Restaurants, Dining, Eating And Drinking Places - 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
Morgan Stanley 105
UBS Group AG 105
Proequities, Inc. 105
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 103
Bank Of America Corp /de/ 103
Goldman Sachs Group Inc 97
Wells Fargo & Company/mn 96
Citadel Advisors Llc 95
Tower Research Capital LLC (TRC) 94
Royal Bank Of Canada 93
Vanguard Group Inc 92
Geode Capital Management, Llc 92
Susquehanna International Group, Llp 91
Millennium Management Llc 90
Jpmorgan Chase & Co 90
Barclays Plc 90
BlackRock, Inc. 89
Deutsche Bank Ag\ 88
Northern Trust Corp 86
Citigroup Inc 85
Renaissance Technologies Llc 85
State Street Corp 84
Bank of New York Mellon Corp 83
Fmr Llc 81
Pnc Financial Services Group, Inc. 79
Bnp Paribas Arbitrage, Sa 78
Bank Of Montreal /can/ 77
Jane Street Group, Llc 77
D. E. Shaw & Co., Inc. 77
Invesco Ltd. 76
New York State Common Retirement Fund 76
SG Americas Securities, LLC 76
Two Sigma Investments, Lp 75
Credit Suisse Ag/ 74
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 73
Us Bancorp \de\ 73
Dimensional Fund Advisors Lp 73
Prelude Capital Management, Llc 73
American International Group, Inc. 73
Charles Schwab Investment Management Inc 72
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 72
Group One Trading, L.p. 72
Ameriprise Financial Inc 72
Manufacturers Life Insurance Company, The 72
Simplex Trading, Llc 71
Aqr Capital Management Llc 71
Russell Investments Group, Ltd. 71
IFP Advisors, Inc 70
California State Teachers Retirement System 70
Two Sigma Advisers, Lp 70
Advisor Group Holdings, Inc. 70
Creative Planning 69
Gsa Capital Partners Llp 69
Marshall Wace, Llp 69
Walleye Trading LLC 69
Legal & General Group Plc 68
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 68
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 67
Cubist Systematic Strategies, LLC 67
Acadian Asset Management Llc 67
Alliancebernstein L.p. 67
BlackRock Fund Advisors 67
California Public Employees Retirement System 67
Rhumbline Advisers 67
Northwestern Mutual Wealth Management Co 67
Parallax Volatility Advisers, L.P. 66
BlackRock Investment Management, LLC 66
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 65
Parametric Portfolio Associates Llc 65
Macquarie Group Ltd 65
PDT Partners, LLC 65
Wolverine Trading, Llc 65
Victory Capital Management Inc 65
Panagora Asset Management Inc 65
Virtu Financial LLC 65
BlackRock Institutional Trust Company, N.A. 64
Raymond James & Associates 64
Sei Investments Co 63
BlackRock Advisors LLC 63
Bridgeway Capital Management Inc 63
Boothbay Fund Management, Llc 63
Paloma Partners Management Co 63
Squarepoint Ops LLC 63
Cutler Group LP 63
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 63
Ladenburg Thalmann Financial Services Inc 62
Wellington Management Group Llp 62
Ubs Asset Management Americas Inc 61
Tiaa Cref Investment Management Llc 61
Nuveen Asset Management, LLC 61
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 61
Jefferies Group LLC 61
Teachers Advisors, Llc 61
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 60
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 60
Ameritas Investment Partners, Inc. 60
Trexquant Investment LP 60
Nationwide Fund Advisors 60
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 60
Cwm, Llc 60
Metropolitan Life Insurance Co/ny 60
Balyasny Asset Management Llc 59
Norges Bank 59
Arrowstreet Capital, Limited Partnership 59
Voya Investment Management Llc 59
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 59
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 59
Dynamic Technology Lab Private Ltd 59
Price T Rowe Associates Inc /md/ 59
Oxford Asset Management Llp 58
Hrt Financial Lp 58
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 58
Landscape Capital Management, L.l.c. 58
Kcg Holdings, Inc. 58
Verition Fund Management LLC 58
Engineers Gate Manager LP 58
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 58
Walleye Capital LLC 58
Envestnet Asset Management Inc 58
Tudor Investment Corp Et Al 58
Stifel Financial Corp 57
Wolverine Asset Management Llc 57
Bessemer Group Inc 57
Prudential Financial Inc 57
First Trust Advisors Lp 57
Ubs Ag 57
PEAK6 Investments, L.P. 57
Russell Frank Co/ 57
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 57
Advisory Services Network, LLC 57
Swiss National Bank 57
Quantbot Technologies LP 56
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 56
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 56
O'shaughnessy Asset Management, Llc 56
BlackRock Group LTD 56
Comerica Bank 56
American Century Companies Inc 56
Schonfeld Strategic Advisors LLC 55
Driehaus Capital Management Llc 55
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 55
Fifth Third Bancorp 55
Strs Ohio 55
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 55
A.R.T. Advisors, LLC 55
Highbridge Capital Management Llc 55
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 55
Huntington National Bank 55
Federated Hermes, Inc. 55
Captrust Financial Advisors 55
Hsbc Holdings Plc 55
Point72 Asset Management, L.P. 54
Advisor Group, Inc. 54
Neuberger Berman Group LLC 54
Qube Research & Technologies Ltd 53
Teacher Retirement System Of Texas 53
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 53
Allianz Asset Management GmbH 53
Ancora Advisors, LLC 53
Meeder Asset Management Inc 53
Man Group plc 53
State Board Of Administration Of Florida Retirement System 53
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 53
Magnetar Financial LLC 53
Two Sigma Securities, Llc 52
LPL Financial LLC 52
MetLife Investment Management, LLC 52
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 52
EAM Investors, LLC 51
Franklin Resources Inc 51
Polar Asset Management Partners Inc. 51
Zurcher Kantonalbank (Zurich Cantonalbank) 51
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 51
Amalgamated Bank 51
Great West Life Assurance Co /can/ 51
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 51
Nomura Holdings Inc 51
Laurion Capital Management LP 50
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 50
Sterling Capital Management LLC 50
Quadrant Capital Group Llc 50
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 50
Thrivent Financial For Lutherans 50
Nisa Investment Advisors, Llc 50
Guggenheim Capital Llc 50
Point72 Hong Kong Ltd 50
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 50
Signaturefd, Llc 50
Ellington Management Group Llc 50
Jacobs Levy Equity Management, Inc 49
FNY Investment Advisers, LLC 49
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 49
Fuller & Thaler Asset Management, Inc. 49
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 49
Connor, Clark & Lunn Investment Management Ltd. 49
ExodusPoint Capital Management, LP 49
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 49
Lazard Asset Management Llc 49
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 49
Parkside Financial Bank & Trust 49
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 49
Parallel Advisors, LLC 49
MetLife Securities, Inc 48
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 48
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 48
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 48
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 48
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 48
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 48
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 48
Public Employees Retirement System Of Ohio 48
Acrospire Investment Management LLC 48
Raymond James Financial Inc 48
Menta Capital Llc 48
Quadrature Capital Ltd 48
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 48
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 48
Spot Trading L.L.C 48
Principal Financial Group Inc 48
Marshall Wace North America L.P. 47
Allworth Financial LP 47
Spark Investment Management LLC 47
Los Angeles Capital Management Llc 47
ProShare Advisors LLC 47
State Of Wisconsin Investment Board 47
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 47
IWV - iSHARES TRUST - iShares Russell 3000 ETF 47
Lord, Abbett & Co. Llc 47
HighTower Advisors, LLC 47
Clear Street Markets Llc 47
Tfs Capital Llc 47
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 47
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 47
Aperio Group, LLC 46
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 46
BlueCrest Capital Management Ltd 46
Emerald Acquisition Ltd. 46
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 46
PEAK6 Investments LLC 46
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 46
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 46
XTX Topco Ltd 46
Bayesian Capital Management, LP 46
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 46
Numeric Investors Llc 46
Martingale Asset Management L P 46
Hudson Bay Capital Management LP 46
Piedmont Investment Advisors Llc 46
Rockefeller Capital Management L.P. 45
Glenmede Trust Co Na 45
Lombard Odier Asset Management (USA) Corp 45
Capstone Investment Advisors, Llc 45
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 45
Royce & Associates Lp 45
Putnam Investments Llc 45
RidgeWorth Capital Management LLC 45
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 45
Raymond James Financial Services Advisors, Inc. 45
Canada Pension Plan Investment Board 45
LMR Partners LLP 45
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 45
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 45
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 44
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 44
Alpine Global Management, LLC 44
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 44
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 44
Algert Global Llc 44
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 44
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 44
Jump Financial, LLC 44
Winton Capital Group Ltd 44
Allspring Global Investments Holdings, LLC 44
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 44
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 44
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 44
Axa S.a. 44
Penserra Capital Management LLC 44
Hbk Investments L P 44
Managed Account Advisors Llc 43
NEXT Financial Group, Inc 43
First Manhattan Co 43
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 43
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 43
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 43
Janney Montgomery Scott LLC 43
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 43
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 43
Janus Henderson Group Plc 43
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 43
New York State Teachers Retirement System 43
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 43
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 43
Stevens Capital Management Lp 43
MUFG Americas Holdings Corp 43
Calamos Advisors LLC 43
EverSource Wealth Advisors, LLC 43
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 42
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 42
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 42
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 42
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 42
Davidson Kempner Capital Management Lp 42
Versant Capital Management, Inc 42
Stratos Wealth Partners, LTD. 42
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 42
Gotham Asset Management, LLC 42
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 42
College Retirement Equities Fund 42
Massmutual Trust Co Fsb/adv 42
Centiva Capital, LP 42
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 42
Steward Partners Investment Advisory, Llc 42
HAP Trading, LLC 42
OMERS ADMINISTRATION Corp 42
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 42
Voloridge Investment Management, Llc 41
Ergoteles LLC 41
Ubs Oconnor Llc 41
Oppenheimer & Co Inc 41
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 41
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 41
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 41
Oppenheimer Asset Management Inc. 41
Y-Intercept (Hong Kong) Ltd 41
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 41
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 41
Jones Financial Companies Lllp 41
First Horizon Advisors, Inc. 41
J. Goldman & Co LP 41
Capital Fund Management S.a. 41
Arizona State Retirement System 41
Assetmark, Inc 41
Teachers Retirement System Of The State Of Kentucky 41
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 41
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 41
Wealthspire Advisors, L.P. 41
Glassman Wealth Services 40
Airain ltd 40
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 40
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 40
Public Employees Retirement Association Of Colorado 40
AdvisorShares Investments LLC 40
BlackRock Japan Co. Ltd 40
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 40
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 40
Pacer Advisors, Inc. 40
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 40
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 40
GWM Advisors LLC 40
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 40
Municipal Employees' Retirement System of Michigan 40
Caption Management, LLC 40
State of Tennessee, Treasury Department 40
Cambridge Investment Research Advisors, Inc. 40
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 40
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 40
TCI Wealth Advisors, Inc. 40
Hutchin Hill Capital, LP 40
Cornerstone Capital Management Holdings Llc. 40
Oppenheimer Funds Inc 40
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 40
Principal Funds Inc 40
Nuveen, LLC 40
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 39
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 39
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 39
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 39
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 39
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 39
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 39
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 39
Truist Financial Corp 39
ClariVest Asset Management LLC 39
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 39
Sonora Investment Management, LLC 39
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 39
Occudo Quantitative Strategies Lp 39
Toronto Dominion Bank 39
Alberta Investment Management Corp 39
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 39
State of Wyoming 39
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 39
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 39
D.a. Davidson & Co. 39
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 39
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 39
SBI Securities Co., Ltd. 39
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 39
Kennedy Capital Management, Inc. 39
Cadence Capital Management Llc 39
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 39
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 39
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 39
Campbell & CO Investment Adviser LLC 39
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF 39
NOSGX - Northern Funds - Northern Small Cap Value Fund 39
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 39
IWM - iSHARES TRUST - iShares Russell 2000 ETF 39
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 39
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 39
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 39
Amalgamated Financial Corp. 39
Suntrust Banks Inc 38
Weiss Multi-Strategy Advisers LLC 38
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 38
GAMMA Investing LLC 38
Vanguard Index Funds 38
NSIDX - Northern Funds - Northern Small Cap Index Fund 38
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 38
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 38
Blair William & Co/il 38
Susquehanna Fundamental Investments, Llc 38
Quantamental Technologies LLC 38
First Mercantile Trust Co 38
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 38
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 38
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 38
BNP Paribas Asset Management Holding S.A. 38
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 38
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 38
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 38
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 38
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 38
CIBC Private Wealth Group, LLC 38
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 38
Harbour Investments, Inc. 38
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 38
Assenagon Asset Management S.A. 38
Private Advisor Group, LLC 38
Mackay Shields Llc 38
VCSLX - VALIC Co I - Small Cap Index Fund 38
KBC Group NV 37
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 37
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 37
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 37
Nicholas Investment Partners, LP 37
NumerixS Investment Technologies Inc 37
Guggenheim Active Allocation Fund 37
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 37
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 37
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 37
Aquatic Capital Management LLC 37
Mason Street Advisors, Llc 37
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 37
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 37
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 37
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 37
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 37
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 37
Quarry LP 37
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 37
Global Retirement Partners, LLC 37
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 37
American Portfolios Advisors 37
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 37
Ground Swell Capital, LLC 37
Lindbrook Capital, Llc 37
AHL Partners LLP 37
Virginia Retirement Systems Et Al 37
Zacks Investment Management 37
Asset Management One Co., Ltd. 37
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 37
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 37
M&t Bank Corp 37
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 36
IWC - iSHARES TRUST - iShares Micro-Cap ETF 36
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 36
Castleark Management Llc 36
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 36
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 36
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 36
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 36
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 36
Covestor Ltd 36
Capital Advisors, Ltd. LLC 36
Nine Chapters Capital Management LLC 36
Mariner, LLC 36
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 36
Fox Run Management, L.l.c. 36
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 36
Css Llc/il 36
National Asset Management, Inc. 36
Manatuck Hill Partners, LLC 36
Td Asset Management Inc 36
SECOR Capital Advisors, LP 36
Benjamin F. Edwards & Company, Inc. 36
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 36
Corebridge Financial, Inc. 36
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 36
FNY Managed Accounts LLC 36
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 36
PENN SERIES FUNDS INC - Small Cap Index Fund 36
Princeton Alpha Management LP 36
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 36
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 36
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 36
SRS Capital Advisors, Inc. 36
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 36
Dark Forest Capital Management Lp 36
AdvisorNet Financial, Inc 36
Maverick Capital Ltd 36
PineBridge Investments, L.P. 36
LS Investment Advisors, LLC 35
Alps Advisors Inc 35
Schroder Investment Management Group 35
Boston Partners 35
Armistice Capital, Llc 35
Manchester Capital Management LLC 35
Alambic Investment Management, L.P. 35
FineMark National Bank & Trust 35
Atom Investors LP 35
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 35
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 35
United Services Automobile Association 35
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 35
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 35
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 35
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 35
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 35
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 35
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 35
Aigen Investment Management, Lp 35
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 35
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 35
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 35
Farther Finance Advisors, LLC 35
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 35
Coatue Management Llc 35
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 35
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 35
Larson Financial Group LLC 35
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 35
Public Sector Pension Investment Board 35
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 35
Stephens Inc /ar/ 35
Police & Firemen's Retirement System of New Jersey 35
Thompson Siegel & Walmsley Llc 35
K2 Principal Fund, L.p. 35
Assured Investment Management LLC 35
Quest Partners LLC 35
Private Trust Co Na 35
Scopus Asset Management, L.p. 35
Brown Brothers Harriman & Co 35
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 34
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 34
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 34
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 34
North Star Investment Management Corp. 34
Hartland & Co., LLC 34
AMP Capital Investors Ltd 34
Quantitative Systematic Strategies LLC 34
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 34
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 34
QS Investors, LLC 34
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 34
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 34
Mutual Of America Capital Management Llc 34
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 34
Graham Capital Management, L.P. 34
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 34
Deere & Co 34
Profunds - Profund Vp Ultrasmall-cap 34
Texas Permanent School Fund 34
DekaBank Deutsche Girozentrale 34
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 34
Belpointe Asset Management LLC 34
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 34
Profunds - Profund Vp Small-cap 34
Louisiana State Employees Retirement System 34
Credit Agricole S A 34
Eaton Vance Management 34
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 34
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 34
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 34
Cornerstone Advisors, Inc. 33
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 33
Jefferies Financial Group Inc. 33
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 33
C M Bidwell & Associates Ltd 33
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 33
VDAFX - VALIC Co I - Dynamic Allocation Fund 33
Employees Retirement System of Texas 33
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 33
Tiaa-cref Funds 33
Commonwealth Equity Services, Llc 33
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 33
Alyeska Investment Group, L.P. 33
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 33
SLPIX - Profunds - Small-cap Profund Investor Class 33
Healthcare Of Ontario Pension Plan Trust Fund 33
Rothschild Investment Llc 33
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 33
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 33
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 33
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 33
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 33
State of Alaska, Department of Revenue 33
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 33
Valeo Financial Advisors, LLC 33
Ellevest, Inc. 33
Blueshift Asset Management, LLC 33
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 33
Mirae Asset Global Investments Co., Ltd. 33
Federation des caisses Desjardins du Quebec 33
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 33
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 33
Nordea Investment Management Ab 33
Seven Eight Capital, Lp 33
Intech Investment Management Llc 33
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 33
Thompson Davis & Co., Inc. 33
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 33
Hancock Whitney Corp 33
Catalyst Capital Advisors LLC 33
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 33
Brown Advisory Inc 33
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 32
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 32
Caxton Associates Lp 32
Gemmer Asset Management LLC 32
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 32
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 32
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 32
True Wealth Design, LLC 32
Massachusetts Financial Services Co /ma/ 32
Geneos Wealth Management Inc. 32
Teza Capital Management LLC 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 32
Petrus Trust Company, LTA 32
Oregon Public Employees Retirement Fund 32
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 32
Tfs Capital Investment Trust 32
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 32
Eagle Asset Management Inc 32
FORA Capital, LLC 32
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 32
FIL Ltd 32
Gamco Investors, Inc. Et Al 32
Capstone Asset Management Co 32
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 32
Smartleaf Asset Management LLC 32
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 32
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 32
Fred Alger Management, Llc 32
Amundi 32
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 32
State Farm Mutual Fund Trust 32
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 32
Financial Architects, Inc 32
State Farm Variable Product Trust 32
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 32
Gradient Investments LLC 32
CENTRAL TRUST Co 32
Point72 Middle East FZE 32
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 32
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 32
Plante Moran Financial Advisors, LLC 32
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 32
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 32
Whitebox Advisors Llc 31
Mackenzie Financial Corp 31
Clearbridge Investments, LLC 31
Riverhead Capital Management Llc 31
Advisors Asset Management, Inc. 31
Profund Advisors Llc 31
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 31
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 31
Gabelli Funds Llc 31
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 31
Ronald Blue Trust, Inc. 31
Sculptor Capital LP 31
Ensign Peak Advisors, Inc 31
Natixis 31
Nebula Research & Development LLC 31
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 31
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 31
National Bank Of Canada /fi/ 31
Stone Ridge Asset Management LLC 31
Coldstream Capital Management Inc 31
Sowell Financial Services LLC 31
Synovus Financial Corp 31
EntryPoint Capital, LLC 31
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 31
Dupont Capital Management Corp 31
Northern Trust Co Of Connecticut 31
Baird Financial Group, Inc. 31
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 31
SAC Capital Advisors LP 31
Brevan Howard Capital Management LP 31
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 31
Maplelane Capital, Llc 31
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 31
Point72 Asia (Singapore) Pte. Ltd. 31
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 31
MAI Capital Management 31
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 31
Waratah Capital Advisors Ltd. 31
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 31
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 31
TD Waterhouse Canada Inc. 31
Jennison Associates Llc 31
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 31
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 31
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 31
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 31
Waddell & Reed Financial Inc 31
EverPoint Asset Management, LLC 31
Stoneridge Investment Partners Llc 30
Sofos Investments, Inc. 30
Cetera Advisor Networks LLC 30
Shellback Capital, LP 30
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 30
Picton Mahoney Asset Management 30
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 30
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 30
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 30
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 30
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 30
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 30
Loomis Sayles & Co L P 30
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 30
Tocqueville Asset Management L.p. 30
Holocene Advisors, LP 30
VTL Associates, LLC 30
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 30
Gilder Gagnon Howe & Co Llc 30
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 30
Twinbeech Capital Lp 30
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 30
Diversified Trust Co 30
Interval Partners, LP 30
Bridgefront Capital, LLC 30
Daiwa Securities Group Inc. 30
Turner Investments, L.p. 30
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 30
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 30
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 30
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 30
Jfs Wealth Advisors, Llc 29
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 29
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 29
Vantagepoint Funds 29
CoreCap Advisors, LLC 29
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 29
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 29
Weld Capital Management Llc 29
Yousif Capital Management, Llc 29
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 29
Hanseatic Management Services Inc 29
Private Capital Group, LLC 29
Summit Trail Advisors, Llc 29
Cullen/frost Bankers, Inc. 29
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 29
First Quadrant L P/ca 29
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 29
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 29
Bell Investment Advisors, Inc 29
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 29
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 29
