management, LP 12
TritonPoint Partners, LLC 12
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 12
Charter Research & Investment Group, Inc. 12
Journey Advisory Group, LLC 12
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 12
Davidson & Garrard Inc 12
Prevail Innovative Wealth Advisors, Llc 12
10-15 Associates, Inc. 12
Afam Capital, Inc. 12
Miller Wealth Advisors, Llc 12
SFE Investment Counsel 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
Forester Capital Management, LTD 12
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 12
First Citizens Financial Corp 12
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 12
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 12
Round Hill Asset Management 12
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 12
Spectrum Advisory Services Inc 12
Pettyjohn, Wood & White, Inc 12
CAMG Solamere Management, LLC 12
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 12
Mainstream Capital Management LLC 12
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 12
Murphy, Middleton, Hinkle & Parker, Inc. 12
Per Stirling Capital Management, LLC. 12
Carnegie Lake Advisors LLC 12
Concord Asset Management, LLC/VA 12
Optivise Advisory Services LLC 12
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 12
Sr One Capital Management, Lp 12
Venator Capital Management Ltd. 12
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 12
Wilkinson Global Asset Management LLC 12
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 12
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 12
Mindset Wealth Management, Llc 12
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 12
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 12
Pimco High Income Fund 12
Rubric Capital Management, LLC 12
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 12
Cardinal Point Capital Management, ULC 12
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 12
EnRich Financial Partners LLC 12
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 12
Putnam Investors Fund 12
Convector Capital Management, LP 12
Van Strum & Towne Inc. 12
Boys Arnold & Co Inc 12
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 12
Live Oak Investment Partners 12
Gateway Wealth Partners, LLC 12
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 12
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 12
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 12
NIXT - EA Series Trust - Research Affiliates Deletions ETF 12
Camden National Corp 12
Prudential Global Short Duration High Yield Fund, Inc. 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 12
Victory Financial Group, Llc 12
Oak Harbor Wealth Partners, Llc 12
Monumental Financial Group Inc. 12
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 12
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 12
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 12
Guerra Pan Advisors, Llc 12
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 12
Horizon Wealth Management, LLC 12
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 12
Independent Solutions Wealth Management, LLC 12
LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A 12
Amgen Inc 12
Investment Partners, Ltd. 12
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 12
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 12
Mezzasalma Advisors, LLC 12
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 12
Hcim Trust 12
Tred Avon Family Wealth, Llc 12
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 12
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 12
Fairvoy Private Wealth, LLC 12
Vestpro Financial Partners, Inc. Dba Cpf Texas 12
Stablepoint Partners, LLC 12
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 12
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 12
La Financiere De L'echiquier 12
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 12
Central Valley Advisors, Llc 12
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 12
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 12
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 12
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 12
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 12
Abound Financial, Llc 12
Second Line Capital, LLC 12
Capital Insight Partners, Llc 12
Schneider Downs Wealth Management Advisors, LP 12
NDVR, Inc. 12
Nuveen Global High Income Fund 12
Putnam Funds Trust - Putnam Equity Spectrum Fund Class M 12
Silverleafe Capital Partners, LLC 12
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 12
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 12
Icapital Wealth Llc 12
Covington Investment Advisors Inc. 12
17 Capital Partners, Llc 12
Nuveen Tax-advantaged Dividend Growth Fund 12
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 12
SLT Holdings LLC 12
Impact Capital Partners LLC 12
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 12
one8zero8, LLC 12
Advantage Trust Co 12
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 12
NSI Retail Advisors, LLC 12
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 12
Bennicas & Associates, Inc. 12
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 12
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 12
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 12
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 12
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 12
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 12
Aubrey Capital Management Ltd 12
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 12
Harvest Capital Strategies LLC 12
Prosperity Financial Group, Inc. 12
Gould Asset Management Llc /ca/ 12
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 12
Henderson Global Funds 12
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 12
Hamilton Point Investment Advisors, LLC 12
MSH Capital Advisors LLC 12
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 12
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 12
Sound Energy Partners, Inc. 12
Beacon Financial Strategies CORP 12
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 12
First Houston Capital, Inc. 12
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 12
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 12
Berkshire Money Management, Inc. 12
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 12
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 12
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 12
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 12
Lansdowne Partners (uk) Llp 12
Leigh Baldwin & Co., Llc 12
Cura Wealth Advisors, Llc 12
Private Client Services, Llc 12
Third View Private Wealth, LLC 12
Beddow Capital Management Inc 12
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 12
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 12
Anderson Financial Strategies, LLC 12
PENN SERIES FUNDS INC - Quality Bond Fund 12
Collaborative Fund Advisors, LLC 12
Genworth Financial Inc 12
Vantage Investment Partners, LLC 12
10Elms LLP 12
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 12
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 12
Investment Management Corp /va/ /adv 12
VCCAX - VALIC Co II - Capital Appreciation Fund 12
Mcdaniel Terry & Co 12
VCHYX - VALIC Co II - High Yield Bond Fund 12
Cliftonlarsonallen Wealth Advisors, Llc 12
VACVX - VALIC Co II - Large Cap Value Fund 12
Callodine Capital Management, LP 12
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 12
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 12
Eudaimonia Advisors Llc 12
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 12
Sands Capital Ventures, LLC 12
Stearns Financial Services Group 12
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 12
Sendero Wealth Management, LLC 12
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 12
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 12
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 12
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 12
Rovida Advisors Inc. 12
Advisor Consultant Network Inc 12
Alta Partners VIII, L.P. 12
Copia Wealth Management 12
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 12
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 12
ARCH Venture Fund VII, L.P. 12
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 12
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 12
Planning Solutions Group Llc 12
Think Investments LP 12
Stamos Capital Partners, L.p. 12
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 12
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 12
Capital One Financial Corp 12
Fairhaven Wealth Management, LLC 12
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 12
Atlas Venture Fund X, L.P. 12
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 12
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 12
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 12
Eminence Capital, Lp 12
Amida Capital Management II, LLC 12
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 12
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 12
Cornerstone Management, Inc. 12
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 12
Public Investment Fund 12
Renaissance Investment Group LLC 12
Highwater Wealth Management, LLC 12
Nokota Management, LP 12
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 12
Somerset Group LLC 12
White Knight Strategic Wealth Advisors, LLC 12
Nexus Investment Management ULC 12
OEF - iSHARES TRUST - iShares S&P 100 ETF 12
Cion Ares Diversified Credit Fund 12
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 12
Jackson Hole Capital Partners, LLC 12
Ssga Master Trust 12
TKG Advisors, LLC 12
Polaris Venture Partners V, L.P. 12
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 12
Credo Capital Management, LLC 12
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 12
eCIO, Inc. 12
Brooks, Moore & Associates, Inc. 12
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 12
Apollo Tactical Income Fund Inc. 12
Montrusco Bolton Investments Inc. 12
Manhattan West Asset Management, LLC 12
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 12
Southland Equity Partners LLC 12
Burke & Herbert Bank & Trust Co 12
ICHCX - ICON FUNDS - ICON Healthcare Fund Class S 12
Charles Stewart Mott Foundation 12
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 12
Vontobel Asset Management Inc 12
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 12
My Legacy Advisors, LLC 12
Wambolt & Associates, LLC 12
Uhlmann Price Securities, Llc 12
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 12
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 12
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 12
Interactive Financial Advisors 12
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 12
Wright Managed Equity Trust 12
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 12
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 12
Wood Investment Counsel LLC 12
Mkd Wealth Coaches, Llc 12
Horst & Graben Wealth Management LLC 12
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 12
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 12
Yale University 12
Nicollet Investment Management, Inc. 12
Partners Capital Investment Group Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 12
Lesa Sroufe & Co 12
Pinnacle Advisory Group, Inc. 12
Martin Investment Management, LLC 12
Guggenheim Credit Allocation Fund 12
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 12
KAMES CAPITAL management Ltd 12
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 12
Columbia Capital Llc 12
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 12
Roberts Capital Advisors, LLC 12
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 12
THCX - Spinnaker ETF Series - The Cannabis ETF 12
Prudential Short Duration High Yield Fund, Inc. 12
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 12
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 12
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 12
Waypoint Capital Advisors, LLC 12
Coulter & Justus Financial Services, LLC 12
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 12
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 12
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 12
Taikang Asset Management (Hong Kong) Co Ltd 12
Asset Advisors Investment Management, LLC 12
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 12
General Atlantic Llc 12
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 12
Institutional Capital Llc 12
Wealthstream Advisors, Inc. 12
Carl P. Sherr & Co., LLC 12
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 12
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 12
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 12
Aire Advisors, Llc 12
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 12
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 12
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 12
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 12
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 12
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 12
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 12
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 12
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 12
Twelve Points Wealth Management LLC 12
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 12
CANNX - Investment Managers Series Trust II - Cannabis Growth Fund Investor Class 12
Vivid Financial Management, Inc. 12
Bourne Lent Asset Management Inc 12
Bank of Marin 12
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 12
Austin Private Wealth, LLC 12
Soros Capital Management Llc 12
Caz Investments Lp 12
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 12
Westerkirk Capital Inc. 12
Fort Pitt Capital Group Inc 12
Professional Planning 12
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 12
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 12
Gardiner Nancy B 12
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 12
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 12
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 12
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 12
Glassy Mountain Advisors, Inc. 12
Detalus Advisors, LLC 12
CWS Financial Advisors, LLC 12
Hengehold Capital Management Llc 12
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 12
Blue Chip Wealth Management, Inc. 12
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 12
Comgest Global Investors S.a.s. 12
Vista Investment Management 12
Neuberger Berman High Yield Strategies Fund Inc. 12
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 12
Berry Group, Llc 12
TAM Capital Management Inc. 12
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 12
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 12
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 12
Tiedemann Trust Co 12
Green Valley Investors Llc 12
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 12
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 12
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
Lederer & Associates Investment Counsel/ca 12
Cfs, Llc 12
Shelter Mutual Insurance Co 12
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 12
Xxi Wealth, Llc 12
Q3 Asset Management 12
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 12
Davidson Trust Co 12
Eagle Strategies LLC 12
High Point Wealth Management, LLC 12
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 12
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 12
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 12
EPIQ Capital Group, LLC 12
Endowment Wealth Management, Inc. 12
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 12
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 12
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 12
Hancock Whitney Investment Services Inc. 12
Westwood Management Corp /il/ 12
Edmp, Inc. 12
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 12
Brooktree Capital Management 12
Signet Management Usa, Llc 12
Albert D Mason Inc 12
Pioneer Diversified High Income Trust 12
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 12
Munich Reinsurance Co Stock Corp in Munich 12
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 12
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 12
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 12
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 12
CBOE Vest Financial, LLC 12
Lodestar Private Asset Management Llc 12
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 12
Disciplined Growth Investors Inc /mn 12
Evolutionary Tree Capital Management, LLC 12
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 12
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 12
Napatree Capital Llc 12
Centurion Wealth Management LLC 12
Pinnacle Family Advisors, LLC 12
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 12
Edgar Lomax Co/va 12
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 12
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 12
Halsey Associates Inc/ct 12
Ninepoint Partners LP 12
Bramshill Investments, LLC 12
B.O.S.S. Retirement Advisors, LLC 12
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 12
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 12
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 12
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 12
Wealth Management Partners, LLC 12
GRATRY & Co LLC 12
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 12
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 12
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 12
Cove Private Wealth, LLC 12
Gerber, Llc 12
PACIFIC SELECT FUND - Comstock Portfolio Class I 12
Hoxton Planning & Management, LLC 12
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 12
Kfg Wealth Management, Llc 12
Retirement Financial Solutions, Llc 12
Western Financial Corporation 12
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 12
Cantor Fitzgerald Investment Adviser L.p. 12
Greystone Financial Group, LLC 12
CFICX - CALVERT FUND - Calvert Income Fund Class A 12
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 12
Adams Asset Advisors, LLC 12
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 12
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 12
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 12
Haverford Financial Services, Inc. 12
united american securities inc. (d/b/a uas asset management) 12
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 12
Madrona Financial Services, LLC 11
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 11
Athena Investment Management 11
Geneva Capital Management Llc 11
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 11
Cooperatieve Rabobank U.A. 11
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 11
Fisher Funds Management LTD 11
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 11
Weatherstone Capital Management 11
Conquis Financial Llc 11
Prudent Man Investment Management, Inc. 11
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 11
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 11
Barlow Wealth Partners, Inc. 11
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 11
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 11
PSY - ETF Series Solutions - Defiance Next Gen Altered Experience ETF 11
First Citizens Bancorporation Inc 11
Dorato Capital Management 11
Mountain Hill Investment Partners Corp. 11
Truadvice, LLC 11
Northstar Advisory Group, LLC 11
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 11
United Maritime Capital Llc 11
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 11
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 11
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 11
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 11
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 11
Guggenheim Taxable Municipal Managed Duration Trust 11
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 11
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 11
Guardian Partners Inc. 11
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 11
Seaport Global Asset Management Llc 11
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 11
Kingsbury Capital Investment Advisors LLC 11
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 11
Carrera Capital Advisors 11
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 11
Para Advisors Llc 11
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 11
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 11
Toews Corp /adv 11
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 11
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 11
Custom Portfolio Group LLC 11
Pt Asset Management, Llc 11
Stellar Capital Management, LLC 11
Weatherbie Capital, Llc 11
Motive Wealth Advisors 11
Versant Venture Capital VI, L.P. 11
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 11
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 11
Border to Coast Pensions Partnership Ltd 11
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 11
Matterhorn Capital Management, LLC 11
Bmc Fund Inc 11
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R 11
Johnson Bixby & Associates, LLC 11
Greystone Managed Investments Inc. 11
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 11
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 11
American Beacon Advisors, Inc. 11
Dalton Greiner Hartman Maher & Co 11
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 11
One River Asset Management, LLC 11
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 11
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 11
ABLE Financial Group, LLC 11
Cue Financial Group, Inc. 11
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 11
Employers Holdings, Inc. 11
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 11
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 11
Shrier Wealth Management, Llc 11
Tradition Asset Management Llc 11
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 11
Meadow Creek Wealth Advisors Llc 11
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 11
Three Peaks Capital Management, LLC 11
Corundum Trust Company, INC 11
Unified Investment Management 11
Blackstone / Gso Senior Floating Rate Term Fund 11
Purkiss Capital Advisors LLC 11
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 11
Harmony Asset Management Llc 11
NEIRG Wealth Management, LLC 11
Keystone Wealth Services, LLC 11
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 11
David J Yvars Group 11
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 11
Hall Capital Management Co Inc 11
WNY Asset Management, LLC 11
UEPIX - Profunds - Europe 30 Profund Investor Class 11
Morton Capital Management LLC/CA 11
Noked Capital LTD 11
Bristol John W & Co Inc /ny/ 11
Ithaka Group Llc 11
Illumine Investment Management, LLC 11
Blue Ridge Capital, L.L.C. 11
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 11
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 11
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 11
Financial Advisory Group 11
Midwest Capital Advisors, LLC 11
CORDA Investment Management, LLC. 11
ICW Investment Advisors LLC 11
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 11
Greenwich Investment Management, Inc. 11
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 11
Beaton Management Co. Inc. 11
Chessman Wealth Strategies Ria 11
Osher Van de Voorde Investment Management 11
Pacific Sage Partners, LLC 11
Epiq Partners, Llc 11
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 11
Ti-trust, Inc 11
Legacy Wealth Partners, Inc. 11
Westwood Wealth Management 11
Folger Nolan Fleming Douglas Capital Management, Inc 11
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 11
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 11
VHYLX - VALIC Co I - High Yield Bond Fund 11
DiMeo Schneider & Associates, L.L.C. 11
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 11
Vida Ventures Advisors, LLC 11
Greenwoods Asset Management Ltd 11
Mcintyre Freedman & Flynn Investment Advisers Inc 11
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 11
Dohj, Llc 11
BayBridge Capital Group, LLC 11
Sunflower Bank, N.A. 11
Hitchwood Capital Management LP 11
German American Bancorp, Inc. 11
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 11
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 11
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 11
Wildermuth Endowment Strategy Fund 11
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 11
Professional Advisory Services Inc 11
Value Partners Investments Inc. 11
Covea Finance 11
Montage Investments, Llc 11
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 11
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 11
Foundation Resource Management Inc 11
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 11
Columbia Trust Co 01012016 11
Coho Partners, Ltd. 11
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 11
Stewart & Patten Co Llc 11
SB Management Ltd 11
Sunflower Bank, Na Wealth Management 11
Arbor Investment Advisors, LLC 11
One Charles Private Wealth Services, LLC 11
Column Group LLC 11
Smead Capital Management, Inc. 11
Tandem Capital Management Corp /adv 11
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 11
Woodford Investment Management LLP 11
Portola Group Inc /ca 11
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 11
Birmingham Capital Management Co Inc/al 11
Trustees of Princeton University 11
GGM Financials LLC 11
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 11
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 11
Wescott Financial Advisory Group, LLC 11
Compass Financial Services Inc 11
Arcataur Capital Management LLC 11
Satter Muneer A 11
Mayfair Advisory Group, LLC 11
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 11
Dreyfus High Yield Strategies Fund 11
Endeavor Private Wealth, Inc. 11
Pluribus Labs, LLC 11
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 11
Emerald Advisors, LLC 11
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 11
iAB Financial Bank 11
Herbst Group, Llc 11
Bay Rivers Group 11
Hutchinson Capital Management/ca 11
One Wealth Capital Management, Llc 11
Schwartz Investment Counsel Inc 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 11
Copley Financial Group, Inc. 11
EJF Capital LLC 11
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 11
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 11
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund 11
BARING ASSET MANAGEMENT Ltd 11
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 11
Pomelo Capital LLC 11
Mosaic Family Wealth Partners, Llc 11
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 11
Khp Capital, Llc 11
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 11
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 11
Foresite Capital Management I, LLC 11
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 11
Green Harvest Asset Management LLC 11
Tiger Global Management Llc 11
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 11
Capstone Financial Group, Inc. 11
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 11
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 11
Mendel Money Management 11
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 11
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 11
ForthRight Wealth Management, LLC 11
Asset Management Group, Inc. 11
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 11
Delta Accumulation, LLC 11
Loudon Investment Management, LLC 11
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 11
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 11
Bond & Devick Financial Network, Inc. 11
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 11
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 11
Pitcairn Wealth Advisors LLC 11
apricus wealth, LLC 11
Franklin Templeton ETF Trust - Franklin Income Focus ETF 11
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 11
Arbiter Partners Capital Management LLC 11
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 11
Oppenheimer Global Opportunities Fund 11
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 11
Blue Zone Wealth Advisors, LLC 11
Salem Capital Management Inc 11
O'ROURKE & COMPANY, Inc 11
Silver Lake Advisory, LLC 11
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 11
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 11
High Falls Advisors, Inc 11
King Investment Advisors Inc/tx 11
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 11
SageGuard Financial Group, LLC 11
Purus Wealth Management, LLC 11
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 11
Mawer Investment Management Ltd. 11
Cohen Investment Advisors LLC 11
Greenwoods Asset Management Hong Kong Ltd. 11
Sculati Wealth Management, LLC 11
LaSalle St. Investment Advisors, LLC 11
Berman McAleer LLC 11
LIVR - EA Series Trust - Intelligent Livermore ETF 11
Bill Few Associates, Inc. 11
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 11
InTrack Investment Management Inc 11
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 11
Valiant Capital Management, L.P. 11
Gratus Wealth Advisors, LLC 11
Hudson Portfolio Management LLC 11
Morton Community Bank 11
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 11
Founders Capital Management, Llc 11
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 11
Parametric Market Neutral Portfolio 11
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 11
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 11
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 11
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 11
Stirlingshire Investments, Inc. 11
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 11
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 11
Eagle Capital Management Llc 11
Embree Financial Group 11
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 11
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 11
PCG Wealth Advisors, LLC 11
Shoker Investment Counsel, Inc. 11
Centennial Wealth Advisory LLC 11
Stelliam Investment Management, Lp 11
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 11
Gunderson Capital Management Inc. 11
Keystone Investors Pte Ltd 11
Trust & Fiduciary Management Services Inc 11
Second Half Financial Partners, LLC 11
Stableford Capital Ii Llc 11
John Hancock Tax-advantaged Global Shareholder Yield Fund 11
Charles Schwab Trust Co 11
Accordant Advisory Group Inc 11
Signpost Capital Advisors, LP 11
Howard Capital Management Group, LLC 11
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 11
Schnieders Capital Management, Llc. 11
Brophy Wealth Management, LLC 11
Quent Long Short Global Small Cap Fund, LP 11
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 11
B&l Asset Management Llc 11
Epstein & White Financial LLC 11
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF 11
TrueWealth Advisors, LLC 11
Apeiron RIA LLC 11
Providence First Trust Co 11
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 11
Clear Street Derivatives LLC 11
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 11
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 11
Europacific Growth Fund 11
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 11
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 11
Palmer Square Opportunistic Income Fund 11
Seminole Management Co., Inc. 11
Profunds - Profund Vp Europe 30 11
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 11
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 11
Volterra Technologies LP 11
Ilex Capital Partners (UK) LLP 11
Heron Financial Group, Llc 11
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 11
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 11
Long Corridor Asset Management Ltd 11
Stokes Capital Advisors, LLC 11
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 11
Chemistry Wealth Management LLC 11
Ullmann Financial Group, Inc. 11
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 11
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 11
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 11
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 11
Evanston Investments, Inc., dba Evanston Advisors 11
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 11
Ulysses Management LLC 11
Aurora Financial Advisors, Llc 11
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 11
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 11
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 11
Vienna Asset Management LLC 11
Cadinha & Co Llc 11
BNY MELLON VARIABLE INVESTMENT FUND - Quality Bond Portfolio - Initial Shares 11
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 11
Sanford Advisory Services, LLC 11
Greenfield Savings Bank 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 11
Nottingham Advisors, Inc. 11
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 11
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 11
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 11
Goldstone Financial Group, LLC 11
Life Planning Partners, Inc 11
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 11
Ares Dynamic Credit Allocation Fund, Inc. 11
Page Arthur B 11
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 11
Taika Capital, LP 11
Old North State Wealth Management, LLC 11
Trail Ridge Investment Advisors, LLC 11
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 11
Johnson Financial Group, LLC 11
Birch Financial Group, Llc 11
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 11
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 11
Veritas Investment Partners (UK) Ltd. 11
Merkkuri Wealth Advisors LLC 11
Bullseye Asset Management LLC 11
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 11
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 11
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 11
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 11
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 11
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 11
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 11
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 11
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 11
Summit Financial Group, Inc. 11
GDS Wealth Management 11
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 11
Daruma Capital Management Llc 11
Facet Wealth, Inc. 11
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 11
Monterey Private Wealth, Inc. 11
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 11
Foyston, Gordon, & Payne Inc 11
Avalon Global Asset Management LLC 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 11
Paladin Wealth, LLC 11
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 11
Greenfield Seitz Capital Management, LLC 11
Acorn Bioventures, L.p. 11
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 11
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 11
Midland Wealth Advisors Llc 11
CrossGen Wealth, LLC 11
Ssa Swiss Advisors Ag 11
Front Street Capital Management, Inc. 11
Sarasin & Partners LLP 11
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 11
Prossimo Advisors, LLC 11
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 11
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 11
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 11
Sonata Capital Group Inc 11
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 11
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 11
Good Steward Wealth Advisors,LLC 11
South Shore Capital Advisors 11
Vontobel Swiss Wealth Advisors AG 11
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 11
Day & Ennis, LLC 11
Silverberg Bernstein Capital Management LLC 11
Rench Wealth Management, Inc. 11
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 11
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 11
TOWER TRUST & INVESTMENT Co 11
Ncm Capital Management Group Inc 11
Cambient Family Office, Llc 11
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 11
White Pine Investment CO 11
MFN Partners Management, LP 11
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 11
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 11
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 11
Paragon Private Wealth Management, LLC 11
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 11
Hendley & Co Inc 11
LeConte Wealth Management, LLC 11
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 11
Timberline Asset Management LLC 11
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 11
MEMBERS Trust Co 11
CMH Wealth Management LLC 11
Creegan & Nassoura Financial Group, LLC 11
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 11
TCW ETF Trust - TCW Corporate Bond ETF 11
Tableaux Llc 11
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 11
Castle Financial & Retirement Planning Associates, Inc. 11
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 11
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 11
Security National Bank Of Sioux City Iowa /ia/ 11
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 11
Pembroke Management, LTD 11
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 11
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 11
O'Shares Investment Advisers, LLC 11
StrongBox Wealth, LLC 11
One Wealth Management Investment & Advisory Services, LLC 11
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 11
Reliant Investment Partners, LLC 11
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 11
Birchwood Financial Partners, Inc. 11
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 11
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 11
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 11
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 11
Amarillo National Bank 11
Black Diamond Financial, LLC 11
Sterling Investment Counsel, LLC 11
GK Wealth Management LLC 11
Natixis ETF Trust - Natixis Gateway Quality Income ETF 11
Income Insurance Ltd 11
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 11
TAMRO Capital Partners LLC 11
Millie Capital Management, Llc 11
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 11
Palisades Hudson Asset Management, L.P. 11
FirstPurpose Wealth LLC 11
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 11
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 11
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 11