Caitong International Asset Management Co., Ltd 29
PENN SERIES FUNDS INC - International Equity Fund 29
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 29
Levin Capital Strategies, L.p. 29
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 29
FLDFX - Meeder Funds - BALANCED FUND Retail Class 29
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 29
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 29
Spire Wealth Management 29
State of New Jersey Common Pension Fund D 29
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 29
Natixis Advisors, L.p. 29
Nomura Asset Management Co Ltd 29
Ajo, Lp 29
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 29
Sunbelt Securities, Inc. 29
Whittier Trust Co 29
Melvin Capital Management LP 29
Vanguard World Fund 29
Cetera Advisors LLC 29
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 29
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 29
Visium Asset Management, LP 29
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 29
Bank Of Nova Scotia 29
Orion Portfolio Solutions, LLC 29
Paradigm Asset Management Co Llc 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 29
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 29
Hillsdale Investment Management Inc. 29
GAM Holding AG 28
Element Capital Management Llc 28
CIBC World Markets Inc. 28
Sandy Spring Bank 28
Universal- Beteiligungs- und Servicegesellschaft mbH 28
First Republic Investment Management, Inc. 28
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 28
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 28
Integral Derivatives, LLC 28
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 28
Cetera Investment Advisers 28
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 28
Farmers & Merchants Investments Inc 28
Versor Investments LP 28
NSGRX - Northern Funds - Northern Small Cap Core Fund 28
Advisory Research Inc 28
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 28
Sciencast Management LP 28
Regions Financial Corp 28
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 28
Financial Management Professionals, Inc. 28
Karp Capital Management Corp 28
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 28
CI Private Wealth, LLC 28
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 28
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 28
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 28
Catalyst Funds Management Pty Ltd 28
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 28
Compagnie Lombard Odier SCmA 28
Cresset Asset Management, LLC 28
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 28
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 28
Crossmark Global Holdings, Inc. 28
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 28
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 28
Woodline Partners LP 28
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 28
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 28
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 28
Quantitative Investment Management, LLC 28
Umb Bank N A/mo 28
SG3 Management, LLC 28
Lsv Asset Management 28
Capital Performance Advisors Llp 28
Sawtooth Solutions, LLC 28
BNP Paribas Investment Partners S.A. 28
Cerity Partners LLC 28
Diametric Capital, LP 28
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 28
Berman Capital Advisors, LLC 28
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 28
Clinton Group Inc 28
Jane Street Holding, LLC 28
Advanced Series Trust - Ast Small-cap Growth Portfolio 28
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 28
Carroll Financial Associates, Inc. 27
Wedbush Securities Inc 27
FDx Advisors, Inc. 27
Convergence Investment Partners, LLC 27
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 27
WFG Advisors, LP 27
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 27
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 27
Mason Street Advisors, Llc 27
Smithfield Trust Co 27
CenterStar Asset Management, LLC 27
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 27
IMC-Chicago, LLC 27
Spot Trading L.l.c. 27
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 27
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 27
Bogle Investment Management L P /de/ 27
GV Financial Advisors 27
Globeflex Capital L P 27
Csenge Advisory Group 27
Independent Advisor Alliance 27
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 27
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 27
Invictus RG Pte. Ltd. 27
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 27
Lisanti Capital Growth, LLC 27
Headlands Technologies LLC 27
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 27
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 27
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 27
Harvest Group Wealth Management, Llc 27
Vident Investment Advisory, LLC 27
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 27
Cipher Capital LP 27
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 27
Amundi Pioneer Asset Management Inc 27
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 27
Segall Bryant & Hamill, Llc 27
Principal Securities, Inc. 27
Chicago Equity Partners Llc 27
CIBC Asset Management Inc 27
Skopos Labs, Inc. 27
AE Wealth Management LLC 27
Oppenheimer Etf Trust 27
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 27
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 27
Cibc World Markets Corp 27
Reilly Financial Advisors, Llc 27
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 27
Summit Global Investments 27
Itau Unibanco Holding S.A. 27
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 27
National Planning Corp 27
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 26
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 26
Koch Industries Inc 26
Vantage Consulting Group Inc 26
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 26
Analytic Investors, LLC 26
Klp Kapitalforvaltning As 26
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 26
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 26
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 26
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 26
Prospera Financial Services Inc 26
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 26
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 26
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 26
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 26
Money Concepts Capital Corp 26
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 26
Stephens Consulting, LLC 26
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 26
1832 Asset Management L.P. 26
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 26
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 26
Bartlett & Co. LLC 26
First Hawaiian Bank 26
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 26
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 26
Rydex Etf Trust 26
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 26
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 26
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 26
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 26
Columbus Circle Investors 26
Proficio Capital Partners LLC 26
Ci Investments Inc. 26
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 26
Centaurus Financial, Inc. 26
Sei Trust Co 26
Pinnacle Wealth Planning Services, Inc. 26
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 26
North Fourth Asset Management, LP 26
Keebeck Alpha, LP 26
Gts Securities Llc 26
Rehmann Capital Advisory Group 26
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 26
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 26
Denver Investment Advisors Llc 26
Ameritas Investment Corp 26
USA Financial Portformulas Corp 26
Absolute Return Capital, LLC 26
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 26
Mirabella Financial Services Llp 26
Mml Investors Services, Llc 26
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 26
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 26
Keybank National Association/oh 26
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 26
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 26
Bokf, Na 26
Bridgewater Associates, LP 26
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 26
Cornerstone Planning Group LLC 26
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 25
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 25
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 25
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 25
Evoke Wealth, Llc 25
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 25
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 25
Shay Capital LLC 25
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 25
nVerses Capital, LLC 25
Maryland State Retirement & Pension System 25
Grantham, Mayo, Van Otterloo & Co. LLC 25
Old Mutual Customised Solutions (proprietary) Ltd 25
Venturi Wealth Management, LLC 25
Pathstone Holdings, LLC 25
Pier Capital, LLC 25
United Capital Financial Advisers, Llc 25
We Are One Seven, LLC 25
Next Century Growth Investors Llc 25
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 25
Hantz Financial Services, Inc. 25
Kornitzer Capital Management Inc /ks 25
Westfield Capital Management Co Lp 25
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 25
Alphacrest Capital Management Llc 25
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 25
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 25
International Assets Investment Management, Llc 25
Fieldpoint Private Securities, LLC 25
Atria Investments Llc 25
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 25
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 25
Shell Asset Management Co 25
PEJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Leisure and Entertainment ETF 25
Innealta Capital, Llc 25
CenterStar Fund, LLC 25
Quantinno Capital Management LP 25
JNBA Financial Advisors 25
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 25
Bogart Wealth, LLC 25
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 25
Twin Tree Management, LP 25
Palisade Capital Management Llc/nj 25
Sutton Wealth Advisors Inc. 25
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 25
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 25
Irish Life Investment Managers Ltd. 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 25
Seacrest Wealth Management, Llc 25
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 25
Toroso Investments, LLC 25
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 25
Moore Capital Management, Lp 25
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 25
Weiss Strategic Interval Fund 25
Peak6 Llc 25
Winslow, Evans & Crocker, Inc. 25
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 25
Legato Capital Management LLC 25
6 Meridian 25
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class 25
Golden State Wealth Management, LLC 25
Rice Hall James & Associates, Llc 25
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 25
Ing Groep Nv 25
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 25
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 24
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 24
Macroview Investment Management Llc 24
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 24
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
Retirement Systems of Alabama 24
Brookfield Asset Management Inc. 24
First Eagle Investment Management, LLC 24
Hollencrest Capital Management 24
Empowered Funds, LLC 24
Hodges Capital Management Inc. 24
Creative Financial Designs Inc /adv 24
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 24
Tcwp Llc 24
Mount Yale Investment Advisors, LLC 24
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 24
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 24
Hussman Strategic Advisors, Inc. 24
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 24
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 24
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 24
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 24
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 24
Focused Wealth Management, Inc 24
Enterprise Financial Services Corp 24
Silvercrest Asset Management Group Llc 24
Harbor Investment Advisory, Llc 24
Scotia Capital Inc. 24
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 24
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 24
Pine River Capital Management L.P. 24
SJS Investment Consulting Inc. 24
Point72 (DIFC) Ltd 24
Exchange Traded Concepts, Llc 24
Chimera Capital Management LLC 24
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 24
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 24
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 24
Timber Hill LLC 24
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 24
Chartwell Investment Partners, Llc 24
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 24
Tyvor Capital LLC 24
Brandywine Global Investment Management, LLC 24
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 24
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 24
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 24
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 24
EBI - RBB Fund Trust - Longview Advantage ETF 24
Fisher Asset Management, LLC 24
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 24
Invictus RG 24
RSSL - Global X Funds - Global X Russell 2000 ETF 24
Elkfork Partners LLC 24
IndexIQ Advisors LLC 24
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 24
Weiss Asset Management LP 24
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 23
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 23
Emerald Advisers, Llc 23
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 23
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 23
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 23
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 23
Avantax Advisory Services, Inc. 23
FinTrust Capital Advisors, LLC 23
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 23
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 23
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 23
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 23
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 23
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 23
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 23
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 23
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 23
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 23
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 23
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 23
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 23
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 23
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 23
Bryn Mawr Capital Management Inc 23
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 23
ArrowMark Colorado Holdings LLC 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
Claymore Exchange-traded Fund Trust 23
Earnest Partners Llc 23
Janus Capital Management Llc 23
Lido Advisors, LLC 23
Patriot Financial Group Insurance Agency, LLC 23
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 23
Fortitude Family Office, LLC 23
William Blair Investment Management, Llc 23
FNY Partners Fund LP 23
Wedge Capital Management L L P/nc 23
Illinois Municipal Retirement Fund 23
Vestcor Inc 23
Water Island Capital Llc 23
Robeco Institutional Asset Management B.V. 23
Clearline Capital LP 23
Cinctive Capital Management LP 23
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 23
Bailard, Inc. 23
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 23
Coe Capital Management, LLC 23
Cooper Creek Partners Management Llc 23
APG Asset Management N.V. 23
BRYN MAWR TRUST Co 23
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 23
Wipfli Financial Advisors Llc, 23
Sherbrooke Park Advisers Llc 23
Brant Point Investment Management Llc 23
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 23
Axq Capital, Lp 23
Salem Investment Counselors Inc 23
Moody National Bank Trust Division 23
Counterpoint Mutual Funds LLC 23
Contravisory Investment Management, Inc. 23
Newbridge Financial Services Group, Inc. 23
Everence Capital Management Inc 23
Wealth Enhancement Advisory Services, Llc 23
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 23
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 23
MQS Management LLC 23
Rational Advisors Llc 23
Cnh Partners Llc 23
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 23
Steward Financial Group LLC 22
Xponance, Inc. 22
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 22
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 22
Wesbanco Bank Inc 22
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 22
Mv Capital Management, Inc. 22
Pictet Asset Management Ltd 22
Tyers Asset Management LLC 22
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 22
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 22
Snowden Capital Advisors LLC 22
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 22
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 22
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 22
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 22
Six Circles Trust - Six Circles Global Bond Fund 22
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 22
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 22
Johnson Financial Group, Inc. 22
Handelsbanken Fonder AB 22
Bluefin Trading, LLC 22
EAM Global Investors LLC 22
Granite Investment Partners, LLC 22
Asset Dedication, LLC 22
State Of Michigan Retirement System 22
Commonwealth Bank Of Australia 22
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 22
Wall Street Associates 22
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 22
MASTER BOND LLC - Master Total Return Portfolio 22
Sigma Planning Corp 22
Cable Hill Partners, LLC 22
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 22
Commonwealth Equity Services, Inc 22
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 22
Boston Advisors Llc 22
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 22
GW&K Investment Management, LLC 22
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 22
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 22
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 22
Pathstone Family Office, Llc 22
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 22
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 22
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 22
Toth Financial Advisory Corp 22
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 22
First New York Securities Llc /ny 22
Oppenheimer Global Multi Strategies Fund 22
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 22
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 22
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 22
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 22
Hl Financial Services Llc 22
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 22
Fiera Capital Corp 22
Flinton Capital Management LLC 22
Global X Management CO LLC 22
Pearl River Capital, LLC 22
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 22
Pictet Asset Management Holding SA 22
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 22
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 22
Hartford Mutual Funds Inc/ct 22
Zweig-DiMenna Associates LLC 22
Coppell Advisory Solutions LLC 22
Mather Group, Llc. 22
Aster Capital Management (DIFC) Ltd 22
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 22
VCSMX - VALIC Co I - Small Cap Fund 21
Ropes Wealth Advisors Llc 21
SpiderRock Trading LLC 21
First Personal Financial Services 21
Soros Fund Management Llc 21
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 21
Nbc Securities, Inc. 21
Avantax Planning Partners, Inc. 21
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 21
Harvest Fund Management Co., Ltd 21
Whittier Trust Co Of Nevada Inc 21
IHT Wealth Management, LLC 21
Meadow Creek Investment Management LLC 21
Neuburgh Advisers LLC 21
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 21
Intrinsic Edge Capital Management LLC 21
1492 Capital Management LLC 21
Hemington Wealth Management 21
New York Life Investment Management Llc 21
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 21
Capital Research Global Investors 21
Bamco Inc /ny/ 21
Brinker Capital Investments, LLC 21
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 21
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 21
Cowen Group, Inc. 21
Alpha DNA Investment Management LLC 21
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 21
Bartlett & Co. Wealth Management Llc 21
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 21
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 21
Shelton Capital Management 21
Entropy Technologies, LP 21
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 21
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21
Agf Investments Inc. 21
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 21
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 21
ETRADE Capital Management LLC 21
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 21
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 21
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 21
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 21
Moors & Cabot, Inc. 21
Mitsubishi UFJ Trust & Banking Corp 21
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 21
Wunderlich Securities, Inc. 21
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 21
Fund 1 Investments, LLC 21
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 21
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 21
Wasatch Advisors Inc 21
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 21
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 21
Adage Capital Partners Gp, L.l.c. 21
Trust Co Of Vermont 21
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 21
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 21
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 21
Harbor Capital Advisors, Inc. 21
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 21
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 21
Parametrica Management Ltd 21
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 21
Dorsey Wright & Associates 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 21
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 21
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 21
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 21
Jaffetilchin Investment Partners, LLC 21
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 21
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 21
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 21
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 21
Penn Capital Management Co Inc 21
Samlyn Capital, Llc 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 20
Schubert & Co 20
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 20
Sandler Capital Management 20
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 20
Tarbox Family Office, Inc. 20
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 20
Athanor Capital, Lp 20
Timpani Capital Management LLC 20
Forum Funds 20
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 20
Evercore Wealth Management, LLC 20
Liberty Mutual Group Asset Management Inc. 20
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 20
Financial Gravity Companies, Inc. 20
Independent Portfolio Consultants, Inc. 20
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 20
Mazama Capital Management Inc 20
Atlantic Trust, LLC 20
Bb&t Securities, Llc 20
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 20
Ausdal Financial Partners, Inc. 20
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 20
Northwestern Mutual Investment Management Company, Llc 20
FourThought Financial, LLC 20
Caas Capital Management Lp 20
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 20
Elite Wealth Management, Inc. 20
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 20
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 20
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 20
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 20
361 Capital Llc 20
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 20
Societe Generale 20
Foundry Partners, LLC 20
Old Mutual Global Investors (UK) Ltd. 20
Skandinaviska Enskilda Banken AB (publ) 20
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 20
Great Lakes Advisors, Llc 20
Private Wealth Management Group, LLC 20
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 20
MARSHALL WACE ASIA Ltd 20
Profunds - Profund Vp Oil & Gas 20
Navellier & Associates Inc 20
Inceptionr Llc 20
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 20
World Asset Management Inc 20
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 20
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 20
First Citizens Bank & Trust Co 20
Symphony Asset Management Llc 20
Wexford Capital Lp 20
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 20
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 20
Optimum Investment Advisors 20
Jump Trading, LLC 20
Advantage Investment Management, Llc 20
Kestra Advisory Services, LLC 20
Cadian Capital Management, Lp 20
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 20
Mercer Global Advisors Inc /adv 20
Pictet Asset Management Sa 20
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 20
Neo Ivy Capital Management 20
Guardian Wealth Advisors, LLC 20
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 20
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 20
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 20
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 20
Scientech Research LLC 20
Chicago Partners Investment Group LLC 20
BBT Capital Management, LLC 20
New England Securities Corp /MA/ 20
Reynolds Capital Management Llc 20
Burney Co/ 20
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 20
Skylands Capital, LLC 20
Oberweis Asset Management Inc/ 20
Continuum Advisory, LLC 20
Ameritas Advisory Services, LLC 20
Wiley Bros.-aintree Capital, Llc 20
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 20
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 20
James Investment Research Inc 20
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 20
Kingsview Wealth Management, LLC 20
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 20
Citizens Financial Group Inc/ri 20
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 20
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 20
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 20
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 20
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 20
DRW Securities, LLC 20
Wbi Investments, Inc. 20
Sanctuary Wealth Advisors, LLC 20
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 20
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 20
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 20
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 20
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 20
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 20
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 20
Smith Asset Management Group Lp 20
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 19
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 19
Granahan Investment Management Inc/ma 19
Susquehanna Portfolio Strategies, LLC 19
Commerce Bank 19
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 19
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 19
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 19
Cookson Peirce & Co Inc 19
Harel Insurance Investments & Financial Services Ltd. 19
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 19
Valley National Advisers Inc 19
Janney Capital Management LLC 19
Wealthfront Inc 19
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 19
Artemis Investment Management LLP 19
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 19
MCF Advisors LLC 19
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 19
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 19
Vanguard Horizon Funds 19
QCVAX - Clearwater Investment Trust - Clearwater International Fund 19
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 19
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 19
Disciplined Investments, LLC 19
Gluskin Sheff & Assoc Inc 19
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 19
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 19
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 19
Barings Llc 19
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 19
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 19
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 19
Thb Asset Management 19
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 19
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 19
Yorktown Management & Research Co Inc 19
DAVENPORT & Co LLC 19
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 19
Ieq Capital, Llc 19
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 19
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 19
Placemark Investments, Inc. 19
Crewe Advisors LLC 19
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 19
Td Private Client Wealth Llc 19
Eqis Capital Management, Inc. 19
Sound Income Strategies, LLC 19
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 19
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 19
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 19
Capula Management Ltd 19
Westpac Banking Corp 19
RBB FUND, INC. - Adara Smaller Companies Fund 19
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 19
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 19
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 19
Coastal Investment Advisors, Inc. 19
Rothschild Asset Management Inc 19
Securian Asset Management, Inc 19
Flagship Harbor Advisors, Llc 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
Artisan Partners Limited Partnership 19
Resources Investment Advisors, LLC. 19
Edgestream Partners, L.P. 19
Tsfg, Llc 19
Cerebellum GP, LLC 19
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 19
DiNuzzo Private Wealth, Inc. 19
Dynamic Technology Lab Pte Ltd 19
Westwood Holdings Group Inc 19
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 19
Icon Advisers Inc/co 19
Glen Harbor Capital Management LLC 19
Level Four Advisory Services, Llc 19
Koshinski Asset Management, Inc. 19
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 18
Systematic Financial Management Lp 18