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 11
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 11
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 11
Jd Capital Management Llc 11
Noked Israel Ltd 11
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 11
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 11
Peak Retirement Planning, Inc. 11
Hamilton Capital, LLC 11
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 11
Shulman DeMeo Asset Management LLC 11
Sustainable Growth Advisers, LP 11
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 11
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 11
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 11
Marshwinds Advisory Co 11
Bloom Tree Partners, Llc 11
Investment Counselors Of Maryland Llc 11
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 11
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 11
Sfam, Llc 11
Harbour Trust & Investment Management Co 11
Maltin Wealth Management, Inc. 11
Barrington Strategic Wealth Management Group LLC 11
S.C. Financial Services, Inc. 11
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 11
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 11
CBTG - Listed Funds Trust - Cabot Growth ETF 11
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 11
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 11
City National Bank Of Florida /msd 11
Pimco Dynamic Credit & Mortgage Income Fund 11
Consilium Wealth Advisory, LLC 11
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 11
Apollo Senior Floating Rate Fund Inc. 11
Cazenove Capital Management Ltd 11
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 11
Utc North American Fund, Inc. 11
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 11
Braver Wealth Management, LLC 11
Keener Financial Planning LLC 11
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 11
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 11
Leeward Financial Partners, LLC 11
PENN SERIES FUNDS INC - Large Growth Stock Fund 11
Sitrin Capital Management LLC 11
Cache Advisors, LLC 11
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 11
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 11
Texas Bank & Trust Co 11
GordonMD Global Investments LP 11
Strategies Wealth Advisors, LLC 11
Deane Retirement Strategies, Inc. 11
Sofinnova Venture Partners IX, L.P. 11
BT Wealth Management LLC 11
Summit Creek Advisors LLC 11
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 11
Strong Tower Advisory Services 11
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 11
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 11
Innova Wealth Partners 11
PENN SERIES FUNDS INC - Large Cap Value Fund 11
Tiger Eye Capital LLC 11
Pathlight Investors Llc 11
O'Brien Greene & Co. Inc 11
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 11
Archetype Wealth Partners 11
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 11
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 11
Ks Management Corp 11
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 11
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 11
Van Leeuwen & Company, LLC 11
Templeton Global Opportunities Trust 11
James Reed Financial Services, Inc. 11
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 11
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 11
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 11
Windsor Financial Group Llc 11
Levy Wealth Management Group, LLC 11
Castlekeep Investment Advisors Llc 11
Flax Pond Capital, Llc 11
Brown Financial Advisors 11
Falcon Wealth Planning 11
Larry Mathis Financial Planning, LLC 11
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 11
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 11
Investment Research Partners LLC 11
Salvus Wealth Management, LLC 11
Harbor Asset Planning, Inc. 11
Financial Strategy Network, LLC 11
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 11
Chapman Financial Group, Llc 11
Lokken Investment Group LLC 11
Sentry LLC 11
Freemont Management S.A. 11
Oak Asset Management, LLC 11
Trinity Legacy Partners, LLC 11
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 11
Provident Wealth Management, LLC 11
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 11
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 11
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 11
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 11
Eleva Capital SAS 11
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 11
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 11
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 11
Foresite Capital Fund III, L.P. 11
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 11
Wynn Capital, LLC 11
LOM Asset Management Ltd 11
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 11
Indaba Capital Management, L.P. 11
Westchester Capital Management, Inc. 11
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 11
James J. Burns & Company, LLC 11
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 11
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 11
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 11
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 11
Commons Capital, Llc 11
NFP Retirement, Inc. 11
SS&H Financial Advisors, Inc. 11
Summit Financial Strategies, Inc. 11
Access Financial Services, Inc. 11
Legacy Trust 11
Diversified Portfolios, Inc. 11
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 11
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 11
Cdkv Holdings Llc 11
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 11
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 11
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 11
Andina Capital Management, LLC 11
Flatrock Wealth Partners LLC 10
Anchorage Capital Group, L.L.C. 10
Raging Capital Management, LLC 10
Foundation Asset Management, LP 10
Villere St Denis J & Co Llc 10
Northern Right Capital Management, L.P. 10
Sofinnova Venture Partners VIII, L.P. 10
Baker Felix 10
Lakewood Capital Management, Lp 10
Berkshire Hathaway Inc 10
Foresite Capital Fund II, L.P. 10
J&p(china)capital Management Co.,ltd 10
Silver Point Capital L.P. 10
Alden Global Capital LLC 10
Abrams Capital Management, L.p. 10
North Run Capital, Lp 10
Kopin Mitchell P 10
Bach Investment Advisors Ltd 10
AGF Investments America Inc. 10
Beach Investment Management, LLC. 10
Barr E S & Co 10
YA II PN, Ltd. 10
Vanguard Windsor Funds 10
Northstar Investment Advisors Llc 10
RELIANCE TRUST Co 10
Verus Financial Partners, Inc. 10
CFO4Life, L.P. 10
Aull & Monroe Investment Management Corp 10
Summit Asset Management, LLC 10
Biogen Inc. 10
Intrepid Capital Management Inc 10
Weik Capital Management 10
Progressive Investment Management Corp 10
Harbour Investment Management Llc 10
Sather Financial Group Inc 10
Tweedy, Browne Co LLC 10
Taylor, Cottrill LLC 10
Veritas Asset Management LLP 10
Pineno Levin & Ford Asset Management, Inc. 10
Garnet Equity Capital Holdings, Inc. 10
BW Gestao de Investimentos Ltda. 10
Front Barnett Associates Llc 10
Lbmc Investment Advisors, Llc 10
Guardian Investment Management 10
Shelter Ins Retirement Plan 10
Sanders Capital, LLC 10
Longer Investments Inc. 10
Russell Clark Investment Management Ltd 10
Wallington Asset Management, LLC 10
American Trust Investment Advisors, LLC 10
Smart Portfolios, LLC 10
Long Road Investment Counsel, LLC 10
Leonard Capital Management, Inc 10
Cambridge Advisors Inc. 10
Fcm Investments/tx 10
Laurel Grove Capital, LLC 10
Leith Wheeler Investment Counsel Ltd. 10
Stillwater Investment Management, LLC 10
Miller Investment Management, LP 10
Polaris Venture Management Co. V, L.L.C. 10
New England Professional Planning Group Inc. 10
American Assets Inc 10
AEGON USA Investment Management, LLC 10
Garcia Hamilton & Associates Lp/de 10
MITSUBISHI UFJ SECURITIES (USA), Inc. 10
Realm Partners LLC 10
Alken Asset Management Ltd. 10
Saiers Capital, LLC 10
Breithorn Capital Management 10
Ramsay, Stattman, Vela & Price, Inc. 10
Lcnb Corp 10
Lundbeckfond Invest A/S 10
Carlton Hofferkamp & Jenks Wealth Management, LLC 10
CMT Capital Markets Trading GmbH 10
venBio Global Strategic Fund II L.P. 10
Gagnon Advisors, LLC 10
Ariose Capital Management Ltd 10
SV Health Investors, LLC 10
Samsung Asset Management (New York), Inc. 10
Perry Corp 10
Leonetti & Associates, LLC 10
Anandar Capital Management LP 10
Espalier Global Management LLC 10
Peoples Bank /oh 10
ZPR Investment Management 10
Teewinot Capital Advisers, L.L.C. 10
Orbitronix, LP 10
Svenska Handelsbanken AB (publ) 10
Cedar Capital, Llc 10
Engine Capital Management, LP 10
Gardner Russo & Quinn Llc 10
Drexel Morgan & Co. 10
HHR Asset Management, LLC 10
Global Alpha Capital Management Ltd. 10
Morris Capital Advisors, LLC 10
Alden Global Capital Ltd 10
Boussard & Gavaudan Asset Management LP 10
LaSalle Street Capital Management, LLC 10
REDW Wealth LLC 10
Tandem Investment Advisors, Inc. 10
Barber Financial Group, Inc. 10
Dumac, Inc. 10
Narus Financial Partners, LLC 10
Baltimore Capital Management, Inc 10
Ackerman Capital Advisors, LLC 10
Bredin Investment Llc 10
Pratt Collard Advisory Partners LLC 10
Huber Financial Advisors, Llc 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 10
Invesco Dynamic Credit Opportunities Fund 10
Voya Emerging Markets High Dividend Equity Fund 10
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 10
Source Capital Inc /de/ 10
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 10
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 10
Barings Global Short Duration High Yield Fund 10
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 10
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 10
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 10
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 10
Pimco Strategic Income Fund, Inc 10
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 10
Blackrock Enhanced Capital & Income Fund, Inc. 10
Himco Variable Insurance Trust 10
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 10
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 10
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 10
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 10
Deutsche Value Series, Inc 10
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 10
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 10
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 10
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 10
Oppenheimer Discovery Mid Cap Growth Fund 10
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 10
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 10
Tcw Alternative Funds 10
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 10
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 10
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 10
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 10
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 10
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 10
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 10
Western Asset Variable Rate Strategic Fund Inc. 10
Retirement Income Solutions, Inc 10
Wealth Advisors of Tampa Bay, LLC 10
BHK Investment Advisors, LLC 10
Nikulski Financial, Inc. 10
Nan Shan Life Insurance Co., Ltd. 10
Ballast, Inc. 10
Diamant Asset Management, Inc. 10
Trv Gp Iii, Llc 10
Bell Asset Management Ltd 10
Financial Partners Group, Inc 10
Leonard Rickey Investment Advisors P.L.L.C. 10
Stony Point Wealth Management Inc. 10
Windsor Group LTD 10
E Six Thirteen, Llc 10
Wells Trecaso Financial Group, LLC 10
Yong Rong (HK) Asset Management Ltd 10
Hartford Funds Management Co LLC 10
Planning Directions Inc 10
Landmark Bank 10
SP Asset Management 10
Dnca Finance 10
SPX Equities Gestao de Recursos Ltda 10
Pettinga Financial Advisors, LLC 10
VeraBank, N.A. 10
Pacific Wealth Strategies Group, Inc. 10
Peachtree Investment Partners, LLC 10
ERn Financial, LLC 10
Tls Advisors Llc 10
Ionic Ventures, LLC 10
Foresite Capital Fund IV, L.P. 10
JBJ Investment Partners, LLC 10
Jacobsen Capital Management 10
Meyers Capital Investments Trust 10
Winning Points Advisors, LLC 10
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 10
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 10
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 10
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 10
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 10
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 10
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 10
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 10
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 10
NOIGX - Northern Funds - Northern International Equity Fund 10
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 10
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
ADVANCED SERIES TRUST - AST Bond Portfolio 2024 10
Advanced Series Trust - Ast International Value Portfolio 10
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 10
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 10
PACIFIC SELECT FUND - Growth Portfolio Class I 10
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 10
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 10
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 10
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 10
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 10
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 10
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares 10
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 10
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 10
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 10
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 10
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 10
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 10
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 10
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 10
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 10
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 10
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 10
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 10
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 10
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 10
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 10
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 10
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 10
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 10
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 10
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 10
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 10
PENN SERIES FUNDS INC - Mid Cap Growth Fund 10
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 10
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 10
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 10
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 10
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 10
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 10
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 10
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 10
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 10
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 10
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 10
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 10
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 10
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 10
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 10
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 10
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 10
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 10
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 10
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 10
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 10
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 10
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 10
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 10
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 10
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 10
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 10
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 10
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 10
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 10
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 10
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 10
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 10
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 10
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 10
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 10
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 10
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 10
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 10
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 10
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 10
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 10
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 10
OHIO NATIONAL FUND INC - ON Bond Portfolio 10
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 10
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 10
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 10
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 10
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 10
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 10
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 10
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 10
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 10
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 10
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 10
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 10
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 10
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A 10
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 10
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 10
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 10
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 10
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 10
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 10
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 10
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 10
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 10
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 10
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 10
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 10
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 10
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 10
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 10
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 10
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 10
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 10
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 10
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 10
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 10
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 10
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 10
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 10
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 10
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 10
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 10
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 10
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 10
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 10
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 10
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 10
John W. Brooker & Co., CPAs 10
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 10
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 10
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 10
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 10
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 10
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 10
VLCCX - VALIC Co I - Large Cap Core Fund 10
VCIGX - VALIC Co I - Dividend Value Fund 10
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 10
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 10
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 10
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund 10
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 10
GMICX - GMO TRUST - GMO International Equity Fund Class II 10
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 10
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 10
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 10
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 10
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 10
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 10
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 10
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 10
Ayrshire Capital Management LLC 10
Pavion Blue Capital, LLC 10
Cairn Investment Group, Inc. 10
Royal Harbor Partners, LLC 10
Townsend Asset Management Corp /nc/ /adv 10
Tatro Capital, LLC 10
20/20 Capital Management, Inc. 10
AMJ Financial Wealth Management 10
Mayo Clinic 10
Members Capital Advisors Inc 10
Magnolia Capital Management Ltd 10
Argent Wealth Management LLC 10
Mattern Capital Management, Llc 10
BEAM Asset Management, LLC 10
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 10
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 10
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 10
Wealth Advisors of Iowa, LLC 10
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 10
Triton Wealth Management, PLLC 10
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 10
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 10
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 10
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 10
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 10
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 10
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 10
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 10
PDFDX - World Funds Trust - Perkins Discovery Fund Investor 10
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 10
NovaPoint Capital, LLC 10
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 10
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 10
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 10
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 10
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 10
Sara-Bay Financial 10
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 10
SAFFX - Capitol Series Trust - Hedeker Strategic Appreciation Fund Institutional Shares 10
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 10
Missouri Valley Partners, Inc. 10
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 10
Red Granite Advisors LLC 10
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 10
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 10
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 10
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 10
Oxinas Partners Wealth Management LLC 10
TruWealth Advisors, LLC 10
Birchcreek Wealth Management, LLC 10
Spectrum Planning & Advisory Services Inc. 10
Kaizen Financial Strategies 10
Avenue 1 Advisors, LLC 10
Longitude (Cayman) Ltd. 10
Yu Fan 10
Financial Network Wealth Management LLC 10
Cadent Capital Advisors, LLC 10
Constitution Capital LLC 10
Castellan Group, LLC 10
Ascendant Capital Management, LLC 10
VELA Funds - VELA Small Cap Fund Class I 10
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 10
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 10
Investment Advisory Services Inc /tx /adv 10
Hall Private Wealth Advisors 10
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 10
Campion Asset Management LLC 10
One + One Wealth Management, Llc 10
First Bancorp, Inc /ME/ 10
Quantitative Value Technologies, Llc 10
Ridgecrest Wealth Partners, Llc 10
Clarity Financial LLC 10
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 10
BlackRock Private Investments Fund 10
Smith Anglin Financial, LLC 10
VAPPX - VALIC Co I - Capital Appreciation Fund 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 10
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 10
Pinnacle Wealth Management Group, Inc. 10
Boit C F David 10
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 10
FORH - ETF Opportunities Trust - Formidable ETF 10
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 10
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 10
IMPACTfolio, LLC 10
Bromfield Sneider Wealth Advisors 10
Tpg Gp A, Llc 10
Lattice Capital Management, LLC 10
Agate Pass Investment Management, LLC 10
Landmark Wealth Management, LLC 10
Highview Capital Management LLC/DE/ 10
Harrison & Co Wealth Management, LLC 10
Warren Street Wealth Advisors, LLC 10
Hedges Asset Management LLC 10
BlackDiamond Wealth Management Inc. 10
Evolution Advisers, Inc. 10
Abeille Asset Management Sa 10
Eschler Asset Management LLP 10
Intrepid Family Office Llc 10
Philosophy Capital Management LLC 10
Whitefort Capital Management, LP 10
Avaii Wealth Management, Llc 10
Disciplined Equity Management, Inc. 10
Qiming U.S. Ventures Management, LLC 10
Mill Capital Management, LLC 10
Spinnaker Investment Group, LLC 10
NCM Capital Management, LLC 10
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 10
Merlin Capital LLC 10
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 10
Greenspring Advisors, LLC 10
Mayport, Llc 10
Nvest Financial, LLC 10
Solidarilty Wealth, LLC 10
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 10
Legacy CG, LLC 10
Triad Financial Advisors, Inc. 10
Lockerman Financial Group, Inc. 10
Redwood Financial Network Corp 10
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 10
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 10
Crown Wealth Group, LLC 10
Joule Financial, LLC 10
Advocate Group Llc 10
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 10
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 10
Altrius Capital Management Inc 10
Plan Group Financial, LLC 10
Coastwise Capital Group, LLC 10
W Advisors, Llc 10
Horizons Wealth Management 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 10
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 10
Dakota Community Bank & Trust NA 10
Johnson & White Wealth Management, LLC 10
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 10
Schear Investment Advisers, LLC 10
Seed Wealth Management, Inc. 10
River Street Advisors LLC 10
Northstar Asset Management Inc 10
Beacon Investment Advisors Llc 10
AM Squared Ltd 10
Dudley Capital Management, Llc 10
BOS Asset Management, LLC 10
Oak Hill Wealth Advisors, Llc 10
Talbot Financial, LLC 10
Massachusetts Wealth Management 10
Bbjs Financial Advisors, Llc 10
Cravens & Co Advisors, LLC 10
Cascade Investment Group, Inc. 10
Werba Rubin Papier Wealth Management 10
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 10
Pinnacle West Asset Management, Inc. 10
Ruggaard & Associates LLC 10
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 10
Elevatus Welath Management 10
Armstrong, Fleming & Moore, Inc 10
Corrigan Financial, Inc. 10
Bedel Financial Consulting Inc 10
Payden & Rygel Investment Group 10
Werlinich Asset Management, LLC 10
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 10
Trust Co of the South 10
Arvest Investments, Inc. 10
Cullen Investment Group, Ltd. 10
Tactive Advisors, LLC 10
Eagle Wealth Strategies Llc 10
Breed's Hill Capital LLC 10
OMNI 360 Wealth, Inc. 10
1858 Wealth Management, Llc 10
Christopher J. Hasenberg, Inc 10
Lakeridge Wealth Management LLC 10
Zega Financial, LLC 10
Wellington Wealth Strategies, LLC. 10
Clarity Asset Management, Inc. 10
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 10
Granite Group Advisors, LLC 10
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 10
Umpqua Bank 10
Mosaic Financial Group, Llc 10
Oxford Wealth Group, LLC 10
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 10
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 10
Bright Futures Wealth Management, LLC. 10
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 10
Sage Capital Management, LLC 10
CacheTech Inc. 10
Heritage Family Offices, LLP 10
FreeGulliver LLC 10
Capital Investment Counsel, LLC 10
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 10
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 10
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 10
Convergence Financial, LLC 10
Everstar Asset Management, LLC 10
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 10
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 10
Legacy Wealth Management, LLC / MS 10
Founders Grove Wealth Partners, Llc 10
M.e. Allison & Co., Inc. 10
Fiduciary Advisors, Inc. 10
Avantra Family Wealth, Inc. 10
Longboard Asset Management, LP 10
TigerOak Management, L.L.C. 10
bLong Financial, LLC 10
MOKAN Wealth Management Inc. 10
Compass Capital Corp /ma/ /adv 10
Haven Private, LLC 10
Poinciana Advisors Group, Llc 10
Pilgrim Partners Asia Pte Ltd 10
Aspire Growth Partners LLC 10
Blue Capital, Inc. 10
St. Clair Advisors, LLC 10
Baer Investment Advisory LLC 10
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 10
Berkeley, Inc 10
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 10
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 10
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 10
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 10
Lighthouse Financial LLC 10
CIBRA Capital Ltd 10
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 10
Clark Asset Management, LLC 10
AGH Wealth Advisors, LLC 10
Aspetuck Financial Management LLC 10
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 10
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF 10
Cherokee Insurance Co 10
Nautilus Advisors LLC 10
DADIX - DFA INVESTMENT DIMENSIONS GROUP INC - Dimensional World ex U.S. Sustainability Targeted Value Portfolio Institutional Class 10
Blalock Williams, Llc 10
Manske Wealth Management 10
Kepler Cheuvreux (Suisse) SA 10
Wealth Science Advisors LLC 10
Argos Wealth Advisors, LLC 10
Vantus Wealth LLC 10
Marble Wealth, LLC 10
Benson Wealth Management INC 10
Alchemi Wealth, LLC 10
Roehl & Yi Investment Advisors, LLC 10
EJMK Ventures LLC 10
Advisortrust Partners, Llc 10
Meadowbrook Advisors Group, LLC 10
Millennium Capital Advisors, LLC 9
Straight Path Wealth Management 9
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 9
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 9
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 9
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 9
Bain Capital Life Sciences Fund, L.P. 9
Lawood & Co 9
Lanham O'Dell & Company, Inc. 9
Elk River Wealth Management, LLC 9
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 9
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 9
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 9
12 West Capital Management LP 9
Neumeier Poma Investment Counsel Llc 9
M3 Advisory Group, LLC 9
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 9
Boston Income Portfolio - Boston Income Portfolio 9
MidAtlantic Capital Management, Inc. 9
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 9
Rice Partnership, LLC 9
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 9
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 9
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 9
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 9
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 9
Isi Strategy Fund Inc 9
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 9
Alta Fundamental Advisers LLC 9
Finer Wealth Management, Inc. 9
Cohen & Co Financial Management, LLC 9
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 9
Stokes & Hubbell Capital Management, LLC 9
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 9
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 9
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 9
Titus Wealth Management 9
Culbertson A N & Co Inc 9
Taddei, Ludwig & Associates, Inc. 9
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 9
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 9
Reitz Capital Advisors LLC 9
Morgan Stanley India Investment Fund, Inc. 9
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 9
Armstrong Henry H Associates Inc 9
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 9
Lazard Freres Gestion S.A.S. 9
P.R. Herzig & Co. Inc. 9
Satterfield Thomas A Jr 9
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 9
McQueen, Ball & Associates Inc. 9
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class 9
Excelsior Advisor Network LLC 9
MFA Wealth Services 9
Allen Mooney & Barnes Investment Advisors LLC 9
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 9
Ponta Wealth Partners, LLC 9
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 9
Berbice Capital Management LLC 9
Kirk Randal J 9
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 9
Hutchens & Kramer Investment Management Group, LLC 9
Life Cycle Investment Partners Ltd 9
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 9
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 9
Orchard Hill Capital Management LP 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 9
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 9
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 9
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 9
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 9
Legacy Edge Advisors, LLC 9
Eos Management, L.P. 9
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 9
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 9
IFC Advisors LLC 9
Stonehearth Capital Management, LLC 9
Promethos Capital, LLC 9
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 9
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 9
Invus Public Equities, L.P. 9
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 9
Celgene Corp /de/ 9
American Fidelity Dual Strategy Fund Inc 9
DSG Capital Advisors, LLC 9
Morningside Venture Investments Ltd 9
Chancellor Financial Group WB LP 9
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 9
Mink Brook Asset Management LLC 9
Tamar Securities, LLC 9
Girard Securities, Inc. 9
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 9
Banque de Luxembourg S.A. 9
Dravo Bay Llc 9
Valtura Capital Partners LLC 9
Telemus Investment Management, LLC 9
Quartz Partners, LLC 9
Strid Group, LLC 9
Feinberg Larry N 9
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 9
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 9
Pacific Sun Financial Corp 9
Victrix Investment Advisors 9
Paragon Advisors, LLC 9
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 9
Orca Capital AG 9
J.M. Arbour, LLC 9
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 9
Members Wealth Llc 9
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 9
GUNN & Co INVESTMENT MANAGEMENT, INC. 9
Old Republic International Corp 9
Investor's Fiduciary Advisor Network, LLC 9
Discovery Value Fund 9
Blake Schutter Theil Wealth Advisors, LLC 9
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 9
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 9
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 9
Timelo Investment Management Inc. 9
Syntegra Private Wealth Group, LLC 9
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 9
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 9
Valley Forge Asset Management, Llc 9
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 9
Greenspring Associates, LLC 9
Mh & Associates Securities Management Corp /adv 9
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 9
B, B, H, & B Inc. 9
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 9
Lountzis Asset Management, Llc 9
MN Wealth Advisors, LLC 9
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
Aquila Investment Management LLC 9
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 9
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 9
Vantis Investment Advisers L.P. 9
Strive Asset Management, LLC 9
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 9
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 9
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 9
Bearing Point Capital, Llc 9
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 9
Saxony Capital Management, LLC 9
Axiom Advisory, LLC 9
KWB Wealth 9
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 9
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 9
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 9
Argonaut Capital Management Corp 9
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 9
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 9
CHIH - Global X Funds - Global X MSCI China Health Care ETF 9
COFG Advisors, LLC 9
Kcg Americas Llc 9
Performa Ltd (US), LLC 9
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 9
Sherman Porfolios, Llc 9
Alliance Wealth Management Group 9
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 9
Potomac Fund Management Inc /adv 9
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 9
Kirr Marbach & Co Llc /in/ 9
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 9
Santa Barbara Asset Management, Llc 9
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 9
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 9
TPG Financial Advisors, LLC 9
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 9
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 9
Everett Capital Advisors UK LLP 9
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 9
GWM Asset Management Ltd 9
Sentry Investments Corp. 9
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 9
Richard C. Young & CO., LTD. 9
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 9
Diker Management Llc 9
Northern Financial Advisors Inc 9
Train Babcock Advisors Llc 9
Grant Private Wealth Management Inc 9
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 9
Signet Private Wealth LLC 9
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 9
Alpha Wealth Funds, LLC 9
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 9
Goodwin Daniel L 9
Mason & Associates, LLC 9