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 18
Old National Bancorp /in/ 18
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 18
PSI Advisors, LLC 18
Boston Private Wealth Llc 18
Annis Gardner Whiting Capital Advisors, LLC 18
Ontario Teachers Pension Plan Board 18
Gideon Capital Advisors, Inc. 18
Arkadios Wealth Advisors 18
Meridian Wealth Partners, LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 18
T. Rowe Price Investment Management, Inc. 18
Bruderman Asset Management, LLC 18
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 18
Thurston, Springer, Miller, Herd & Titak, Inc. 18
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 18
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 18
Marathon Trading Investment Management LLC 18
GABELLI & Co INVESTMENT ADVISERS, INC. 18
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 18
Optiver Holding B.V. 18
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 18
Rafferty Asset Management, LLC 18
Calvert Investment Management, Inc. 18
Hennessy Advisors Inc 18
Veriti Management LLC 18
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 18
Hotchkis & Wiley Capital Management Llc 18
Townsquare Capital Llc 18
Duality Advisers, Lp 18
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 18
Harvest Capital Strategies LLC 18
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 18
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
Sumitomo Mitsui Trust Holdings, Inc. 18
Zeke Capital Advisors, Llc 18
BTG Pactual Global Asset Management Ltd 18
JustInvest LLC 18
New Mexico Educational Retirement Board 18
Boulder Hill Capital Management Lp 18
HighPoint Advisor Group LLC 18
Aviva Plc 18
Chilton Investment Co Llc 18
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 18
Crestline Management, LP 18
Corton Capital Inc. 18
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 18
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 18
Cordant, Inc. 18
Folger Hill Asset Management LP 18
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 18
SpiderRock Advisors, LLC 18
Warren Averett Asset Management, LLC 18
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 18
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 18
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 18
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 18
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 18
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 18
Tfo-tdc, Llc 18
Piermont Capital Management LLC 18
Axiom International Investors Llc /de 18
Ranger Investment Management, L.P. 18
Old Mission Capital Llc 18
R Squared Ltd 18
Capital World Investors 18
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 18
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 18
Knight Capital Group, Inc. 18
Bellwether Investment Group, LLC 18
Howe & Rusling Inc 18
Candriam Luxembourg S.C.A. 18
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 18
Harbour Capital Advisors, LLC 18
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 18
Alpha Windward Llc 18
Usca Ria Llc 18
Sageworth Trust Co 18
Arden Investment Series Trust 18
Sanctuary Advisors, LLC 18
Rise Advisors, LLC 18
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 18
Jain Global LLC 18
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 18
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 18
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 18
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 18
Quent Capital, LLC 18
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 18
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 18
Colony Group, LLC 18
Kepos Capital LP 18
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 18
WASHINGTON TRUST Co 18
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 18
Friess Associates Llc 18
Lenox Wealth Advisors, LLC 18
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 18
GIMFX - GMO TRUST - GMO Implementation Fund 18
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 18
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 18
Cowen And Company, Llc 18
Anchor Investment Management, LLC 18
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 18
Ziegler Capital Management, LLC 18
Banque Pictet & Cie Sa 18
King Luther Capital Management Corp 17
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 17
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 17
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 17
Van Eck Associates Corp 17
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 17
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17
Kapitalo Investimentos Ltda 17
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 17
Colony Group Llc 17
Twin Peaks Wealth Advisors, LLC 17
Portolan Capital Management, LLC 17
Vanguard Explorer Fund 17
Columbia Partners L L C Investment Management 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 17
Carlson Capital L P 17
Barrow Hanley Mewhinney & Strauss Llc 17
Segantii Capital Management Ltd 17
Checchi Capital Advisers, LLC 17
Wealthcare Capital Management Llc 17
Moneta Group Investment Advisors Llc 17
Ascend Capital, Llc 17
Santa Fe Partners LLC 17
Arcadia Investment Management Corp/mi 17
Qsemble Capital Management, LP 17
Mendota Financial Group, LLC 17
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 17
Tortoise Investment Management, LLC 17
Psagot Value Holdings Ltd. / (Israel) 17
CastleKnight Management LP 17
Hilltop Holdings Inc. 17
Redwood Investments, LLC 17
Raymond James Trust N.a. 17
Mycio Wealth Partners, Llc 17
Savant Capital, LLC 17
Sargent Bickham Lagudis LLC 17
Arrow Financial Corp 17
SOUTH STATE Corp 17
Utah Retirement Systems 17
Oakworth Capital, Inc. 17
I.g. Investment Management, Ltd. 17
Wolff Wiese Magana Llc 17
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 17
Hexagon Capital Partners LLC 17
WealthPLAN Partners, LLC 17
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 17
Tradeworx Inc. 17
Washington Trust Bank 17
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 17
SG Capital Management LLC 17
Rsm Us Wealth Management Llc 17
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 17
River Road Asset Management, LLC 17
Mosaic Family Wealth, LLC 17
Gardner Lewis Asset Management L P 17
People's United Financial, Inc. 17
Capstone Financial Advisors, Inc. 17
Congress Asset Management Co /ma 17
Carolinas Wealth Consulting Llc 17
Column Capital Advisors, LLC 17
Prudential Plc 17
Catapult Capital Management Llc 17
BerganKDV Wealth Management, LLC 17
Pentwater Capital Management LP 17
Venture Visionary Partners LLC 17
Glazer Capital, Llc 17
Maven Securities LTD 17
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 17
Omnia Family Wealth, LLC 17
BDO Wealth Advisors, LLC 17
Capital Bank & Trust Co 17
VCAAX - VALIC Co I - Asset Allocation Fund 17
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 17
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 17
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 17
Blackrock Corporate High Yield Fund, Inc. 17
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 17
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 17
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 17
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio 17
Erste Asset Management GmbH 17
Lmcg Investments, Llc 17
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 17
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 17
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 17
Pnc Funds 17
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 17
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 17
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 17
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 17
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 17
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 17
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 17
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 17
Trustcore Financial Services, Llc 17
Financial Advocates Investment Management 17
Abound Wealth Management 17
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 17
Truvestments Capital Llc 17
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 17
Enlightenment Research, LLC 17
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 17
Avion Wealth 17
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 17
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 17
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 17
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 17
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 17
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 17
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 17
Pinnacle Associates Ltd 17
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 17
Park Avenue Securities Llc 16
Fortress Investment Group LLC 16
Cornercap Investment Counsel Inc 16
GHP Investment Advisors, Inc. 16
Integrated Wealth Management 16
Wealthcare Advisory Partners LLC 16
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 16
Cape Investment Advisory, Inc. 16
Echo Street Capital Management LLC 16
Fort Washington Investment Advisors Inc /oh/ 16
Symmetry Peak Management Llc 16
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 16
Integrated Wealth Concepts LLC 16
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 16
Delta Asset Management Llc/tn 16
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 16
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 16
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 16
Glen Eagle Advisors, LLC 16
Global Financial Private Client, LLC 16
Capital Asset Advisory Services LLC 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 16
NN Investment Partners Holdings N.V. 16
Jackson Creek Investment Advisors LLC 16
Raleigh Capital Management Inc. 16
Prestige Wealth Management Group LLC 16
Ridgewood Investments LLC 16
UMA Financial Services, Inc. 16
Xact Kapitalforvaltning AB 16
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 16
Caldwell & Orkin Inc 16
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 16
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 16
Leap Investments Lp 16
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 16
AGF Investments LLC 16
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 16
Covington Capital Management 16
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 16
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 16
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 16
Jump Trading, Llc 16
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 16
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 16
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 16
Highlander Capital Management, LLC 16
Divisadero Street Capital Management, LP 16
Kovitz Investment Group Partners, LLC 16
LBA Wealth Management, LLC 16
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 16
Ionic Capital Management LLC 16
West Oak Capital, LLC 16
Northwest & Ethical Investments L.P. 16
Advanced Series Trust - Ast Small-cap Value Portfolio 16
Zions Bancorporation 16
EULAV Asset Management 16
FundVantage Trust - Verplanck Balanced Fund 16
Geduld E E 16
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 16
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 16
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 16
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 16
Paces Ferry Wealth Advisors, Llc 16
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 16
Delpha Capital Management, Llc 16
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 16
Motco 16
Edge Wealth Management LLC 16
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 16
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 16
Caisse De Depot Et Placement Du Quebec 16
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 16
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 16
Institutional & Family Asset Management, Llc 16
Candlestick Capital Management LP 16
Activest Wealth Management 16
Stormborn Capital Management, Llc 16
Advisor Resource Council 16
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 16
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 16
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 16
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 16
Discovery Capital Management, Llc / Ct 16
Advisors Preferred, LLC 16
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 16
San Francisco Sentry Investment Group (ca) 16
South Dakota Investment Council 16
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 16
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 16
Calamos Global Dynamic Income Fund 16
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 16
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 16
Tygh Capital Management, Inc. 16
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 16
AHIVX - American Century Investment Trust - High Income Fund Investor Class 16
Pinnacle Summer Investments, Inc. 16
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 16
Blackrock Ltd Duration Income Trust 16
Otter Creek Advisors, LLC 16
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 16
Commerzbank Aktiengesellschaft /fi 16
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 16
Moisand Fitzgerald Tamayo, LLC 16
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 16
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 16
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 16
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 16
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 16
K.J. Harrison & Partners Inc 16
Cantab Capital Partners LLP 16
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 16
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 16
Zions Bancorporation, N.A. 16
Park Place Capital Corp 16
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 16
Pacific Global Investment Management Co 16
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 16
Johnson Investment Counsel Inc 16
Decade Capital Management Llc 16
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 16
Index Management Solutions, LLC 16
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 16
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 16
Regal Investment Advisors LLC 16
Nicholas Company, Inc. 16
Baird Robert W & Co Inc /wi/ 16
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 16
Banque Transatlantique SA 16
Pitcairn Co 16
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 16
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 16
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 16
Clark Capital Management Group, Inc. 16
Aviance Capital Management, Llc 16
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 16
McIlrath & Eck, LLC 16
L & S Advisors Inc 16
Franklin Street Capital Partners, LLC 16
Van Hulzen Asset Management, LLC 16
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 16
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 16
Cupps Capital Management, LLC 16
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 16
NewSquare Capital LLC 16
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 16
Riggs Asset Managment Co. Inc. 16
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 16
Vanguard Whitehall Funds 16
Cortina Asset Management, LLC 16
Legacy Financial Advisors, Inc. 15
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 15
Oakbrook Investments Llc 15
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 15
Baker Avenue Asset Management, LP 15
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 15
Bayforest Capital Ltd 15
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 15
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 15
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 15
Prospector Partners Llc 15
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 15
Chevy Chase Trust Holdings, Inc. 15
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 15
Eagle Bay Advisors LLC 15
Baystate Wealth Management LLC 15
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 15
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 15
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 15
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 15
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 15
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 15
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF 15
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 15
Sequoia Financial Advisors, LLC 15
Rothschild Investment Corp /il 15
Millrace Asset Group, Inc. 15
Highland Capital Management, Llc 15
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 15
Banque Cantonale Vaudoise 15
BlueCrest Capital Management LLP 15
Royal Fund Management, LLC 15
Stephens Investment Management Group LLC 15
Brinker Capital Inc 15
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 15
Kiwi Wealth Investments Limited Partnership 15
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 15
Kestra Private Wealth Services, Llc 15
Quinn Opportunity Partners LLC 15
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 15
Copeland Capital Management, LLC 15
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 15
Berkley W R Corp 15
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 15
Simon Quick Advisors, Llc 15
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 15
Six Circles Trust - Six Circles Credit Opportunities Fund 15
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 15
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 15
JJJ Advisors Inc. 15
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 15
Rotella Capital Management, Inc. 15
Epoch Investment Partners, Inc. 15
Maple Securities Usa Inc 15
Fondren Management LP 15
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 15
Ashton Thomas Private Wealth, LLC 15
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 15
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 15
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 15
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 15
Cigna Investments Inc /new 15
RMB Capital Management, LLC 15
GLG Partners LP 15
Comerica Securities,inc. 15
Knights of Columbus Asset Advisors LLC 15
Ballentine Partners, LLC 15
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 15
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 15
CenterBook Partners LP 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 15
Washington Trust Advisors, Inc. 15
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 15
Profunds - Profund Vp Small-cap Value 15
LGT Financial Advisors LLC 15
Quest Capital Management Inc /adv 15
V Wealth Advisors LLC 15
Deprince Race & Zollo Inc 15
Emerald Mutual Fund Advisers Trust 15
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 15
Tradition Wealth Management, LLC 15
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 15
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 15
Bay Harbor Wealth Management, LLC 15
Frontier Capital Management Co Llc 15
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 15
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 15
Evergreen Capital Management Llc 15
Gupta Wealth Management LLC 15
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 15
Sachetta, LLC 15
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 15
Deltec Asset Management Llc 15
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 15
Cary Street Partner Investment Advisory Llc 15
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 15
Atlas Private Wealth Advisors 15
Rs Investment Management Co Llc 15
Total Clarity Wealth Management, Inc. 15
Keeley Asset Management Corp 15
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 15
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 15
Exencial Wealth Advisors, Llc 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
Wilbanks Smith & Thomas Asset Management Llc 15
Tradewinds Capital Management, LLC 15
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 15
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 15
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 15
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 15
Geneva Advisors, LLC 15
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 15
Minichmacgregor Wealth Management, Llc 15
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 15
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 15
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 15
First Midwest Bank Trust Division 15
Procyon Private Wealth Partners, LLC 15
First National Bank Of Omaha 15
Atria Wealth Solutions, Inc. 15
Horan Securities, Inc. 15
Highstreet Asset Management Inc. 15
Hm Payson & Co 15
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 15
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 15
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 15
Horizon Investments, LLC 15
CWM Advisors, LLC 15
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 15
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 15
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 15
Truewealth Llc 15
Investors Research Corp 15
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 15
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 15
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A 15
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 15
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 15
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 15
SVPIX - Profunds - Small-cap Value Profund Investor Class 15
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 15
Brewin Dolphin Ltd 15
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 15
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 15
STFBX - Advisers Investment Trust - State Farm Balanced Fund 14
Freestone Capital Holdings, LLC 14
Blue Arrow Capital Management Llc 14
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 14
NorthCoast Asset Management LLC 14
Capital International Investors 14
Bleakley Financial Group, LLC 14
Edmond De Rothschild Holding S.a. 14
Clear Street Llc 14
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 14
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 14
Voya Prime Rate Trust 14
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 14
Dean Investment Associates, Llc 14
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 14
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 14
ISAM Funds (UK) Ltd 14
Signet Financial Management, Llc 14
Partnervest Advisory Services LLC 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 14
Central Bank & Trust Co 14
MIK Capital, LP 14
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 14
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 14
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 14
Tuttle Tactical Management LLC 14
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 14
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 14
Baldwin Brothers Inc/ma 14
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 14
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 14
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 14
Shine Investment Advisory Services Inc 14
Regentatlantic Capital Llc 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 14
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 14
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 14
First Interstate Bank 14
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 14
Calamos Global Total Return Fund 14
John Hancock Hedged Equity & Income Fund 14
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 14
Accurate Wealth Management, LLC 14
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 14
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 14
Montag A & Associates Inc 14
M&g Investment Management Ltd 14
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 14
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 14
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 14
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 14
SGPIX - Profunds - Small-cap Growth Profund Investor Class 14
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 14
MUFG Securities EMEA plc 14
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 14
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 14
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 14
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 14
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 14
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio 14
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 14
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 14
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 14
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 14
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 14
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 14
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 14
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 14
Balentine LLC 14
Formidable Asset Management, LLC 14
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 14
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 14
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 14
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 14
SYSTM Wealth Solutions LLC 14
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 14
Merit Financial Group, LLC 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 14
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 14
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 14
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 14
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 14
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 14
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 14
Redwood Investment Management, Llc 14
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 14
Kayne Anderson Rudnick Investment Management Llc 14
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 14
Tompkins Financial Corp 14
Dubuque Bank & Trust Co 14
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 14
Numerai GP LLC 14
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 14
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 14
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 14
Kistler-Tiffany Companies, LLC 14
Elequin Capital Lp 14
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 14
Veritable, L.P. 14
Alexandria Capital, LLC 14
Householder Group Estate & Retirement Specialist, LLC 14
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 14
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 14
Fortaleza Asset Management Inc/ 14
Whitebox Mutual Funds 14
VICE - AdvisorShares Trust - AdvisorShares Vice ETF 14
Campbell Multi-strategy Trust 14
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 14
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 14
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 14
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 14
First Horizon Corp 14
GeoWealth Management, LLC 14
Otter Creek Management Inc 14
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 14
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 14
City Holding Co 14
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 14
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 14
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 14
Agf Management Ltd 14
Silvant Capital Management LLC 14
Leuthold Group, Llc 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 14
Mane Global Capital Management Lp 14
Fort, L.p. 14
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 14
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 14
Hood River Capital Management LLC 14
Junto Capital Management LP 14
Sigma Capital Management Llc 14
Allstate Corp 14
Mach-1 Financial Group, Inc. 14
Kingdon Capital Management, L.l.c. 14
Westside Investment Management, Inc. 14
Saba Capital Management, L.P. 14
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 14
Kore Private Wealth LLC 14
Weaver C. Barksdale & Associates, Inc. 14
Kings Point Capital Management 14
True Signal Lp 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 14
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 14
Osterweis Capital Management Inc 14
Treasurer of the State of North Carolina 14
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 14
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 14
Associated Banc-corp 14
GPS Wealth Strategies Group, LLC 14
DAACX - Adviser Managed Trust - Diversified Equity Fund 14
Alpha Paradigm Partners, LLC 14
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 14
Formula Growth Ltd 14
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 14
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 14
Profunds - Profund Vp Small-cap Growth 14
Parkworth Wealth Management, Inc. 14
Bb&t Investment Services, Inc. 14
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 14
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 14
Vontobel Holding Ltd. 14
Man Investments Ltd 14
Edge Advisors, Llc 14
Factorial Partners, Llc 14
Emerald Investment Partners, Llc 14
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 14
Qs Batterymarch Financial Management, Inc 14
BI Asset Management Fondsmaeglerselskab A/S 14
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 14
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 14
Gary Goldberg Planning Services Inc 14
NOBOX - Northern Funds - Northern Bond Index Fund 14
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 14
Apertura Capital, LLC 14
BlackRock Credit Strategies Fund 14
Tcw Group Inc 14
BFOR - ALPS ETF Trust - Barron's 400 ETF 14
Yakira Capital Management, Inc. 14
Concentric Capital Strategies, LP 14
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 14
IWB - iSHARES TRUST - iShares Russell 1000 ETF 14
Cim Investment Mangement Inc 14
Invesco Bond Fund 14
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 14
Hartford Investment Management Co 14
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 14
CVA Family Office, LLC 14
Lighthouse Investment Partners, LLC 13
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 13
Sawgrass Asset Management Llc 13
Granite Point Capital Management, L.P. 13
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 13
Mckinley Capital Management Llc /delaware 13
Spring Creek Capital Llc 13
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 13
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 13
Caerus Global Investors LLC 13
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 13
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 13
Vivaldi Asset Management, LLC 13
Whipplewood Advisors, LLC 13
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 13
Gateway Investment Advisers Llc 13