Sutton Place Investors Llc 9
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 9
Helen Stephens Group, LLC 9
Dover Advisors, Llc 9
Elefante Mark B 9
TFR Capital, LLC. 9
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 9
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 9
Capital Management Associates, Inc 9
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 9
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 9
Ategra Capital Management, LLC 9
Home Federal Bank Of Tennessee 9
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 9
American Wealth Advisors, LLC 9
Unique Wealth, Llc 9
Peak Financial Management, Inc. 9
INDA - iSHARES TRUST - iShares MSCI India ETF 9
Burgundy Asset Management Ltd. 9
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 9
Goldentree Asset Management Lp 9
Cinque Partners Llc 9
Beacon Bridge Wealth Partners, LLC 9
Alliance Wealth Advisors, LLC 9
Nuveen Credit Opportunities 2022 Target Term Fund 9
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 9
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 9
TUG - Listed Funds Trust - STF Tactical Growth ETF 9
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 9
North Growth Management Ltd. 9
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 9
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 9
Plan A Wealth LLC 9
Sofinnova Management VIII, L.L.C. 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
Josh Arnold Investment Consultant, Llc 9
HTLF Bank 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 9
Noven Financial Group, Inc. 9
MCHI - iSHARES TRUST - iShares MSCI China ETF 9
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 9
Trajan Wealth LLC 9
Armor Advisors, L.l.c. 9
Corbett Road Capital Management, Llc 9
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 9
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 9
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 9
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 9
PGVFX - FORUM FUNDS - Polaris Global Value Fund 9
Karpas Strategies, Llc 9
Nepsis, Inc. 9
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 9
Aventus Investment Advisors, Inc. 9
SMRI - EA Series Trust - Bushido Capital US Equity ETF 9
Compass Capital Management, Inc 9
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 9
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 9
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 9
Capital Investment Services of America, Inc. 9
626 Financial, LLC 9
American Alpha Advisors, LLC 9
Thompson Rubinstein Investment Management Inc /or/ 9
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 9
IEV - iSHARES TRUST - iShares Europe ETF 9
Allied Investment Advisors, LLC 9
Shannon River Fund Management LLC 9
LMG Wealth Partners, LLC 9
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 9
SC CHINA HOLDING Ltd 9
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 9
Boulder Wealth Advisors, LLC 9
Swarthmore Group Inc 9
ATLANTIC INVESTMENT Co 9
ABASX - AB TRUST - AB Discovery Value Fund Class A 9
Markel Corp 9
Aurora Investment Managers, LLC. 9
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 9
Element Squared LLC 9
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 9
Inlight Wealth Management, LLC 9
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 9
Thematics Asset Management 9
Kleinwort Benson Investors Dublin Ltd 9
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 9
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 9
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 9
Swift Run Capital Management, LLC 9
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 9
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 9
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 9
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 9
BXM Wealth LLC 9
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 9
Ascension Asset Management LLC 9
Beta Wealth Group, Inc. 9
First Fiduciary Investment Counsel, Inc. 9
VCI Wealth Management LLC 9
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 9
North Fourth Asset Management, LP 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 9
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 9
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 9
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 9
Arxis Securities Llc 9
S.E.E.D. Planning Group LLC 9
Creek Drive Management Group LLC 9
DIVD - EA Series Trust - Altrius Global Dividend ETF 9
Brinton Eaton, Llc 9
Rosenbaum Jay D. 9
Aft, Forsyth & Sober, LLC 9
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 9
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 9
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 9
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 9
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 9
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 9
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 9
Svennilson Peter 9
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 9
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 9
Stonehill Capital Management Llc 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 9
Kellett Schaffner Wealth Advisors LLC 9
Biltmore Wealth Management, LLC 9
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 9
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 9
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 9
Wynnefield Capital Inc 9
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 9
Monte Financial Group, LLC 9
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 9
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 9
Flynn Zito Capital Management, Llc 9
New Enterprise Associates 13 Lp 9
BSN Capital Partners Ltd 9
Tiger Legatus Capital Management, LLC 9
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 9
EisnerAmper Wealth Management Corporate Benefits, LLC 9
ULTRA SERIES FUND - Large Cap Value Fund Class I 9
Arkin Moshe 9
Financial Advisors, LLC 9
Blackrock Enhanced Equity Dividend Trust 9
Atlas Legacy Advisors, LLC 9
White Square Capital Llp 9
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 9
Cascades Capital Asset Management, LLC 9
Newday Solutions, Llc 9
Woodburn R Robert Jr 9
Freshford Capital Management, LLC 9
DEFN - Emles Trust - Emles Protective Allocation ETF 9
Canandaigua National Trust Co of Florida 9
Independent Wealth Network Inc. 9
Multi-strategy Growth & Income Fund 9
Thrax Management, LLC 9
Avenir Corp 9
First Trust Enhanced Equity Income Fund 9
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 9
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 9
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 9
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 9
DME Capital Management, LP 9
Cooper Creek Partners Management Llc 9
Fairview Capital Investment Management, Llc 9
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 9
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 9
Nicola Wealth Management Ltd. 9
Davis Selected Advisers 9
J. Derek Lewis & Associates Inc. 9
Red Wave Investments LLC 9
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 9
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 9
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 9
TrustBank 9
Dalton Investments LLC 9
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 9
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 9
APCM Wealth Management for Individuals 9
360 Financial, Inc. 9
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 9
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 9
FT Vest Total Return Income Fund: Series B1 9
PBMares Wealth Management LLC 9
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 9
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 9
Lathrop Investment Management Corp 9
Guidance Capital, Inc 9
Slagle Financial, LLC 9
Strata Wealth Advisors, LLC 9
Robshaw & Julian Associates Inc 9
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 9
FT Vest Hedged Equity Income Fund: Series B1 9
Accipiter Capital Management, Llc 9
Oliveira Steven Michael 9
Capstone Wealth Management Group, Llc 9
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 9
Focused Alpha, Llc 9
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 9
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 9
TSG Advice Partners, LLC 9
Siligmueller & Norvid Wealth Advisors LLC 9
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 9
Massachusetts Institute Of Technology 9
Stillwater Capital Advisors, LLC 9
Arbor Trust Wealth Advisors, Llc 9
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 9
ProQuest Associates IV LLC 9
Thomaspartners, Inc. 9
Platte River Wealth Advisors, LLC 9
Secured Retirement Advisors, Llc 9
Oppenheimer Main Street Mid Cap Fund 9
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 9
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 9
Ivy High Income Opportunities Fund 9
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 9
IFG Advisors, LLC 9
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 9
Patrick M Sweeney & Associates, Inc 9
One Day In July LLC 9
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 9
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 9
Objective Capital Management, LLC 9
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 9
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF 9
G2 Investment Partners Management LLC 9
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 9
Priebe Wealth Holdings LLC 9
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 9
S. R. Schill & Associates 9
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 9
Tremblant Capital Group 9
Third Avenue Management Llc 9
John Hancock Collateral Trust - John Hancock Collateral Trust 9
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 9
SGL Investment Advisors, Inc. 9
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 9
FT Vest Total Return Income Fund: Series A2 9
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 9
Boardman Bay Capital Management Llc 9
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 9
Taylor Financial Group, Inc. 9
Prospect Financial Services LLC 9
Generate Investment Management Ltd 9
Guinness Asset Management LTD 9
Rex Capital Advisors, LLC 9
FT Vest Hedged Equity Income Fund: Series A3 9
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 9
FT Vest Total Return Income Fund: Series A3 9
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 9
Threadgill Financial, Llc 9
Madison Street Partners, LLC 9
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 9
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 9
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 9
EDENTREE ASSET MANAGEMENT Ltd 9
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 9
ROE - EA Series Trust - Astoria US Quality Kings ETF 9
New Enterprise Associates 15, L.P. 9
Roberts Wealth Advisors, LLC 9
Iams Wealth Management, Llc 9
Wall Street Financial Group, Inc. 9
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 9
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 9
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 9
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 9
R.m.sincerbeaux Capital Management Llc 9
Campbell Capital Management Inc 9
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 9
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 9
Insight Inv LLC 9
Smith, Graham & Co., Investment Advisors, LP 9
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 9
Axim Planning & Wealth 9
Elkhorn Investments, LLC 9
New Leaf Ventures III, L.P. 9
Pinnacle Wealth Management, LLC 9
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 9
Atlas Principals, LLC 9
KURE - Krane Shares Trust - KraneShares MSCI All China Health Care Index ETF 9
Barnes Wealth Management Group, Inc 9
American Financial Advisors, LLC 9
FT Vest Hedged Equity Income Fund: Series A2 9
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 9
Allegiant Private Advisors, LLC 9
Pine Haven Investment Counsel, Inc 9
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 9
Meridian Financial, LLC 9
Claymore Exchange-traded Fund Trust 2 9
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 9
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 9
Concentric Wealth Management, Llc 9
RCGE - EA Series Trust - RockCreek Global Equality ETF 9
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 9
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 9
Newton One Investments LLC 9
Compass Financial Advisors Llc 9
Millington Financial Advisors, LLC 9
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 9
Corundum Group, Inc. 9
Smith Thornton Advisors LLC 9
PCJ Investment Counsel Ltd. 9
Hudson Canyon Capital Management 9
Ironvine Capital Partners, LLC 9
William B. Walkup & Associates, Inc. 9
Kapstone Financial Advisors LLC 9
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 9
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 9
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 9
Legg Mason Bw Global Income Opportunities Fund Inc. 9
Alger Associates Inc 9
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 9
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 9
STF Management LP 9
Jacobson & Schmitt Advisors, Llc 9
Element Wealth, LLC 9
Ceredex Value Advisors LLC 9
EDBI Pte Ltd 9
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 9
Iat Reinsurance Co Ltd. 9
Central Asset Investments & Management Holdings (HK) Ltd 9
GROW Partners, LLC 9
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 9
Successful Portfolios LLC 9
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 9
Brady Family Wealth, Llc 9
PBFDX - FORUM FUNDS - Payson Total Return Fund 9
Magellan Asset Management Ltd 9
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 9
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 9
Alpha Financial Partners, LLC 9
Williams Financial, LLC 9
Kylin Management LLC 9
Willow Street Advisors LLC 9
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 9
Absher Wealth Management, Llc 9
Matthew Goff Investment Advisor, LLC 9
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 9
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 9
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
Heritage Oak Wealth Advisors Llc 9
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 9
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 9
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 9
Neumann Capital Management, LLC 9
Claris Financial LLC 9
Next Level Private LLC 9
Connolly Sarah T. 9
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 9
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 9
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 9
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 9
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 9
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 9
Nebula Capital Management, LP 9
Swaine & Leidel Wealth Services, Llc 9
Eclectica Asset Management LLP 9
RUFF - ETF Opportunities Trust - Alpha Dog ETF 9
PW Nova Financial Services LLC 9
Echo45 Advisors LLC 9
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 9
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 9
Fortress Wealth Group, LLC 9
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 9
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 9
ADVANCED SERIES TRUST - AST Bond Portfolio 2026 9
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 9
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 9
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 9
StrategIQ Financial Group, LLC 9
MAS Advisors LLC 9
Summit Wealth Partners, LLC 9
Soleus Private Equity Fund III, L.P. 9
Financial Insights, Inc. 9
2Xideas AG 9
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 9
Grand Jean Capital Management Inc 9
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares 9
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9
Cedrus LLC 9
BigSur Wealth Management LLC 9
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 9
Lilly Ventures Fund I LLC 9
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 9
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 9
Prairie Sky Financial Group LLC 9
Benedict Financial Advisors Inc 9
Essex Woodlands Management, Inc. 9
Wills Financial Group, Inc. 9
Pimco Global Stocksplus & Income Fund 9
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF 9
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 9
FT Vest Hedged Equity Income Fund: Series A4 9
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 9
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 9
FT Vest Total Return Income Fund: Series A4 9
Trust Co of Kansas 9
Towerview Llc 9
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF 9
Capital Financial Services, LLC 9
Medicxi Ventures Management (Jersey) Ltd 9
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 9
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 9
H. L. Ormond & Company, LLC 9
Putnam ETF Trust - Putnam ESG Core Bond ETF - 9
Shellback Capital, LP 9
Auour Investments LLC 9
Code Waechter LLC 9
Lakeside Advisors, INC. 9
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 9
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 9
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 9
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 9
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 9
Rede Wealth, LLC 9
Riverloft Capital Management L.P. 9
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 9
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 9
Nexpoint Healthcare Opportunities Fund 9
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 9
Raven Rock Capital Management, Llc 9
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 9
Schrum Private Wealth Management LLC 9
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 9
Riverview Capital Advisers, LLC 9
Zimmermann Investment Management & Planning Llc 9
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 9
Security Financial Services, INC. 9
Domain Partners VIII, L.P. 9
Mattern Wealth Management LLC 9
American Institute for Advanced Investment Management, LLP 9
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 9
Owen LaRue, LLC 9
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 9
Cove Street Capital, LLC 9
Connecticut Capital Management Group, LLC 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 8
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A 8
Fs Multi-alternative Income Fund 8
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 8
Brigade Capital Management, Lp 8
Vantage Financial Partners, LLC 8
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 8
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 8
Domini Social Investments Llc 8
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 8
NWSAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Company Growth Fund Class A 8
Bank Of Edwardsville 8
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 8
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 8
Axecap Investments, LLC 8
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 8
VCTPX - VALIC Co I - Inflation Protected Fund 8
Roystone Capital Management LP 8
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 8
Covalis Capital Llp 8
Bridgewater Wealth & Financial Management, LLC 8
Tyrian Investments, L.P. 8
Robinson Smith Wealth Advisors Llc 8
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 8
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 8
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 8
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF 8
Icm Asset Management Inc/wa 8
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 8
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 8
Osprey Private Wealth LLC 8
Pennant Capital Management, LLC 8
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 8
Wincap Financial Llc 8
VCSTX - VALIC Co I - Science & Technology Fund 8
72 Investment Holdings, LLC 8
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 8
VCFVX - VALIC Co I - International Value Fund 8
Anb Bank 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 8
OrbiMed Israel BioFund GP Limited Partnership 8
ORBA Wealth Advisors, L.L.C. 8
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 8
Sweeney & Michel, Llc 8
Parkwoods Wealth Partners, LLC 8
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 8
Aviva Holdings Ltd. 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 8
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 8
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 8
Granite Harbor Advisors, Inc. 8
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 8
HOVLX - HOMESTEAD FUNDS INC - Value Fund 8
Promethium Advisors,llc 8
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 8
TAX - EA Series Trust - Cambria Tax Aware ETF 8
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 8
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 8
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 8
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 8
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 8
Del-Sette Capital Management, LLC 8
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 8
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 8
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 8
Vishria Bird Financial Group, LLC 8
Tudor Financial Inc. 8
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 8
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 8
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 8
GETCO Holding Company, LLC 8
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 8
O'Keefe Stevens Advisory, Inc. 8
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 8
Tounjian Advisory Partners, Llc 8
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 8
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 8
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 8
Cloverfields Capital Group, Lp 8
CNUSX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group International Equity Fund Share class 8
Jnl Series Trust - Jnl/crescent High Income Fund (a) 8
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 8
Colton Groome Financial Advisors, Llc 8
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 8
Financial & Investment Management Group Ltd 8
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 8
Broadleaf Partners, LLC 8
Maripau Wealth Management Llc 8
Madison Wealth Management 8
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 8
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 8
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 8
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 8
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 8
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 8
Price Jennifer C. 8
Oakwood Capital Management Llc/ca 8
Bickling Financial Services, Inc. 8
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 8
OHIO NATIONAL FUND INC - ON Foreign Portfolio 8
CHGX - EA Series Trust - Stance Sustainable Beta ETF 8
Rudd International, Inc. 8
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 8
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 8
Alecta Pensionsforsakring, Omsesidigt 8
Crumly & Associates Inc. 8
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 8
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 8
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 8
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 8
Marion Wealth Management 8
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 8
Jnl Strategic Income Fund Llc 8
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 8
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 8
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 8
Bain Capital Life Sciences Fund II, L.P. 8
Cerebellum GP, LLC 8
Flywheel Private Wealth LLC 8
Tallon Kerry Patrick 8
Rockline Wealth Management, LLC 8
Fairtree Asset Management (Pty) Ltd 8
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 8
Eos Focused Equity Management, L.P. 8
Oppenheimer Equity Fund 8
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 8
Agur Provident & Training Funds Management Ltd 8
Wedgewood Investors Inc /pa/ 8
Rothschild & Co Wealth Management UK Ltd 8
Washburn Capital Management, Inc. 8
BankPlus Wealth Management LLC 8
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 8
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund 8
Red Spruce Capital, LLC 8
Northstar Financial Companies, Inc. 8
Sunnymeath Asset Management, Inc. 8
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund 8
Morgan Creek Series Trust 8
Investment Counsel Inc. 8
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 8
Bridge Creek Capital Management LLC 8
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 8
BKA Wealth Consulting, Inc. 8
Leverty Financial Group, LLC 8
Ewing Morris & Co. Investment Partners Ltd. 8
Aisling Capital Iii Lp 8
MKT Advisors LLC 8
Crow Point Global Dividend Plus Fund 8
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 8
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 8
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 8
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 8
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 8
Hidden Cove Wealth Management, LLC 8
Miller Capital Partners, Inc. 8
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 8
CFC Planning Co LLC 8
Bonness Enterprises Inc 8
Koch Industries Inc 8
Lee Capital Holdings LLC 8
Third Rock Ventures III, L.P. 8
Wd Rutherford Llc 8
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 8
Keating Investment Counselors Inc 8
Matauro, Llc 8
Partners Wealth Management, Llc 8
Silicon Valley Community Foundation 8
Williamson Legacy Group, LLC 8
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 8
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 8
Index Fund Advisors, Inc. 8
Investor Ab 8
Ignis Investment Services Ltd 8
Shakespeare Wealth Management, Inc. 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 8
BFONX - Northern Lights Fund Trust - The Biondo Focus Fund Investor Class 8
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 8
Orleans Capital Management Corp/la 8
Churchill Financial Advisors, LLC 8
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 8
Mason Investment Advisory Services, Inc. 8
Financial Consulate Inc. 8
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 8
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 8
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 8
Taproot Management LP 8
Dash Acquisitions Inc. 8
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 8
Invera Wealth Advisors, LLC 8
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 8
SSPGX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Premier Growth Equity Fund Investment Class 8
WS Portfolio Advisory, LLC 8
Rhl Group, Llc 8
Horan Capital Management 8
Walser Wealth Management Company, A Ltd Liability Co 8
Bpifrance Sa 8
OSCBX - COLUMBIA FUNDS SERIES TRUST I - Overseas SMA Completion Portfolio 8
Dms Funds 8
Hummer Financial Advisory Services Inc 8
Third Rock Ventures Lp 8
Delta Global Management LP 8
Mak Capital One Llc 8
Ophir Asset Management Pty Ltd 8
ASUIX - FundVantage Trust - Arabesque Systematic USA Fund Institutional Class 8
Pacific Point Advisors, LLC 8
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 8
Fintrust Investment Advisory Services, Llc 8
Adams Chetwood Wealth Management LLC 8
PENN SERIES FUNDS INC - High Yield Bond Fund 8
Vista Investment Partners Ii, Llc 8
DecisionMap Wealth Management, LLC 8
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 8
Robertson Stephens Advisors Llc 8
Friedberg Investment Management 8
Key Square Capital Management LLC 8
Barton Investment Management 8
Wela Strategies, Inc. 8
Kennondale Capital Management LLC 8
Decagon Asset Management LLP 8
LETB - AdvisorShares Trust - AdvisorShares Let Bob AI Powered Momentum ETF 8
Maxi Investments CY Ltd 8
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 8
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 8
New Leaf Ventures II, L.P. 8
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF 8
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 8
Highland Global Allocation Fund 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 8
Vista Capital Partners, Inc. 8
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 8
Corbyn Investment Management Inc/md 8
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 8
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 8
4wealth Advisors, Inc. 8
Bay City Capital Llc 8
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 8
KKR Credit Opportunities Portfolio 8
Moment Partners, LLC 8
Capital Investment Management, Inc. 8
Burling Wealth Partners, Llc 8
OneAscent Family Office, LLC 8
Spurstone Advisory Services, LLC 8
Moon Capital Management, LLC 8
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 8
Stenger Family Office, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 8
Brummer Multi-Strategy AB 8
Finward Bancorp 8
Alexis Investment Partners, LLC 8
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 8
Uniting Wealth Partners, LLC 8
Rahlfs Capital, Llc 8
Disciplina Capital Management LLC 8
Flagship Ventures 2007 General Partner LLC 8
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 8
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 8
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 8
Wulff, Hansen & Co. 8
Strait & Sound Wealth Management LLC 8
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 8
Western Asset Corporate Loan Fund Inc. 8
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 8
Pathfinder Wealth Consulting, Inc. 8
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 8
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 8
Winslow Asset Management Inc 8
Holistic Planning, LLC 8
Giovine Capital Group Llc 8
Jericho Capital Asset Management L.P. 8
ID Management A/S 8
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 8
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 8
Blackstone / Gso Floating Rate Enhanced Income Fund 8
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 8
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 8
Cfo Capital Management Llc 8
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 8
Parkside Advisors LLC 8
M. Kraus & Co 8
New Enterprise Associates 12, Limited Partnership 8
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 8
Kahn Brothers Group Inc /de/ 8
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 8
Chubb Corp 8
Cohen & Steers Capital Management Inc 8
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 8
Needelman Asset Management Inc 8
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 8
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 8
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 8
Builder Investment Group Inc /adv 8
United Fire Group Inc 8
Ken Stern & Associates, Inc. 8
Resolute Wealth Strategies, LLC 8
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 8
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 8
Worth Financial Advisory Group, LLC 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
New Enterprise Associates 16, L.P. 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
Cardinal Strategic Wealth Guidance 8
Platinum Management (NY) LLC 8
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 8
Kuhn & Co Investment Counsel 8
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 8
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 8
Cooke & Bieler Lp 8
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 8
Financial Partners Group, LLC 8
Amcap Fund 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
Sterling Wealth Management, Inc. 8
Hokanson Associates, Inc. 8
Financial & Tax Architects, LLC 8
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 8
Susquehanna Trust & Investment Co 8
Mizuho Financial Group Inc 8
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 8
Acadia Trust Na 8
STAR Financial Bank 8
Xai Octagon Floating Rate & Alternative Income Term Trust 8
Chou Associates Management Inc. 8
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 8
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 8
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 8
Rollins Financial 8
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 8
Red Cedar Investment Management, Llc 8
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 8
Park Edge Advisors, LLC 8
Flood Gamble Associates Inc 8
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund 8
S Harris Financial Group, LLC 8
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 8
Tanager Wealth Management LLP 8
Fund Evaluation Group, LLC 8
Kemper Corp Master Retirement Trust 8
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 8
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I 8
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 8
Virginia National Bank 8
Precedent Wealth Partners, Llc 8
Viewpoint Capital Management LLC 8
9823 Capital, L.P. 8
Semus Wealth Partners LLC 8
Smart Money Group LLC 8
Cutler Investment Counsel Llc 8
Holland Capital Management Llc 8
Luts & Greenleigh Group, Inc 8
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund 8
George Kaiser Family Foundation 8
Boston Research & Management Inc 8
Foresters Asset Management Inc. 8
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 8
Trustco Bank Corp N Y 8
Mason Hill Advisors Llc 8
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 8
Roche Finance Ltd 8
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 8
LSLT - Pacer Funds Trust - Pacer Salt Low truBeta US Market ETF 8
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 8
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 8
Westport Asset Management Inc 8
BlackRock ETF Trust - BlackRock Future Innovators ETF 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
Snyder Capital Management L P 8
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 8
Altegris Advisors, L.l.c. 8
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 8
Fiduciary Financial Services Of The Southwest Inc /tx 8
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 8
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 8
Lincluden Management Ltd 8
Visionary Horizons, LLC 8
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 8
BCIIX - Brown Capital Management Mutual Funds - The Brown Capital Management International Equity Fund Investor Shares 8
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 8
Elm Partners Management LLC 8
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 8
Meridian Financial Partners LLC 8
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 8
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 8
Beaumont Asset Management, L.L.C. 8
TMB Capital Partners, LLC 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
Martin & Co Inc /tn/ 8
Steadfast Advisors Lp 8
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 8
Oppenheimer Capital Appreciation Fund 8
Titan Capital Management, LLC /CA 8
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 8
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 8
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 8
Calvert Impact Fund Inc 8
FARNX - FIDELITY CONCORD STREET TRUST - Fidelity Event Driven Opportunities Fund 8
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class 8
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 8
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 8
PGIM Short Duration High Yield Opportunities Fund 8
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 8
Eagle Wealth Advisors LLC 8
Mass General Brigham, Inc 8
Baring International Investment Ltd 8
Morris Financial Concepts, Inc. 8
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund 8
Hall Kathryn A. 8
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 8
Macnealy Hoover Investment Management Inc 8
Petredis Investment Advisors Llc 8
Directional Asset Management 8
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 8
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 8
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 8
Jlb & Associates Inc 8
Lilley & Co 8
Selz Capital LLC 8
Mosaic Advisors LLC 8
SP Asset Management LLC 8
Strategic Planning Group, Llc 8
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 8
Peak Capital Management Llc 8
Hurlow Wealth Management Group, Inc. 8
MGB Wealth Management, LLC 8
Spectrum Financial Alliance Ltd LLC 8
United Income, Inc. 8
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 8
Novartis Ag 8
Cane Capital Partners, LLC 8
Stewardship Financial Advisors, LLC 8
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 8
Daytona Street Capital LLC 8
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 8
Delta Partners Llc 8
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 8
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 8
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 8
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 8
RiverGlades Family Offices LLC 8
KEMPER Corp 8
Elwood & Goetz Wealth Advisory Group, LLC 8
Eastover Investment Advisors LLC 8
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 8
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 8
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 8
Dividend Builder Portfolio 8
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 8
SymBiosis Capital Partners, LLC 8
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 8
Kesler, Norman & Wride, LLC 8
Cornerstone Capital Management Llc 8
Richmond Brothers, Inc. 8
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 8
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 8
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 8
Glass Wealth Management Co LLC 8
Silvia Mccoll Wealth Management, Llc 8
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 8
Barings Corporate Investors 8
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 8
IFS Group,LLC 8
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 8
Crescent Sterling, Ltd. 8
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 8
EWJ - iShares, Inc. - iShares MSCI Japan ETF 8
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 8
Rockport Wealth LLC 8
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 8
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 8
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 8