Exane Derivatives 13
Alpha Omega Wealth Management LLC 13
Tributary Capital Management, LLC 13
Central Pacific Bank - Trust Division 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 13
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 13
Wellington Shields Capital Management, LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 13
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 13
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 13
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 13
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 13
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 13
Horrell Capital Management, Inc. 13
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 13
Atwood & Palmer Inc 13
Duncker Streett & Co Inc 13
Advent Capital Management /de/ 13
Forum Financial Management, LP 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 13
WealthTrust-Arizona, LLC 13
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 13
Transamerica Financial Advisors, Inc. 13
LRI Investments, LLC 13
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 13
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 13
Zurich Insurance Group Ltd/FI 13
RBF Capital, LLC 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 13
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 13
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 13
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
Brighton Jones Llc 13
B. Metzler seel. Sohn & Co. AG 13
Wealthspire Advisors, LLC 13
Harvest Investment Services, LLC 13
Monarch Partners Asset Management LLC 13
Global Wealth Management Investment Advisory, Inc. 13
CI Global Investments Inc. 13
Gladstone Institutional Advisory LLC 13
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 13
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 13
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 13
Connable Office Inc 13
Champlain Investment Partners, LLC 13
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 13
Selective Wealth Management, Inc. 13
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 13
Camarda Financial Advisors, LLC 13
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 13
American Capital Advisory, LLC 13
Claris Advisors, Llc / Mo / 13
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 13
Vantage Investment Advisors, LLC 13
WealthTrust Fairport, LLC 13
Strategic Wealth Partners, Ltd. 13
CNB Bank 13
Prime Capital Investment Advisors, LLC 13
Advisor Partners Ii, Llc 13
Beryl Capital Management LLC 13
Colonial Trust Co / SC 13
Mutual Advisors, LLC 13
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 13
Winch Advisory Services, LLC 13
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 13
Shepherd Kaplan Krochuk, Llc 13
American National Bank 13
Eastern Bank 13
Bedel Financial Consulting, Inc. 13
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 13
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund 13
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 13
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 13
Brookstone Capital Management 13
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 13
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 13
VVSCX - VALIC Co I - Small Cap Value Fund 13
Transce3nd, LLC 13
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 13
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 13
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 13
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF 13
Polymer Capital Management (US) LLC 13
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 13
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 13
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 13
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 13
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 13
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 13
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 13
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 13
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 13
CAPROCK Group, Inc. 13
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 13
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 13
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 13
Price Capital Management, Inc. 13
IBM Retirement Fund 13
Ada Investment Management, LP 13
J.w. Cole Advisors, Inc. 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 13
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 13
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 13
Caitlin John, LLC 13
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 13
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 13
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 13
Essex Investment Management Co Llc 13
Jupiter Asset Management Ltd 13
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 13
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 13
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 13
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 13
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 13
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 13
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 13
Semanteon Capital Management, LP 13
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 13
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 13
Ardsley Advisory Partners Lp 13
Rakuten Securities, Inc. 13
Belvedere Trading LLC 13
Front Row Advisors LLC 13
Concord Wealth Partners 13
Ledyard National Bank 13
APBAX - Cavanal Hill Funds - Active Core Fund Investor 13
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
Bfsg, Llc 13
YorkBridge Wealth Partners, LLC 13
Mangrove Partners 13
Parsons Capital Management Inc/ri 13
Pittenger & Anderson Inc 13
Opal Wealth Advisors, LLC 13
Ritholtz Wealth Management 13
Cambridge Trust Co 13
Kula Investments, LLC 13
Savoir Faire Capital Management, L.P. 13
Lee Financial Co 13
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 13
Periscope Capital Inc. 13
Envestnet Portfolio Solutions, Inc. 13
Kettle Hill Capital Management, Llc 13
Philadelphia Trust Co 13
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 13
Readystate Asset Management Lp 13
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
HFM Investment Advisors, LLC 13
Thomas White International Ltd 13
Key FInancial Inc 13
UniSuper Management Pty Ltd 13
Pinz Capital Management, LP 13
Spears Abacus Advisors LLC 13
Lebenthal Asset Management, LLC 13
Gyon Technologies Capital Management, LP 13
Nair Vinay 13
EA Series Trust 13
Suffolk Capital Management Llc 13
Archer Investment Corp 13
ORG Partners LLC 13
Ibex Investors LLC 13
CSat Investment Advisory, L.P. 13
Parkwood LLC 13
Stonebridge Capital Advisors LLC 13
WPG Advisers, LLC 13
Spouting Rock Asset Management, LLC 13
Suvretta Capital Management, Llc 13
Rainier Investment Management Llc 13
Founders Financial Alliance, LLC 13
Advanced Series Trust - Ast Advanced Strategies Portfolio 13
Sanders Morris Harris Llc 13
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 13
Benjamin Edwards Inc 12
Freestone Grove Partners LP 12
Eminence Capital, Lp 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 12
Ramsey Quantitative Systems 12
Tokio Marine Asset Management Co Ltd 12
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 12
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 12
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
STXK - EA Series Trust - Strive Small-Cap ETF 12
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 12
Castleview Partners, Llc 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 12
Hughes Financial Services, LLC 12
Bank Julius Baer & Co. Ltd, Zurich 12
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 12
Stonehage Fleming (uk) Ltd 12
Virtus Alternative Investment Advisers, Inc. 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 12
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 12
Aptus Capital Advisors, LLC 12
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 12
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 12
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 12
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 12
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 12
Schonfeld Group Holdings LLC 12
Highland Capital Management Lp 12
Krilogy Financial LLC 12
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 12
NewEdge Wealth, LLC 12
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 12
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 12
Stillwater Investment Management, L.P. 12
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 12
Glenmede Investment Management, LP 12
Aristeia Capital Llc 12
Fortitude Advisory Group L.L.C. 12
First Bank & Trust 12
Peconic Partners Llc 12
Sugarloaf Wealth Management, LLC 12
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 12
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 12
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 12
Etf Managers Group, Llc 12
Mizuho Securities Usa Llc 12
Northern Oak Wealth Management Inc 12
Shapiro Robert N 12
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 12
One Wealth Advisors, LLC 12
Highline Wealth Partners Llc 12
CX Institutional 12
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 12
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 12
Baltimore-Washington Financial Advisors, Inc. 12
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 12
Haberer Registered Investment Advisor Inc 12
Hartford Financial Management Inc. 12
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 12
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 12
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 12
Rosenberg Matthew Hamilton 12
Wilmington Funds Management Corp 12
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 12
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 12
Centenus Global Management, Lp 12
Hudock, Inc. 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 12
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 12
Bare Financial Services, Inc 12
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 12
BW Gestao de Investimentos Ltda. 12
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 12
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 12
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 12
MYDA Advisors LLC 12
Lucus Advisors Llc 12
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 12
TFC Financial Management 12
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 12
Korea Investment CORP 12
TriOaks Capital Management L.P. 12
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 12
River & Mercantile Asset Management Llp 12
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 12
Vigilant Capital Management, LLC 12
Rialto Wealth Management, LLC 12
Ossiam 12
Carolina Wealth Advisors, LLC 12
AlphaMark Advisors, LLC 12
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 12
YHB Investment Advisors, Inc. 12
Gladius Capital Management LP 12
Kavar Capital Partners, LLC 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 12
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 12
O'Shares Investment Advisers, LLC 12
Integre Asset Management, LLC 12
Community Bank, N.A. 12
Grove Bank & Trust 12
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 12
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 12
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 12
Portside Wealth Group, LLC 12
Wakefield Asset Management LLLP 12
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 12
Dana Investment Advisors, Inc. 12
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 12
BBVA USA Bancshares, Inc. 12
Cornerstone Wealth Management, LLC 12
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 12
Ruggie Capital Group 12
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 12
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 12
Heartland Advisors Inc 12
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 12
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 12
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 12
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 12
1620 Investment Advisors, Inc. 12
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class 12
Infusive US Trust - INFUSIVE(R) COMPOUNDING GLOBAL EQUITIES ETF 12
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 12
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 12
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 12
Webster Bank, N. A. 12
Winton Diversified Opportunities Fund 12
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 12
HWG Holdings LP 12
JCP Investment Management, LLC 12
AIEQ - ETF Managers Trust - AI Powered Equity ETF 12
Wealthfront Advisers Llc 12
Barrett Asset Management, LLC 12
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 12
Aristides Capital LLC 12
Kestra Investment Management, LLC 12
Claro Advisors LLC 12
Columbia Wanger Asset Management Llc 12
Sheaff Brock Investment Advisors, LLC 12
EHLS - Tidal Trust II - Even Herd Long Short ETF 12
Mesirow Financial Investment Management, Inc. 12
Mid Atlantic Financial Management Inc/adv 12
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 12
American Funds Insurance Series 12
Peapack Gladstone Financial Corp 12
Archford Capital Strategies, LLC 12
Pendal Group Ltd 12
Cribstone Capital Management, LLC 12
TRUE Private Wealth Advisors 12
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 12
Poehling Capital Management, LLC 12
Qci Asset Management Inc/ny 12
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 12
Profunds - Profund Vp Consumer Services 12
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 12
Stifel Nicolaus & Co Inc \mo\ 12
Trust Co 12
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services 12
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 12
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 12
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 12
Beacon Pointe Advisors, LLC 12
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 12
First Allied Advisory Services, Inc. 12
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 12
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 12
Eaton Vance Ltd Duration Income Fund 12
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 12
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 12
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 12
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 12
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 12
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 12
Girard Partners Ltd. 12
Passport Capital, LLC 12
Barnett & Company, Inc. 12
Eidelman Virant Capital 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 12
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 12
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 12
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 12
HBK Sorce Advisory LLC 12
Tremblant Capital Group 12
Livingston Group Asset Management CO (operating as Southport Capital Management) 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 12
Bellevue Asset Management, Llc 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
Prentice Capital Management, LP 12
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 12
MIG Capital, LLC 12
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 12
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 12
Kodai Capital Management LP 12
Westport Resources Management Inc 12
Copper Rock Capital Partners, LLC 12
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 12
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 12
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 12
Orrstown Financial Services Inc 12
Global X Funds 12
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
Atika Capital Management LLC 12
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 12
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 12
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 12
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 12
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 12
Capital Guardian Trust Co 12
Dynamic Advisor Solutions LLC 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 12
Underlying Funds Trust 12
RPG Investment Advisory, LLC 12
Eudaimonia Partners, LLC 12
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 12
Rockbridge Investment Management, LCC 12
Clean Yield Group 12
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 12
Advisory Alpha, LLC 12
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 12
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 12
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 12
Phocas Financial Corp. 12
Monashee Investment Management LLC 12
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 12
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 11
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 11
Spdr S&p Midcap 400 Etf Trust 11
Beaird Harris Wealth Management, LLC 11
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 11
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 11
Crestwood Advisors Group LLC 11
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 11
Baader Bank INC 11
SummitTX Capital, L.P. 11
Kepos Capital LP 11
Virginia Retirement System 11
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 11
Gw Henssler & Associates Ltd 11
MTM Investment Management, LLC 11
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 11
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 11
Lloyd Advisory Services, LLC. 11
Elk Creek Partners, LLC 11
Clearview Wealth Advisors LLC 11
Americana Partners, LLC 11
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 11
Cambria Investment Management, L.P. 11
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 11
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 11
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 11
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 11
Country Trust Bank 11
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 11
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 11
Archon Capital Management LLC 11
Blackrock Multi-sector Income Trust 11
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 11
First Financial Corp /in/ 11
Blackrock Credit Allocation Income Trust 11
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 11
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 11
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 11
Dakota Wealth Management 11
St. Johns Investment Management Company, LLC 11
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 11
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 11
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 11
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 11
Cromwell Holdings LLC 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 11
Bradley Foster & Sargent Inc/ct 11
Advanced Series Trust - Ast High Yield Portfolio 11
Oppenheimer Quest For Value Funds 11
Heritage Wealth Advisors 11
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 11
Denali Advisors Llc 11
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 11
Putnam Master Intermediate Income Trust 11
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 11
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 11
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 11
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 11
VCBDX - VALIC Co I - Core Bond Fund 11
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 11
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 11
Spectrum Management Group, LLC 11
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 11
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 11
Sageworth Trust Co of South Dakota 11
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 11
Ethic Inc. 11
Sun Life Financial Inc 11
Prudential Short Duration High Yield Fund, Inc. 11
Cca Investments Trust 11
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 11
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 11
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 11
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 11
Equitec Proprietary Markets, Llc 11
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 11
Claraphi Advisory Network, LLC 11
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 11
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 11
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 11
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 11
Sig Brokerage, Lp 11
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 11
NOMIX - Northern Funds - Northern Mid Cap Index Fund 11
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 11
Fidelis Capital Partners, LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 11
Trillium Asset Management, Llc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
Old Point Trust & Financial Services N A 11
Leavell Investment Management, Inc. 11
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 11
Scoggin Management Lp 11
Cramer Rosenthal Mcglynn Llc 11
Squar Milner Financial Services Llc 11
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 11
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 11
Gryphon Financial Partners LLC 11
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
Center for Financial Planning, Inc. 11
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 11
VitalStone Financial, LLC 11
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 11
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 11
Westchester Capital Management, LLC 11
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 11
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 11
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 11
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 11
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 11
Garnet Equity Capital Holdings, Inc. 11
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 11
Teton Advisors, Inc. 11
Zebra Capital Management LLC 11
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 11
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 11
Capital Analysts, Inc. 11
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 11
MANA Advisors LLC 11
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 11
Baillie Gifford & Co 11
ARGI Investment Services, LLC 11
IPG Investment Advisors LLC 11
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 11
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 11
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 11
Avestar Capital, LLC 11
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 11
WR Wealth Planners, LLC 11
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 11
Kernodle & Katon Asset Management Group, LLC 11
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 11
Argent Advisors, Inc. 11
Calamos Wealth Management LLC 11
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 11
Oak Thistle LLC 11
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 11
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 11
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 11
Certified Advisory Corp 11
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 11
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 11
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 11
Atlas Capital Advisors Llc 11
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 11
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 11
GGBFX - GuideStone Funds - Global Bond Fund Investor 11
Change Path, LLC 11
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 11
Dai-ichi Life Holdings, Inc. 11
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 11
Wcm Investment Management, Llc 11
Connors Investor Services Inc 11
Bourgeon Capital Management Llc 11
Blackstone / Gso Long-short Credit Income Fund 11
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 11
Blackstone / Gso Strategic Credit Fund 11
Concurrent Investment Advisors, LLC 11
Renaissance Group Llc 11
Equitable Trust Co 11
Worldquant Millennium Advisors Llc 11
Motley Fool Asset Management LLC 11
Legacy Wealth Asset Management, LLC 11
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 11
General Motors Investment Management Corp 11
Mint Tower Capital Management B.V. 11
Virtus Investment Advisers, Inc. 11
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 11
Tiger Management L.l.c. 11
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 11
Nachman Norwood & Parrott, Inc 11
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 11
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 11
Congress Wealth Management LLC / DE / 11
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 11
Childress Capital Advisors, Llc 11
B. Metzler seel. Sohn & Co. Holding AG 11
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 11
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 11
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 11
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 11
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 11
New Age Alpha Advisors, LLC 11
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 11
Laurel Wealth Advisors LLC 11
Blackrock Core Bond Trust 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
Pinnacle Financial Partners Inc 11
Riverview Trust Co 11
Verus Capital Partners, Llc 11
Oliver Luxxe Assets LLC 11
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 11
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 11
Boston Private Bank & Trust Co 11
Hazlett, Burt & Watson, Inc. 11
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 11
Nbt Bank N A /ny 11
Apollon Wealth Management, LLC 11
Frazier Financial Advisors, LLC 11
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 11
Cassady Schiller Wealth Management, LLC 11
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 11
HHM Wealth Advisors, LLC 11
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 11
Magnus Financial Group LLC 11
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 11
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 11
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 11
Confluence Wealth Services, Inc. 11
Buckingham Strategic Wealth, Llc 11
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 11
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 11
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 11
Lomas Capital Management, LLC 11
E. Ohman J:or Asset Management AB 11
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 11
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 11
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 11
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 11
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 11
Red Tortoise LLC 11
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 11
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 11
Glg Llc 11
Lecap Asset Management Ltd 11
Curian Capital Llc 11
Standard Life Aberdeen plc 11
Strategic Blueprint, LLC 11
Binnacle Investments Inc 11
VCGAX - VALIC Co I - Growth & Income Fund 11
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 11
VMIDX - VALIC Co I - Mid Cap Index Fund 11
Profunds - Profund Vp Ultramid-cap 11
Profunds - Profund Vp Mid-cap Growth 11
Ahrens Investment Partners LLC 11
Connacht Asset Management LP 11
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 11
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 11
Dean Capital Management 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
Princeton Global Asset Management LLC 11
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 11
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 11
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 11
Thornburg Investment Management Inc 11
Machina Capital S.a.s. 11
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 11
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 11
TradeLink Global Equity LLC 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 11
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 11
Next Financial Holdings 11
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 11
Doyle Wealth Management 11
Stonebridge Financial Group, LLC 11
Quantum Capital Management 11
Allegheny Financial Group LTD 11
Strategic Investment Solutions, Inc. /IL 11
WealthStone, Inc. 11
Kessler Investment Group, LLC 11
STXG - EA Series Trust - Strive 1000 Growth ETF 11
ACK Asset Management LLC 11
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 11
R&F Capital Advisors LP 11
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 11
Pacific Grove Capital LP 11
Longfellow Investment Management Co Llc 11
Falcon Point Capital, Llc 11
111 Capital 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 11
Bandera Partners LLC 11
Adviser Investments LLC 11
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 11
683 Capital Management, LLC 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 11
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 11
Capital Investment Advisory Services, LLC 11
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 11
Pinkerton Retirement Specialists, LLC 11
Cantor Fitzgerald, L. P. 11
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 11
Norden Group Llc 11
Security National Trust Co 11
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 11
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 11
S.A. Mason LLC 11
Steadfast Capital Management Lp 11
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 11
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 11
EFG Asset Management (North America) Corp. 11
Jacobi Capital Management LLC 11
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 11
Tyler-Stone Wealth Management 11
Alydar Partners Llc 11
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 11
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 11
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 11
Options Solutions, Llc 11
Herndon Capital Management Llc 11
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 11
Insight Capital Research & Management Inc 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 11
Intrust Bank Na 11
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 11
Alta Capital Management Llc/ 11
Pax World Management Llc 11
Atticus Wealth Management, Llc 11
Munder Capital Management 11
High Note Wealth, LLC 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
Integrated Advisors Network LLC 11
Quaker Wealth Management, LLC 11
Joel Isaacson & Co., LLC 10
Endurance Wealth Management, Inc. 10
Camelot Portfolios, LLC 10
CHURCHILL MANAGEMENT Corp 10
Corbenic Partners LLC 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
Northpointe Capital Llc 10
Ascent Group, LLC 10
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 10
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 10
Kanaly Trust Co 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
Zullo Investment Group, Inc. 10
HB Wealth Management, LLC 10
QCM Cayman, Ltd. 10
Natixis Investment Managers International 10
Avalon Advisors, Llc 10
Washington Capital Management Inc 10
HighVista Strategies LLC 10
Morton Brown Family Wealth, LLC 10
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 10
FT Options LLC 10
Buckingham Strategic Partners 10
Retirement Planning Co of New England, Inc. 10
Rockefeller Financial Services Inc 10
ICA Group Wealth Management, LLC 10
Schechter Investment Advisors, LLC 10
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 10
Mark Sheptoff Financial Planning, Llc 10
RiverPark Advisors, LLC 10
Ogorek Anthony Joseph /ny/ /adv 10
Colonial Trust Advisors 10
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 10
1st Global Advisors, Inc. 10
Armstrong Advisory Group, Inc 10
Indiana Trust & Investment Management CO 10
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 10
CT Financial Advisors LLC 10
Gulf International Bank (UK) Ltd 10
Df Dent & Co Inc 10
Mork Capital Management, LLC 10
Pallas Capital Advisors LLC 10
Oarsman Capital, Inc. 10
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 10
WealthTrak Capital Management LLC 10
Willingdon Wealth Management 10
SOA Wealth Advisors, LLC. 10
Shaker Investments Llc/oh 10
Kimelman & Baird, LLC 10
Tabor Asset Management, LP 10
Kowal Investment Group, LLC 10
Greenleaf Trust 10
Millstone Evans Group, LLC 10
Woodmont Investment Counsel Llc 10
Infusive Asset Management Inc. 10
Interchange Capital Partners, LLC 10
Greenland Capital Management LP 10
Altus Wealth Group LLC 10
Cornerstone Investment Partners, LLC 10
Bridgecreek Investment Management, LLC 10
IAG Wealth Partners, LLC 10
West Tower Group, LLC 10
Beese Fulmer Investment Management, Inc. 10
Symmetry Investments LP 10
Sentinel Asset Management, Inc. 10
Register Financial Advisors LLC 10
Richard Bernstein Advisors LLC 10
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 10
Apriem Advisors 10
Iron Horse Wealth Management, LLC 10
RHJ International SA 10
Braun Stacey Associates Inc 10
Fortis Group Advisors, LLC 10
Coppell Advisory Solutions Corp. 10
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 10
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 10
Perigon Wealth Management, LLC 10
Mizuho Trust & Banking Co., Ltd. 10
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 10
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 10
Fiduciary Trust Co 10
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 10
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 10
Wrapmanager Inc 10
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 10
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 10
U S Global Investors Inc 10
Bahl & Gaynor Inc 10
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 10
Crawford Investment Counsel Inc 10
Verity Asset Management, Inc. 10
Fifth Third Wealth Advisors LLC 10
Graticule Asia Macro Advisors LLC 10
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 10
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 10
Integrated Investment Consultants, LLC 10
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 10
Avalon Trust Co 10
Diker Management Llc 10
Scoria Capital Partners LP 10
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 10
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 10
MBEQX - M FUND INC - M International Equity Fund 10
tru Independence LLC 10
Tlp Group Llc 10
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 10
Scholtz & Company, Llc 10
Winton Capital Management Ltd 10
Lombard Odier Asset Management (Switzerland) SA 10
Strategic Investment Management, Llc 10
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 10
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 10
Summit Partners Public Asset Management, Llc 10
Tdam Usa Inc. 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 10
Wealth Quarterback LLC 10
Haafor (Singapore) Pte. Ltd. 10
NatWest Group plc 10
Allegis Investment Advisors, LLC 10
Physicians Financial Services, Inc. 10
Invenomic Capital Management LP 10
Wetherby Asset Management Inc 10
Camden Capital, LLC 10
Caldwell Securities, Inc 10
Aurora Investment Counsel 10
Samalin Investment Counsel, LLC 10
SevenBridge Financial Group, LLC 10
Verdence Capital Advisors LLC 10
Coronation Fund Managers Ltd. 10
Delphi Private Advisors LLC 10
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 10
Oak Ridge Investments Llc 10
Rock Creek Group, LP 10
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 10
Peregrine Capital Management Llc 10
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 10
First Command Financial Services, Inc. 10
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 10
Stone House Investment Management, LLC 10
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 10
Glenview Trust Co 10
Meridian Wealth Management, LLC 10
Vident Advisory, LLC 10
DLD Asset Management, LP 10
URTH - iShares, Inc. - iShares MSCI World ETF 10
Clear Harbor Asset Management, LLC 10
Century Capital Management, LLC 10
Banco Santander, S.A. 10
West Paces Advisors Inc. 10
Alpine Woods Capital Investors, Llc 10
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 10
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 10
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 10
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 10
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 10
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 10
Budros, Ruhlin & Roe, Inc. 10
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 10
Lenox Wealth Management, Inc. 10
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 10
Summit X, LLC 10
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 10
VCBCX - VALIC Co I - Blue Chip Growth Fund 10
VCULX - VALIC Co I - Growth Fund 10
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 10
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 10
Pinnacle Holdings, LLC 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 10
Kovack Advisors, Inc. 10
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Wetzel Investment Advisors, Inc. 10
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 10
AJOVista, LLC 10
Harvest Management Llc 10
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 10
Voya Global Advantage & Premium Opportunity Fund 10
Nantahala Capital Management, LLC 10
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 10
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 10
M&r Capital Management Inc 10
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 10
Blackrock Debt Strategies Fund, Inc. 10
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 10
Abich Financial Wealth Management LLC 10
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 10
Prudential Global Short Duration High Yield Fund, Inc. 10
Marsico Capital Management Llc 10
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 10
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 10
Financial Network Wealth Advisors LLC 10
Chilton Capital Management Llc 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 10
Planning Capital Management Corp 10
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 10
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 10
Blackstone / Gso Senior Floating Rate Term Fund 10
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 10
Albion Financial Group /ut 10
Savior LLC 10
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 10
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 10
WUSAX - WANGER ADVISORS TRUST - Wanger USA 10
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 10
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 10
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 10
Trust For Advisor Solutions 10
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 10
Transamerica Partners Portfolios 10
Transamerica Partners Funds Group Ii 10
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 10
Transamerica Partners Funds Group 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 10
MLPIX - Profunds - Mid-cap Value Profund Investor Class 10
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 10
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 10
Smallcap World Fund Inc 10
Guggenheim Strategic Opportunities Fund 10
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 10
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 10
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 10
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 10
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 10
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 10
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 10
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 10
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 10
Advent Claymore Convertible Securities & Income Fund 10
Jpmorgan Trust Iii 10
Corsair Capital Management, L.p. 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 10
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 10
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 10
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 10
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 10
Calamos Strategic Total Return Fund 10
Turner Funds 10
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
Arrowgrass Capital Partners (us) Lp 10
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 10
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 10
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 10
MML Series Investment Fund II - MML Equity Rotation Fund Class II 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
Fir Tree Capital Management Lp 10
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 10
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 10
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 10
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 10
Calton & Associates, Inc. 10
Clarus Wealth Advisors 10
Carmichael Hill & Associates, Inc. 10
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 10
Signition Lp 10
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 10
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 10
JHMC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Consumer Discretionary ETF 10
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 10
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 10
WealthCollab, LLC 10
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 10
Solstein Capital, LLC 10
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 10
Dialectic Capital Management, Lp 10
Wagner Wealth Management, Llc 10
Vivaldi Opportunities Fund 10
Nvwm, Llc 10
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 10
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 10
F3Logic, LLC 10
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 10
Blackstone / Gso Floating Rate Enhanced Income Fund 10
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 10
West Branch Capital LLC 10
Lynx Investment Advisory 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 10
Bank & Trust Co 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 10
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 10
Resources Management Corp /ct/ /adv 10
Allred Capital Management, LLC 10
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 10
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 10
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 10
Next Capital Management LLC 10
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 10
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 10
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 10
Salomon & Ludwin, LLC 10
Pensionmark Financial Group, Llc 10
Qtron Investments LLC 10
Profunds - Profund Vp Mid-cap Value 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 10
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 10
Garrett Wealth Advisory Group, LLC 10
Liberty Wealth Management Llc 10
TAP Consulting, LLC 10
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 10
Shaolin Capital Management LLC 10
Arden Trust Co 10
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 10
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 10
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 10
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 10
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 10
Williams Jones Wealth Management, LLC. 10
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 10
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 10
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 10
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 10
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 10
Fidelity Central Investment Portfolios LLC - Fidelity Consumer Discretionary Central Fund 10
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 10
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 10
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 10
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 10
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 10
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 10
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 10
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 10
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 10
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 10
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 10
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 10
Hartford Series Fund Inc 10
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 10
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 10
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 10
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 10
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 10
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 10
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 10
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 10
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 10
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 10
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 10
Trust Co Of Toledo Na /oh/ 10
Perpetual Ltd 10
Vise Technologies, Inc. 10
Americafirst Capital Management, Llc 10
Capital Investment Advisors, LLC 10
Red Door Wealth Management, LLC 9
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 9
Ssi Investment Management Llc 9
Voya Financial Advisors, Inc. 9
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 9
Manchester Financial Inc 9
Human Investing LLC 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
Aspire Private Capital, LLC 9
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 9
Trellus Management Company, LLC 9
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 9
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 9
Burt Wealth Advisors 9
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 9
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 9
Absoluto Partners Gestao de Recursos Ltda 9
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 9
VisionPoint Advisory Group, LLC 9
Leverage Partners Absolute Return Fund SPC 9
Financial Counselors Inc 9
Moran Wealth Management, LLC 9
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 9
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 9
Golden State Equity Partners 9
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 9
Wellington Shields & Co., LLC 9
Nuveen Credit Strategies Income Fund 9
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 9
Nalls Sherbakoff Group, Llc 9
Bryce Point Capital, LLC 9
Compass Wealth Management LLC 9
Measured Wealth Private Client Group, LLC 9
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9
Coastline Trust Co 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 9
Putnam Premier Income Trust 9
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 9
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 9
Argentus Capital Management, LLC 9
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 9
Industrial Alliance Investment Management Inc. 9
Patten Group, Inc. 9
Kiley Juergens Wealth Management, Llc 9
Accel Wealth Management 9
Safeguard Investment Advisory Group, LLC 9
Alphasimplex Group, Llc 9
Seeyond 9
CBIZ Investment Advisory Services, LLC 9
Hitchwood Capital Management LP 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
Gerber Kawasaki Wealth & Investment Management 9
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 9
Solaris Asset Management Llc 9
Raab & Moskowitz Asset Management LLC 9
Parisi Gray Wealth Management 9
Aviance Capital Partners, LLC 9
Simply Money Advisors 9
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 9
Sumitomo Mitsui DS Asset Management Company, Ltd 9
CarsonAllaria Wealth Management, Ltd. 9
Bienville Capital Management, LLC 9
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 9
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 9
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 9
Carillon Tower Advisers, Inc. 9
Santori & Peters, Inc. 9
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 9
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
MBM Wealth Consultants, LLC 9
Athena Capital Advisors Llc 9
Bank Of Hawaii 9
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 9
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 9
NorthCrest Asset Manangement, LLC 9
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 9
Beck Bode, LLC 9
Total Investment Management Inc 9
BRC Investment Management LLC 9
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 9
Northwest Investment Counselors, Llc 9
Byrne Asset Management LLC 9
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 9
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 9
Gabelli Equity Trust Inc 9
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 9
Cardinal Capital Management Llc /ct 9
Blue Bell Private Wealth Management, Llc 9
Fieldview Capital Management, LLC 9
Winfield Associates, Inc. 9
Old Second National Bank Of Aurora 9
Anson Funds Management LP 9
TD Capital Management LLC 9
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 9
Capital International Sarl 9
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 9
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 9
Redwood Wealth Management Group, LLC 9
Bennett Lawrence Management L L C/ny 9
Financial Engines Advisors L.L.C. 9
Malaga Cove Capital, LLC 9
Oder Investment Management, LLC 9
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 9
Ab Pooling Portfolios 9
Manning & Napier Advisors Llc 9
Sheets Smith Wealth Management 9
Royal London Asset Management Ltd 9
White Pine Capital Llc 9
Logan Capital Management Inc 9
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 9
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 9
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 9
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 9
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 9
Apex Capital Management 9
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 9
Personal Wealth Partners 9
FEDERATED CORE TRUST - High Yield Bond Portfolio 9
Econ Financial Services Corp 9
Perimeter Capital Partners, LLC 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
Greenwood Capital Associates Llc 9
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 9
Brick & Kyle, Associates 9
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 9
First Western Capital Management Co 9
Polen Capital Management Llc 9
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 9
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 9
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 9
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 9
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 9
Stanley-Laman Group, Ltd. 9
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 9
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 9
Bruce G. Allen Investments, LLC 9
HighMark Wealth Management LLC 9
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 9
Fruth Investment Management 9
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 9
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 9
Birinyi Associates Inc 9
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 9
Piershale Financial Group, Inc. 9
McKinley Carter Wealth Services, Inc. 9
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 9
Psagot Investment House Ltd. 9
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 9
Fortis Advisors, LLC 9
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 9
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 9
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 9
Greenhouse Funds LLLP 9
Pacitti Group Inc. 9
Oliver Lagore Vanvalin Investment Group 9
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 9
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 9
Cannell Peter B & Co Inc 9
Capital One, National Association 9
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 9
Pacific Center for Financial Services 9
Franklin Street Advisors Inc /nc 9
Adams Diversified Equity Fund, Inc. 9
TIMOTHY PLAN - Timothy Strategic Variable 9
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 9
Scott & Selber, Inc. 9
Callan Family Office, LLC 9
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 9
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 9
IMS Capital Management 9
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 9
Osborn Rohs Williams & Donohoe Ltd 9
Capital International Inc /ca/ 9
Chase Investment Counsel Corp 9
Carnegie Capital Asset Management, LLC 9
Ellis Investment Partners, LLC 9
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 9
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 9
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 9
Creekmur Asset Management LLC 9
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 9
Simplicity Wealth,LLC 9
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 9
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 9
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 9
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 9
Nfj Investment Group, Llc 9
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 9
Jeppson Wealth Management, Llc 9
Cfm Wealth Partners Llc 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 9
Black Swift Group, LLC 9
Missouri Trust & Investment Co 9
Tiedemann Advisors, Llc 9
Cornerstone Advisory, LLC 9
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 9
Independence Capital Asset Partners, LLC 9
Crawford Fund Management, LLC 9
Pacific Capital Wealth Advisors, Inc 9
Warberg Asset Management LLC 9
Bck Capital Management Lp 9
Dynamic Capital Management Ltd 9
JNL SERIES TRUST - JNL Bond Index Fund (I) 9
York Capital Management Global Advisors, LLC 9
Jackson, Grant Investment Advisers, Inc. 9
Eagle Global Advisors Llc 9
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 9
Telemus Capital, Llc 9
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 9
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 9
AIA Group Ltd 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 9
Bulldog Investors, LLP 9
Israel Discount Bank of New York 9
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 9
Tobam 9
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 9
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 9
Artha Asset Management LLC 9
Livforsakringsbolaget Skandia, Omsesidigt 9
Comerica Securities Inc 9
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 9
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 9
Romano Brothers And Company 9
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 9
Capital Advisory Group Advisory Services, LLC 9
Achmea Investment Management B.V. 9
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 9
Western Asset High Income Fund Ii Inc. 9
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 9
Meiji Yasuda Asset Management Co Ltd. 9
Sumitomo Life Insurance Co 9
Moody Lynn & Lieberson, Llc 9
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 9
Exchange Capital Management, Inc. 9
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 9
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 9
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 9
Rocky Mountain Advisers, Llc 9
Edmonds Duncan Registered Investment Advisors, LLC 9
Beech Hill Advisors, Inc. 9
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 9
Sit Investment Associates Inc 9
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 9
NJ State Employees Deferred Compensation Plan 9
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 9
Bolton Lp 9
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 9
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 9
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 9
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 9
Charter Oak Capital Management, LLC 9
IMA Wealth, Inc. 9
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 9
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 9
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 9
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 9
Marquette Asset Management, LLC 9
Ellsworth Advisors, LLC 9
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 9
Stonehage Fleming Financial Services Holdings Ltd 9
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 9
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 9
Ironwood Financial, llc 9
Scout Investments, Inc. 9
Inspire Advisors, LLC 9
Nuveen Core Equity Alpha Fund 9
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 9
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 9
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 9
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 9
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 9
Unique Wealth Strategies, LLC 9
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 9
Tiaa, Fsb 9
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 9
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 9
Bray Capital Advisors 9
Basso Capital Management, L.p. 9
Nemes Rush Group LLC 9
Arlington Trust Co LLC 9
Zions Bancorporation, National Association /ut/ 9
Royce Value Trust Inc 9
Kingswood Wealth Advisors, Llc 9
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 9
Sandia Investment Management LP 9
CR Intrinsic Investors, LLC 9
Well Done, LLC 9
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 9
Vestmark Advisory Solutions, Inc. 9
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 9
Ibex Wealth Advisors 9
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 9
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 9
SLIM - Janus Detroit Street Trust - The Obesity ETF 9
CPSIX - Unified Series Trust - Fci Bond Fund 9
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 9
Bbva Usa 9
Migdal Insurance & Financial Holdings Ltd. 9
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
Atomi Financial Group, Inc. 9
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 9
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 9
Miracle Mile Advisors, LLC 9
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 9
New England Research & Management, Inc. 9
AlphaCore Capital LLC 9
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 9
Intact Investment Management Inc. 9
Matarin Capital Management, LLC 9
St Germain D J Co Inc 9
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 9
Putnam Fl Investment Management Co 9
De Burlo Group Inc 9
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 9
Laffer Investments 9
StoneX Group Inc. 9
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 9
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 9
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 9
Voya Global Equity Dividend & Premium Opportunity Fund 9
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 9
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 9
Chartwell Investment Partners/pa 9
Operose Advisors LLC 9
Northern Right Capital Management, L.P. 9
Elo Mutual Pension Insurance Co 9
EP Wealth Advisors, Inc. 9
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 9
Hilton Capital Management, LLC 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Easterly Investment Partners Llc 9
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 9
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 9
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 9
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 9
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 9
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 9
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 9
Impact Partnership Wealth, LLC 9
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 9
Taconic Capital Advisors LP 9
Capital Impact Advisors, LLC 9
Guardian Capital Lp 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
Perella Weinberg Partners Capital Management LP 9
Stock Yards Bank & Trust Co 9
Kelly Financial Services LLC 9
First Command Bank 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
Cranbrook Wealth Management, LLC 9
Nuveen Floating Rate Income Fund 9
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
Executive Wealth Management, LLC 9
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 9
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 9
AMG National Trust Bank 9
Tuscan Ridge Asset Management Llc 9
Chiron Investment Management, LLC 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 9
DC Investments Management, LLC 9
Li Winifred I 9
Marino, Stram & Associates Llc 9
First City Capital Management, Inc. 9
Principia Wealth Advisory, LLC 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 9
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 9
Pacific Alternative Asset Management Company, Llc 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
Walker Asset Management, LLC 9
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 9
J. Safra Sarasin Holding AG 9
Radnor Capital Management, LLC 9
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 9
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 9
TCTC Holdings, LLC 9
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 8
Western Asset High Income Opportunity Fund Inc. 8
MML Series Investment Fund II - MML Blend Fund Initial Class 8
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 8
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 8
Highfields Capital Management Lp 8
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 8
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 8
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 8