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 8
Sandell Investment Services LLC 8
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I 8
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 8
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 8
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 8
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 8
Traverso Chambers Private Wealth Management, LLC 8
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 8
Gray Wealth Management Inc. 8
Gimbal Financial 8
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 8
Linden Capital L.P. 8
Sonoma Allocations LLC 8
Invested Advisors 8
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 8
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 8
Flagship Ventures Fund V, L.P. 8
Montgomery Investment Management Inc 8
RP Investment Advisors LP 8
Alley Co LLC 8
Mendel Capital Management LLC 8
RW Investment Management LLC 8
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 8
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 8
Steinberg Asset Management Llc 8
Tannin Capital LLC 8
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA 8
TOWER TRUST Co 8
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 8
Prairie Wealth Advisors, Inc. 8
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 8
Vector Wealth Management, Llc 8
Raelipskie Partnership 8
Yarra Square Partners LP 8
Unified Trust Company, N.A. 8
Madison Wealth Partners, Inc 8
Intrinsic Value Partners, LLC 8
Amplify ETF Trust - Amplify Alternative Harvest ETF 8
Domani Wealth, LLC 8
Alexander Labrunerie & Co., Inc. 8
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 8
MPLY - Strategy Shares - MONOPOLY ETF 8
Stone Point Wealth LLC 8
Adamsbrown Wealth Consultants Llc 8
Littlejohn & Co Llc 8
Collaborative Investment Series Trust - TFA Multidimensional Tactical Fund Class I 8
Grassi Investment Management Llc 8
Investment Partners Asset Management, Inc. 8
RA Capital Healthcare Fund LP 8
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 8
Act Two Investors Llc 8
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 8
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 8
Cambridge Financial Group, LLC 8
Horizon Funds - Centre American Select Equity Fund Investor Class 8
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 8
Elevation Series Trust - RiverNorth Patriot ETF 8
Opinicus Capital, Inc. 8
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 8
Goepper Burkhardt LLC 8
Blackrock Enhanced International Dividend Trust 8
Martin Capital Partners, LLC 8
Blackrock 2022 Global Income Opportunity Trust 8
Stegent Equity Advisors, Inc. 8
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 8
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 8
Absoluto Partners Gestao de Recursos Ltda 8
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 8
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 8
Northwestern Mutual Life Insurance Co 8
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 8
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 8
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 8
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 8
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 8
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 8
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 8
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 8
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 8
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 8
United States Steel & Carnegie Pension Fund 8
Kovitz Investment Group, LLC 8
Odey Holdings AG 8
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 8
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 8
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 8
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 8
Sharp Financial Services, LLC 8
Paragon Associates & Paragon Associates Ii Joint Venture 8
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 8
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 8
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 8
MBA Advisors LLC 8
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 8
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 8
Elser Financial Planning, Inc 8
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 8
Ellenbecker Investment Group 8
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 8
Blue Edge Capital, LLC 8
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 8
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 8
Letson Investment Management, Inc. 8
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 8
KFA Private Wealth Group, LLC 8
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 8
Invenio Wealth Partners Llc 8
BCS Private Wealth Management, Inc. 8
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 8
Sycomore Asset Management 8
Compass Efficient Model Portfolios, LLC 8
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 8
India Fund Inc 8
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 8
Cushing Asset Management, Lp 8
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 8
Growth Equity Opportunities Fund IV, LLC 8
W.H. Cornerstone Investments Inc. 8
Rs Crum Inc. 8
PeakShares LLC 8
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 8
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 8
Evelyn Partners Investment Management (Europe) Ltd 8
Prince Street Capital Management LLC 8
K2 HealthVentures Equity Trust LLC 8
Correct Capital Wealth Management 8
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 8
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 8
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 8
PIFPX - PRINCIPAL FUNDS INC - Inflation Protection Fund R-3 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 8
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 8
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 8
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 8
Sovereign Investment Advisors, LLC 8
Albar Capital Ltd 8
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 8
FS Global Credit Opportunities Fund 8
Veritas Investment Management (UK) Ltd 8
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 8
Atlas Merchant Capital LLC 8
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 8
V2 Capital, LLC 8
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 8
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 8
SIG North Trading, ULC 8
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 8
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 8
Radoff Bradley Louis 8
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 8
Landmark Financial Advisors, LLC 8
NCM Capital Advisers, Inc. 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 8
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 8
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 8
Asset Advisory Group, Inc. 8
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 8
LOMMX - CGM TRUST - CGM Mutual Fund 8
Quadrature Capital LLP 8
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 8
Zweig Advisers Llc 8
NCP Inc. 8
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 8
Alvarez & Marsal Private Wealth Partners, LLC 8
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 8
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 8
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 8
Greater Midwest Financial Group, LLC 8
Mirabaud & Cie SA 8
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 7
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 7
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 7
USAdvisors Wealth Management, LLC 7
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 7
Eii Capital Management, Inc. 7
Trees Investment Counsel Llc 7
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 7
Baskin Financial Services Inc. 7
Fidelity D & D Bancorp Inc 7
Kerntke Otto McGlone Wealth Management Group 7
University of Wisconsin Foundation 7
Minerva Advisors LLC 7
Third Rock Ventures, LLC 7
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 7
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 7
Atlas Wealth LLC 7
Planning Alternatives Ltd /adv 7
Exchange Bank 7
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 7
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 7
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 7
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 7
Weybosset Research & Management Llc 7
Locust Wood Capital Advisers, LLC 7
Phillips Financial Management, Llc 7
Brighthouse Funds Trust II - MFS Value Portfolio Class A 7
Charles Schwab Investment Advisory, Inc. 7
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A 7
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 7
Shelter Ins Profit Sharing 7
GSG Advisors LLC 7
MWA Asset Management 7
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 7
Bright Rock Capital Management, Llc 7
Epic Trust Investment Advisors, LLC 7
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 7
Wealth Advisors, Inc. 7
Towerpoint Wealth, LLC 7
Arrow Investments Trust - Arrow DWA Country Rotation ETF 7
Advance Capital Management, Inc. 7
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 7
Voya Asia Pacific High Dividend Equity Income Fund 7
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
Key Bridge Compliance, LLC 7
Mount Vernon Associates Inc /md/ 7
Avenue Income Credit Strategies Fund 7
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 7
Brookmont Capital Management 7
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 7
Reik & Co., Llc 7
Oppenheimer Small Cap Value Fund 7
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 7
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 7
Alphinity Investment Management Pty Ltd 7
Lansdowne Partners Limited Partnership 7
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 7
Ferox Capital Management LP 7
Skye Global Management LP 7
Eurizon SLJ Capital Ltd 7
Broadwood Capital Inc 7
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 7
Rainey & Randall Investment Management Inc. 7
American Investment Services, Inc. 7
Invesco, Llc 7
SAL Trading, LLC 7
Sykon Capital Llc 7
Fortune Financial Advisors, LLC 7
Hartz Capital, Inc. 7
Boyar Asset Management Inc. 7
St. James Investment Company, LLC 7
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 7
Talisman Wealth Advisors LLC 7
Values Added Financial LLC 7
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 7
Daniel Devine & Co 7
Dudley & Shanley, Inc. 7
FBR & Co. 7
Eldridge Investment Advisors, Inc. 7
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 7
Colorado Capital Management, Inc. 7
Consolidated Investment Group LLC 7
GVO Asset Management Ltd 7
Marathon Asset Management Llp 7
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 7
Salient Private Client, Llc 7
Community Bank of Raymore 7
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 7
Lyons Funds 7
Morgan Stanley Select Dimensions Investment Series 7
Garland Capital Management Inc 7
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 7
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 7
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 7
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 7
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 7
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 7
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 7
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 7
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 7
Paragon Financial Partners, Inc. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Baron Growth Opportunities Fund Standard Class 7
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 7
Filament LLC 7
Eagle Capital Management, LLC 7
St. Louis Financial Planners Asset Management, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
Usca All Terrain Fund 7
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 7
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 7
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 7
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 7
Doubleline Income Solutions Fund 7
Patient Capital Management, LLC 7
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 7
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 7
Capstone Capital Management Ltd 7
Rebalance, Llc 7
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 7
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock 7
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares 7
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 7
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 7
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 7
DDFG, Inc 7
Guinness Atkinson Asset Management Inc 7
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 7
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 7
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 7
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 7
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 7
Strategic Wealth Management Inc 7
Whitaker-Myers Wealth Managers, LTD. 7
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 7
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 7
Foresight Global Investors, Inc. 7
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 7
Hyperion Partners, LLC 7
NewFocus Financial Group, LLC 7
Davis-rea Ltd. 7
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 7
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 7
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 7
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 7
Progeny 3, Inc. 7
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 7
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 7
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 7
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 7
Miller/howard High Income Equity Fund 7
Ycg, Llc 7
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 7
Valley Forge Investment Consultants Inc Adv 7
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 7
Claar Advisors LLC 7
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 7
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 7
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 7
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A 7
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 7
Arbejdsmarkedets Tillaegspension 7
TRANSAMERICA FUNDS - Transamerica Total Return I2 7
Rayburn West Financial Services LLC 7
Novartis Pharma Ag 7
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 7
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 7
Merrithew & Thorsten Inc 7
Christine Messmer Pc 7
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 7
Numina Capital Management, LLC 7
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 7
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 7
Lexington Partners L.P. 7
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 7
Ticino Wealth 7
Investment Managers Series Trust II - Cannabis Growth ETF 7
Aristotle Capital Boston, LLC 7
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 7
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 7
Adelphi Trust Co 7
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 7
Greenberg Financial Group 7
MML SERIES INVESTMENT FUND - MML Global Fund Class I 7
Gouws Capital LLC 7
Robinhood Asset Management, LLC 7
Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class I 7
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 7
ASL Financial, LLC 7
SCID - Global X Funds - Global X Scientific Beta Europe ETF 7
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 7
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 7
Divergent Planning, LLC 7
Managed Asset Portfolios, Llc 7
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 7
Cooperman Leon G 7
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 7
Wedgewood Partners Inc 7
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 7
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 7
Integrity Advisory Solutions, LLC 7
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 7
BGRFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON GROWTH FUND 7
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 7
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 7
WJ Financial Advisors LLC 7
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 7
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 7
Emergent Wealth Advisors, LLC 7
Paradigm Capital Management, LLC/NV 7
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 7
Klaas Financial Asset Advisors, LLC 7
Invesco Exchange Fund - INVESCO EXCHANGE FUND 7
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 7
BCGM Wealth Management, LLC 7
Steinberganna Wealth Management 7
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 7
ETF Store, Inc. 7
Barnes Pettey Financial Advisors, Llc 7
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 7
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 7
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 7
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 7
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 7
Regeneron Pharmaceuticals Inc 7
QQWZ - Pacer Funds Trust - Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF 7
LCOW - Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF 7
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 7
Gibson Wealth Advisors LLC 7
European Equity Fund, Inc / Md 7
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB 7
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 7
Windmill Hill Asset Management Ltd 7
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I 7
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 7
GatePass Capital, LLC 7
Financial Council Asset Management Inc 7
SC&H Financial Advisors, Inc. 7
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 7
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 7
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 7
Gabelli Global Utility & Income Trust 7
Lee Johnson Capital Management, Llc 7
Growth Portfolio 7
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 7
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 7
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 7
Founders Fund V Management, LLC 7
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 7
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 7
Unionview, Llc 7
Arch Venture Fund Vi Lp 7
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 7
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 7
Ducere Wealth Management LLC 7
North Dallas Bank & Trust Co 7
Incline Global Management LLC 7
Wellington Capital Management, Inc. 7
DKRT Investments Corp. 7
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 7
Orbis Investment Management (U.S.), LLC 7
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 7
Sc Us (ttgp), Ltd. 7
Hixon Zuercher, LLC 7
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 7
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 7
Selkirk Management LLC 7
Cook Wealth Management Group Llc 7
Sagard Holdings Management Inc. 7
Argyle Capital Partners, LLC 7
Vance Wealth, Inc. 7
SBK Financial, Inc. 7
IOO - iSHARES TRUST - iShares Global 100 ETF 7
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 7
October Effect Ltd 7
Lloyd Park, LLC 7
HORAN Wealth, LLC 7
BCK Partners, Inc. 7
Brian Low Financial Group, Llc 7
Gator Capital Management, LLC 7
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 7
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 7
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 7
Brookside Capital Partners Fund Lp 7
Domain Parters Vii L P 7
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 7
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 7
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 7
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 7
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 7
First Farmers & Merchants Bank / Trust 7
Allen Operations Llc 7
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 7
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 7
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 7
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 7
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 7
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 7
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 7
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 7
Beaconlight Capital, Llc 7
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 7
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 7
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 7
CGMFX - CGM TRUST - CGM Focus Fund 7
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares 7
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 7
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 7
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 7
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 7
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 7
Quantum Capital Management, LLC / NJ 7
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 7
Core Bond Portfolio - Core Bond Portfolio 7
Investors Trust Inc 7
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 7
OneAscent Investment Solutions LLC 7
Papamarkou Wellner Asset Management inc. 7
Ccm Investment Group, Llc 7
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 7
Enhancing Capital LLC 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 7
LVZ Advisors, Inc. 7
Cross Staff Investments Inc 7
Advanced Series Trust - Ast Mfs Growth Portfolio 7
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 7
Asset One Wealth Management LLC 7
White Lighthouse Investment Management Inc. 7
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 7
First International Bank & Trust 7
Meru Capital Group, LP 7
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 7
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 7
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 7
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 7
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 7
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 7
Nussbaum Ran 7
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 7
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 7
Yukon Wealth Management, Inc. 7
Appaloosa Lp 7
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 7
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 7
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 7
Stone Run Capital, Llc 7
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 7
Stillwater Wealth Management Group 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) 7
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 7
Jnl Series Trust - Jnl/jpmorgan Us Government & Quality Bond Fund (a) 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
Trellis Advisors, LLC 7
Cornerstone Planning, LLC 7
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 7
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 7
Foresite Capital Opportunity Management V, LLC 7
WorthPointe, LLC 7
Aletheian Wealth Advisors LLC 7
Hansberger Growth Investors, Lp 7
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 7
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 7
Pinnacle Financial Group, LLC / IL 7
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 7
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 7
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 7
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 7
Jnl Series Trust - Jnl/wmc Value Fund (a) 7
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 7
Capital Planning LLC 7
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF 7
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 7
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 7
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 7
Cruiser Capital Advisors, Llc 7
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 7
RTD Financial Advisors, Inc. 7
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 7
Tortuga Wealth Management, Inc 7
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 7
Wilson, Kemp & Associates, Inc. 7
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 7
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 7
Arkfeld Wealth Strategies, L.L.C. 7
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 7
West Wealth Group, LLC 7
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 7
Lewis Capital Management, Llc 7
Total Wealth Planning & Management, Inc. 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 7
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 7
Brooklyn FI, LLC 7
J.E. Simmons & Co., P.C. 7
Chernett Jorey 7
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 7
Powers Advisory Group, LLC 7
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 7
Phillip James Consulting Co. 7
Infinitum Asset Management, Llc 7
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 7
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 7
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 7
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 7
Domain Partners VI, L.P. 7
Aurdan Capital Management, LLC 7
BMS Financial Advisors, LLC 7
Loveless Wealth Management LLC 7
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 7
Richmond Investment Services, LLC 7
Riversville Capital, Inc. 7
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 7
Granite Islands Private Wealth, Llc 7
Texas Treasury Safekeeping Trust Co 7
Three Bays Capital Lp 7
Gruber & Mcbaine Capital Management Llc 7
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 7
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 7
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 7
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 7
Laraway Financial Inc 7
Chapman Investment Management, LLC 7
KDT Advisors, LLC 7
Bolthouse Investments, LLC 7
Nuveen Equity Premium Advantage Fund 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
Riverpoint Wealth Management Holdings, LLC 7
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 7
Ml & R Wealth Management Llc 7
Pcm Fund, Inc. 7
Agp Franklin, Llc 7
Bridge Generations Wealth Management Llc 7
Fiduciary Management Associates Llc 7
3D/L Capital Management, LLC 7
Certior Financial Group, Llc 7
Amtrust Financial Services, Inc. 7
RFG - Bristol Wealth Advisors, LLC 7
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 7
Ksa Capital Management, Llc 7
Deer VII & Co. Ltd. 7
Intellus Advisors LLC 7
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 7
North Forty Two & Co. 7
RD Lewis Holdings, Inc. 7
Satter Management Co., L.p. 7
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 7
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 7
Mcclain Value Management Llc 7
Principled Equity Market Fund 7
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
Riverbend Wealth Management, LLC 7
Meriwether Wealth & Planning, LLC 7
First Interstate Bancsystem Inc 7
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 7
Ring Mountain Capital, LLC 7
ROCI - EA Series Trust - ROC ETF 7
DJE Kapital AG 7
Tower Square Investment Management, Llc 7
Curian Series Trust 7
Quaero Capital S.A. 7
Saddle Road Partners, LLC 7
Aip Series Trust 7
National Investment Services Inc /wi 7
Prasad Wealth Partners, LLC 7
Marshall Investment Management, Llc 7
Centerpoint Advisory Group 7
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 7
Tranquilli Financial Advisor LLC 7
Darrell & King Llc 7
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 7
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 7
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A 7
Keystone Financial Group, Inc. 7
Blodgett Wealth Advisors, Llc 7
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF 7
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 7
Vantage Point Financial LLC 7
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 7
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 7
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 7
Momentum Advisors, LLC 7
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 7
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 7
Sylvest Advisors, LLC 7
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund 7
Myriad Asset Management US LP 7
1Globe Capital LLC 7
IvyRock Asset Management (HK) Ltd 7
Schroder Capital Funds (delaware) 7
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 7
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 7
Lynch Asset Management, Inc. 7
Guggenheim Equal Weight Enhanced Equity Income Fund 7
Nuveen Global Equity Income Fund 7
TABR Capital Management, LLC 7
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 7
Warwick Investment Management, Inc. 7
Brady Martz Wealth Solutions, LLC 7
Cvfg Llc 7
Clark & Stuart, Inc 7
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 7
InvesTrust 7
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 7
SMART Wealth LLC 7
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 7
Greytown Advisors Inc. 7
Drake & Associates, LLC 7
Ironridge Global IV, Ltd. 7
Prescott General Partners LLC 7
WJ Interests, LLC 7
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 7
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 7
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 7
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 7
Cohen & Steers Global Income Builder, Inc 7
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 7
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A 7
Tri Ri Asset Management Corp 7
Conway Capital Management, Inc. 7
AAFCPAs Wealth Management, LLC 7
Bpifrance Participations SA 7
Shum Financial Group, Inc. 7
National Rural Electric Cooperative Association 7
Tempo Wealth, LLC 7
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 7
Enclave Advisors LLC 7
Taylor Hoffman Capital Management LLC 7
Howard Bailey Securities, Llc 7
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 7
Wesleyan Assurance Society 7
WEED - Listed Funds Trust - Roundhill Cannabis ETF 7
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 7
Wiregrass Investment Management Llc 7
Opes Wealth Management LLC 7
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 7
von Borstel & Associates, Inc. 7
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 7
BlackRock ETF Trust II - BlackRock High Yield ETF 7
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 7
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 7
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 7
MPM BioVentures 2014, L.P. 7
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 7
Requisite Energy Fund I Lp 7
PAWZ - PROSHARES TRUST - ProShares Pet Care ETF 7
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 7
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 7
ARCH Venture Fund VIII, L.P. 7
RMR Capital Management, LLC 7
Iszo Capital Lp 7
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 7
Cresta Advisors, Ltd. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 7
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 7
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 7
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 7
ZynergyRetirementPlanningLLC 7
MGO Private Wealth, LLC 7
New Mountain Vantage Advisers, L.l.c. 7
CISGX - Touchstone Institutional Funds Trust - Touchstone Sands Capital Institutional Growth Fund 7
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 7
Harbor Advisory Corp /ma/ 7
Clark Financial Services Group Inc /bd 7
Union Heritage Capital, LLC 7
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 7
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 7
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 7
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 7
Sls Management Llc 7
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia 7
Orchard Capital Managment, LLC 7
First Trust Portfolios Lp 7
Yorkville Advisors Global, LP 7
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF 7
Arizona PSPRS Trust 7
Wolff Financial Management Llc 7
FSA Advisors, Inc. 7
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 7
Oak Thistle LLC 7
Compton Wealth Advisory Group, LLC 7
Quaker BioVentures II LP 7
Samjo Capital LLC 7
Trevor Stewart Burton & Jacobsen Inc 7
Evergreen Quality Fund GP, Ltd. 7
Lam Group, Inc. 7
Corbin Capital Partners, L.P. 7
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 7
Passumpsic Savings Bank 7
Destrier Capital Management Llc 7
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 7
International Private Wealth Advisors LLC 7
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 7
Weitz Investment Management, Inc. 7
Kopp Funds Inc 7
Oakview Capital Management, L.p. 7
Koa Wealth Management, LLC 7
Ics Opportunities, Ltd. 7
AFS Financial Group, LLC 7
Guardian Asset Advisors, LLC 7
Verum Partners LLC 7
Catalyst Wealth Management, LLC 7
MA Private Wealth 7
FEDDX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Discovery Fund 7
GEM Asset Management, LLC 7
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 7
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 7
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 7
IPL Advisers, LLC 7
RHS Financial, LLC 7
New Age Alpha Trust - AVDR US LargeCap ESG ETF 7
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 7
Ice Pond Lane Advisers, LLC 7
Brio Consultants, LLC 7
Mra Associates Usa Llc 7
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 7
King Street Capital Management, L.p. 7
Lorne Steinberg Wealth Management Inc. 7
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 7
Mainsail Asset Management, Llc 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Heritage Way Advisors, LLC 7
Royce Global Value Trust, Inc. 7
Vertex Planning Partners, LLC 7
Cambridge Financial Group, Inc. 7
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 7
Weather Gauge Advisory, LLC 7
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 7
Saybrook Capital /nc 7
HF Advisory Group, LLC 7
CMG Global Holdings, LLC 7
Paul Damon & Associates, Inc. 7
BlueChip Wealth Advisors LLC 7
Yeomans Consulting Group, Inc. 7
Kdi Capital Partners Llc 7
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 7
Fcpm Iii Services B.v. 7
Pivotal bioVenture Partners Fund I, L.P. 7
MMNCX - Miller Investment Trust - Miller Market Neutral Income Fund Class C 7
Harvest Capital Management Inc 7
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 7
Legacy Wealth Partners, LLC 7
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 7
Presilium Private Wealth, Llc 7
Madison Covered Call & Equity Strategy Fund 7
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 7
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 7
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 7
Palogic Value Management, L.P. 7
Stack Financial Management, Inc 7
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 7
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 7
Long Run Wealth Advisors, LLC 7
Vinland Capital Management Gestora de Recursos LTDA. 7
Sunburst Financial Group, LLC 7
Atlantic Family Wealth, Llc 7
Keb Asset Management, Llc 7
Holowesko Partners Ltd. 7
Rho Capital Partners Inc 7
DRIPX - MP63 FUND INC - MP63 Fund 7
Family Wealth Group, LLC 7
Unisphere Establishment 7
Trilogy Global Advisors Lp 7
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 7
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 7
Sentinel Pension Advisors Inc 7
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 7
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 7
Aufman Associates Inc 7
Exeter Financial, LLC 7
Mango Five Family, Inc. 7
Silver Coast Investments LLC 7
Pacific Heights Asset Management Llc 7
Burton Enright Welch 7
Findell Capital Management Llc 7
Spero-smith Investment Advisers Inc /oh 7
Allen Wealth Management, Llc 7
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 7
Watershed Private Wealth Llc 7
Raptor Capital Management Lp 7
Keene & Associates, Inc. 7
Pitti Group Wealth Management, LLC 7
Clarity Wealth Advisors, LLC 7
Evernest Financial Advisors, LLC 7
Ferguson Shapiro LLC 7
Swisher Financial Concepts, Inc. 7
Wealthstar Advisors, Llc 7
Grosvenor Holdings, L.l.c. 7
CFVLX - COMMERCE FUNDS - The Value Fund Shares 7
Balanced Rock Investment Advisor 7
Grace & White Inc /ny 7
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 7
Rollins Financial Advisors, LLC 7
Gabalex Capital Management LLC 7
Up Strategic Wealth Investment Advisors Llc 7
Tyro Capital Management LLC 7
Select Asset Management & Trust 7
Cleary Gull Holdings Inc. 7
Cascadia Advisory Services, LLC 7
Apollon Financial, LLC 7
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 7
NorthStar Asset Management LLC /NJ/ 7
BOCHK Asset Management Ltd 7
Patriot Wealth Management, Inc. 7
Viawealth, Llc 7
Veritas Investment Management LLP 7
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 7
Wood Asset Management Inc 7
Maj Invest Holding A/S 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 7
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 7
Essex Private Wealth Management, LLC 7
Energy Opportunities Capital Management, LLC 7
Access Investment Management LLC 7
Permian Investment Partners, LP 7
Client 1st Advisory Group, Llc 7
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 7
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 7
Heritage Investment Group, Inc. 7
IBSAX - Voya PARTNERS INC - VY(R) Baron Growth Portfolio Class ADV 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 7
Nantahala Capital Partners Limited Partnership 7
Lifetime Wealth Management P.C. 7
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 7
Longitude Capital Partners III, LLC 7
Travelers Companies, Inc. 7
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund 7
Proquility Private Wealth Partners, LLC 7
Peninsula Wealth, LLC 7
Petix & Botte Co 7
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 7
Consilio Wealth Advisors, Llc 7
Thomas Story & Son Llc 7
MDE Group 7
Sonoma Private Wealth LLC 7
Retirement Design & Management Inc /adv 7
Elevated Private Wealth, LLC 7
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 7
DB&C Advisors, LLC 7
Cultivar Capital, Inc. 7
AAFMAA Wealth Management & Trust LLC 7
Irenic Capital Management LP 7
Ranger International Management, LP 7
Montz Harcus Wealth Management LLC 6
Proactive Wealth Strategies LLC 6
Golden Reserve Retirement LLC 6
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 6
Nova R Wealth, Inc. 6
Lakeshore Financial Planning, Inc. 6
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 6
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 6
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 6
BCR Wealth Strategies, LLC 6
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 6
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
VAVAX - VALIC Co I - Value Fund 6
Pacific Capital Partners Ltd 6
Hamlin Capital Management, LLC 6
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 6
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 6
Flippin Bruce & Porter Inc 6
Marin Bay Wealth Advisors, LLC 6
EdgePoint Investment Group Inc. 6
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 6
Northern Capital Management, Inc. 6
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 6
Archon Capital Management LLC 6
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 6
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 6
Nicholson Wealth Management Group, LLC 6
Portfolio Resources Advisor Group, Inc. 6
Braeburn Wealth Management LLC 6
Biechele Royce Advisors 6
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 6
Access Industries Management, Llc 6
Tolleson Wealth Management, Inc. 6
Pring Turner Capital Group Inc 6
CHB Investment Group, LLC 6
Tcfg Wealth Management, Llc 6
Fmb Wealth Management 6
Harbor Group, Inc. 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 6
Accelerate Investment Advisors LLC 6
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 6
jvl associates llc 6
Shepherd Street Advisors LLC 6
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 6
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class 6
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 6
Otter Creek Advisors, LLC 6
Forty4 Asset Management LLC 6
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 6
J Arnold Wealth Management Co 6
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 6
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 6
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 6
BancFirst Trust & Investment Management 6
Plustick Management Llc 6
Beto Financial Group, Llc 6
Archvest Wealth Advisors, Inc. 6
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 6
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 6
Medicxi Growth I LP 6
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 6
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 6
HGI Capital Management, LLC 6
First Growth Capital LLC 6
Parrish Capital LLC 6
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 6
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 6
Cottonwood Capital Advisors, Llc 6
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 6
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 6
Adirondack Research & Management Inc. 6
Bull Oak Capital, LLC 6
Sonic GP LLC 6
PARUS FINANCE (UK) Ltd 6
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 6
TL Private Wealth 6
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 6
Oikos Holdings Llc 6
Rudman Errol M 6
Washington University 6
RK Capital Management, LLC/FL 6
Rainier Family Wealth Inc 6
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 6
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 6
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 6
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 6
Kopernik Global Investors, LLC 6
Kcl Capital, L.p. 6
Baugh & Associates, LLC 6
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 6
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 6
Ted Buchan & Co 6
Tax-managed Global Small-cap Portfolio 6
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 6
Softbank Group Corp 6
ABG Innovation Capital Partners III GP Ltd 6
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 6
Versant Venture Capital V, L.P. 6
Aisling Capital IV, LP 6
BFRNX - Advisors' Inner Circle Fund III - BARROW HANLEY FLOATING RATE FUND I Shares 6
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 6
Brauser Michael 6
Pfc Capital Group, Inc. 6
Wilson & Boucher Capital Management, LLC 6
Collaborative Wealth Managment Inc. 6
MKP Capital Management, L.L.C. 6
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 6
Ambs Investment Counsel Llc 6
Mirabaud Asset Management (France) SAS 6
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 6
Symphony Financial Services, Inc. 6
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 6
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 6
Bridgewealth Advisory Group, LLC 6
Longview Financial Advisors LLC 6
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares 6
Hardin Capital Partners, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 6
Lowell Blake & Associates Inc. 6
5AM Ventures IV, L.P. 6
Expressive Wealth LLC 6
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 6
Darden Wealth Group Inc 6
Amplify ETF Trust - Amplify Thematic All-Stars ETF 6
Kerusso Capital Management LLC 6
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 6
Hochman Cole Investment Advisors, Inc. 6
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
Arrow Capital Management, LLC 6
Patrick Mauro Investment Advisor, INC. 6
Cobler Capital Management, LLC 6
Mission Financial Group, LLC 6
Haywood George Weaver 6
Riverstone Advisors, LLC 6
SFG Wealth Management, LLC. 6
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 6
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund 6
HYA Advisors, Inc 6
Trinity Financial Advisors LLC 6
Windsor Advisory Group, LLC 6
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 6
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
JHGEX - John Hancock Funds II - Global Equity Fund Class A 6
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 6
Asset Planning Corporation 6
Coastlands Capital LP 6
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 6
Waystone Advisors Llc 6
Firefly Value Partners, LP 6
Parplus Partners 6
Mizuho Bank, Ltd. 6
Harraden Circle Investments, LLC 6
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 6
SRTGX - SMA RELATIONSHIP TRUST - Series G 6
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 6
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 6
Concorde Financial Corp 6
Blackstone Holdings II L.P. 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 6
Alta Biopharma Partners Iii Lp 6
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 6
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 6
PACIFIC FUNDS SERIES TRUST - PF Emerging Markets Fund CLASS P 6
RP Management, LLC 6
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 6
Capital Group KKR Core Plus (plus) 6
Capital Group KKR Multi-Sector (plus) 6
Secrest Blakey & Associates, LLC 6
SAVN - NORTHERN LIGHTS FUND TRUST II - LifeGoal Conservative Wealth Builder ETF 6
Cypress Capital Advisors, LLC 6
Banyan Capital Management, Inc. 6
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 6
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 6
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 6
Intergy Private Wealth, LLC 6
Teva Pharmaceutical Industries Ltd 6
Buckingham Capital Management Inc 6
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 6
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 6
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF 6
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 6
GQETX - GMO TRUST - GMO Quality Fund Class III 6
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 6
V. M. Manning & Co., Inc. 6
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 6
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 6
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 6
MIC Capital Management UK LLP 6
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 6
Deschaine & Company, Llc 6
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 6
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 6
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 6
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 6
Ausbil Investment Management Ltd 6
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 6
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 6
Nuveen High Income November 2021 Target Term Fund 6
HM Capital Management, LLC 6
Omega Fund VI, L.P. 6
AMG Asset Management Group, Inc. 6
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
Acorn Creek Capital Llc 6
CGOV Asset Management 6
Omega Fund V, L.P. 6
National Mutual Insurance Federation of Agricultural Cooperatives 6
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 6
Geier Asset Management, Inc. 6
ROIS - Lattice Strategies Trust - Hartford Multifactor International Small Company ETF 6
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 6
Guardian Point Capital, Lp 6
Scotia Asset Management L.P. 6
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 6
Access Industries Holdings LLC 6
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 6
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 6
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares 6
Mar Vista Investment Partners Llc 6
Meritage Group LP 6
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 6
Ark Venture Fund 6
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 6
Hartree Partners, LP 6
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB 6
Axiom Financial Strategies, LLC 6
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 6
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 6
NewGen Asset Management Ltd 6
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 6
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 6
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 6
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 6
AFADX - World Funds Trust - Applied Finance Dividend Fund Investor Class 6
Space Summit Capital LLC 6
Victory Institutional Funds 6
Oppenheimer Developing Markets Fund 6
Boomfish Wealth Group, LLC 6
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 6
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 6
Align Wealth Management, LLC 6
Cincinnati Financial Corp 6
Intermede Investment Partners Ltd 6
Del Mar Asset Management, LP 6
Baselake Partners, LP 6
Flagship Ventures Fund IV General Partner LLC 6
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 6
Weston Capital Management Inc 6
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 6
Payne Capital LLC 6
Alleghany Corp /de 6
NSB Advisors LLC 6
Crossingbridge Advisors, LLC 6
Fusion Capital, LLC 6
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 6
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 6
WealthPoint Financial, LLC 6
Legacy Wealth Planning, LLC 6
Samjo Management, LLC 6
Coerente Capital Management 6
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 6
Adamcapital Gestao De Recursos Ltda. 6
Marshall Financial Group Inc /adv 6
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 6
Thornburg Income Builder Opportunities Trust 6
Sanibel Captiva Investment Advisers, Inc. 6
AG Campbell Advisory, LLC 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
WELLINGTON TRUST Co N A 6
Soroban Capital Partners LP 6
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 6
Investment Management Trust, LLC 6
Flower City Capital 6
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 6
RAM Investment Partners, LLC 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
Hampstead Capital LLP 6
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 6
Glynn Capital Management Llc 6
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 6
Qatar Investment Authority 6
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 6
Context Capital Funds 6
Adi Capital Management LLC 6
Clarus Lifesciences III, L.P. 6
Kavilco Inc/wa/ 6
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 6
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 6
Maxele Advisors, LLC 6
Summa Corp. 6
Walsky Investment Management, Inc. 6
Praetorian Wealth Management, Inc. 6
PACIFIC SELECT FUND - International Growth Portfolio Class P 6
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 6
Exit Wealth Advisors, LLC. 6
Sonen Capital LLC 6
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 6
Blueline Advisors Llc 6
Foresite Capital Fund V, L.P. 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 6
Eagle Boston Investment Management Inc 6
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 6
Finivi Inc. 6
Tetrem Capital Management Ltd. 6
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 6
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 6
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 6
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio 6
MOR Wealth Management, LLC 6
Financial Planning Hawaii, Inc. 6
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A 6
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class 6
Fiduciary Wealth Partners, LLC 6
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 6
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 6
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 6
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 6
Element Pointe Advisors, Llc 6
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF 6
Regis Management CO LLC 6
Jefferson Bridge Capital, LLC 6
StoneCrest Wealth Management, Inc. 6
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 6
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 6
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 6
Junson Asset Management (Hong Kong) Ltd 6
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 6
Investment Management Associates Inc /adv 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 6
Florence Capital Advisors, LLC 6
Vickerman Investment Advisors, Inc. 6
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 6
Gantzert Investment Co Llc /adv 6
JM2 Capital Inc. 6
Prism Advisors, Inc. 6
Arrowroot Family Office, LLC 6
FDDAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy II Fund A Shares 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Rf&l Wealth Management, Llc 6
Metropolitan Capital Advisors Inc 6
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 6
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 6
Pursuit Wealth Management LLC 6
Syncona Portfolio Ltd 6
Carl Stuart Investment Advisor, Inc 6
FDSAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy Fund Class A 6
Tlwm 6
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 6
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 6
Resolute Financial, Llc 6
Wealthspan Partners, Llc 6
Trv Gp Iv, Llc 6
Great Waters Wealth Management 6
Planning Center, Inc. 6
Longitude Capital Partners II, LLC 6
Intelligent Financial Strategies 6
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 6
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A 6
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 6
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 6
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 6
Soundwatch Capital LLC 6
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 6
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 6
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 6
Jordan Park Group LLC 6
Theory Financial Llc 6
Sandro Wealth Management LLC 6
Quality Growth Management, Inc. 6
Kaydan Wealth Management, Inc. 6
Sun Financial Inc 6
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 6
Lebenthal Wealth Advisors, LLC 6
Fulcrum Wealth Advisors, Llc 6
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 6
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 6
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 6
Nuveen Preferred & Income Opportunities Fund 6
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 6
Fieldpoint Private Advisors, Inc 6
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 6
Rappaport Reiches Capital Management, LLC 6
Scepter Holdings, Inc. 6
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 6
Oppenheimer Senior Floating Rate Fund 6
Brahman Capital Corp. 6
MML Series Investment Fund II - MML Special Situations Fund Class II 6
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 6
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 6
Austin Wealth Management, LLC 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 6
Insight Folios Inc 6
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 6
Englebert Financial Advisers, LLC 6
Contrarian Capital Management, L.l.c. 6
Stonebridge Financial Group, LLC / MO 6
Par Capital Management Inc 6
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 6
Trv Gp Ii, Llc 6
Trv Gp, Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 6
Gendell Jeffrey L 6
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 6
AIHC Capital Management Ltd 6
Thayer Partners, LLC / MA 6
Welch Capital Partners Llc/ny 6
Sequent Asset Management, LLC 6
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 6
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 6
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 6
Tower Wealth Partners, Inc. 6
CPA Asset Management LLC 6
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 6
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 6
Walden Wealth Partners Llc 6
Cauble & Harre Wealth Management, Inc. 6
Manning Paul B 6
Livet Wealth, LLC 6
Cushing Mutual Funds Trust - Cushing® SMID Growth Focused Fund Class I Shares 6
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 6
3i, LP 6
Sprucegrove Investment Management Ltd 6
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 6
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 6
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 6
HFG Advisors, Inc. 6
Crown Advisors Management, Inc. 6
Wilsey Asset Management Inc 6
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 6
Lazard World Dividend & Income Fund, Inc. 6
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 6
Alterity Financial Group, LLC 6
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 6
Starr International Co Inc 6
Putnam ETF Trust - Putnam ESG High Yield ETF - 6
Bontempo Ohly Capital Mgmt Llc 6
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 6
Western Asset Middle Market Income Fund Inc. 6
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 6
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 6
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 6
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 6
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 6
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 6
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 6
Foxby Corp. 6
Dividend & Income Fund 6
Financial Symmetry Inc 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 6
Durable Capital Partners LP 6
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 6
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 6
Brainard Capital Management LLC 6
Atlas Venture Fund XI, L.P. 6
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 6
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 6
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 6
Milestone Advisory Partners 6
Betterment LLC 6
Bill & Melinda Gates Foundation 6
Counterweight Ventures, LLC 6
DLTCX - DELAWARE GROUP CASH RESERVE - Delaware Investments Ultrashort Fund CLASS C 6
Eaton Vance High Income 2021 Target Term Trust 6
Gai Agility Income Fund 6
Pacific Financial Group Inc 6
EUGAX - MORGAN STANLEY EUROPEAN EQUITY FUND INC. - Morgan Stanley European Equity Fund Inc. A 6
Cherrydale Wealth Management, Llc 6
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 6
Nekton Capital Ltd. 6
Fox Point Capital Management LLC 6
Midwest Financial Group LLC 6
Banta Asset Management Lp 6
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 6
Guardian Variable Products Trust - Guardian International Growth VIP Fund 6
Check Capital Management Inc/ca 6
Maple Rock Capital Partners Inc. 6
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 6
Delta Capital Management Llc 6
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 6
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 6
CJM Wealth Advisers, Ltd. 6
Evansbrook LLC 6
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 6
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 6
Sun Group Wealth Partners 6
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 6
Dean Capital Management 6
J2 Capital Management Inc 6
Ellerson Group Inc /adv 6
Redwood Family Wealth LLC 6
Columbia Pacific Advisors, LLC 6
Stolper Co 6
Nuveen Select Maturities Municipal Fund 6
THCX - Investment Managers Series Trust II - AXS Cannabis ETF 6
A3 Alternative Credit Fund 6
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 6
Lwmg, Llc 6
Centerbridge Partners, L.P. 6
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 6
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares 6
Canoe Financial LP 6
Bennett Associates Wealth Management 6
Blackcrane Capital, Llc 6
New Century Advisors, LLC 6
Parkway Wealth Management Group, LLC 6
Mrj Capital Inc 6
North Ridge Wealth Advisors, Inc. 6
Generation Capital Management LLC 6
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 6
Straightline Group Llc 6
VAUGHAN & Co SECURITIES, INC. 6
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 6
Port Capital LLC 6
Pamalican Asset Management Ltd 6
FOURPOINTS Investment Managers, S.A.S. 6
Carbahal Olsen Financial Services Group, LLC 6
BlackBarn Capital Partners LP 6
Sandia Holdings, LLC 6
Disciplined Investors, L.L.C. 6
Atlas Venture Associates IX, LLC 6
Shayne & Co., Llc 6
Cigogne Management Sa 6
Heritage Wealth Management, Inc. /CA/ 6
Resource Consulting Group Inc 6
Keyvantage Wealth, Llc 6
LongView Wealth Management 6
Sellwood Investment Partners LLC 6
Topsail Wealth Management, LLC 6
Bay Capital Advisors, LLC 6
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF 6
Clune & Associates, Ltd. 6
Reynolds Investment Management, Inc. 6
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 6
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 6
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 6
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 6
Care Capital III LLC 6
SilverOak Wealth Management LLC 6
ZEGA Investments, LLC 6
Altus Wealth Management, LLC 6
Springhouse Capital Management, LP 6
Nuveen Equity Premium Opportunity Fund 6
Lionshead Wealth Management, LLC 6
Stronghold Wealth Management L.L.C. 6
WT Wealth Management 6
Panoramic Capital, LLC 6
Buttonwood Financial Advisors Inc. 6
TORYX - RBB Fund Trust - Torray Fund 6
Haven Capital Group, Inc. 6
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 6
Ascent Capital Management, LLC 6
Pennington Partners & Co., Llc 6
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 6
Northbridge Financial Group, Llc 6
Sofinnova Venture Partners Vii L P 6
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 6
Blue Rock Wealth Management LLC 6
POLRX - FundVantage Trust - Polen Growth Fund Investor Class 6
Bull Street Advisors, LLC 6
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 6
Vivo Ventures VI, LLC 6
Tmd & Associates, Inc 6
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund 6
Perryman Financial Advisory Inc /ad 6
Ames National Corp 6
Alexandria Real Estate Equities, Inc. 6
True Capital Management 6
Armor Investment Advisors, LLC 6
Hilltop Partners LLC 6
Retirement Planning Group, Llc / Ny 6
Lazar David E. 6
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 6
Raub Brock Capital Management LP 6
Derbend Asset Management 6
American Economic Planning Group Inc /adv 6
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 6
Wormser Freres Gestion 6
Michels Family Financial, LLC 6
Sofinnova Venture Partners X, L.P. 6
Schwarz Dygos Wheeler Investment Advisors Llc 6
Sunbeam Capital Management, LLC 6
All Season Financial Advisors, Inc. 6
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 6
Griffith & Werner, Inc. 6
Cahill Wealth Management, LLC 6
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 6
Rbo & Co Llc 6
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 6
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 6
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 6
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 6
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A 6
Exor Capital LLP 6
Pcg Asset Management, Llc 6
Alley Investment Management Company, LLC 6
DMKC Advisory Services, LLC 6
LifeWealth Investments, LLC 6
Keel Point Advisors, LLC 6
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 6
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 6
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 6
Borer Denton & Associates, Inc. 6
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF 6
4J Wealth Management LLC 6
Inspire Trust Co, N.a. 6
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 6
Cincinnati Insurance Co 6
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 6
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 6
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) 6
Broad Peak Investment Holdings Ltd. 6
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 6
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 6
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 6
Third Rock Ventures II, L.P. 6
Financial Harvest, LLC 6
Corps Capital Advisors, LLC 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 6
Sanchez Gaunt Capital Management, LLC 6
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 6
BlackRock Portfolio Management LLC 6
Icahn Carl C 6
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 6
Hartford Funds Master Fund 6
Midway Capital Research & Management 6
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 6
Sage Financial Management Group, Inc. 6
POGSX - Oak Associates Funds - Pin Oak Equity Fund 6
Summit Place Financial Advisors, LLC 6
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 6
Olstein Capital Management, L.P. 6
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 6
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 6
Farmhouse Investment Management LLC 6
Moller Financial Services 6
CXI Advisors 6
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 6
Peterson Wealth Management 6
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 6
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 6
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 6
New Age Alpha Funds Trust - NAA Allocation Fund Class C 6
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 6
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 6
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 6
Elevate Capital Advisors, LLC 6
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 6
Eley Financial Management, Inc 6
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 6
Tillman Hartley LLC 6
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 6
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 6
Funicular Funds, LP 6
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 6
swisspartners Advisors Ltd 6
RiverVest Venture Management LLC 6
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 6
HFR Wealth Management, LLC 6
Aegis Wealth Management LLC 6
RIVSX - Oak Associates Funds - River Oak Discovery Fund 6
Sprott Focus Trust Inc. 6
Ab Multi-manager Alternative Fund 6
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 6
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 6
Vanguard Chester Funds 6
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 6
Anchor Pointe Wealth Management, LLC 6
Virginia Wealth Management Group, Inc. 6
Aspen Wealth Strategies, LLC 6
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 6
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 6
TRSDX - Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund Investor Class Shares 6
Redwood Grove Capital, LLC 6
Tbp Advisors Ltd 6
ADAR1 Partners, LP 6
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 6
Bluepoint Investment Series Trust 6
Arbor Capital Management Inc /adv 6
AMG Funds LLC 6
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF 6
Lincoln Capital LLC 6
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 6
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 6
Athena Wealth Management, LLC 6
Bluesphere Advisors, LLC 6
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 6
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 6
Clarendon Private LLC 6
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 6
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 6
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 6
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 6
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 6
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 6
TigerShark Management, LLC 6
ABVAX - AB TRUST - AB Value Fund Class A 6
Gabelli Nextshares Trust 6
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 6
Aspire Capital Fund, LLC 6
Hillman Capital Management, Inc. 6
Blue Sparrow, LLC /DE 6
Bennett Selby Investments Lp 6
Solas Capital Management, LLC 6
Hays Series Trust 6
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 6
BERIX - Chartwell Funds - Berwyn Income Fund 6
Forum Private Client Group LLC 6
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 6
Connors Funds - Connors Hedged Equity Fund Institutional Class 6
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 6
Kieckhefer Group Llc 6
Seamount Financial Group Inc 6
Horizon Family Wealth, Inc. 6
Quadrant Capital Management, LLC 6
Bensler, LLC 6
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 6
VUB Generali dochodkova spravcovska spolocnost, a.s. 6
Klk Capital Management Llc 6
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 6
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 6
Satovsky Asset Management Llc 6
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 6
Bridge Advisory, LLC 6
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 6
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 6
ATP Life Science Ventures, L.P. 6
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 6
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 6
JNL SERIES TRUST - JNL/Vanguard International Fund (A) 6
WMG Financial Advisors, LLC 6
venBio Global Strategic Fund III, L.P. 6
HEDJX - ADVISORS SERIES TRUST - Scharf Alpha Opportunity Fund Retail Class 6
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 6
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 6
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class 6
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 6
Rezny Wealth Management, Inc. 6
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 6
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 6
Cumberland Advisors Inc 6
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 6
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 6
Taylor Asset Management Inc 6
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 6
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I 6
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 6
Tao Capital Management LP 6
Vulcan Value Partners, LLC 6
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 6
Oppenheimer Global Value Fund 6
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 6
Karani Asset Management LLC 6
Montchanin Asset Management, Llc 6
Tulsa Wealth Advisors, INC 6
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
Tavio Capital LLC 6
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 6
Aspire Capital Advisors LLC 6
North Berkeley Wealth Management, LLC 6
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 6
Ledgewood Wealth Advisors, LLC 6
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund 6
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 6
Aperture Investors, LLC 6
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 6
ARCH Venture Fund IX, L.P. 6
Hammer Asset Management, LLC 6
Pacific Grove Capital LP 6
New Vernon Investment Management Llc 6
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 6
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
Northeast Investors Growth Fund Inc 6
Night Owl Capital Management, LLC 6
Madson Wealth Advisors Inc 6
BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A 6
HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class 6
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 6
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 6
Nabity-Jensen Investment Management Inc 6
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 6
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 6
Conrad Siegel Investment Advisors, Inc. 6
Plotkin Financial Advisors, LLC 6
Voya International High Dividend Equity Income Fund 6
Horizon Funds - HORIZON EXPEDITION PLUS ETF 6
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 6
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A 6
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 6
HNASX - HOMESTEAD FUNDS INC - Growth Fund 6
Austin Asset Management Co Inc 6
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 6
GMBZX - GuideStone Funds - Impact Bond Fund Investor 6
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 6
Renaissance Investment Consultants Holding Company, Llc 6
Minneapolis Portfolio Management Group, LLC 6
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 6
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 6
Bcm Advisors, Llc 6
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 6
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 6
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 6
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 6
XXEC, Inc. 6
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 6
Titan Wealth (CI) Ltd 6
Edmunds White Partners Llc 6
Source Financial Advisors LLC 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 6
Allium Financial Advisors, Llc 6
Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio 6
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 6
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 6
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
Southern Capital Advisors, Llc 5
Condorcet Global Opportunity Fund, LLC 5
Rayner & Haynor 5
Freed Investment Group 5
Cai Capital Management, Inc. 5
GSB Podium Advisors, LLC 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
Bmi Capital Corp 5
Highlander Partners, L.P. 5
Midwest Wealth Management Inc. 5
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF 5
Crusonia Wealth Advisors LLC 5
Grand Central Investment Group 5
Orin Green Financial, LLC 5
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF 5
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 5
Frazier Life Sciences VIII, L.P. 5
Tsai Capital Corp 5
Heirloom Wealth Management 5
Linker Capital Management Inc. 5
Iron Park Capital Partners, LP 5
Allergan plc 5
Ardent Capital Management, Inc. 5
EMJ Capital Ltd. 5
Fairbanks Capital Management, Inc. 5
LRT Capital Management, LLC 5
Pacific Excel Wealth Advisors, Inc. 5
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 5
Crestmont Private Wealth LLC 5
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 5
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 5
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 5
venBio Global Strategic Fund, L.P. 5
Tnf Llc 5
Whelan Financial 5
Harbert Management Corp 5
Corecam AG 5
BGCBX - BAILLIE GIFFORD FUNDS - Baillie Gifford China Equities Fund Institutional Class 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
Arthur Zaske & Associates, LLC 5
STTCX - North Square Investments Trust - North Square Trilogy Alternative Return Fund Class C 5
Hutner Capital Management Inc 5
ALPS ETF Trust - ALPS Hillman Active Value ETF 5
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 5
blooom, inc. 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 5
Snider Financial Group 5
Swmg, Llc 5
Puissance Capital Management LP 5
JNL SERIES TRUST - JNL/Baillie Gifford U.S. Equity Growth Fund (I) 5
Trent Capital Management Inc /nc/ 5
SevenOneSeven Capital Management 5
Managed Account Services Inc 5
Ponoi II Management, LLC 5
Ponoi Management, LLC 5
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 5
Bassett Hargrove Investment Counsel, Llc 5
Stonegate Management LLC 5
Ronit Capital LLP 5
Broadwood Partners, L.p. 5
Portland Hill Asset Management Ltd 5
Ark Wealth Advisors LLC 5
Atlas Venture Fund IX, L.P. 5
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 5
Crestone Asset Management LLC 5
Apeiron Investment Group Ltd. 5
Welch Investments, LLC 5
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A 5
Acorns Advisers, LLC 5
BlueSky Wealth Advisors, LLC 5
Whitcomb & Hess, Inc. 5
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 5
Newport Capital Group, LLC 5
Northpond Ventures, LP 5
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 5
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 5
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 5
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 5
First Eagle Credit Opportunities Fund 5
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 5
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 5
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 5
BlackRock Innovation & Growth Trust 5
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 5
Curran Financial Partners, LLC 5
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 5
Franchise Capital Ltd 5
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 5
Novartis Institutes for BioMedical Research, Inc. 5
Coco Enterprises, LLC 5
New Age Alpha Trust - AVDR US LargeCap Leading ETF 5
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 5
DIVY - Tidal ETF Trust - Sound Equity Income ETF 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 5
Unterberg Capital LLC 5
Hawkes Bay Master Investors (Cayman) L.P. 5
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 5
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 5
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 5
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 5
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 5
Parsonex Advisory Services, Inc. 5
August Group Capital Ltd 5
Meiji Yasuda America Inc 5
Guardian Variable Products Trust - Guardian International Value VIP Fund 5
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 5
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 5
RM Financial Services, LLC 5