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 8
Wilmington Trust Co 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 8
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 8
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 8
Us Financial Advisors, Llc 8
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 8
Quotient Investors, LLC 8
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
13D Management LLC 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 8
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 8
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 8
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 8
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 8
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 8
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 8
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 8
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 8
Dalton Greiner Hartman Maher & Co 8
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 8
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
EOPS - Emles Trust - Emles Alpha Opportunities ETF 8
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 8
Lebenthal Global Advisors, LLC 8
Heritage Trust Co 8
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 8
PenderFund Capital Management Ltd. 8
Owl Creek Asset Management, L.P. 8
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 8
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 8
New Wave Wealth Advisors Llc 8
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 8
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 8
Vivaldi Capital Management, LLC 8
TCG Advisory Services, LLC 8
Mariner Investment Group Llc 8
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 8
Sterling Investment Advisors, Ltd. 8
Keeley-Teton Advisors, LLC 8
City State Bank 8
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 8
Farringdon Capital, Ltd. 8
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 8
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 8
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 8
Global Wealth Strategies & Associates 8
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 8
Rossby Financial, LCC 8
Perkins Coie Trust Co 8
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 8
Triton Wealth Management, PLLC 8
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 8
Smith, Moore & Co. 8
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 8
Dorsey & Whitney Trust CO LLC 8
Amerivest Investment Management LLC 8
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 8
Gierl Augustine Investment Management Inc 8
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 8
Burns J W & Co Inc/ny 8
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 8
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 8
Amica Mutual Insurance Co 8
Intercontinental Wealth Advisors, LLC 8
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 8
National Pension Service 8
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 8
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 8
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 8
HGC Investment Management Inc. 8
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 8
Pennsylvania Trust Co 8
Comprehensive Financial Consultants Institutional, Inc. 8
Ferris Capital, Llc 8
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 8
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 8
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 8
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 8
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 8
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 8
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 8
Thrax Management, LLC 8
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 8
MPS Loria Financial Planners, LLC 8
Baker Ellis Asset Management LLC 8
Tennessee Valley Asset Management Partners 8
Daiwa SB Investments Ltd. 8
Southeast Asset Advisors Inc. 8
Bridges Investment Management Inc 8
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 8
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 8
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 8
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 8
Delta Lloyd Nv 8
Nuveen Multi-Asset Income Fund 8
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 8
Trust Department Mb Financial Bank N A 8
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 8
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 8
Cna Financial Corp 8
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 8
First Dallas Securities Inc. 8
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 8
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 8
Miller Value Partners, Llc 8
Standard Life Investments LTD 8
Sapient Capital Llc 8
Clare Market Investments LLC 8
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 8
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 8
Cullen Investment Group, Ltd. 8
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 8
High Net Worth Advisory Group LLC 8
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 8
Heritage Wealth Management, Llc 8
Arlington Partners LLC 8
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 8
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 8
REAP Financial Group, LLC 8
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 8
Park National Corp /oh/ 8
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 8
Forward Management, LLC 8
TrimTabs Asset Management, LLC 8
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 8
Smallwood Wealth Investment Management, LLC 8
Global Trust Asset Management, LLC 8
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 8
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 8
Naples Money Management LLC 8
Voss Capital, LLC 8
Private Capital Advisors, Inc. 8
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Liberty All Star Growth Fund Inc. 8
Axxcess Wealth Management, Llc 8
Engine Capital Management, LP 8
Ghisallo Capital Management LLC 8
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 8
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 8
Amica Retiree Medical Trust 8
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 8
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 8
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 8
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 8
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 8
New England Capital Financial Advisors LLC 8
W.G. Shaheen & Associates DBA Whitney & Co 8
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 8
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 8
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 8
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 8
USS Investment Management Ltd 8
D. Scott Neal, Inc. 8
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 8
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 8
Hennion & Walsh Asset Management, Inc. 8
Homrich & Berg 8
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 8
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 8
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 8
Meitav Dash Investments Ltd 8
Ronald Blue & Co Llc 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
KIFAX - Forward Funds - Salient Select Income Fund Class A 8
Bremer Trust National Association 8
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 8
Credential Securities Inc. 8
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 8
Genesee Valley Trust Co 8
DSAM Partners (London) Ltd 8
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 8
Monetary Management Group Inc 8
MERVX - MERGER FUND VL - The Merger Fund VL 8
Private Wealth Asset Management, LLC 8
Stonebridge Capital Management Inc 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 8
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 8
Ninety One UK Ltd 8
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 8
Destination Wealth Management 8
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 8
Hoey Investments, Inc 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 8
Polaris Wealth Advisory Group, LLC 8
King Street Capital Management, L.p. 8
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 8
Voya Senior Income Fund 8
Holloway Wealth Management, LLC 8
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 8
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 8
Retirement Group, LLC 8
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 8
Tucker Asset Management Llc 8
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 8
One Capital Management, LLC 8
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 8
Transcendent Capital Group LLC 8
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 8
McGlone Suttner Wealth Management, Inc. 8
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 8
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 8
Horan Capital Advisors, LLC. 8
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 8
Charter Trust Co 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 8
Pineridge Advisors LLC 8
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 8
Core Alternative Capital 8
Waddell & Reed Advisors Funds 8
Clearbridge, Llc 8
Safe Harbor Fiduciary, LLC 8
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 8
Nations Financial Group Inc, /ia/ /adv 8
Groupama Asset Managment 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
Montag & Caldwell, Llc 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 8
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 8
Murphy & Mullick Capital Management Corp 8
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 8
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 8
First National Bank Sioux Falls 8
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 8
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 8
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 8
Bowling Portfolio Management LLC 8
Alkeon Capital Management Llc 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 8
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 8
Gerstein Fisher 8
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 8
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 8
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 8
Griffin Institutional Access Credit Fund 8
Foresters Investment Management Company, Inc. 8
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 8
Evermay Wealth Management Llc 8
Luxor Capital Group, LP 8
Vermillion & White Wealth Management Group, LLC 8
Main Street Group, LTD 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 8
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 8
Vaughan Nelson Investment Management, L.p. 8
Quest Investment Management Llc 8
Allianzgi Diversified Income & Convertible Fund 8
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 8
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 8
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 8
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 8
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 8
Regent Peak Wealth Advisors LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 8
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
Iridian Asset Management Llc/ct 8
Mowery & Schoenfeld Wealth Management, LLC 8
Olstein Capital Management, L.P. 8
Plaisance Capital LLC 8
University Of Texas/texas Am Investment Managment Co 8
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 8
Keebeck Wealth Management, LLC 8
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund 8
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 8
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 8
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 8
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 8
Fort Point Capital Partners LLC 8
Smith, Salley & Associates 8
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 8
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 8
N.E.W. Advisory Services LLC 8
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 8
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 8
EPG Wealth Management LLC 8
Steinberg Global Asset Management 8
Gq Asset Management, Llc 8
GFS Advisors, LLC 8
Alphagen Securities Llc 8
Elevation Series Trust - RiverNorth Patriot ETF 8
PENN SERIES FUNDS INC - Smid Cap Growth Fund 8
Bremer Bank National Association 8
General Electric Co 8
Institute for Wealth Management, LLC. 8
Kathmere Capital Management, LLC 8
Game Plan Financial Advisors, LLC 8
iA Global Asset Management Inc. 8
Chicago Capital Management, LLC 8
1st Source Bank 8
Clear Point Advisors Inc. 8
Rivernorth Capital Management, Llc 8
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 8
Mpwm Advisory Solutions, Llc 8
D1 Capital Partners L.P. 8
Voleon Capital Management Lp 8
RK Capital Management, LLC 8
Clarfeld Financial Advisors, Llc 8
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 8
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 8
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 8
AMF Pensionsforsakring AB 8
Barometer Capital Management Inc. 8
Obermeyer Wood Investment Counsel, Lllp 8
Opus Capital Group, LLC 8
BOK Financial Private Wealth, Inc. 8
PharVision Advisers, LLC 8
Symphony Financial, Ltd. Co. 8
Westend Capital Management LLC 8
Investment House Llc 8
Waterfront Capital Partners, LLC 8
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 8
Kehrs Ridge Capital,LLC 8
Ostrum Asset Management 8
Oaktree Capital Management Lp 8
Advanced Series Trust - Ast Mid-cap Growth Portfolio 8
Alera Investment Advisors, LLC 8
Abn Amro Investment Solutions 8
Mascagni Wealth Management, Inc. 8
Islay Capital Management, Llc 8
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
Premier Fund Managers Ltd 8
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 8
Q Global Advisors, LLC 8
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 8
Bluefin Capital Management, Llc 8
GoalVest Advisory LLC 8
Pathway Financial Advisers, LLC 8
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 8
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 8
Becker Capital Management Inc 8
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 8
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 8
Costello Asset Management, INC 8
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 8
Coastal Capital Group, Inc. 8
Summit Financial, LLC 8
Old North State Trust, LLC 8
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 8
Great Diamond Partners, LLC 8
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 8
Oasis Management Co Ltd. 8
Cutter & CO Brokerage, Inc. 8
McClarren Financial Advisors, Inc. 8
Mill Creek Capital Advisors, LLC 8
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 8
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 8
Wright Investors Service Inc 8
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 8
Howard Hughes Medical Institute 8
ACSI - ETF Series Solutions - American Customer Satisfaction ETF 8
Davidson Kempner Capital Management LLC 8
V-Square Quantitative Management LLC 8
Lee Danner & Bass Inc 8
Nkcfo Llc 8
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 8
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 8
Graves-Light Private Wealth Management, Inc. 8
Scissortail Wealth Management, LLC 8
InterOcean Capital, LLC 8
Beck Capital Management, Llc 8
Griffin Asset Management, Inc. 8
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 8
Arete Wealth Advisors, LLC 8
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 8
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 8
Fsb Premier Wealth Management, Inc. 8
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 8
Zwj Investment Counsel Inc 8
Vectors Research Management, LLC 8
Bell Rock Capital Llc 8
Impax Asset Management Group plc 8
AIA Investment Management Private Ltd 8
Lowe Wealth Advisors, LLC 8
Monetta Financial Services Inc 8
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 8
Canton Hathaway, LLC 8
Atlantic Union Bankshares Corp 8
Primecap Management Co/ca/ 8
Adirondack Trust Co 8
Wintrust Investments Llc 8
Beacon Capital Management, LLC 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
Mizuho Markets Americas Llc 8
BlackRock Capital Allocation Trust 8
Carmel Capital Partners, LLC 8
Laurel Wealth Advisors, Inc. 8
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 8
Wilmington Trust, National Association 8
Pflug Koory, LLC 8
Northeast Investment Management 8
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 8
Unigestion Holding SA 8
Aj Wealth Strategies, Llc 8
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 8
Dfa Investment Trust Co - The Japanese Small Company Series 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 8
Brown, Lisle/cummings, Inc. 8
Aaron Wealth Advisors LLC 8
Cypress Capital Management LLC (WY) 8
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 8
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 8
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 8
Hatteras Funds, LLC 8
Braun-Bostich & Associates Inc. 8
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 8
Altshuler Shaham Ltd 8
Caxton Associates Llp 8
Addison Clark Management, L.l.c. 8
Cowa, Llc 8
Carmignac Gestion 8
Sentry Investment Management Llc 8
Clearfield Capital Management Lp 8
RWM Asset Management, LLC 8
Duquesne Family Office LLC 8
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 8
Leisure Capital Management 8
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 8
Ceredex Value Advisors LLC 8
Claybrook Capital, LLC 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
12 West Capital Management LP 8
Shufro Rose & Co Llc 8
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 8
Family Firm, Inc. 8
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 8
Norway Savings Bank 8
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 8
Geneva Capital Management Llc 8
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 8
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 8
Centerpoint Advisors, LLC 8
OmniStar Financial Group, Inc. 8
Roble, Belko & Company, Inc 8
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 8
Crown Advisors Management, Inc. 8
Ofi Invest Asset Management 8
Reuter James Wealth Management, Llc 8
Lombard Odier Asset Management (Europe) Ltd 8
Wedmont Private Capital 8
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 8
Mathes Company, Inc. 8
Tiaa Trust, National Association 8
Brasada Capital Management, Lp 8
Banco de Sabadell, S.A 8
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 8
Wealthsource Partners, Llc 8
SWS Partners 8
Syon Capital Llc 8
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 8
Gruber & Mcbaine Capital Management Llc 8
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 8
AQGNX - AQR Funds - AQR Global Equity Fund Class N 8
Perennial Advisors, LLC 8
Ingalls & Snyder Llc 8
First Command Advisory Services, Inc. 8
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 8
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 8
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 8
SeaTown Holdings Pte. Ltd. 8
Financial Enhancement Group LLC 8
Providence Capital Advisors, LLC 8
Field & Main Bank 8
Valentine Capital Asset Management, Inc. 8
Ashton Thomas Securities, Llc 8
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 8
Cumberland Partners Ltd 8
Howland Capital Management Llc 8
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 8
Twin Capital Management Inc 8
Qrg Capital Management, Inc. 8
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 8
Kaizen Advisory, Llc 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
Andra AP-fonden 8
Symmetry Partners, LLC 8
Bronson Point Management LLC 8
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 8
CenturyLink Investment Management Co 8
PCJ Investment Counsel Ltd. 8
Ford Financial Group, LLC 8
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 8
Studio Investment Management Llc 8
Cowen Prime Services LLC 8
Uncommon Cents Investing LLC 8
Empirical Finance, LLC 8
Stevens First Principles Investment Advisors 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
American Research & Management Co. 8
Rathbone Brothers plc 8
Tibra Equities Europe Ltd 8
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 8
Independence Bank of Kentucky 8
U.S. Capital Wealth Advisors, LLC 8
DnB Asset Management AS 8
Woodley Farra Manion Portfolio Management Inc 8
Monument Capital Management 8
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 8
Capstone Series Fund Inc 8
Cohen Capital Management, Inc. 8
McElhenny Sheffield Capital Management, LLC 8
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 8
Donald L. Hagan, LLC 8
Woodson Capital Management, LP 8
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 8
Nokota Management, LP 8
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 8
JW Asset Management, LLC 8
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 8
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 8
Scarborough Advisors, LLC 8
Friedenthal Financial 8
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 8
Jamison Private Wealth Management, Inc. 8
Iberiabank Corp 8
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 7
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 7
Frank, Rimerman Advisors LLC 7
Park Square Financial Group, LLC 7
Jackson Square Capital, Llc 7
Beacon Capital Management, Inc. 7
La Banque Postale Asset Management SA 7
Thomas J. Herzfeld Advisors, Inc. 7
Retirement Wealth Solutions LLC 7
Bardin Hill Management Partners Lp 7
Redmond Asset Management, LLC 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
Coastal Bridge Advisors, LLC 7
Avidian Wealth Solutions, LLC 7
Sapphire Star Partners LP 7
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 7
Citizens National Bank Trust Department 7
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 7
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 7
F&C Asset Management plc 7
Lansforsakringar Fondforvaltning AB (publ) 7
Frontier Wealth Management LLC 7
SPC Financial, Inc. 7
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 7
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 7
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 7
Pagoda Asset Management, LP 7
Zimmer Partners, LP 7
RMR Wealth Builders 7
Hoxton Financial, Inc. 7
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 7
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 7
Stephenson National Bank & Trust 7
Trustmark National Bank Trust Department 7
Transcend Wealth Collective, Llc 7
Hudson Valley Investment Advisors Inc /adv 7
Lincoln National Corp 7
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 7
Cahill Financial Advisors Inc 7
Mandatum Life Insurance Co Ltd 7
Palouse Capital Management, Inc. 7
Advance Capital I Inc 7
Ray Gerald L & Associates Ltd 7
Blume Capital Management, Inc. 7
Oak Harvest Investment Services 7
Affinity Investment Advisors, Llc 7
Fayez Sarofim & Co 7
Capital Wealth Alliance, LLC 7
SageView Advisory Group, LLC 7
Marcum Wealth, LLC 7
Hirtle Callaghan & Co LLC 7
CWA Asset Management Group, LLC 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 7
Sumit Capital, Llc 7
Mountain Pacific Investment Advisers Inc/id 7
Mark Asset Management Lp 7
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 7
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 7
Anfield Capital Management, LLC 7
Marks Group Wealth Management, Inc 7
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 7
Firestone Capital Management 7
GFG Capital, LLC 7
Balter Liquid Alternatives, LLC 7
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 7
Steel Peak Wealth Management LLC 7
Legg Mason Investment Counsel, LLC 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
Courage Capital Management Llc 7
Leelyn Smith, LLC 7
Pacifica Partners Inc. 7
Auxier Asset Management 7
NuWave Investment Management, LLC 7
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 7
Addison Advisors LLC 7
DecisionPoint Financial, LLC 7
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 7
Alerus Financial Na 7
DCM Advisors, LLC 7
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 7
Cascade Investment Advisors, Inc. 7
Counsel Portfolio Services Inc. 7
Meiji Yasuda Life Insurance Co 7
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
Mastrapasqua Asset Management Inc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 7
Marathon Partners Equity Management, LLC 7
HS Management Partners, LLC 7
Fortis Capital Advisors, LLC 7
Dearborn Partners Llc 7
San Luis Wealth Advisors LLC 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
Corient Capital Partners, LLC 7
S. Muoio & Co. Llc 7
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 7
Fairfield, Bush & Co. 7
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 7
Harvard Management Co Inc 7
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 7
Dsm Capital Partners Llc 7
Chesley Taft & Associates LLC 7
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 7
1060 Capital, LLC 7
Kohmann Bosshard Financial Services, LLC 7
Farmers & Merchants Trust Co of Chambersburg PA 7
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 7
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 7
Waycross Partners, Llc 7
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 7
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 7
McAdam, LLC 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
Amtrust Financial Services, Inc. 7
Aberdeen Asset Management Plc/uk 7
Punch & Associates Investment Management, Inc. 7
Financial Advisors Network, Inc. 7
RWC Asset Management LLP 7
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 7
D L Carlson Investment Group Inc 7
Cpwm, Llc 7
United Community Bank 7
Knollwood Investment Advisory, LLC 7
AlphaOne Investment Services, LLC 7
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 7
Western Standard LLC 7
Point72 Europe (London) LLP 7
Moloney Securities Asset Management, LLC 7
Dai-Ichi Life Insurance Company, Ltd 7
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 7
Hills Bank & Trust Co 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
Buckhead Capital Management Llc 7
Condor Capital Management 7
IFM Investors Pty Ltd 7
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 7
AMCPX - AMCAP FUND - AMCAP FUND Class A 7
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 7
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 7
Almanack Investment Partners, LLC. 7
Annapolis Financial Services, LLC 7
Infrastructure Capital Advisors, Llc 7
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 7
JMAEX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Securitized Debt Portfolio 7
Advisors Capital Management, LLC 7
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 7
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 7
Global Financial Private Capital, LLC 7
Circle Wealth Management, LLC 7
Clear Perspective Advisors, LLC 7
Gilbert & Cook, Inc. 7
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 7
Crescent Grove Advisors, LLC 7
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 7
Bridge City Capital, LLC 7
Phoenix Holdings Ltd. 7
Strengthening Families & Communities, LLC 7
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 7
VGLSX - VALIC Co I - Global Strategy Fund 7
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 7
Donoghue Forlines LLC 7
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 7
American Financial Network Advisory Services Llc 7
QUANTRES ASSET MANAGEMENT Ltd 7
Legacy Advisors, LLC 7
Peoples Financial Services Corp. 7
Cheviot Value Management, LLC 7
Cito Capital Group, LLC 7
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 7
Ruffer LLP 7
Morgan Dempsey Capital Management Llc 7
Landaas & Co /wi /adv 7
Mcdonald Partners Llc 7
Vista Private Wealth Partners. LLC 7
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 7
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 7
Cambiar Investors Llc 7
WoodTrust Financial Corp 7
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 7
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 7
Fagan Associates, Inc. 7
Choate Investment Advisors 7
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 7
Criterion Capital Advisors, Llc 7
Bank Of Nova Scotia Trust Co 7
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 7
Gilliland Jeter Wealth Management LLC 7
Maseco Llp 7
Miles Capital, Inc. 7
Investment Management Corp of Ontario 7
Standard Family Office LLC 7
Snow Capital Management Lp 7
Signature Resources Capital Management, LLC 7
Northwest Financial Advisors 7
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 7
Nelson Capital Management, LLC 7
Tourbillon Capital Partners, L.P. 7
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 7
Marco Investment Management Llc 7
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 7
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 7
Aspen Investment Management Inc 7
Jag Capital Management, Llc 7
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 7
Hook Mill Capital Partners, LP 7
EMC Capital Management 7
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 7
Amici Capital, LLC 7
Advisor Partners Llc 7
Highland Capital Management Fund Advisors, L.p. 7
Plato Investment Management Ltd 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 7
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 7
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 7
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 7
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 7
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 7
Welch & Forbes Llc 7
Nuveen Floating Rate Income Opportunity Fund 7
SkyView Investment Advisors, LLC 7
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 7
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 7
Beverly Hills Private Wealth, LLC 7
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 7
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 7
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 7
Starboard Value LP 7
Capital International Ltd /ca/ 7
FAINX - MSS Series Trust - Fallen Angels Income Fund 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 7
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 7
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 7
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 7
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 7
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 7
Atlanta Capital Management Co L L C 7
Degroof Petercam Asset Management 7
Argent Trust Co 7
Torno Capital, Llc 7
New York Life Trust Co 7
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 7
Systematic Portfolios LLC 7
Deerfield Management Company, L.p. (series C) 7
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 7
Ativo Capital Management LLC 7
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 7
Spectrum Wealth Counsel, LLC 7
Headinvest, Llc 7
Hoplite Capital Management, L.p. 7
Perbak Capital Partners LLP 7
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 7
Provenance Wealth Advisors, LLC 7
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 7
American National Insurance Co /tx/ 7
Oppenheimer Variable Account Funds 7
Arbor Capital Management Llc 7
Davidson Kempner Partners 7
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 7
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 7
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
Trust Investment Advisors 7
Capital Advisors Inc/ok 7
Sierra Summit Advisors Llc 7
Altfest L J & Co Inc 7
Gdl Fund 7
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 7
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 7
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 7
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 7
Alpine Bank Wealth Management 7
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 7
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 7
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 7
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 7
Better Money Decisions, LLC 7
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 7
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 7
Alliance Wealth Advisors, LLC /UT 7
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 7
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 7
Accent Capital Management, LLC 7
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 7
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 7
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 7
Lehman Financial Resources, Inc. 7
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 7
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 7
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 7
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 7
CTC Alternative Strategies, Ltd. 7
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 7
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 7
3G Capital Partners LP 7
ACG Wealth 7
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 7
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 7
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 7
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 7
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 7
MONTX - MONETTA TRUST - Monetta Fund 7
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 7
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 7
HighTower Trust Services, LTA 7
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 7
BlackRock Private Investments Fund 7
Olistico Wealth, LLC 7
Nwam Llc 7
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 7
MBOVX - M FUND INC - M Large Cap Value Fund 7
Special Opportunities Fund, Inc. 7
Kb Financial Partners, Llc 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 7
Boston Financial Mangement Llc 7
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 7
RFP Financial Group LLC 7
Advantage Advisers Xanthus Fund, L.l.c. 7
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 7
Modera Wealth Management, LLC 7
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
Crow Point Partners, LLC 7
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 7
Delaware Enhanced Global Dividend & Income Fund 7
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 7
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 7
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 7
Fulton Bank, N.a. 7
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 7
Detwiler Fenton Investment Management LLC 7
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 7
Western Asset Global High Income Fund Inc. 7
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 7
Sagespring Wealth Partners, Llc 7
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 7
Blackrock Master Llc 7
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 7
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 7
VHYLX - VALIC Co I - High Yield Bond Fund 7
Trifecta Capital Advisors, LLC 7
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 7
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 7
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 7
TENOR CAPITAL MANAGEMENT Co., L.P. 7
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 7
FSC Wealth Advisors, LLC 7
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 7
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 7
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 7
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 7
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 7
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 7
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 7
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 7
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 7
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 7
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 7
Delos Wealth Advisors, LLC 7
Eisler Capital (UK) Ltd. 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 7
Blackrock Floating Rate Income Trust 7
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 7
Clough Global Equity Fund 7
Clough Global Dividend & Income Fund 7
Clough Global Opportunities Fund 7
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 7
Wells Fargo Global Dividend Opportunity Fund 7
Wells Fargo Multi-sector Income Fund 7
Wade G W & Inc 7
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 7
Nichols Asset Management LLC 7
Wells Fargo Income Opportunities Fund 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
Raiffeisen Bank International AG 7
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 7
My Personal CFO, LLC 7
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 7
Focus Financial Network, Inc. 7
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
Davis R M Inc 7
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 7
Relative Value Fund 7
Reliance Trust Co Of Delaware 7
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 7
First American Bank 7
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 7
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 7
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 7
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 7
Alliancebernstein Global High Income Fund Inc 7
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 7
Acap Strategic Fund 7
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 7
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 7
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 7
Senator Investment Group LP 7
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 7
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 7
Private Wealth Partners, LLC 7
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 7
Cary Street Partners Financial Llc 7
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 7
First National Bank of Hutchinson 7
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 7
PointState Capital LP 7
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 7
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 7
Trilogy Capital Inc. 7
Smith Group Asset Management, LLC 7
Keystone Financial Group 7
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 7
Stancorp Investment Advisers Inc 7
Appleton Partners Inc/ma 7
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 7
BancorpSouth Bank 7
Congress Park Capital LLC 7
STFGX - Advisers Investment Trust - State Farm Growth Fund 7
Ashfield Capital Partners, LLC 7
Icon Wealth Partners, LLC 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
Park West Asset Management LLC 7
Partners Capital Investment Group, Llp 7
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 7
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 7
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 7
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 7
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 7
Nissay Asset Management Corp /japan/ /adv 7
Glaxis Capital Management, LLC 7
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 7
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 7
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
Hexavest Inc. 7
Acorn Wealth Advisors, LLC 7
Kilter Group LLC 7
Alta Advisers Ltd 7
D.B. Root & Company, LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 7
Heritage Financial Services, LLC 7
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 7
Cordasco Financial Network 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
Signature Wealth Management Group 7
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 7
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 7
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 7
Iron Financial, LLC 7
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 7
Wayfinding Financial, LLC 7
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 7
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 7
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 7
Marshall & Sterling Wealth Advisors Inc. 7
Midwest Trust Co 7
Investment Counselors Of Maryland Llc 7
Burnham Asset Management Corp /ny/ 7
Desjardins Global Asset Management Inc. 7
Redpoint Investment Management Pty Ltd 7
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 7
Avitas Wealth Management LLC 7
Foundations Investment Advisors, LLC 7
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 7
Equitable Holdings, Inc. 7
Dixon Hughes Goodman Wealth Advisors LLC 7
SPX Equities Gestao de Recursos Ltda 7
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 7
LGT Group Foundation 7
Redhawk Wealth Advisors, Inc. 7
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 7
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 7
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 7
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 7
Essex Savings Bank 7
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 7
Fulton Breakefield Broenniman Llc 7
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 7
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 7
Impala Asset Management LLC 7
Summit Wealth & Retirement Planning, Inc. 7
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 7
GATEX - Gateway Trust - Gateway Fund Class A Shares 7
Private Bank & Trust Co 7
Arabesque Asset Management Ltd 7
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 7
Conning Inc. 7
Harfst & Associates, Inc. 7
Sepio Capital, LP 7
First National Bank of South Miami 7
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 7
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 7
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 7
Farmers & Merchants Trust Co of Long Beach 7
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 7
Thoroughbred Financial Services, Llc 7
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 7
PRW Wealth Management LLC 7
Waldron Private Wealth LLC 7
Semmax Financial Advisors Inc. 7
Coston, McIsaac & Partners 7
Campbell Wealth Management 7
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 7
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 7
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 7
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 7
Twin Securities, Inc. 7
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 7
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 7
Allen Investment Management LLC 7
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 7
Howard Financial Services, Ltd. 7
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 7
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 7
Wealthbridge Capital Management, Llc 7
Gyl Financial Synergies, Llc 7
Knuff & Co LLC 7
Western Wealth Management, LLC 7
Garde Capital, Inc. 7
Taurus Asset Management, Llc 7
Lake Point Wealth Management 7
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 7
Metis Global Partners, LLC 7
Lebenthal Holdings,LLC 7
BCJ Capital Management, LLC 7
Investors Asset Management Of Georgia Inc /ga/ /adv 7
Great Valley Advisor Group, Inc. 7
New Millennium Group LLC 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 7
Journey Strategic Wealth Llc 7
Karpus Management, Inc. 7
Buckingham Capital Management Inc 7
Linden Advisors Lp 7
Principal Street Partners, LLC 7
Guyasuta Investment Advisors Inc 7
West Family Investments, Inc. 7
Redmont Wealth Advisors Llc 7
Gen-Wealth Partners Inc 7
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 7
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
Mount Lucas Management LP 7
Pekin Hardy Strauss, Inc. 7
Tilia Fiduciary Partners, Inc. 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 7
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 7
Sii Investments Inc/wi 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 7
Ameriflex Group, Inc. 7
Gmt Capital Corp 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 7
Union Square Park Capital Management, LLC 7
First Heartland Consultants, Inc. 7
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 7
Bp Plc 7
Personal Cfo Solutions, Llc 7
Swedbank AB 7
PGGM Investments 7
Visionary Asset Management, Inc. 7
Ilmarinen Mutual Pension Insurance Co 7
Diligent Investors, LLC 7
Wbh Advisory Inc 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 7
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 7
Hyman Charles D 7
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 7
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 7
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 7
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 7
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 7
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
M&G Plc 7
Private Capital Management, LLC 7
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 7
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 7
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
High Point Bank & Trust Co 7
Meritage Portfolio Management 7
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 7
American Trust 7
Private Ocean, LLC 7
Mn Services Vermogensbeheer B.V. 7
Douglas Lane & Associates, LLC 7
Kalos Management, Inc. 7
Hilltop National Bank 7
Godsey & Gibb Associates 7
Syntal Capital Partners, LLC 7
WFA of San Diego, LLC 7
Sierra Ocean, Llc 7
Blackstone Group Inc 7
Boston Trust Walden Corp 7
Baltimore-Washington Financial Advisors Inc. 7
Usa Mutuals Advisors, Inc. 7
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF 7
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 7
Forsta Ap-fonden 7
Blue Clay Capital Management, LLC 7
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 7
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 7
RVRB - ADVISORS SERIES TRUST - Reverb ETF 7
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 7
British Airways Pensions Investment Management Ltd 7
Simmons Bank 7
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 7
Cavalier Investments, LLC 7
NorthRock Partners, LLC 7
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 7
STXV - EA Series Trust - Strive 1000 Value ETF 7
Dogwood Wealth Management LLC 7
Gratia Capital, Llc 7
Confluence Investment Management Llc 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
Wealth Preservation Advisors, LLC 7
Paragon Capital Management LLC 7
Cm Wealth Advisors Llc 7
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Nilsine Partners, LLC 7
Legacy Capital Group California, Inc. 7
First National Trust Co 7
Heck Capital Advisors, LLC 7
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 7
RPg Family Wealth Advisory, LLC 7
Motley Fool Wealth Management, LLC 7
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 7
Axiom Investment Management LLC 7
Planned Solutions, Inc. 7
Central Asset Investments & Management Holdings (HK) Ltd 7
Reinhart Partners, Inc. 7
Portman Square Capital LLP 7
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 7
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 7
Ipswich Investment Management Co., Inc. 7
D'Orazio & Associates, Inc. 7
Wall Street Access Asset Management, LLC 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
Edmond de Rothschild (Europe) 6
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 6
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 6
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 6
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 6
Goodwin Daniel L 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 6
Pillar Pacific Capital Management Llc 6
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 6
Amica Pension Fund Board Of Trustees 6
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 6
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 6
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 6
Cooper Investors Pty Ltd 6
Bernard Wealth Management Corp. 6
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 6
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 6
F/M Investments LLC 6
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 6
Kassirer Asset Management Corp 6
Azzad Asset Management Inc /adv 6
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 6
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 6
Y.D. More Investments Ltd 6
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 6
Exos Asset Management LLC 6
Invesco High Income Trust Ii 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
Palo Capital, Inc. 6
Bangor Savings Bank 6
Invesco Senior Loan Fund 6
Nitorum Capital, L.P. 6
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 6
SNS Financial Group, LLC 6
InterOcean Capital Group, LLC 6
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 6
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 6
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 6
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 6
Fiduciary Alliance LLC 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
Ballew Advisors, Inc 6
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 6
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 6
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 6
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 6
Price Wealth Management, Inc. 6
Siemens Fonds Invest GmbH 6
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 6
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 6
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 6
True Link Financial Advisors, LLC 6
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 6
Vinva Investment Management Ltd 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 6
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 6
Mfs Charter Income Trust 6
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
Hanson & Doremus Investment Management 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 6
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 6
Oxler Private Wealth LLC 6
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 6
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 6
Global Income Builder Portfolio - Global Income Builder Portfolio 6
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 6
Turtle Creek Wealth Advisors, LLC 6
John Hancock Income Securities Trust 6
PNC Managed Account Solutions, Inc. 6
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 6
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 6
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 6
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 6
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 6
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 6
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 6
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 6
Eaton Vance Short Duration Diversified Income Fund 6
Mountain Capital Investment Advisors, Inc 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 6
Synergy Financial Management, LLC 6
Canada Post Corp Registered Pension Plan 6
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 6
Lederer & Associates Investment Counsel/ca 6
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 6
New Jersey Better Educational Savings Trust 6
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 6
Bramshill Investments, LLC 6
Templeton & Phillips Capital Management, LLC 6
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 6
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 6
Montrusco Bolton Investments Inc. 6
Cruiser Capital Advisors, Llc 6
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 6
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 6
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 6
Mfs Multimarket Income Trust 6
Geneva Partners, LLC 6
Boyd Watterson Asset Management Llc/oh 6
CrestPoint Capital Management, LLC 6
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 6
Flow Traders U.s. Llc 6
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 6
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 6
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 6
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 6
Fjarde Ap-fonden /fourth Swedish National Pension Fund 6
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 6
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 6
Noked Capital LTD 6
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 6
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 6
Retirement Financial Solutions, Llc 6
Schmidt P J Investment Management Inc 6
Roundview Capital LLC 6
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 6
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 6
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 6
Claar Advisors LLC 6
Morningstar Investment Services LLC 6
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 6
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 6
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 6
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 6
Ardevora Asset Management LLP 6
Western Asset Global Corporate Defined Opportunity Fund Inc. 6
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 6
Sarasin & Partners LLP 6
Engrave Wealth Partners LLC 6
Tritonpoint Wealth, Llc 6
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 6
Gwn Securities Inc. 6
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 6
Zevenbergen Capital Investments Llc 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Cullen Capital Management, LLC 6
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 6
Piper Sandler & Co. 6
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
Morse Asset Management, Inc 6
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 6
Azimuth Capital Management LLC 6
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 6
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 6
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 6
Oppenheimer Discovery Fund 6
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 6
Pinnacle Bancorp, Inc. 6
VCSBX - VALIC Co II - Strategic Bond Fund 6
Lakeview Capital Partners, LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
Arcus Capital Partners, LLC 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
Eisler Capital Management Ltd. 6
Three Peaks Capital Management, LLC 6
Regent Investment Management LLC 6
Brown Capital Management Llc 6
Smith Affiliated Capital Corp. 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 6
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 6
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 6
Israel Discount Bank Of New York /gfn 6
Hall Capital Management Co Inc 6
Trust Point Inc. 6
Benin Management CORP 6
Ridgeworth Funds 6
Cypress Asset Management Inc/tx 6
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 6
Monimus Capital Management, Lp 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
Castle Creek Arbitrage, LLC 6
Capital Group Investment Management Pte. Ltd. 6
Worth Venture Partners, LLC 6
Premier Asset Management Llc 6
Rakuten Investment Management, Inc. 6
Ruedi Wealth Management, Inc. 6
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 6
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 6
Sapience Investments, LLC 6
BRACX - Blackrock Allocation Target Shares - Bats Series C 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Castle Hook Partners LP 6
Valued Wealth Advisors LLC 6
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 6
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 6
Western Asset Corporate Loan Fund Inc. 6
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 6
CMT Capital Markets Trading GmbH 6
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 6
STRV - EA Series Trust - Strive 500 ETF 6
RB Capital Management, LLC 6
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 6
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 6
Credit Industriel Et Commercial 6
Threadgill Financial, Llc 6
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 6
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 6
Cypress Wealth Services, LLC 6
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 6
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 6
Cedar Wealth Management, LLC 6
Tower Bridge Advisors 6
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 6
RiverPoint Capital Management, LLC 6
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 6
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 6
US Asset Management LLC 6
Wealthstreet Investment Advisors, LLC 6
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 6
Atalaya Capital Management LP 6
Strategic Asset Management, LLC 6
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 6
Bragg Financial Advisors, Inc 6
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 6
Shinko Asset Management Co., Ltd. 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 6
Loeb Partners Corp 6
Ramirez Asset Management, Inc. 6
Taylor Hoffman Wealth Management 6
Roanoke Asset Management Corp/ Ny 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 6
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 6
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 6
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
Liontrust Investment Partners LLP 6
FUKOKU MUTUAL LIFE INSURANCE Co 6
Midwest Professional Planners, LTD. 6
Kelman-Lazarov, Inc. 6
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 6
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 6
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 6
Rodgers Brothers Inc. 6
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 6
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 6
Innovis Asset Management Llc 6
RBB FUND, INC. - Aquarius International Fund 6
FormulaFolio Investments, LLC 6
Torch Wealth Management LLC 6
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 6
Caerus Investors, Llc 6
PDS Planning, Inc 6
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 6
Strategic Advisors LLC 6
HITE Hedge Asset Management LLC 6
Thames Capital Management Llc 6
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 6
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 6
First Capital Advisors Group, LLC. 6
WMS Partners, LLC 6
Wood Tarver Financial Group, LLC 6
Crews Bank & Trust 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 6
Lake Street Advisors Group, Llc 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 6
Pfs Investments Inc. 6
Walled Lake Planning & Wealth Management, Llc 6
Capital Markets Trading UK LLP 6
First Trust High Yield Opportunities 2027 Term Fund 6
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 6
Fusion Family Wealth LLC 6
New Capital Management LP 6
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 6
Arbiter Partners Capital Management LLC 6
Game Creek Capital, LP 6
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 6
Hefty Wealth Partners 6
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 6
Paulson Wealth Management Inc. 6
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 6
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 6
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 6
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 6
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 6
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 6
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 6
Rossmore Private Capital 6
Burleson & Company, LLC 6
CLARET ASSET MANAGEMENT Corp 6
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 6
Mainstay Capital Management Llc /adv 6
Hallmark Capital Management Inc 6
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 6
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 6
DT Investment Partners, LLC 6
Mascoma Wealth Management LLC 6
Amplius Wealth Advisors, LLC 6
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 6
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 6
Jensen Investment Management Inc 6
Teton Westwood Funds 6
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Nine27 Capital Management, LP 6
Cobiz Investment Management, Llc 6
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 6
Pathway Financial Advisors LLC 6
Asset Planning,Inc 6
Bnp Paribas 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
AustralianSuper Pty Ltd 6
Chicago Capital, LLC 6
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 6
MU Investments Co., Ltd. 6
Winslow Capital Management, LLC 6
RGT Wealth Advisors, LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 6
Imprint Wealth LLC 6
Gables Capital Management Inc. 6
Sharkey, Howes & Javer 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 6
Icc Capital Management Inc/ 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 6
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 6
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 6
Absolute Capital Management, LLC 6
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 6
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 6
Baldwin Investment Management, LLC 6
E Fund Management Co., Ltd. 6
Oxbow Advisors, LLC 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 6
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 6
Cox Capital Mgt LLC 6
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Clarius Group, LLC 6
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 6
Annex Advisory Services, LLC 6
Syverson Strege & Co 6
Main Street Research LLC 6
Consolidated Planning Corp 6
Cozad Asset Management Inc 6
LFA - Lugano Financial Advisors SA 6
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 6
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 6
Nuveen Fund Advisors, LLC 6
Yarbrough Capital, LLC 6
Graypoint LLC 6
Vaughan David Investments Inc/il 6