Arsenal Capital Advisors LLC 5
Pincus Capital Management, Lp 5
Clarus Lifesciences II, L.P. 5
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 5
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
Cogent Private Wealth, Inc. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 5
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 5
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 5
Morling Financial Advisors, LLC 5
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 5
Daviman Financial, LLC 5
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class 5
Storgate, LLC 5
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 5
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 5
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
WHI TRUST Co LLC 5
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 5
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 5
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 5
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 5
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 5
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 5
Elevated Financial Group LLC 5
CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A 5
Southeastern Asset Management Inc/tn/ 5
Jones Kertz & Associates, Inc. 5
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5
Kelsey Financial, LLC 5
Cyrus Capital Partners, L.p. 5
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 5
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 5
Buffalo Business & Estate Services Ltd 5
Chatterton & Associates Inc. 5
Arta Finance Wealth Management LLC 5
Clear Trail Advisors, LLC 5
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 5
Philadelphia Financial Management of San Francisco, LLC 5
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 5
Memorial Sloan-Kettering Cancer Center 5
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 5
Occam Crest Management LP 5
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 5
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 5
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 5
Kassira Wealth Management LLC 5
Warner Group LLC 5
A4 Wealth Advisors LLC 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y 5
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I 5
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 5
WSCAX - WANGER ADVISORS TRUST - Wanger International 5
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 5
Meadowbrook Wealth Management, LLC 5
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 5
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 5
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 5
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 5
SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
IRBAX - IVY FUNDS - Ivy Pictet Targeted Return Bond Fund Class A 5
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 5
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 5
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 5
Interwest Partners X Lp 5
TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF 5
HOLA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Hedged Equity Laddered Overlay ETF 5
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 5
Peak Planning Group, LLC 5
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 5
Milestones Private Investment Advisors LLC 5
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 5
WBRRX - WILLIAM BLAIR FUNDS - William Blair Income Fund Class N 5
Lincoln Alternative Strategies LLC 5
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 5
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 5
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class 5
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 5
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 5
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 5
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 5
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 5
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 5
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 5
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 5
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 5
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 5
Vivo Ventures Vii, Llc 5
FNGAX - FRANKLIN GLOBAL TRUST - Franklin International Growth Fund CLASS A 5
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 5
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 5
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 5
Venrock Associates Iv L P 5
180 Degree Capital Corp. /ny/ 5
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 5
Signal Tree Financial Partners Llc 5
Dfa Investment Trust Co - The Asia Pacific Small Company Series 5
Charter Capital Management, LLC\DE 5
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 5
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 5
Snowwater Investment Partners, Llc 5
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 5
SEG Partners Long/Short Equity Fund 5
Manchester Management Co Llc 5
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 5
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 5
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 5
Legacy Capital Wealth Management, Llc 5
Harold Davidson & Associates Inc. 5
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 5
Alliance Private Wealth, LLC 5
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 5
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 5
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 5
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 5
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 5
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 5
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 5
Alamea Verwaltungs GmbH 5
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 5
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 5
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional 5
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 5
Wills Financial Group LLC 5
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 5
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 5
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 5
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 5
Ptm Wealth Management, Llc 5
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 5
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 5
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 5
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 5
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 5
Byrne Financial Freedom, Llc 5
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 5
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 5
Clg Llc 5
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 5
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) 5
Jnl Series Trust - Jnl/ppm America Value Equity Fund (a) 5
Cooper Investors Pty Ltd 5
Wellington Global Multi-Strategy Fund 5
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 5
Jnl Series Trust - Jnl/franklin Templeton Global Multisector Bond Fund (a) 5
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 5
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 5
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 5
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 5
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF 5
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 5
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y 5
Fire Capital Management LLC 5
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 5
Roumell Asset Management, LLC 5
Intercapital, Llc 5
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 5
Elite Financial, Inc. 5
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 5
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 5
Roan Capital Partners 5
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 5
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 5
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF 5
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 5
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 5
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 5
XY Planning Network, Inc. 5
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 5
Lakeshore Capital Group, Inc. 5
SMAP - Amplify ETF Trust - Amplify Small-Mid Cap Equity ETF 5
Aisling Capital II LP 5
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 5
5AM Ventures V, L.P. 5
WealthBridge Investment Counsel Inc. 5
Pershing Square Capital Management, L.P. 5
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 5
Sulzberger Capital Advisors, Inc. 5
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 5
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 5
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 5
Pioneer Series Trust I 5
InterWest Partners IX, LP 5
Vista Cima Wealth Management LLC 5
Trace Wealth Advisors, LLC 5
Meridiem Capital Partners LP 5
LeClair Wealth Partners LLC 5
Collar Capital Management, LLC 5
FengHe Fund Management Pte. Ltd. 5
ADAPT Investment Managers SA 5
Center for Wealth Management Advisory 5
Loeb King Trust 5
Lifelong Wealth Advisors, Inc. 5
Master's Wealth Management Inc. 5
Investment Counsel Co Of Nevada 5
Coign Capital Advisors LLC 5
Prepared Retirement Institute LLC 5
Crux Wealth Advisors 5
Arrow Capital Pty Ltd 5
Nutshell Asset Management Ltd 5
Potentia Wealth 5
Prospect Financial Group LLC 5
Contrarius Group Holdings Ltd 5
L.K. Benson & Company, P.C. 5
BIOS Capital Management, LP 5
PCB Capital LLC 5
May Barnhard Investments LLC 5
Integras Partners LLC 5
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 5
Coordinated Financial Services, Inc. 5
Permanent Capital Management, LP 5
Bravias Capital Group, LLC 5
Magnolia Private Wealth, LLC 5
Plaisance Capital LLC 5
Winmill & Co. Inc 5
Philadelphia Investment Partners New Generation Fund 5
Weinberger Asset Management, Inc 5
Drum Hill Capital, LLC 5
Compass Planning Associates Inc 5
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 5
Virtus Insight Trust 5
Novo Nordisk A S 5
SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares 5
Palacios Wealth Management, LLC 5
Park Capital Management, LLC / WI 5
Mfg Wealth Management, Inc. 5
Panoramic Capital Partners, LLC 5
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 5
Inman Jager Wealth Management, LLC 5
Flavin Financial Services, Inc. 5
Oregon Pacific Wealth Management, LLC 5
Orca Wealth Management, LLC 5
Legg Mason Investment Trust 5
Jacksonville Wealth Management, LLC 5
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 5
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 5
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
CF Woodford Equity Income Fund 5
Stembrook Asset Management, LLC 5
Cornerstone Advisors Asset Management, Inc 5
Washington Growth Strategies Llc 5
Cannon Advisors, Inc. 5
Spectrum Wealth Advisory Group, LLC 5
VCCEX - VALIC Co I - Core Equity Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 5
Optifour Integrated Wealth Management, Llc 5
Triune Financial Partners, LLC 5
Elm Ridge Management, LLC 5
CWC Advisors, LLC. 5
Frazier Healthcare VI, L.P. 5
BluePointe Capital Management, LLC 5
Villanova Investment Management Co LLC 5
Bares Capital Management, Inc. 5
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund 5
TCW ETF Trust - TCW Flexible Income ETF 5
Creekside Partners 5
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 5
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 5
Ancient Art, L.P. 5
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 5
D1 Capital Partners L.P. 5
Independent Franchise Partners LLP 5
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF 5
Sofinnova Partners SAS 5
TPG Advisors LLC 5
Silver Grove Financial Group, Inc. 5
Leslie Global Wealth, LLC 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 5
Impala Asset Management LLC 5
Allianz Global Investors U.S. Holdings LLC 5
Merlin BioMed Private Equity Advisors, L.L.C. 5
Schneider Capital Management Corp 5
Baxter International Inc 5
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 5
Susquehanna Securities, Llc 5
Sensible Money, LLC 5
EWC - iShares, Inc. - iShares MSCI Canada ETF 5
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 5
Column Group Ii, Lp 5
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 5
ProQuest Investments IV, L.P. 5
Security Benefit Life Insurance Co /ks/ 5
Piedmont Capital Management, LLC/NC 5
Atlas Venture Fund VII L P 5
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 5
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 5
Absolute Gestao de Investimentos Ltda. 5
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 5
Market Street Wealth Management Advisors Llc 5
Kirtland Hills Capital Management, Llc 5
Bernzott Capital Advisors 5
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 5
Killen Group Inc 5
V2 Financial group LLC 5
EWK - iShares, Inc. - iShares MSCI Belgium ETF 5
Adapt Wealth Advisors, Llc 5
Concentrum Wealth Management 5
Triad Investment Management 5
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 5
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF 5
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 5
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 5
Geo Capital Gestora de Recursos Ltd 5
PSH - PGIM ETF TRUST - PGIM Short Duration HIgh Yield ETF 5
Prentice Capital Management, LP 5
Emerson Wealth Management, LLC 5
Edge Financial Advisors LLC 5
JBR Co Financial Management Inc 5
Foguth Wealth Management, LLC. 5
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
Gladstone Capital Management LLP 5
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 5
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 5
MACRO Consulting Group 5
Pine Harbor Wealth Management, LLC 5
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF 5
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A 5
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 5
MSF Capital, LLC 5
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 5
Red Mountain Financial, LLC 5
True Vision MN LLC 5
Summit Capital Management Llc 5
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 5
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 5
S Squared Technology, LLC 5
Prudent Investors Network 5
Private Wealth Group, LLC 5
Oldfather Financial Services, LLC 5
Napa Wealth Management 5
Vickerman & Driscoll Financial Advisors Inc 5
Novak & Powell Financial Services, Inc. 5
Clarity Capital Partners LLC 5
Walthausen & Co., LLC 5
JPB Foundation 5
MPM BioVentures IV QP LP 5
Keyes, Stange & Wooten Wealth Management, LLC 5
Northroad Capital Management Llc 5
Semper Augustus Investments Group Llc 5
Curtis Advisory Group, LLC 5
Spdr Dow Jones Industrial Average Etf Trust 5
Lord Abbett Credit Opportunities Fund 5
Nuveen High Income 2023 Target Term Fund 5
PIMCO Energy & Tactical Credit Opportunities Fund 5
Frazier Life Sciences IX, L.P. 5
Clayton Partners LLC 5
Panacea Innovation Ltd 5
Mustard Seed Financial, LLC 5
ROI Financial Advisors, LLC 5
J. Stern & Co. LLP 5
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 5
Boothe Investment Group, Inc. 5
Verde Capital Management 5
Pwmco Llc 5
OV Management LLC 5
Cabot-Wellington, LLC 5
Discipline Wealth Solutions, LLC 5
Hoge Financial Services, Llc 5
Emancipation Management LLC 5
Asher Enterprises Inc 5
Farrow Financial Inc. 5
Watchman Group, Inc. 5
Ascension Capital Advisors, Inc. 5
Independent Family Office, LLC 5
Allianz Life Insurance Co Of North America 5
Arix Bioscience plc 5
Armstrong Shaw Associates Inc/ct 5
Steele Capital Management, Inc. 5
Dundas Partners LLP 5
Berry Wealth Group, LP 5
Akanthos Capital Management Llc 5
Madison Park Capital Advisors, LLC 5
Valueworks Llc 5
Murphy Michael R 5
Ensemble Capital Management, LLC 5
LifePlan Financial, LLC 5
Capital Financial Group Inc\co\ /adv 5
GMOIX - GMO TRUST - GMO International Equity Fund Class III 5
Clovis Capital Management Lp 5
Berkshire Capital Holdings Inc 5
Breiter Capital Management Inc 5
Key Colony Management, LLC 5
Vivid Wealth Management, LLC 5
VR Advisory Services Ltd 5
Tarsadia Capital, LLC 5
Tieton Capital Management, LLC 5
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 5
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 5
PIMCO FUNDS - PIMCO Low Duration Portfolio 5
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 5
Rheos Capital Works Inc. 5
Waterway Wealth Management, LLC 5
Klein Pavlis & Peasley Financial, Inc. 5
Comprehensive Financial Management LLC 5
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 5
Peterson Wealth Advisors, LLC 5
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 5
Black River Asset Management LLC 5
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 5
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 5
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF 5
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 5
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 5
First Sabrepoint Capital Management Lp 5
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 5
Penn Mutual Life Insurance Co 5
Silver Capital Management Llc 5
Prosperitas Financial LLC 5
Wealth Enhancement & Preservation of GA, LLC 5
Provident Trust Co 5
CA Family Wealth, LLC 5
LFG Wealth Partners, LLC 5
Shariaportfolio, Inc. 5
Kure Advisory, LLC 5
Insight Wealth Partners, LLC 5
Elephas Investment Management Ltd 5
Must Asset Management Inc. 5
Triarii Capital Management Lp 5
Strategic Vision Investment Ltd 5
Etesian Wealth Advisors, Inc. 5
Valicenti Advisory Services Inc 5
Clifford Capital Partners Llc 5
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 5
Strategic Capital Advisers, Inc. 5
Harborview Advisors, LLC 5
Mpam Credit Trading Partners L.p. 5
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 5
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 5
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 5
Kabarec Financial Advisors, Ltd. 5
Bluedoor Private Wealth, Llc 5
Lafitte Capital Management LP 5
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 5
Roivant Sciences Ltd. 5
Sanchez Wealth Management Group 5
Lonestar Capital Management LLC 5
Scopus Asset Management, L.p. 5
Stadion Money Management, LLC 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
Dexxon Holdings Ltd. 5
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 5
Hc Financial Advisors, Inc. 5
Nextech Crossover I GP S.a r.l. 5
Graham & Dodd Fund, Llc 5
Gkcc, Llc 5
Chartist Inc /ca/ 5
Relaxing Retirement Coach 5
Sycale Advisors (NY) LLC 5
Acorn Advisory Capital L.p. 5
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 5
Tillar-Wenstrup Advisors, LLC 5
Mpi Investment Management, Inc. 5
Touchstone Investment Trust 5
Putnam Fund For Growth & Income 5
Virtus Total Return Fund 5
Kalmar Pooled Investment Trust 5
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 5
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 5
R.H. Dinel Investment Counsel, Inc. 5
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 5
Nuveen Flexible Investment Income Fund 5
Harvest Investment Advisors, LLC 5
Yoder Wealth Management, Inc. 5
Sib Llc 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 5
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 5
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 5
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class 5
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund 5
Steben Alternative Investment Funds 5
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 5
LKEQX - LKCM Funds - LKCM Equity Fund 5
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 5
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 5
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 5
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 5
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 5
DIET - ETF Series Solutions - Defiance Next Gen Food & Agriculture ETF 5
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares 5
Stanley Capital Management, LLC 5
Oppenheimer Global Strategic Income Fund 5
LQTIX - Investment Managers Series Trust - Theta Income Fund Institutional Class 5
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 5
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 5
Axel Capital Management, LLC 5
Mutual Fund & Variable Insurance Trust - Rational Insider Buying VA Fund 5
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 5
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 5
DIP - ETF Series Solutions - BTD Capital Fund 5
Adirondack Funds 5
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 5
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 5
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 5
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class 5
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
Beach Point Capital Management LP 5
Western Asset Middle Market Debt Fund Inc. 5
Kinsight, LLC 5
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 5
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 5
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 5
Manitou Investment Management Ltd. 5
Schuler Jack W 5
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 5
Gibson Capital, LLC 5
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 5
Panoramic Investment Advisors, Llc 5
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 5
Growth Equity Opportunities 17, LLC 5
Gallagher Benefit Services, Inc. 5
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 5
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 5
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares 5
Willow Creek Wealth Management Inc. 5
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 5
Henssler Funds Inc 5
Graphene Investments SAS 5
HT Partners LLC 5
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 5
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 5
Oppenheimer Equity Income Fund 5
HJIGX - Manager Directed Portfolios - Hardman Johnston International Growth Fund Institutional Shares 5
Kraft, Davis & Associates, LLC 5
RWDIX - Two Roads Shared Trust - Redwood Managed Volatility Fund Class I 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 5
Nuveen Municipal High Income Opportunity Fund 5
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class 5
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class 5
Fundsmith LLP 5
Legacy Financial Group, Inc. 5
Firsthand Capital Management, Inc. 5
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 5
Retirement Investment Advisors, Inc. 5
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 5
Andalusian Capital Partners, Lp 5
Brogan Financial, Inc. 5
Oppenheimer Rising Dividends Fund 5
Bill & Melinda Gates Foundation Trust 5
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A 5
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 5
Cleary Gull Inc. 5
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 5
Stone Ridge Trust Iii 5
Multisector Income Portfolio 5
Short Duration High Income Portfolio - Short Duration High Income Portfolio 5
TRB Advisors LP 5
Profunds - Profund Vp Emerging Markets 5
CCOR - Listed Funds Trust - Core Alternative ETF 5
Left Brain Wealth Management, LLC 5
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 5
Summit Street Capital Management, LLC 5
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A 5
Waterford Advisors, LLC 5
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 5
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 5
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares 5
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares 5
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares 5
Western Asset/claymore Inflation-linked Opportunities & Income Fund 5
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 5
Virtus Total Return Fund Inc. 5
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 5
Vines Capital Management, LLC 5
MPYIX - Capitol Series Trust - Meritage Yield-Focus Equity Fund Institutional Shares 5
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 5
Compass Rose Asset Management, LP 5
Canaan Partners VII LLC 5
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 5
Massachusetts Mutual Life Insurance Co 5
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 5
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 5
SAVIX - UNIFIED SERIES TRUST - Symons Value Institutional Fund Symons Value Institutional 5
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 5
BGRWX - TRUST FOR PROFESSIONAL MANAGERS - Barrett Growth Fund 5
LCTIX - Leader Funds Trust - Leader Total Return Fund Institutional Class 5
WealthSpring Partners, LLC 5
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 5
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 5
Integris Wealth Management, LLC 5
Lazard Global Total Return & Income Fund Inc 5
Topspin Fund L.P. 5
Highland Peak Capital, LLC 5
Iliad Research & Trading, L.P. 5
L1 Capital Pty Ltd 5
Dreyfus Funds Inc 5
Wilks Brothers, LLC 5
Arwa Llc 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 5
Omega Fund IV, L.P. 5
Swiss Helvetia Fund, Inc. 5
Pps&v Asset Management Consultants, Inc. 5
Fund 1 Investments, LLC 5
Huang James 5
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 5
Two Roads Shared Trust - Conductor Global Equity Value ETF 5
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 5
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 5
Emerge ETF Trust - Emerge EMPWR Sustainable Dividend Equity ETF 5
Allied Irish Banks Plc 5
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 5
Hofer & Associates. Inc 5
Westend Partners Lp 5
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 5
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 5
Bain Capital Life Sciences Opportunities III, LP 5
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 5
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 5
Stapp Wealth Management, Pllc 5
BDFS Capital LLC 5
Nestle Health Science US Holdings, Inc. 5
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 5
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 5
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 5
VELA Funds - VELA Income Opportunities Fund Class A 5
Talkot Capital, LLC 5
UDI - USCF ETF Trust - USCF Dividend Income Fund 5
Private Capital Management 5
Thryve Wealth Management Llc 5
KerberRose Wealth Management, LLC 5
Opus Trading Fund LLC 5
Pharmstandard International S.A. 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 5
Frazier Healthcare VII, L.P. 5
Investment Insight Wealth Management, LLC 5
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 5
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 5
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 5
Ern Llc 5
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 5
Farmer Steven Patrick 5
VSL - ETF Series Solutions - Volshares Large Cap ETF 5
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 5
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 5
Youngs Advisory Group, Inc. 5
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 5
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares 5
ESG Planning 5
Devon Park Associates, LLC 5
ANGL - VanEck Vectors ETF Trust - VanEck Vectors Fallen Angel High Yield Bond ETF 5
IPDP - Listed Funds Trust - Dividend Performers ETF 5
Hilltop Park Associates LLC 5
CWH Capital Management, Inc. 5
Asset Management Resources, LLC 5
Sage Investment Advisers LLC 5
Ledge Wealth Management, Inc. 5
Integrity Advisory, LLC 5
Carter Financial Group, INC. 5
Aston Asset Management, LLC 5
CCLA Investment Management Ltd 5
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 5
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 5
Richelieu Gestion PLC 5
McLaughlin Asset Management, Inc. 5
ParenteBeard Wealth Management, LLC 5
Concord Asset Management Llc 5
Flagship Ventures Fund 2007, L.P. 5
Bow Street, Llc 5
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 5
Emerging Sovereign Group Llc 5
CTRU - Ark ETF Trust - ARK Transparency ETF 5
Swan Global Investments, LLC 5
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 5
MEME - Listed Funds Trust - Roundhill MEME ETF 5
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 5
Wilshire Associates Inc 5
CMCMX - CONESTOGA FUNDS - CONESTOGA MICRO CAP FUND Investors Class 5
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 5
Aravt Global Llc 5
Family CFO Inc 5
Barings Participation Investors 5
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 5
Capasso Planning Partners LLC 5
Vernier Capital Partners, Lp 5
Nitorum Capital, L.P. 5
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 5
Nuveen High Income December 2018 Target Term Fund 5
Eagle Growth & Income Opportunities Fund 5
Nuveen Dow 30sm Dynamic Overwrite Fund 5
Centaur Capital Partners, L.P. 5
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 5
Northpond Ventures, LLC 5
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 5
Salzman & Co., Inc. 5
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 5
Metatron Capital SICAV plc 5
Eagle Bluffs Wealth Management LLC 5
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 5
Van Diest Capital, LLC 5
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 5
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 5
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 5
Yarger Wealth Strategies, Llc 5
Light Street Capital Management, Llc 5
Aternalis Capital Llc 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
Oppenheimer Senior Floating Rate Plus Fund 5
Silver Oak Advisory Group, Inc. 5
SkyBridge Capital II, LLC 5
Repertoire Partners LP 5
Marble Arch Investments, LP 5
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 5
Founders Fund VI Management, LLC 5
Ugwumba Chidozie 5
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 5
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O 5
Eachwin Capital, Lp 5
William Allan, Llc 5
Rare Wolf Capital LLC 5
Financial Planners of Cleveland, Inc. 5
Harbour Wealth Management Group, Inc. 5
Caliber Wealth Management, Llc 5
Eclectic Associates Inc /adv 5
University Of Chicago 5
Blossom Wealth Management 5
Oppenheimer Capital Income Fund 5
Oppenheimer Limited-term Bond Fund 5
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 5
Varenne Capital Partners 5
Nuance Investments, Llc 5
Sr One Capital Management, Llc 5
Stumpf Capital Management LLC 5
Scott Investment Partners LLP 5
Francis Financial, Inc. 5
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 5
Afg Fiduciary Services Limited Partnership 5
Waypoint Wealth Partners Inc. 5
Frontier Asset Management, LLC 5
Eliot Finkel Investment Counsel, LLC 5
Sterling Manor Financial, LLC 5
Atlas Venture Associates IX, LLC 5
Bristol County Savings Bank 5
Pontifax Management 4 G.p. (2015) Ltd. 5
Prospect Capital Advisors, LLC 5
Newport Trust Co 5
Custos Family Office, LLC 5
Chubb Ltd 5
Greenhouse Wealth Management, LLC 5
WealthCare Investment Partners, LLC 5
Financial Planning & Information Services, Inc. 5
Colony Family Offices, LLC 5
Beaumont Capital Management, LLC 5
Dendur Capital Lp 4
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 4
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 4
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 4
Perseverance Asset Management International 4
Mirova US LLC 4
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A 4
Value Investment Professionals, LLC 4
Cedarwood Wealth LLC 4
Egerton Capital (UK) LLP 4
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class 4
Avid Wealth Partners LLC 4
PVG Asset Management 4
Brighton Securities Corp. 4
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 4
Mcglinn Capital Management Inc 4
Venbio Partners L.p. 4
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 4
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 4
ASO GROUP Ltd 4
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 4
Viridian Ria, Llc 4
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class 4
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 4
UNITED THERAPEUTICS Corp 4
First Trust Senior Floating Rate Income Fund Ii 4
Income Research & Management 4
Sound Financial Strategies Group, LLC 4
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 4
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A 4
HarbourVest Partners L.P. 4
Western Asset/claymore Inflation-linked Securities & Income Fund 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
SBIFX - SATURNA INVESTMENT TRUST - Sextant Bond Income Fund 4
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 4
Kam Lawrence 4
Kestrel Investment Management Corp 4
Mfs Government Markets Income Trust 4
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 4
Latash Investments, LLC 4
Lexington Hill Partners, LLC 4
Legacy Financial Strategies, LLC 4
Stewart Asset Management, LLC 4
HawsGoodwin Investment Management LLC 4
Oakmont Corp 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
Martin Capital Management Llc 4
Wagner Wealth Management, Corp 4
Buckley Capital Advisors, LLC 4
JODIX - Advisers Investment Trust - JOHCM US Small Mid Cap Equity Fund Class I 4
Solutions 4 Wealth, Ltd 4
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares 4
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class 4
WuXi AppTec Co., Ltd. 4
Invus Financial Advisors, LLC 4
Financial Strategies Group, Inc. 4
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 4
Spectrum Investment Advisors, Inc. 4
Shared Vision Wealth Group LLC 4
EcoR1 Capital Fund, L.P. 4
Bey-Douglas LLC 4
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 4
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
BCU Wealth Advisors, LLC 4
Par Investment Partners Lp 4
Objectivity Squared, LLC 4
Axial Capital Management, Llc 4
CAP Partners, LLC 4
Stewardship Advisors, LLC 4
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 4
HTG Investment Advisors, Inc. 4
Jdc-jsc L.p. 4
Greystone Investment Management Llc 4
Copperleaf Capital, LLC 4
AMIDEX FUNDS INC - Amidex35 Israel Mutual Fund Class A 4
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 4
Park Capital Group, Inc. 4
Clear Rock Advisors, LLC 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
Rooted Wealth Advisors, Inc. 4
Marks Wealth, LLC 4
Hansen & Associates Financial Group, Inc. 4
Dominguez Wealth Management Solutions, Inc. 4
PRIPX - T. Rowe Price Inflation Protected Bond Fund, Inc. - T. Rowe Price Inflation Protected Bond Fund, Inc. 4
Gilde Healthcare Holding B.V. 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
Oppenheimer Emerging Markets Innovators Fund 4
SC Fundamental Value Fund, L.P. 4
Duggan Robert W 4
Gordian Advisors LLC 4
Heritage Wealth Partners, LLC 4
Sofinnova Capital Vi Fcpr 4
Fogel Capital Management, Inc. 4
Whitefort Capital Master Fund, LP 4
Hawkins Capital L.P. 4
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class 4
Sollinda Capital Management LLC 4
Green Ridge Wealth Planning LLC 4
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 4
AYAL Capital Advisors Ltd 4
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class 4
Foresight Group Ltd Liability Partnership 4
Conscious Wealth Investments, Llc 4
Chou America Mutual Funds 4
Forsakringsaktiebolaget Avanza Pension 4
Third Rock Ventures IV, L.P. 4
Chronos Wealth Management, LLC 4
Integer Wealth Advisors Group LLC 4
Siphron Capital Management /ca/ 4
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 4
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 4
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 4
Hilltop Wealth Advisors, Llc 4
Euro Pacific Asset Management, LLC 4
MSA Advisors, LLC 4
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 4
Spreng Capital Management, Inc. 4
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 4
Diversified Investment Strategies, LLC 4
New Perspectives, Inc 4
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 4
Clearwave Capital, LLC 4
Gritstone Asset Management Llc 4
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 4
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 4
Jackson Credit Opportunities Fund 4
Madison Strategic Sector Premium Fund 4
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF 4
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 4
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 4
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 4
Spring Creek Investment Management, LLC 4
Broadview Advisors Llc 4
Leonard Green & Partners, L.P. 4
Ramsey Asset Management 4
Weber Alan W 4
Andera Partners 4
Consolidated Capital Management, Llc 4
Skyline Advisors, Inc. 4
Ariston Services Group 4
Oppenheimer Main Street Funds 4
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 4
Canaan Partners XI LLC 4
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 4
Appaloosa Management Lp 4
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 4
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 4
TBG - EA Series Trust - TBG Dividend Focus ETF 4
Streeterville Capital LLC 4
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
WESCAP Management Group, Inc. 4
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 4
Tilson Financial Group, Inc. 4
Decheng Capital China Life Sciences USD Fund III, L.P. 4
VERITY Wealth Advisors 4
Emprise Bank 4
Singer James R 4
Lane & Associates LLC 4
Advent Life Sciences LLP 4
Melfa Wealth Management, Llc 4
Blenheim Capital Management, BV 4
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 4
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 4
RWQ Financial Management Services, Inc. 4
Websterrogers Financial Advisors, Llc 4
Pessin Norman H 4
Lapides Asset Management, LLC 4
Voit & Company, Llc 4
Tenere Capital LLC 4
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 4
Velanne Asset Management Ltd 4
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 4
Parker Investment Management, LLC 4
Atlas Venture Advisors, Inc. 4
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 4
Foresight Wealth Management, LLC 4
Tidal ETF Trust - Newday Sustainable Development Equity ETF 4
Hillcrest Wealth Advisors - NY, LLC 4
Pullen Investment Management, LLC 4
Altrafin AG 4
Etfidea, Llc 4
Value Star Asset Management (Hong Kong) Ltd 4
EIS - iShares, Inc. - iShares MSCI Israel ETF 4
Mittelman Wealth Management 4
Kooman & Associates 4
De Lisle Partners LLP 4
Sanborn Kilcollin Partners Llc 4
Kennon-Green & Company, LLC 4
Family Investment Center, Inc. 4
New Insight Wealth Advisors 4
Bright Financial Advisors, Inc. 4
Councilmark Asset Management, LLC 4
Fund Advisors of America Inc/FL 4
SMI Advisory Services, LLC 4
Belldegrun Arie 4
EWN - iShares, Inc. - iShares MSCI Netherlands ETF 4
Twin City Private Wealth, Llc 4
UPRIGHT INVESTMENTS TRUST - Upright Assets Allocation Plus Fund 4
Gv 2016, L.p. 4
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 4
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 4
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 4
Viewpoint Investment Partners Corp 4
Lepercq De Neuflize Asset Management LLC 4
Soundmark Wealth Management, Llc 4
Lane Brothers & Co Inc 4
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 4
Actiam N.v. 4
Emerge ETF Trust - Emerge EMPWR Sustainable Select Growth Equity ETF 4
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 4
Intrepid Capital Management Inc /de/ 4
CHB - Global X Funds - Global X China Biotech Innovation ETF 4
Galibier Capital Management Ltd. 4
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 4
Slager David Mark 4
Packer Paul 4
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 4
UPWD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF 4
Quaker Bio Ventures Lp 4
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 4
PIMCO FUNDS - PIMCO Sector Fund Series - H 4
WLTH - NORTHERN LIGHTS FUND TRUST II - LifeGoal Wealth Builder ETF 4
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 4
Bryant Woods Investment Advisors, LLC 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2032 4
Nextech V Oncology S.C.S., SICAV-SIF 4
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R 4
MRCap LP 4
VBPIX - VANGUARD VALLEY FORGE FUNDS - Vanguard Baillie Gifford Global Positive Impact Stock Fund Investor Shares 4
OMC Financial Services LTD 4
SRN Advisors, LLC 4
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 4
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 4
Total Wealth Planning, Llc 4
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
BBR ALO Fund, LLC 4
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 4
Frost Gamma Investments Trust 4
New South Capital Management Inc 4
Tech Square Trading Lp 4
Rockingstone Advisors LLC 4
JHVIX - John Hancock Funds II - International Value Fund Class NAV 4
Cardinal Capital Management Llc /ct 4
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 4
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 4
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 4
Citadel Investment Advisory, Inc. 4
Farrell Financial LLC 4
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
HCMAX - ALPS Series Trust - Hillman Value Fund 4
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 4
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I) 4
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 4
Rps Advisory Solutions Llc 4
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 4
MAVFX - MATRIX ADVISORS VALUE FUND INC - Matrix Advisors Value Fund, Inc. 4
Opes Advisors Inc 4
FSCOX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Opportunities Fund 4
Zinnia Wealth Advisory, LLC 4
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 4
Engaged Capital LLC 4
McBroom & Associates, LLC 4
Codex Capital Asset Management L.L.C. 4
Gentry Private Wealth, Llc 4
Mirabaud Asset Management Ltd 4
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 4
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 4
Black Creek Investment Management Inc. 4
VISEX - VALIC Co II - International Opportunities Fund 4
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 4
NorthLanding Financial Partners, LLC 4
Safir Wealth Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 4
Christensen, King & Associates Investment Services, Inc. 4
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 4
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 4
New Enterprise Associates 17, L.P. 4
FSLTX - Fidelity Rutland Square Trust II - Strategic Advisers Alternatives Fund 4
Springer Timothy A 4
Bizma Investimentos Ltda 4
Country Fund Management 4
Intersouth Partners Vi Lp 4
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 4
Longview Financial Advisors, Inc. 4
Van Herk Investments B.v. 4
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 4
Silver Rock Financial LLC 4
Aberdeen Funds - Aberdeen Income Builder Fund Class A 4
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF 4
Markey John 4
Kingsbrook Partners Lp 4
4Thought Financial Group Inc. 4
Vv Manager Llc 4
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 4
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 4
WC Walker & Associates, Inc. 4
Fenimore Asset Management Trust 4
Fidelity National Financial, Inc. 4
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30 4
DDM - PROSHARES TRUST - ProShares Ultra Dow30 4
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF 4
Keeler & Nadler Financial Planning & Wealth Management 4
Martel Wealth Advisors Inc 4
Bmt Investment Advisors 4
AAENX - Cavanal Hill Funds - Strategic Enhanced Yield Fund Class A 4
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 4
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 4
GFI Investment Counsel Ltd. 4
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 4
Orbis Investment Management Ltd 4
Beckerman Institutional, LLC 4
VLCGX - VALIC Co I - Large Capital Growth Fund 4
Smith Capital Management Inc /ar/adv 4
Union Bancaire Privee Asset Management LLC 4
Hi-Line Capital Management, LLC 4
VCGSX - VALIC Co I - Government Securities Fund 4
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 4
Elios Financial Group Inc. 4
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 4
Qiming U.S. Healthcare GP II, LLC 4
Raffles Associates Lp 4
Kent Lake PR LLC 4
Peierls E Jeffrey 4
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 4
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 4
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 4
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 4
TELEMUS BEACON INVESTMENT Co LLC 4
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 4
Primoris Wealth Advisors, Llc 4
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 4
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 4
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 4
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB 4
Vis Vires Group, Inc. 4
Spence Asset Management 4
Typenex Co-Investment, LLC 4
Infini Capital Management Ltd 4
Goldman Capital Management Inc 4
SK Wealth Management, LLC 4
Strathmore Capital Advisors, Inc. 4
Floyd Financial Group Llc 4
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 4
Bradley Mark J. 4
RiverTree Advisors, LLC 4
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 4
GIC Private Ltd 4
Finley Financial, LLC 4
LifePlan Investment Advisors, Inc. 4
Oneamerica Funds Inc 4
Socorro Asset Management LP 4
Motley Fool Funds Trust 4
Highland Associates Inc 4
APEIRON CAPITAL Ltd 4
Kensico Capital Management Corp 4
Aster Investment Management Co Inc 4
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 4
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 4
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 4
Mhi Funds, Llc 4
Wolf Hill Capital Management, LP 4
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 4
Bpv Family Of Funds 4
Blue Water Life Science Advisors, LLC 4
Western Asset Global Partners Income Fund Inc. 4
Safe Harbor Wealth Advisors, LLC 4
Western Asset Managed High Income Fund Inc. 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 4
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 4
Obsidian Personal Planning Solutions LLC 4
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Highland Floating Rate Opportunities Fund 4
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 4
Brentview Investment Management LLC 4
GEN Financial Management, INC. 4
CALIFORNIA FIRST LEASING Corp 4
Citrine Capital LLC 4
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 4
Wealth Management Solutions, LLC 4
UMNIX - LAZARD FUNDS INC - Lazard US Short Duration Fixed Income Portfolio Institutional Shares 4
DC Funds, LP 4
Two Roads Shared Trust - Regents Park Hedged Market Strategy ETF 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
Wealthcare Capital Partners, LLC 4
Schindel Yair Chaim 4
Collier Financial 4
Brown University 4
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 4
Morgan Stanley Asia-pacific Fund, Inc. 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Austin Josiah T 4
Asset Planning Services Inc /la/ /adv 4
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 4
Quogue Capital LLC 4
Unify Financial Advisors 4
5T Wealth, LLC 4
Calvert Sage Fund 4
Grove Street Fiduciary, LLC 4
Edmond De Rothschild Asset Management (luxembourg) 4
Growth Equity Opportunities V, LLC 4
Dahring | Cusmano Llc 4
COGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Global Growth Fund Class A 4
Olstein Funds 4
JSMVX - Managed Portfolio Series - Jackson Square SMID-Cap Growth Fund Investor Class 4
LifeGoal Wealth Advisors 4
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 4
Hubbell Strickland Wealth Management, LLC 4
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 4
Wernau Asset Management Inc. 4
Novus Advisors, Llc 4
Axis Wealth Partners, LLC 4
Cornerstone Progressive Return Fund 4
Schwerin Boyle Capital Management Inc 4
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 4
Svf Investments (uk) Ltd 4
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 4
Gallagher Capital Advisors, LLC 4
Wealth High Governance Capital Ltda 4
TAGStone Capital, Inc. 4
Warburton Capital Management, LLC 4
Croban 4
Cushing Capital Partners, LLC 4
Odey Holdings Ltd 4
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 4
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 4
Millburn Ridgefield Corp 4
Mallini Complete Financial Planning LLC 4
TPG-AXON Management LP 4
Blue Jean Financial Llc 4
Mcmorgan & Co Llc 4
Gutierrez Wealth Advisory, LLC 4
Growth Equity Opportunities Fund III, LLC 4
Broadway Wealth Solutions, Inc. 4
MIG Capital, LLC 4
Partners in Financial Planning 4
Yoffe Investment Management, LLC 4
Morgan Stanley Emerging Markets Fund Inc 4
EMAG - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets Aggregate Bond ETF 4
CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF 4
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 4
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 4
Tilden Park Management I LLC 4
Tandem Investment Partners LLC 4
Landing Point Financial Group, LLC 4
Skyline Venture Partners V LP 4
TT Capital Management LLC 4
Frederick Financial Consultants, LLC 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
Kane Investment Management, Inc. 4
Kintayl Capital LP 4
Bastion Asset Management Inc. 4
Sone Capital Management, LLC 4
Castlerock Asset Management Inc 4
Nierenberg Investment Management Company, Inc. 4
Cypress Advisory Group LLC 4
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 4
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
Column Group L P 4
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 4
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
Hansberger Global Investors Inc/fl 4
Breakthru Advisory Services, Llc 4
Warm Springs Advisors Inc. 4
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 4
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 4
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
Wilkins Miller Wealth Management, LLC 4
Longitude Capital Partners, LLC 4
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 4
Wechter Feldman Wealth Management, Inc. 4
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 4
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 4
Canaan X L.p. 4
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 4
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Sightline Wealth Advisors, LLC 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 4
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 4
FICGX - First Investors Equity Funds - First Investors Select Growth Fund Class A 4
Fortress Biotech, Inc. 4
Walter Public Investments Inc. 4
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 4
Abbvie Inc. 4
TRH Financial, LLC 4
Sloy Dahl & Holst, LLC 4
TFSCX - TEMPLETON INSTITUTIONAL FUNDS - Foreign Smaller Companies Series Advisor Class 4
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 4
LSELECT - First Investors Life Series Funds - First Investors Life Series Select Growth Fund 4
General Pension Society PZU Joint Stock Co 4
Thoma Capital Management LLC 4
GFGF - EA Series Trust - Guru Favorite Stocks ETF 4
Elliott Investment Management L.P. 4
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 4
Compton Financial Group, LLC 4
TCW ETF Trust - TCW Senior Loan ETF 4
GMAKX - GMO TRUST - GMO-Usonian Japan Value Creation Fund Class III 4
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 4
M1 Capital Management LLC 4
Incyte Corp 4
Keenan, LLC 4
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 4
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 4
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 4
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 4
New Silk Road Investment Pte Ltd 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
Jnl Series Trust - Jnl/invesco China-india Fund (a) 4
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 4
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 4
Corepath Wealth Partners Llc 4
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 4
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 4
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 4
Idaho Trust Bank 4
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 4
UBS Oncology Impact Fund L.P. 4
Crystal Rock Capital Management 4
Jnl Series Trust - Jnl/franklin Templeton International Small Cap Fund (a) 4
VAIGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select International Growth Fund Admiral Shares 4
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 4
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class 4
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 4
Northern Lights Advisors, Inc. 4
Paralel Advisors LLC 4
Flagship Ventures Fund IV, L.P. 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 4
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 4
BISMX - BRANDES INVESTMENT TRUST - Brandes International Small Cap Equity Fund Class I 4
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 4
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 4
Balance Wealth, LLC 4
IEMAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Emerging Markets Select Equity Fund Class A 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H 4
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 4
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 4
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H 4
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 4
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 4
Vancity Investment Management Ltd 4
Fiduciary Asset Management Llc 4
BHR Capital LLC 4
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 4
Gratia Capital, Llc 4
J Hagan Capital, Inc. 4
5am Ventures Iii, L.p. 4
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 4
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 4
Capstone Wealth Management Group LLC 4
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 4
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 4
UDPIX - Profunds - Ultradow 30 Profund Investor Class 4
Schiavi & Co LLC 4
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 4
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 4
Tetragon Financial Management LP 4
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 4
Retirement Solution Inc. 4
Integrity Financial Corp /WA 4
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 4
Doman Group, LLC 4
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF 4
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 4
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 4
Edmond De Rothschild (monaco) 4
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 4
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 4
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 4
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 4
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 4
HSBC FUNDS - HSBC Strategic Income Fund Class A 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 4
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 4
Bouvel Investment Partners, LLC 4
TMD Wealth Management, LLC 4
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 4
Impact Asset Management GmbH 4
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 4
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 4
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 4
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 4
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 4
Adams Natural Resources Fund, Inc. 4
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 4
Blech Isaac 4
Covalent Partners LLC 4
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 4
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF 4
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 4
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 4
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 4
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 4
LSP V Cooperatieve U.A. 4
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 4
Brenner West Capital Advisors, LLC 4
Thunderbird Partners Llp 4
Hillview Capital Advisors, LLC 4
Nokomis Capital, L.L.C. 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 4
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 4
Lomas Capital Management, LLC 4
ODonnell Financial Services, LLC 4
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 4
Marathon Asset Mgmt Ltd 4
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 4
Goldman Sachs ETF Trust - Goldman Sachs India Equity ETF 4
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 4
ACVT - RBB Fund Trust - Advent Convertible Bond ETF 4
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 4
NanoDimension, Inc. 4
Bullseye Investment Management, LLC 4
Boxwood Ventures, Inc. 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
Rainsberger Wealth Advisors, Inc. 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
BTLSX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Concentrated Growth Equities Fund Institutional Class 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Pinpoint Asset Management (Singapore) Pte. Ltd. 4
FC Advisory LLC 4
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 4
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class 4
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 4
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 4
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 4
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 4
Kissinger Financial Services LLC 4
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 4
Clarion Wealth Managment Partners, LLC 4
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 4
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 4
Logos Global Master Fund LP 4
AdvisorShares Trust 4
NWAIX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow International Small Cap Fund Class A 4
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 4
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 4
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 4
Fingerlakes Wealth Management, Inc. 4
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 4
Tribridge Partners Financial LLC 4
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 4
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 4
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 4
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 4
Crescent Park Management, L.P. 4
JFL Capital Management, LLC 4
SHM - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Short Term Municipal Bond ETF 4
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 4
Touchstone Capital, Inc. 4
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 4
Hein Park Capital Management LP 4
MOO - VanEck Vectors ETF Trust - VanEck Vectors Agribusiness ETF 4
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity 4
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 4
Denver Wealth Management, Inc. 4
Calypso Capital Management, LP 4
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
RNIN - EA Series Trust - Bushido Capital US SMID Cap Equity ETF 4
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 4
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 4
Kw Wealth Management Llc 4
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 4
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 4
Oppenheimer Integrity Funds 4
Machado Patrick 4
Mhr Fund Management Llc 4
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 4
Dfa Investment Trust Co - The Japanese Small Company Series 4
GGLCX - Gamco Global Series Funds, Inc - Gabelli International Small Cap Fund Class C 4
Providence Financial Advisors, LLC 4
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 4
KONG - ETF Opportunities Trust - Formidable Fortress ETF 4
Alpha Zero LLC 4
Teton Advisors, LLC 4
Nuveen Multi-market Income Fund 4
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 4
New Germany Fund Inc 4
Pursuit Wealth Strategies, Llc 4
UNC Management Company, Inc. 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
GreatBanc Trust CO 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A 4
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 4
Magnolia Wealth Management, LLC 4
REGIX - JOHCM Funds Trust - Regnan Global Equity Impact Solutions Class Z Shares 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
QCILRX - COLLEGE RETIREMENT EQUITIES FUND - Inflation-Linked Bond Account Class R1 4
UPUPX - UPRIGHT INVESTMENTS TRUST - Upright Growth Fund 4
Act Wealth Management, Llc 4
William Mack & Associates, Inc. 4
MSOS - AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF 4
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
Long Wharf Investors, Inc. 4
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 4
Staton Financial Advisors, Llc 4
KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF 4
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 4
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 4
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 4
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 4
Payne Capital Management, LLC 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 4
Forteris Wealth Management Inc. 4
Argo Wealth Advisory, LLC 4
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
Financial Plan, Inc. 4
Vertrix Wealth Management, LLC 4
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 4
IBMN - iSHARES TRUST - iShares iBonds Dec 2025 Term Muni Bond ETF 4
Dragoneer Investment Group, LLC 4
American Planning Services, Inc. 4
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares 4
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N 4
Coliseum Capital Management, LLC 4
WBLNX - WILLIAM BLAIR FUNDS - William Blair Low Duration Fund Class N 4
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 4
Essetifin SPA 4
PMHIX - PIMCO Equity Series - PIMCO EqS Long/Short Fund Institutional Class 4
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 4
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 4
Hill Island Financial Llc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 4
Codex Capital, L.L.C. 4
Ktf Investments, Llc 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Columbia Wanger International Equities Fund Class 1 4
Ziff Brothers Investments, L.L.C. 4
Teramo Advisors, LLC 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 4
Welch Financial Planning, LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 4
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF 4
Lake Hills Wealth Management, LLC 4
EMS Capital LP 4
Carronade Capital Management, LP 4
Harber Asset Management Llc 4
Keystone Wealth Partners 4
Kanen Wealth Management LLC 4
Oppenheimer Corporate Bond Fund 4
Taylor & Morgan Wealth Management, LLC 4
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 4
Strong Retirement Solutions LLC 4
WCG Management, L.P. 4
Lighthouse Financial Services Inc /adv 4
Oppenheimer Main Street All Cap Fund 4
DVY - iSHARES TRUST - iShares Select Dividend ETF 4
BFGFX - BARON SELECT FUNDS - Baron Focused Growth Fund 4
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 4
Dfa Investment Trust Co - The United Kingdom Small Company Series 4
Capitol Family Office, Inc. 4
MGLBX - Marsico Investment Fund - Marsico Global Fund 4
Naya Capital Management Uk Ltd 4
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class 4
DoubleLine Yield Opportunities Fund 4
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 4
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 4
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 4
Yacktman Asset Management Lp 4
Central Securities Corp 4
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 4
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 4
Columbia Advisory Partners Llc 4
Rinet Co LLC 4
Robert Wood Johnson Foundation 4
Decision Investments, Inc 4
Reilly Herbert Faulkner III 4
Udine Wealth Management, Inc. 4
MSMLX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA SMALL COMPANIES FUND Investor Class Shares 4
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 4
Morgan Stanley Income Securities Inc 4
Oppenheimer Master Loan Fund, Llc 4
Stratford Consulting, LLC 4
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund 4
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares 4
PPM Funds - PPM Large Cap Value Fund (Inst) 4
BSLNX - Managed Portfolio Series - Smith Group Large Cap Core Growth Fund Investor Class Shares 4
CTCYX - Pioneer Series Trust IV - Amundi Climate Transition Core Bond Fund : Class Y Shares 4
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares 4
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 4
Ergawealth Advisors, Inc. 4
Lone Star Value Management LLC 4
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 4
RobecoSam USA, Inc. 4
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 4
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 4
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 4
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 4
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 4
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 4
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 4
Underhill Investment Management Llc 4
GuoLine Advisory Pte Ltd 4
Flagstone Financial Management 4
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 4
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 4
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 4
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C 4
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 4
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 4
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 4
Evergreen Wealth Partners LLC 4
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF 4
IMOM - Alpha Architect ETF Trust - Alpha Architect International Quantitative Momentum ETF 4
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 4
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 4
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 4
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 4
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 4
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 4
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
Lasry Marc 4
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 4
Mader & Shannon Wealth Management, Inc. 4
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 4
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares 4
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 4
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 4
Perennial Investment Partners LTD 4
Partners Group Private Equity (master Fund), Llc 4
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 4
Michael & Susan Dell Foundation 4
Instrumental Wealth, Llc 4
Summit Rock Advisors, LP 4
Mass Ave Global Inc. 4
Integrated Wealth Management 4
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 4
Lo Andrew 4
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 4
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 4
Guardian Capital, LLC 4
Cunning Capital Partners, LP 4
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 4
Tandem Wealth Advisors LLC 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
Heritage Wealth Management, Inc./Texas 4
Baker Boyer National Bank 4
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares 4
PTSCX - Forward Funds - Salient International Small Cap Fund Institutional Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 4
Foundation Wealth Management, LLC 4
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 4
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 4
UTFOX - Starboard Investment Trust - Utah Focus Fund Institutional Class 4
WEHIX - WEITZ FUNDS - Hickory Fund 4
Peavine Capital, Llc 4
MOATX - PFS FUNDS - Castle Focus Fund Investor 4
Union Investments & Development Ltd. 4
TANDX - PFS FUNDS - Castle Tandem Fund Institutional 4
Evexia Wealth Llc 4
RFTDX - Ranger Funds Investment Trust - Ranger Quest For Income And Growth Fund Investor Class 4
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - International Portfolio Class 4
Blackrock Defined Opportunity Credit Trust 4
Pacholder High Yield Fund Inc 4
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 4
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class 4
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class 4
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
Menlo Advisors Llc 4
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 4
REEAX - RBC FUNDS TRUST - RBC Emerging Markets Equity Fund Class A 4
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 4
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 4
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 4
Chautauqua Capital Management 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 4
Oppenheimer Global Multi-asset Income Fund 4
Foothills Asset Management, Ltd. 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
Gambit Capital Management, LLC 4
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 4
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 4
Zeal Asset Management Ltd 4
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 4
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 4
TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I 4
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 4
Carlyle AlpInvest Private Markets Fund 4
Riverpark Capital Management Llc 4
Raven Rock Credit Master Fund L.P. 4
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 4
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 4
Stordahl Capital Management, Inc. 4
Treybourne Wealth Planners, Inc. 4
Ownership Capital B.V. 4
del Rey Global Investors, LLC 4
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 4
Rit Capital Partners Plc 4
Michael S. Ryan, Inc. 4
New Enterprise Associates 10 L P 4
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 4
Legacy Wealth Advisors, LLC 4
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 4
Wynnefield Partners Small Cap Value Lp 4
Crede CG II, Ltd. 4
Tricadia Capital Management, LLC 4
VTES - VANGUARD WELLINGTON FUND - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 4
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 4
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 4
Wells Financial Advisors INC 4
GenWealth Group, Inc. 4
Derby & Company, Inc 4
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 4
Sovarnum Capital L.p. 4
Mountain Lake Investment Management LLC 4
Daybright Advisory Services, Inc. 4
Walton Thomas Layton 4
Northeast Financial Group, Inc. 4
Stewart West Indies Trading Co., Ltd 4
Midwest Financial Partners Investments, Inc. 4
Foursixthree Capital Lp 4
Polaris Venture Management Co IV LLC 4
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
Marathon Asset Management Lp 4
Ares Management Llc 4
ULTRA SERIES FUND - International Stock Fund Class I 4
Tyndall Capital Partners L P 4
M3 Wealth Management, LLC 4
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 4
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 4
Invesco Private Capital, Inc. 4
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 4
FFRSX - FEDERATED INCOME SECURITIES TRUST - Federated Floating Rate Strategic Income Fund Institutional Shares 4
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 4
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 4
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 4
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 4
D. E. Shaw Valence Portfolios, L.L.C. 4
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 4
Storen Legacy Partners, LLC 4
Eshelman Fredric N 4
TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial 4
Securian Funds Trust - SFT Ivy Growth Fund 4
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 4
Dechtman Wealth Management, LLC 4
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 4
PENN SERIES FUNDS INC - Large Core Growth Fund 4
BlackRock ETF Trust - BlackRock Large Cap Value ETF 4
Financial Advisory Partners, Llc 4
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 4
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 4
ShankerValleau Wealth Advisors, Inc. 4
Wealthshield, Llc 4
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 4
INDY - iSHARES TRUST - iShares India 50 ETF 4
Putnam Funds Trust - Putnam Equity Spectrum Fund Class R 4
PENN SERIES FUNDS INC - Large Cap Growth Fund 4
Thames Capital Management Llc 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
QV Investors Inc. 4
Veratis Advisors, Inc. 4
Newport Wealth Strategies, Inc. 4
Heathbridge Capital Management Ltd. 4
BUNRX - BULLFINCH FUND INC - Unrestricted Series 4
Blackthorn Investment Group Llc 4
Sentinel Group Funds Inc 4
KOKUSAI Asset Management Co., Ltd. 4
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 4
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 4
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 4
RQSI Ltd 4
Probabilities Fund Management, LLC 4
Top Ace Asset Management Ltd 4
Auto-Owners Insurance Co 4
Worthington Financial Partners, LLC 4
Gryphon International Investment CORP 4
Taylor Securities Services, Inc. 4
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 4
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 4
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D 4
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 4
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 4
Lanexa Management, Llc 4
FLRT - Pacific Global ETF Trust - Pacific Global Senior Loan ETF 4
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 4
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 4
Johnson Wealth Management, LLC 4
Oaktop Capital Management Ii, L.p. 4
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class 4
ESSIX - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock Fund Class I Shares 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
Evergreen Wealth Management, LLC 4
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 4
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
S.H.N. Financial Investments Ltd. 4
FundVantage Trust - Polen Growth & Income Fund Institutional Class 4
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 4
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
WBBNX - WILLIAM BLAIR FUNDS - William Blair Bond Fund Class N 3
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 3
Topline Capital Management, LLC 3
BLACKROCK FUNDS - BlackRock China A Opportunities Fund Institutional 3
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 3
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 3
GAMDX - GOLDMAN SACHS TRUST - Goldman Sachs Local Emerging Markets Debt Fund Class A 3
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 3
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 3
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 3
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class 3
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 3
Remedium Capital Partners, LLC 3
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund 3
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund 3
GSAKX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Income Fund Class A 3
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 3
FLFR - Franklin Templeton ETF Trust - Franklin FTSE France ETF 3
FNORX - FIDELITY INVESTMENT TRUST - Fidelity Nordic Fund 3
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 3
BCSFX - Brown Capital Management Mutual Funds - The Brown Capital Management International Small Company Fund Institutional Shares 3
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 3
FEDERATED CORE TRUST - Emerging Markets Core Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class 3
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 3
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 3
MBDFX - AMG Funds I - AMG GW&K Core Bond Fund Class I 3
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 3
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 3
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 3
Brighthouse Funds Trust I - Brighthouse Balanced Plus Portfolio Class B 3
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 3
RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I 3
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund 3
DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS 3
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund 3
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 3
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 3
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 3
FTSL - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Senior Loan Fund 3
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 3
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 3
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A 3
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 3
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 3
MEAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Fixed Income Opportunities Portfolio Class I 3
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay International Equity Portfolio Initial Class 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 3
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
MFOCX - Marsico Investment Fund - Marsico Focus Fund 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 3
Titan Investment Solutions Ltd 3
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A 3
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 3
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 3
HEMAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Fund Class A 3
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 3
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF 3
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II 3
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 3
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 3
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A 3
OBIIX - OBERWEIS FUNDS - Oberweis International Opportunities Institutional Fund 3
OBIOX - OBERWEIS FUNDS - Oberweis International Opportunities Fund 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 3
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 3
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 3
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 3
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 3
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 3
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 3
DMDV - ETF Series Solutions - AAM S&P Developed Markets High Dividend Value ETF 3
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 3
Jnl Variable Fund Llc - Jnl/mellon Dow Index Fund (a) 3
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 3
Granville Capital, Inc. 3
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 3
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 3
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 3
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 3
JACKSON VARIABLE SERIES TRUST - JNL/FAMCO Flex Core Covered Call Fund (A) 3
BBGNX - BBH Trust - BBH Global Core Select Class N Shares 3
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 3
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
JACKSON VARIABLE SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (A) 3
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 3
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 3
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 3
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class 3
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 3
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 3
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 3
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 3
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 3
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 3
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 3
ADVIX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Advisor Class 3
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 3
AQDIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Dividend Fund Institutional Class 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 3
PACIFIC SELECT FUND - Technology Portfolio Class I 3
PACIFIC SELECT FUND - Currency Strategies Portfolio CLASS I 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
Advanced Series Trust - Ast Mfs Global Equity Portfolio 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 3
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 3
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 3
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
TEMMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Small Cap Fund Class A 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
Clutterbuck Capital Management LLC 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 3
Jnl Series Trust - Jnl/scout Unconstrained Bond Fund (a) 3
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 3
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 3
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 3
Sumitomo Chemical Co., Ltd. 3
Kennedy Lewis Management Lp 3
Dong-a St Co., Ltd 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 3
Mercator Fund (Cayman Master) LP 3
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 3
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 3
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 3
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 3
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 3
Thomvest Asset Management Ltd. 3
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 3
BFIT - Global X Funds - Global X Health & Wellness Thematic ETF 3
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 3
Astellas Pharma Inc. 3
Duke University 3
FPOMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2021 Fund Advisor Class 3
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 3
Sterling Capital Variable Insurance Funds 3
Mfs Intermarket Income Trust I 3
Appleton Funds 3
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 3
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 3
DABAX - Delaware Group Global & International Funds - Delaware Global Value Fund Class A 3
Canaan Partners X LLC 3
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 3
Destra Investment Trust Ii 3
Putnam High Yield Trust 3
Titcomb Shawn 3
New England Guild Wealth Advisors, Inc. 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
Plymouth Lane Capital Management, LLC 3
Ridge Creek Global, Inc 3
Ics Opportunities Ii Llc 3
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
Flagship VentureLabs IV, LLC 3
VSSVX - VALIC Co I - Small Cap Special Values Fund 3
Clarus Lifesciences I, L.P. 3
H&H International Investment, LLC 3
Droms Strauss Advisors Inc /mo/ /adv 3
CMC Financial Group 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers 3
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N 3
Francis Capital Management, LLC 3
Index Venture Associates VI Ltd 3
Greenvale Capital LLP 3
Johns Hopkins University 3
Benchmark Wealth Management, LLC 3
Orbimed Capital Llc 3
Beigene, Ltd. 3
EDEN - iSHARES TRUST - iShares MSCI Denmark ETF 3
MUB - iSHARES TRUST - iShares National Muni Bond ETF 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
Waller Financial Planning Group, Inc 3
Valtinson Bruner Financial Planning LLC 3
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 3
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 3
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 3
AltraVue Capital, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 3
Mlp3, Llc 3
American Beacon Apollo Total Return Fund 3
Delphi Ventures Viii Lp 3
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares 3
B. Riley Fbr, Inc. 3
Smith Partners Wealth Management, LLC 3
WJ Wealth Management, LLC 3
Resource Planning Group 3
Kays Financial Advisory Corp /adv 3
Knight Therapeutics Inc 3
Dexcel Pharma Technologies Ltd. 3
Cordoba Advisory Partners LLC 3
Klein Roger M. 3
Delphi Management Partners VIII, L.L.C. 3
RiverVest Venture Fund III, L.P. 3
Wealth & Pension Services Group, Inc. 3
Nuveen Municipal Credit Opportunities Fund 3
Ocean Endowment Partners, LLC 3
Peizer Terren S 3
Blue Whale Capital LLP 3
Tikehau Investment Management 3
Amplitude Healthcare Holdings LLC 3
Lara, May & Associates, Llc 3
Ruane, Cunniff & Goldfarb L.P. 3
LH Capital Markets, LLC 3
Hyperion Capital Advisors LP 3
Mic Capital Partners (public) (us) Im, Llc 3
Hartford Funds Nextshares Trust 3
Roof Advisory Group, Inc. 3
Anthion Management, Llc 3
Parsifal Capital Management, LP 3
Private Wealth Strategies, L.L.C. 3
McNaughton Wealth Management, LLC 3
Candlestick Capital Management LP 3
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 3
DELAWARE VIP TRUST - Delaware VIP International Series Standard 3
Lsp Investment Advisors, Llc 3
Entrustpermal Partners Offshore Lp 3
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 3
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 3
PCEBX - PIMCO FUNDS - PIMCO Climate Bond Fund Class A 3
Sb Investment Advisers (uk) Ltd 3
Circle Road Advisors Lp 3
Blue Pool Management Ltd. 3
Cerrano Capital Management Lp 3
Lind Global Macro Fund LP 3
Woodford Patient Capital Trust 3
Blackstone Holdings I/II GP L.L.C. 3
Ai Financial Services Llc 3
Sequoia Wealth Management, Llc 3
Madison Scottsdale, LC 3
Merit Investment Management, LLC 3
Bedlam Asset Management plc 3
Atlanta Financial Associates Llc /adv 3
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 3
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares 3
AMS Capital Ltda 3
Smh Capital Advisors Inc 3
Arq Wealth Advisors, Llc 3
Blackrock Cori Funds 3
Taal Capital Management LP 3
Sixth Street Partners Management Company, L.P. 3
Vellar Opportunities Fund Master, Ltd. 3
Finance Co Of Pennsylvania 3
Psg Capital Management Trust 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
MYIFX - MONETTA TRUST - Monetta Core Growth Fund 3
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 3
BRAMX - Blackrock Allocation Target Shares - Bats Series M 3
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund 3
GFFIX - Gator Series Trust - Gator Financial Fund 3
NYSAX - NYSA SERIES TRUST - NYSA Fund 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund 3
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 3
CALEX - CUTLER TRUST - Cutler Equity Fund 3
Deutsche High Income Opportunities Fund, Inc. 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
ICNCX - ICON FUNDS - ICON Fund Class C 3
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 3
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 3
BVAL - ETF Series Solutions - Brand Value ETF 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
Guggenheim Energy & Income Fund 3
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 3
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 3
GAINX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Dividend Builder Fund 3
YieldStreet Prism Fund Inc. 3
Eagle Capital Appreciation Fund 3
TFBYX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Short Term Bond Fund Y Class 3
Deutsche Global High Income Fund, Inc. 3
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 3
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 3
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
Epiphany Funds 3
LIMAX - FundVantage Trust - Lateef Focused Sustainable Growth Fund Class A 3
Asia Tigers Fund Inc 3
Federated Mdt Large Cap Value Fund 3
Oppenheimer Dividend Opportunity Fund 3
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
Oppenheimer Series Fund 3
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 3
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A 3
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A 3
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 3
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 3
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 3
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 3
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 3
Teucrium Investment Advisors, LLC 3
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund 3
Hyposwiss Advisors SA 3
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 3
Sentinel Variable Products Trust 3
ORDAX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS A 3
First Trust Senior Floating Rate 2022 Target Term Fund 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
Deutsche Multi-market Income Trust 3
MVEBX - Capitol Series Trust - Meritage Value Equity Fund Institutional Shares 3
OHSHX - First Western Funds Trust - First Western Short Duration High Yield Credit Fund Institutional Shares 3
Deutsche Strategic Income Trust 3
Oppenheimer International Growth Fund 3
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 3
Oppenheimer Global High Yield Fund 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 3
IQDAX - Trust for Advised Portfolios - Infinity Q Diversified Alpha Fund Investor Class 3
Zone II Healthcare Holdings, LLC 3
Bluestem Financial Advisors, Llc 3
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
Global Frontier Investments LLC 3
Karsch Capital Management Lp 3
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 3
BLACKROCK MULTI STATE MUNICIPAL SERIES TRUST - BlackRock New York Municipal Opportunities Fund Investor A1 3
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 3
CFIMX - Clipper Funds Trust - Clipper Funds Trust 3
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 3
Societe des Produits Nestle S.A. 3
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 3
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 3
Roc Capital Management, L.P. 3
Elan Corp Plc 3
Wright Private Asset Management 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 3
Templeton Dragon Fund Inc 3
First Trust Dynamic Europe Equity Income Fund 3
Western Asset Emerging Markets Debt Fund Inc. 3
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 3
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 3
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 3
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 3
Evolution Capital Management LLC 3
ARINX - ARCHER INVESTMENT SERIES TRUST - Archer Income Fund 3
Longitude Capital Partners IV, LLC 3
Gamco Natural Resources, Gold & Income Trust 3
Daniels&Tansey,LLP 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
Large-cap Value Portfolio 3
Deutsche Money Funds 3
Ally Bridge MedAlpha Master Fund L.P. 3
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 3
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 3
Thiel Peter 3
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 3
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 3
VFPIX - FundVantage Trust - Private Capital Management Value Fund Class I 3
WuXi PharmaTech Healthcare Fund I L.P. 3
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 3
Eddie Patel Inc 3
Templeton Emerging Markets Fund 3
Japan Smaller Capitalization Fund Inc 3
Mpm Bioventures Iii L.p. 3
Lee Financial Group Hawaii, Inc. 3
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
GMAHX - GMO TRUST - GMO-Usonian Japan Value Creation Fund Class VI 3
Prosperity Planning, Inc. 3
Novak Financial Planning, LLC 3
Karn, Couzens & Associates, Inc. 3
Doogan Declan 3
Mallinckrodt Plc 3
Ares Trading S.A. 3
Wiser Wealth Management, Inc 3
Oakwell Private Wealth Management, LLC 3
Strategic Equity Management 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
Choice Wealth Advisors, LLC 3
Fonds De Solidarite Des Travailleurs Du Quebec 3
Arctis Global LLC 3
Venator Management LLC 3
McGinn Investment Management, Inc. 3
Wit, Llc 3
Vida Ventures, LLC 3
Nextech Vi Oncology Scsp 3
CR Group L.P. 3
Alcosta Capital Management, Inc. 3
Jones Road Capital Management, L.p. 3
Brosh Capital Partners L.p. 3
Montanaro Asset Management Ltd 3
140 Summer Partners LP 3
Strome Mark E 3
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF 3
Amitell Capital Pte Ltd 3
P-Solve Investments Ltd 3
MWG Management Ltd. 3
FiveT Investment Management Ltd 3
5AM Ventures VI, L.P. 3
Aspireon Wealth Advisors 3
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 3
CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Concentrated Equity Fund Institutional Class 3
LIGYX - LOOMIS SAYLES FUNDS II - Loomis Sayles International Growth Fund Class Y 3
CPG Cooper Square International Equity, LLC 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
Lumira Capital Investment Management Inc. 3
Harspring Capital Management, LLC 3
Polaris Partners VII, L.P. 3
Canaan XI L.P. 3
BBH Trust - BBH Partner Fund - Select Short Term Assets 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 3
Partners Value Investments LP 3
Compass Advisory Group LLC 3
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 3
Sapience Investments, LLC 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Numen Capital LLP 3
Acas, Llc 3
Cornerstone Retirement Group, Inc. 3
Sooch Mina 3
dievini Hopp BioTech holding GmbH & Co KG 3
Colter Lewis Investment Partners LLC 3
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A 3
Baker Julian 3
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I 3
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF 3
NB Crossroads Private Markets Access Fund LLC 3
Oribel Capital Management, LP 3
Applied Capital LLC 3
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 3
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 3
Skorpios Trust 3
Mars Jewett Financial Group, Inc. 3
NZS Capital, LLC 3
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
Penobscot Wealth Management 3
Phase4 Partners Ltd 3
Fundsmith Investment Services Ltd. 3
Clal Biotechnology Industries Ltd. 3
CCMAX - CONESTOGA FUNDS - Conestoga Mid Cap Fund Institutional Class 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
Western Asset Diversified Income Fund 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 3
Sands Capital Life Sciences Pulse Fund II, L.P. 3
CPMG Inc 3
Trieu Vuong 3
HealthCap VII, L.P. 3
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 3
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 3
Continental General Insurance Co 3
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
Newby Steven T 3
Kopp Family Office, LLC 3
Dopkins Wealth Management, Llc 3
Charles Carroll Financial Partners, LLC 3
Scott Capital Advisors, LLC 3
Holland Advisory Services, Inc. 3
AQGX - Starboard Investment Trust - AI Quality Growth ETF 3
Charter Oak Partners Management, L.P. 3
Grey Owl Capital Management, LLC 3
Bowman & Co S.C. 3
Wealth Intelligence, LLC 3
Hanmi Pharmaceutical Co., Ltd. 3
Keystone Financial Services 3
Darrow Company, Inc. 3
Trustees Of The University Of Pennsylvania 3
Phraction Management LLC 3
St. James Investment Advisors, LLC 3
Vista Finance, Llc 3
Kearns & Associates LLC 3
Andrews Advisory Associates, LLC 3
Boyd Wealth Management, LLC 3
Lauterbach Financial Advisors, LLC 3
Martin Capital Advisors, LLP 3
Pappas Capital, Llc 3
Cooperatief LSP IV U.A. 3
Ferox Capital LLP 3
Lehman Brothers Holdings Inc. 3
ARCH Venture Fund X, L.P. 3
Orcam Financial Group 3
SBB Research Group LLC 3
Dixon Fnancial Services, Inc. 3
Account Management LLC 3
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 3
Sumit Capital, Llc 3
Biomark Capital Management Co. LLC 3
Pillar Wealth Advisors, LLC 3
Cortland Advisers Llc 3
MY.Alpha Management HK Advisors Ltd 3
Pinnbrook Capital Management Lp 3
Pertento Partners LLP 3
Hutner Daniel Ellsworth 3
Vifor (International) Ltd 3
Kinsale Capital Group, Inc. 3
Tairen Capital Ltd 3
Pavadi Capital LLC 3
Kck Ltd. 3
Gv 2019, L.p. 3
Morgenthaler Management Partners IX, LLC 3
Edmond De Rothschild Private Merchant Banking Llp 3
Claremont Financial Group, Inc. 3
Polaris Venture Partners VI, L.P. 3
Data Collective IV GP, LLC 3
5th Street Advisors, LLC 3
Awm Capital, Llc 3
Forager Funds Management Pty Ltd 3
Kingstown Capital Management L.p. 3
Permal Asset Management Llc 3
Athena Global Investors LLC 3
Yost Capital Management, L.L.C. 3
Financial Futures Ltd Liability Co. 3
Channing Global Advisors, Llc 3
Vericrest Private Wealth 3
McDonough Capital Management, Inc 3
Wright Fund Managment, LLC 3
Tappan Street Partners LLC 3
Interval Partners, LP 3
Scoria Capital Partners LP 3
Logan Stone Capital, LLC 3
BlueSpruce Investments, LP 3
Monroe Hall Asset Management Llc 3
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
Autonomy Capital (Jersey) L.P. 3
Allen Holding Inc /ny 3
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 3
Waterstone Capital Management, L.P. 3
Oppenheimer & Close, LLC 3
Prudence Asset Management Ltd 3
BetterWealth, LLC 3
Giverny Capital Inc. 3
Farley Capital L.p. 3
Aspire Wealth Management Corp 3
Clay Northam Wealth Management, LLC 3
Oldfield Partners LLP 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 3
Bandera Partners LLC 3
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares 3
Coury Firm Asset Management LLC 3
Fortune 45 LLC 3
Mpm Bioventures Iii-qp L.p. 3
NDJI - ETF Series Solutions - Nationwide Dow Jones Risk-Managed Income ETF 3
EFGAX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class A 3
Warner Financial, Inc 3
Sarissa Consulting Llc 3
Yorkville Capital Management, Llc 3
Retirement Capital Strategies 3
Greylock Xii Gp Llc 3
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 3
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 3
DW Partners, LP 3
Presidio Capital Management, LLC 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 3
Kiltearn Partners LLP 3
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF 3
GDVD - Northern Lights Fund Trust IV - R3 Global Dividend Growth ETF 3
Gavea Investimentos Ltda 3
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 3
Nolet Wealth Management, LLC 3
Orgel Wealth Management, LLC 3
Consulta Ltd 3
DiPaolo Financial Group, Inc. 3
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 3
Armen Garo H 3
Hunter Robert Merrill 3
GCM Grosvenor Holdings, LLC 3
Dellora Investments LP 3
Appel Peter A 3
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
Cerrone Gabriel 3
Enzi Wealth 3
Capital Point Ltd. 3
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 3
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 3
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 3
KDIV - Krane Shares Trust - KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 3
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 3
Emerge ETF Trust - Emerge EMPWR Sustainable Global Core Equity ETF 3
Family Asset Management, LLC 3
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 3
Oskie Capital Management, Llc 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
St George Investments LLC 3
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 3
Groussman Mark 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 3
WPWealth LLP 3
Mainsail Financial Group, LLC 3
Meredith Wealth Planning 3
Tonaquint, Inc. 3
Prospect Venture Partners Ii Lp 3
Kades & Cheifetz LLC 3
NB Public Equity K/S 3
Blue Investment Partners LLC 3
Regimen Wealth, Llc 3
Compass Financial Group, INC/SD 3
Herr Investment Group LLC 3
Steel Partners Holdings L.p. 3
My Purposeful Wealth Corp. 3
Ipsen Advisor Group LLC 3
Lynch Timothy P 3
Clifford Group, LLC 3
Parker Financial LLC 3
Pear Tree Advisors Inc 3
FundX Investment Group, LLC 3
Laidlaw Group, LLC 3
Atlas Wealth Partners, LLC 3
Sessa Capital (Master), L.P. 3
Fithian, LLC 3
Troy Asset Management Ltd 3
Sterling Group Wealth Management, LLC 3
Targeted Financial Services LLC 3
LJ TRUST Co LLC 3
Continuum Wealth Advisors, Llc 3
Lucus Advisors Llc 3
Leading Edge Financial Planning LLC 3
Franklin BSP Private Credit Fund 3
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 3
ADPV - Series Portfolios Trust - Adaptiv Select ETF 3
Ratio Wealth Group 3
Bristol Gate Capital Partners Inc. 3
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 3
Legacy Wealth Management, Inc 3
Makena Capital Management Llc 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 3
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 3
Pacific Ridge Capital Partners, LLC 3
Alpha Financial Advisors, LLC 3
Otter Creek Management Inc 3
Xulu, Inc. 3
TMFM - RBB FUND, INC. - Motley Fool Mid-Cap Growth ETF 3
KilterHowling LLC 3
George Gregory 3
Lilly Endowment Inc 3
Trinity Street Asset Management LLP 3
Lauer Wealth, LLC 3
ETF Portfolio Partners, Inc. 3
Henson-Edgewater Management, LLC 3
Vawter Financial, Ltd. 3
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 3
Lord Abbett Floating Rate High Income Fund 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
Invictus Private Wealth, Llc 3
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF 3
BEMB - iSHARES TRUST - iShares J.P. Morgan Broad USD Emerging Markets Bond ETF 3
Taube Hodson Stonex Partners Llp 3
Altiora Financial Group, LLC 3
Strategic Point Investment Advisors, LLC 3
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
Hill Investment Group Partners, LLC 3
Odey Asset Management LLP 3
NFC Investments, LLC 3
Edinburgh Partners Ltd 3
Lunt Capital Management, Inc. 3
Fidelity Multi-Strategy Credit Fund 3
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 3
AIFG Consultants Ltd. 3
5AM Partners VII, LLC 3
Calamos Aksia Alternative Credit & Income Fund 3
Huff W R Asset Management Co Llc /de/ 3
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF 3
Marque Millennium Capital Management Lcc 3
Constant Guidance Financial LLC 3
Cobblestone Asset Management LLC 3
Tema ETF Trust - Tema Global Royalties ETF 3
AI Biotechnology LLC 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
Scale Management, LLC 3
Savoie Capital LLC 3
Kampmann Melissa S. 3
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 3
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 3
CVRD - Madison ETFs Trust - Madison Covered Call ETF 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
BlackRock ETF Trust - BlackRock Large Cap Core ETF 3
Equity Investment Corp/ga 3
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF 3
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 3
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 3
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 3
Whetstone Capital Advisors, LLC 3
Leibman Financial Services, Inc. 3
Appleton Group, Llc 3
Eldred Rock Partners, LLC 3
Turiya Advisors Asia Ltd 3
Silchester International Investors LLP 3
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF 3
Cincinnati Specialty Underwriters Insurance CO 3
NBCE - Neuberger Berman ETF Trust - Neuberger Berman China Equity ETF 3
Folketrygdfondet 3
Dupree Financial Group, LLC 3
Fonville Wealth Management LLC 3
BCLS Fund III Investments, LP 3
Warburg Pincus Llc 3
ValueAct Holdings, L.P. 3
Power Wealth Management Llc 3
Balanced Wealth Group Llc 3
Sensible Financial Planning & Management, LLC. 3
Wealth Group Ltd 3
Anthracite Investment Company, Inc. 3
Halter Ferguson Financial Inc. 3
Tahithromos, L.L.C. 3
FMA Wealth Management, LLC 3
Maxwell Wealth Strategies Inc. 3
Ehrlich Financial Group 3
Lubar & Co., Inc 3
Evercore Trust Company, N.A. 3
Gray Foundation 3
ACR Alpine Capital Research, LLC 3
Catalys Pacific, LLC 3
Chaney Capital Management, Inc. 3
Tikvah Management LLC 3
Cincinnati Casualty Co 3
Bush Odonnell Investment Advisors Inc 3
Eight 31 Financial Llc 3
FF Advisors,LLC 3
KKM Financial LLC 3
Forest Hill Capital, LLC 3
Schroder Investment Management North America Inc/ De 3
Estuary Capital Management LP 3
Versant Affiliates Fund II-A, LP 3
IGSLX - IMPAX FUNDS SERIES TRUST I - IMPAX GLOBAL SOCIAL LEADERS FUND Investor Class 3
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund 3
Foresite Capital Fund VI LP 3
BINV - 2023 ETF Series Trust - Brandes International ETF 3
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 3
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares 3
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I 3
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 3
USRD - Themes ETF Trust - Themes US R&D Champions ETF 3
KNGS - Roundhill ETF Trust - Roundhill S&P Dividend Monarchs ETF 3
Franklin Templeton ETF Trust - Franklin Focused Growth ETF 3
Westport Advisers Llc 3
Golden Road Advisors Llc 3
Family Wealth Partners, Llc 3
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 3
VTEI - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Bond ETF ETF Shares 3
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 3
Hawkeye Capital Management, LLC 3
Matthew 25 Management Corp 3
Permit Capital, LLC 3
Criteria Caixa, S.a.u. 3
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 3
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 3
Provident Co of the Employees of the Hebrew University LTD 3
Trigran Investments, Inc. 3
Coordinated Financial Services, Inc./CO 3
Sequent Planning LLC 3
Envoi LLC 3
Wallace Hart LLC 3
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
Clifton Park Capital Management, Llc 3
KEAT - EA Series Trust - Keating Active ETF 3
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF 3
Gemini Master Fund Ltd 3
Alumni Capital LP 3
Tompkins Mark N. 3
Claren Road Asset Management, LLC 3
Longview Partners (Guernsey) LTD 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 3
Vestia Personal Wealth Advisors 3
Fell Capital Management /adv 3
Common Fund For Nonprofit Organizations 3
GG Group Ventures, LLC 3
Hershey Financial Advisers, LLC 3
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
RVER - Advisor Managed Portfolios - Trenchless Fund ETF 3
Brio Capital Master Fund Ltd. 3
GENT - Spinnaker ETF Series - Genter Capital Taxable Quality Intermediate ETF 3
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 3
BWM Planning, LLC 3
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF 3
Lvp Life Science Ventures Iii L.p. 3
Boxer Asset Management Inc. 3
Pure Portfolios Holdings Llc 3
Regals Capital Management Lp 3
Harvey Partners, LLC 3
Jim Saulnier & Associates, Llc 3
Endicott Management Co 3
Manulife Financial Corp 3
Brookfield Public Securities Group LLC 3
Valued Retirements, Inc. 3
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 3
BISAX - Datum One Series Trust - BRANDES INTERNATIONAL SMALL CAP EQUITY FUND Class A 3
Vivo Ventures V, LLC 3
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 3
Sorrento Therapeutics, Inc. 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
Cooperatieve AAC LS U.A. 3
Royalty Pharma Sub-Manager, LLC 3
Pope Asset Management, Llc 3
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 3
Tvm V Life Science Ventures Gmbh & Co Kg 3
Amplify ETF Trust - Amplify CWP Growth & Income ETF 3
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 3
Persium Advisors, LLC 3
Dale Q Rice Investment Management Ltd 3
R.H. Investment Group, LLC 3
RoundAngle Advisors LLC 3
ForGrowth III PA B.V. 3
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 3
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 3
Level Wealth Management LLC 3
Versant Venture Capital III, L.P. 3
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF 3
Jericho Financial, Llp 3
Tandem Financial, LLC 3
Centerline Wealth Advisors, LLC 3
Serenus Wealth Advisors, LLC 3
Southpaw Asset Management LP 3
Fortress Financial Solutions, LLC 3
Figure 8 Investment Strategies Llc 3
Next Level Wealth Planning, LLC 3
Red Reef Advisors Llc 3
Puff Wealth Management, Llc 3
Lord & Richards Wealth Management, LLC 3
Apple Tree Partners Ii Lp 3
Prakash Investment Advisors Llc 3
OFS Enterprise LLC 3
Variant Private Wealth, LLC 3
St. Nicholas Private Asset Management, Inc 3
LongView Asset Management LLC 3
Impact Investors, Inc 3
Generali Powszechne Towarzystwo Emerytalne 3
Fortress Financial Group, Llc 3
Alta Partners Management Company, L.P. 3
BlueStem Wealth Partners, LLC 3
Kelly Financial Group Llc 3
Pillar Financial Advisors, LLC 3
Hamilton Capital Partners, Llc 3
TVM Life Science Ventures VI LP 3
HMV Wealth Advisors, LLC 3
First Financial Group Corp 3
Barer Sol J 3
Birnam Oak Advisors, LP 3
Financially Speaking Inc 3
Rho Ventures V, L.P. 3
Foundation Wealth Management, LLC\PA 3
Momentous Wealth Management, Inc. 3
Morey & Quinn Wealth Partners, LLC 3
Tepp RIA, LLC 3
Healthcare Ventures Vii Lp 3
Astra Wealth Partners LLC 3
Martin Worley Group 3
Prota Financial, LLC 3
U S Wealth Group, Llc. 3
Sharpepoint Llc 3
Hobbs Wealth Management, LLC 3
Skyline Venture Partners Qualified Purchaser Fund IV L P 3
Longwood Fund II, L.P. 3
Defined Financial Planning LLC 3
KfW 3
Everest Management Corp. 3
Devon Park Bioventures Lp 3
Index Venture Associates III Ltd 3
Brooklands Fund Management Ltd 3
SALT Holding Corp. 3
Lightspeed Management Company, L.L.C. 3
Abingworth Management LTD 3
Roche Holding Ltd 3
Headland Capital, LLC 3
Oaktree Capital Group, LLC 3
Hep Investments Llc 3
BIP Alliance, LLC 3
Helium Advisors LLC 3
Titiun Yejiel 3
RedJay Asset Management Inc. 3
Challenger Wealth Management 3
Liberty Square Wealth Partners Llc 3
BAFJX - Brown Advisory Funds - Brown Advisory - WMC Japan Equity Fund Institutional Shares 3
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF 3
Sudbury Capital Fund, LP 3
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares 3
Talaria Asset Management Pty Ltd 3
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF 3
Ligand Pharmaceuticals Inc 3
Svlsf Iv, Llc 3
Elliott Associates, L.P. 3
Sj Strategic Investments Llc 3
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 3
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 3
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 3
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 3
Arcadia Wealth Management, Inc. 3
IronOak Wealth LLC. 3
Campbell Deegan Wealth Management, LLC 3
Acp Iv, L.p. 3
TCW ETF Trust - TCW High Yield Bond ETF 3
Bratton Douglas K 3
TCW ETF Trust - TCW Multisector Credit Income ETF 3
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF 3
Svlsf V, Llc 3
Dynamic Financial Group 3
Kagan Cocozza Asset Management 3
Lunate Capital Ltd 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
Nicholson Meyer Capital Management, Inc. 3
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 3
GROZ - Zacks Trust - Zacks Focus Growth ETF 3
Mpm Bioventures V, L.p. 3
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y 3
Kingsman Wealth Management, Inc. 3
Aspen Capital Management, LLC 3
Lansdowne Partners Austria Gmbh 3
Relative Value Partners, LLC 3
Van Den Berg Management I, Inc 3
Polaris Venture Partners Iv Lp 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
Legacy Advisory Services, LLC 3
HealthCare Ventures VIII, L.P. 3
Turn8 Private Wealth Inc. 3
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 3
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y 3
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C 3
Victory Variable Insurance Funds II - Victory Pioneer High Yield VCT Portfolio Class II 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Kondo Wealth Advisors, Inc. 3
Real Talk Capital, LLC 3
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
AdviceOne Advisory Services, LLC 3
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C 3
Oaktree Capital Group Holdings GP, LLC 3
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF 3
Greywolf Capital Management LP 3
Strategic Planning, Inc. 3
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares 3
Hutchinson Financial Advisors, INC 3
Venrock Associates V Lp 3
Sutter Hill Ventures 3
KCM Capital Inc 3
Shkreli Martin 3
Discovery Group I, LLC 3
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 3
Chez Ronald L 3
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 3
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
Seneca Financial Advisors LLC 3
Stonebridge Wealth Management, LLC 3
Elevation Series Trust - The Opal Dividend Income ETF 3
Elevation Series Trust - TrueShares Active Yield ETF 3
Stark Wealth Management LLC 3
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 3
ALRG - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Core ETF 3
AFAIX - ALGER FUNDS - Alger International Small Cap Fund Class A 3
AAAA - EA Series Trust - Amplius Aggressive Asset Allocation ETF 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF 3
TIIV - ETF Series Solutions - AAM Todd International Intrinsic Value ETF 3
Gilbert Capital Group, Inc. 3
Rydar Equities, Inc. 3
American National Bank of Texas 3
Delta Wealth Advisors LLC 3
Alpha Advisors, LLC/VA 3
Wynnefield Partners Small Cap Value Lp I 3
Alpine Fox Capital LLC 3
Virtue Asset Management Llc 3
Asempa Wealth Advisors 3
Independence Wealth Advisors, LLC 3
Financial Planning Navigators CORP 3
HBE Wealth Management, LLC 3
Sensenig Capital Advisors, Inc 3
ProCore Advisors, LLC 3
Dara Capital Us, Inc. 3
Canaan VIII LP 3
Michael Brady & Co., LLC 3
Breachway Investments LLC 3
Walleye Partners, LLC 3
StoryOne LLC 3
Brindle & Bay Financial Advisors, LLC 3
Boyer Financial Services, Inc. 3
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3
Bluebird Wealth Management LLC 3
Ballast Rock Private Wealth LLC 3
Peak Wealth Management LLC 3
Hudson Executive Capital LP 3
Odyssey Capital Advisors, Inc. 3
Cdm Financial Counseling Services, Inc. 3
Karras Company, Inc. 3
Box Hill Private Wealth LLC 3
Royal Palms Capital LLC 3
Henderson Brothers Financial Partners, LLC 3
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3
Petersen Hastings Wealth Advisors Inc. 3
Platform Wealth Management, LLC 3
Omnitrust Wealth Management, Inc 3
Prism Planning Partners LLC 3
Entelevest, LLC 3
Graetz Wealth LLC 3
Ruggiero Investments, Inc. 3
Hardworking Capital Advisors, LLC 3
GBFAX - VanEck Funds - Emerging Markets Fund Class A 3
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 3
SMEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR EURO STOXX Small Cap ETF 3
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 3
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 3
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 3
Profunds - Profund Vp Asia 30 3
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 3
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I 3
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 3
BICK - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust BICK Index Fund 3
MSEAX - MAINSTAY FUNDS - MainStay MacKay International Equity Fund Class A 3
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 3
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A 3
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 3
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 3
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 3
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares 3
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 3
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund 3
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class 3
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 3
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 3
BICKX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Smaller Companies Fund Class K 3
BPESX - BAILLIE GIFFORD FUNDS - Baillie Gifford Positive Change Equities Fund Institutional Class 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A 3
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 3
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund 3