Todd Asset Management Llc 6
Jackson Wealth Management, LLC 6
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 6
Kemnay Advisory Services Inc. 6
Penn Mutual Asset Management, LLC 6
Nippon Life Insurance Co 6
Ten Capital Wealth Advisors, LLC 6
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 6
Harwood Advisory Group, LLC 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 6
BlackRock ETF Trust II - BlackRock Flexible Income ETF 6
Markston International Llc 6
Vontobel Swiss Wealth Advisors AG 6
Gofen & Glossberg Llc /il/ 6
Telluride Asset Management LLC 6
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 6
Cedar Mountain Advisors, LLC 6
Peregrine Asset Advisers, Inc. 6
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 6
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 6
Bks Advisors, Llc 6
Newfound Research LLC 6
Dfpg Investments, Llc 6
Mogy Joel R Investment Counsel Inc 6
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 6
SignalPoint Asset Management, LLC 6
Howard Wealth Management, Llc 6
Evolution Wealth Advisors, LLC 6
Dowling & Yahnke Llc 6
Corvex Management LP 6
Carl P. Sherr & Co., LLC 6
Prosperity Wealth Management, Inc. 6
Hedges Asset Management LLC 6
Hardy Reed LLC 6
PFG Investments, LLC 6
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 6
Dunhill Financial, LLC 6
BIGTX - Monteagle Funds - The Texas Fund Class I 6
Grandview Asset Management LLC 6
Strategy Asset Managers Llc 6
Capital Wealth Planning, LLC 6
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 6
Summit Place Financial Advisors, LLC 6
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 6
First Foundation Advisors 6
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 6
LVW Advisors, LLC 6
ASR Vermogensbeheer N.V. 6
Norwood Financial Corp 6
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
Mizuho Securities Usa Llc 6
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 6
Viking Fund Management Llc 6
Loeb Offshore Management LP 6
Tiaa Cref Trust Co Fsb/mo 6
Moon Capital Management Lp 6
Community Capital Management, Inc. 6
Engaged Capital LLC 6
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 6
Anchor Capital Advisors Llc 6
Catamount Wealth Management 6
Stratos Wealth Advisors, LLC 6
Incline Global Management LLC 6
Mariner Wealth Advisors-NYC, LLC 6
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 6
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 6
Ascent Wealth Partners, LLC 6
VELA Investment Management, LLC 6
40 North Management LLC 6
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 6
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 6
Kinneret Advisory, LLC 6
Bodri Capital Management, LLC 6
Sfmg, Llc 6
Investment Partners, Ltd. 6
Railway Pension Investments Ltd 6
Texas Yale Capital Corp. 6
Prosperity Consulting Group, LLC 6
Rokos Capital Management LLP 6
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 6
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 6
Global Thematic Partners, LLC 6
Horizon Bancorp Inc /in/ 6
Atlas Private Wealth Management 6
KAMES CAPITAL plc 6
Goelzer Investment Management, Inc. 6
Andromeda Capital LLC 6
Nishkama Capital, LLC 6
Columbia Asset Management 6
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 6
Ostrum Asset Management U.s., Llc 6
Godshalk Welsh Capital Management, Inc. 6
Nova Wealth Management, Inc. 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
Dagco, Inc. 6
IFC Holdings Incorporated/FL 6
Hoover Financial Advisors, Inc. 6
Commonwealth Financial Services, LLC 6
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 6
Noked Israel Ltd 6
First Pacific Financial 6
PENN SERIES FUNDS INC - High Yield Bond Fund 6
Haverford Trust Co 6
Douglass Winthrop Advisors, LLC 6
Halbert Hargrove Global Advisors, Llc 6
Estabrook Capital Management 6
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 6
Alpha Quant Advisors, Llc 6
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 6
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 6
Private Advisors, LLC 6
Edge Capital Group, LLC 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 6
Authentikos Wealth Advisory, LLC 6
Montecito Bank & Trust 6
Sage Mountain Advisors LLC 6
PENN SERIES FUNDS INC - Flexibly Managed Fund 6
Sonora Investment Management Group, LLC 6
Longboard Asset Management, LP 6
Madison Asset Management, LLC 6
L2 Asset Management, LLC 6
Legg Mason Asset Management (Japan) Co., Ltd. 6
Surevest, LLC 6
Prospect Capital Advisors, LLC 6
PIMCO FUNDS - PIMCO Sector Fund Series - I 6
Bollard Group LLC 6
Horizon Financial Services, Llc 6
Cohanzick Management, Llc 6
Invesco, Llc 6
300 North Capital, Llc 6
Honeywell International Inc 6
Lafitte Capital Management LP 6
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 6
Sona Asset Management (us) Llc 6
NWK Group, Inc. 6
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 6
Jabre Capital Partners S.A. 6
Lion Street Advisors, LLC 6
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 6
BancorpSouth Inc 6
Optimal Asset Management, Inc. 6
Investment Research & Advisory Group, Inc. 6
Worth Asset Management, LLC 6
Patriot Investment Management Inc. 6
Naples Global Advisors, Llc 6
Paragon Financial Partners, Inc. 6
Valmark Advisers, Inc. 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 6
Tiverton Asset Management Llc 6
Winnow Wealth Llc 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
HHR Asset Management, LLC 6
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 6
Weaver Consulting Group 6
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 6
Triad Wealth Partners, LLC 6
Kempen Capital Management N.v. 6
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 6
Mbb Public Markets I Llc 6
Silicon Valley Capital Partners 6
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
Crescent Capital Consulting, LLC 6
Xtx Markets Llc 6
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6
Western Pacific Wealth Management, LP 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
Core Wealth Advisors, Inc. 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
Visionary Wealth Advisors 6
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 6
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 6
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 6
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 6
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 6
Principle Wealth Partners Llc 6
Kalmar Investments Inc /de/ 6
Klingman & Associates, LLC 6
Ivory Investment Management, Llc 6
Marietta Investment Partners Llc 6
Price Michael F 6
Global Assets Advisory, LLC 6
Icapital Wealth Llc 6
Carnick & Kubik, LLC 6
Markel Corp 6
Ballast Advisors Llc 6
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 6
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 6
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 6
Mission Creek Capital Partners, Inc. 6
Six Columns Capital, Lp 6
Fernwood Investment Management, LLC 6
Symons Capital Management Inc 6
FSM Wealth Advisors, LLC 6
Xcel Wealth Management, LLC 6
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 6
Thompson Investment Management, Inc. 6
SVA Wealth Management, LLC 6
Breton Hill Capital Ltd. 6
First Community Trust Na 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 6
Mitchell Capital Management Co 6
Achievement Holdings L.P. 6
Deroy & Devereaux Private Investment Counsel Inc 6
Burgundy Asset Management Ltd. 6
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 6
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 6
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 6
Capital A Wealth Management, LLC 6
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 6
Farmers National Bank 6
Proffitt & Goodson Inc 6
CapWealth Advisors, LLC 6
BKD Wealth Advisors, LLC 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
Allianzgi Equity & Convertible Income Fund 6
Cobblestone Capital Advisors Llc /ny/ 6
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 6
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 6
Artal Group S.A. 6
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 6
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 6
Dreman Value Management, L L C 6
Halsey Associates Inc/ct 6
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
Dixon Hubard Feinour & Brown Inc/va 6
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 6
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 6
Concert Wealth Management Inc. 6
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 6
Valley Brook Capital Group, Inc. 6
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 6
Baron Silver Stevens Financial Advisors, Llc 6
Sustainable Growth Advisers, LP 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
Risk Paradigm Group, LLC 6
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 6
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 6
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 6
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 6
Bbr Partners, Llc 6
Insigneo Advisory Services, Llc 6
New England Asset Management Inc 6
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 6
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 6
AlTi Global, Inc. 6
Aspect Partners, LLC 6
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 6
WESPAC Advisors SoCal, LLC 6
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 6
Gabelli Global Small & Mid Cap Value Trust 6
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 6
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 6
Oversea-Chinese Banking CORP Ltd 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 6
Nuveen Short Duration Credit Opportunities Fund 6
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 6
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 6
Nuveen Senior Income Fund 6
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 6
Sivia Capital Partners, LLC 6
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 6
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 6
Beacon Financial Advisory LLC 6
Ar Asset Management Inc 6
Eubel Brady & Suttman Asset Management Inc 6
Kestrel Investment Management Corp 6
Lone Pine Capital Llc 6
Nuveen S&p 500 Buywrite Income Fund 6
Nuveen Tax Advantaged Total Return Strategy Fund 6
Gabelli Dividend & Income Trust 6
Nuveen Diversified Dividend & Income Fund 6
Burkett Financial Services, Llc 6
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 6
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 6
Blackrock Floating Rate Income Strategies Fund, Inc. 6
GLOBALT Investments LLC / GA 6
Maryland Capital Management 6
Bluestein R H & Co 6
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 6
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 6
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
Humankind Benefit Corp - Humankind US Stock ETF 6
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 6
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 6
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 6
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 6
TAMRO Capital Partners LLC 6
Fairfax Financial Holdings Ltd/ Can 6
Global Endowment Management, LP 6
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 6
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 6
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 6
ClearAlpha Technologies LP 6
Norinchukin Bank, The 6
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 6
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 6
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
Foster Dykema Cabot & Co Inc/ma 6
Credential Qtrade Securities Inc. 6
Kozak & Associates, Inc. 6
Foster & Motley Inc 6
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 6
AllSquare Wealth Management LLC 6
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 6
Tredje AP-fonden 6
M Holdings Securities, Inc. 6
Empirical Capital Management, LLC 6
Capitolis Advisors LLC 6
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 6
B. Riley Financial, Inc. 6
PFG Private Wealth Management, LLC 6
RFG Advisory, LLC 6
Richardson Financial Services Inc. 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
Boussard & Gavaudan Investment Management LLP 6
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 6
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 6
Mizuho Asset Management Co.,Ltd. 6
Canandaigua National Bank & Trust Co 6
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 6
Perritt Capital Management Inc 6
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 6
Mercer Capital Advisers, Inc. 6
South Georgia Capital, Llc 6
Jackson Square Partners, LLC 6
Ferguson Wellman Capital Management, Inc 6
Lombard Odier & Cie (Canada), Limited Partnership 6
Resurgent Financial Advisors LLC 6
LifePlan Financial Group, Inc 6
Garda Capital Partners Lp 6
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 6
Relyea Zuckerberg Hanson LLC 6
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 6
Euclid Advisors LLC 6
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 6
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 6
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 6
55i, Llc 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 6
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 6
Atlantic Edge Private Wealth Management, LLC 6
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 6
Mainstream Capital Management LLC 6
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 6
Argent Capital Management Llc 6
Allstate Investment Management Co 6
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 6
Horizon Kinetics LLC 6
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 6
North Star Asset Management Inc 6
Koss-Olinger Consulting, LLC 6
O'Neil Global Advisors, Inc. 6
Richard W. Paul & Associates, LLC 6
Ckw Financial Group 6
Advocacy Wealth Management Services, LLC 6
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 6
Leonard Green & Partners, L.P. 6
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 6
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 6
Glass Jacobson Investment Advisors llc 6
PFG Advisors 6
RiverFront Investment Group, LLC 6
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 6
Spirepoint Private Client, Llc 6
South Texas Money Management Ltd 6
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 6
Bislett Management, Llc 6
Freedman Financial Associates, Inc. 6
Invesco Senior Income Trust 6
Vestor Capital, Llc 6
Blue Fin Capital, Inc. 6
Blackrock 2022 Global Income Opportunity Trust 6
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 6
La Financiere De L'echiquier 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
Alethea Capital Management, Llc 6
Wells Fargo Utilities & High Income Fund 6
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 6
Resona Asset Management Co.,Ltd. 6
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 6
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 6
Ritter Daniher Financial Advisory LLC / DE 6
TimesSquare Capital Management, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 6
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 6
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 6
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 6
Masterton Capital Management, LP 6
Range Financial Group LLC 6
Sierra Capital LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 6
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
Check Capital Management Inc/ca 6
McMahon Financial Advisors, LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
TCF National Bank 5
West Michigan Advisors, Llc 5
Genworth Financial Inc 5
Madison Investment Holdings Inc 5
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 5
Magellan Asset Management Ltd 5
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 5
Scout Capital Management Llc 5
Atlas Brown,Inc. 5
Farmers Trust Co 5
Tufton Capital Management 5
GROW Partners, LLC 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 5
Seven Bridges Advisors LLC 5
Biltmore Family Office, LLC 5
Parametric Market Neutral Portfolio 5
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 5
NOLVX - Northern Funds - Northern Large Cap Value Fund 5
Triasima Portfolio Management inc. 5
LionEye Capital Management LLC 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 5
SYM FINANCIAL Corp 5
Cannell Capital Llc 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 5
Pin Oak Investment Advisors Inc 5
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 5
Private Advisory Group LLC 5
Access Investment Management LLC 5
Granite Bay Wealth Management, LLC 5
Brewin Dolphin Wealth Management Ltd 5
Personal Capital Advisors Corp 5
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 5
Holos Integrated Wealth LLC 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 5
Lloyds Banking Group plc 5
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 5
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 5
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 5
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 5
Castle Wealth Management Llc 5
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 5
Family Management Corp 5
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 5
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 5
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 5
Farmer Steven Patrick 5
Nikko Asset Management Americas, Inc. 5
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Deseret Mutual Benefit Administrators 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
Harbor Advisors LLC 5
Varma Mutual Pension Insurance Co 5
Blue Rock Advisors, LLC 5
Crossvault Capital Management LLC 5
First County Bank /CT/ 5
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 5
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
Fund Management at Engine No. 1 LLC 5
Jolley Asset Management, LLC 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Tectonic Advisors Llc 5
FDO Partners, LLC 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 5
Alaska Permanent Fund Corp 5
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 5
Rather & Kittrell, Inc. 5
World Equity Group, Inc. 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
Mitsubishi UFJ Securities Holdings Co., Ltd. 5
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 5
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 5
Rand Wealth, Llc 5
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 5
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 5
Dumont & Blake Investment Advisors Llc 5
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 5
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 5
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 5
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 5
RUFF - ETF Opportunities Trust - Alpha Dog ETF 5
Mesirow Institutional Investment Management, Inc. 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 5
BFIX - Build Funds Trust - Build Bond Innovation ETF 5
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 5
Citizens Business Bank 5
Private Management Group Inc 5
Cypress Point Wealth Management, LLC 5
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 5
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 5
AXS Investments LLC 5
WESPAC Advisors, LLC 5
Elmwood Wealth Management, Inc. 5
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 5
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 5
Miller Howard Investments Inc /ny 5
Legion Partners Asset Management, LLC 5
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 5
DGS Capital Management, LLC 5
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 5
Stanford Investment Group, Inc. 5
HMS Capital Management, LLC 5
Cvi Holdings, Llc 5
Boys Arnold & Co Inc 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 5
Chiron Capital Management, Llc 5
WestEnd Advisors, LLC 5
Arthur Zaske & Associates, LLC 5
PAX Financial Group, LLC 5
Nippon Life Global Investors Americas, Inc. 5
NOSIX - Northern Funds - Northern Stock Index Fund 5
Narwhal Capital Management 5
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
Widmann Financial Services, Inc. 5
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 5
Intersect Capital LLC 5
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 5
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
L.m. Kohn & Company 5
Stablepoint Partners, LLC 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
Financial Synergies Wealth Advisors, Inc. 5
LGT Fund Management Co Ltd. 5
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 5
Bank of Kentucky, Inc. 5
Decker Retirement Planning Inc. 5
Kesler, Norman & Wride, LLC 5
American Century Investment Management Inc 5
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 5
Accredited Wealth Management, LLC 5
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 5
Ables, Iannone, Moore & Associates, Inc. 5
Baker Tilly Financial, Llc 5
Bank Hapoalim Bm 5
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 5
Mediolanum International Funds Ltd 5
Flossbach Von Storch Ag 5
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 5
O'Dell Group, LLC 5
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 5
Gratus Capital LLC 5
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 5
PCA Investment Advisory Services Inc. 5
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 5
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5
Shamrock Asset Management LLC 5
McNamara Financial Services, Inc. 5
Czech National Bank 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
Guardian Capital Advisors Lp 5
Wilmington Trust Investment Management, LLC 5
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 5
DB Wealth Management Group, LLC 5
Team Hewins, LLC 5
Boenning & Scattergood, Inc. 5
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 5
Windsor Capital Management, LLC 5
Kdi Capital Partners Llc 5
Bridgewater Advisors Inc. 5
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 5
Evolution Wealth Management Inc. 5
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
Donaldson Capital Management, Llc 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 5
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 5
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 5
Riverbridge Partners Llc 5
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 5
Scout Funds 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
Sterne Agee Group, Inc. 5
BLPIX - Profunds - Bull Profund Investor Class 5
Community Financial Services Group, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 5
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 5
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 5
Greater India Portfolio - Greater India Portfolio 5
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 5
Asset Advisors Investment Management, LLC 5
River Wealth Advisors LLC 5
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 5
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 5
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 5
Mairs & Power Inc 5
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 5
Eisler Capital (US) LLC 5
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 5
EagleClaw Capital Managment, LLC 5
Zenyatta Capital Management LP 5
Power Corp of Canada 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
Stableford Capital Ii Llc 5
Strategic Capital Alternatives LLC 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 5
Cassaday & Co Wealth Management LLC 5
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 5
Goodman Advisory Group, LLC 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 5
Guild Investment Management, Inc. 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
Barrett & Company, Inc. 5
Briaud Financial Planning, Inc 5
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 5
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 5
Lombard Odier Transatlantic, Limited Partnership 5
Ahl Investment Management, Inc. 5
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 5
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 5
MBE Wealth Management, LLC 5
Intrepid Capital Management Inc 5
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 5
Nokomis Capital, L.L.C. 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 5
Reynders McVeigh Capital Management, LLC 5
PGIM Short Duration High Yield Opportunities Fund 5
Delap Wealth Advisory, Llc 5
Dodge & Cox 5
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 5
SkyOak Wealth, LLC 5
Zuckerman Investment Group, LLC 5
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 5
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
Halpern Financial, Inc. 5
Beacon Trust Co 5
Lavaca Capital Llc 5
Sandy Cove Advisors, LLC 5
Legacy Bridge, LLC 5
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 5
Inlet Private Wealth, LLC 5
Legacy Wealth Managment, LLC/ID 5
PACIFIC SELECT FUND - Core Income Portfolio Class I 5
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 5
Antonetti Capital Management LLC 5
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 5
Tevis Investment Management 5
Great Lakes Retirement, Inc. 5
Clear Perspectives Financial Planning, LLC 5
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 5
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 5
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 5
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 5
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 5
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 5
Cordatus Wealth Management LLC 5
Banyan Partners, LLC 5
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 5
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 5
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 5
Legacy Investment Solutions, LLC 5
Bellwether Advisors, LLC 5
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 5
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 5
Everhart Financial Group, Inc. 5
1 North Wealth Services Llc 5
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 5
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 5
Stonebridge Financial Planning Group, LLC 5
One68 Global Capital, LLC 5
Kms Financial Services, Inc 5
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 5
Salient Capital Advisors, LLC 5
Foster Dykema Cabot & Partners, Llc 5
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 5
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 5
Bainco International Investors 5
Sovran Advisors, LLC 5
Boyar Asset Management Inc. 5
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 5
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 5
AWM Investment Company, Inc. 5
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 5
Rowland & Co Investment Counsel/adv 5
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 5
East Coast Asset Management, LLC. 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
Schafer Cullen Capital Management Inc 5
Modus Advisors, LLC 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
Spdr S&p 500 Etf Trust 5
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 5
Optimist Retirement Group LLC 5
Hunter Associates Investment Management Llc 5
Argus Investors' Counsel, Inc. 5
44 Wealth Management Llc 5
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 5
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 5
Bender Robert & Associates 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
True Bearing Asset Management LP 5
Mystic Asset Management, Inc. 5
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 5
Securian Funds Trust - SFT Index 500 Fund Class 1 5
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 5
Hendershot Investments Inc. 5
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 5
North Capital, Inc. 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 5
Empirical Asset Management, LLC 5
Silicon Hills Wealth Management, LLC 5
Paradigm Financial Partners, Llc 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
Guardian Investor Services Llc 5
Old Dominion Capital Management Inc 5
Patron Partners Advisors, Llc 5
Greenwood Gearhart Inc 5
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 5
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 5
Caz Investments Lp 5
Canandaigua National Corp 5
Robinson Capital Management, Llc 5
Robertson Stephens Wealth Management, LLC 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 5
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 5
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 5
Aperture Investors, LLC 5
Gries Financial Llc 5
Institutional Investment Strategy Fund 5
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 5
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 5
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 5
Legacy Financial Group LLC 5
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 5
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 5
BlueMar Capital Management, LLC 5
Springowl Associates Llc 5
YANKCOM Partnership 5
Re Advisers Corp 5
Verity & Verity, LLC 5
LMR Master Fund Ltd 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 5
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 5
Talon Private Wealth, LLC 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 5
Summit Wealth Group, LLC 5
Little House Capital Llc 5
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 5
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 5
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 5
Difesa Capital Management, Lp 5
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 5
Islet Management, LP 5
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 5
Asahi Life Asset Management Co., Ltd. 5
Sanibel Captiva Trust Company, Inc. 5
Silver Bridge Capital Management LLC 5
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 5
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 5
Koesten, Hirschmann & Crabtree, INC. 5
Delta Capital Management Llc 5
Sage Private Wealth Group, Llc 5
Adell Harriman & Carpenter Inc 5
Tidemark, LLC 5
Tricadia Capital Management, LLC 5
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 5
Mraz, Amerine & Associates, Inc. 5
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 5
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 5
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 5
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 5
Azimuth Capital Investment Management LLC 5
Emerson Point Capital Lp 5
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 5
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 5
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund 5
Cove Street Capital, LLC 5
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 5
ProVise Management Group, LLC 5
Union Savings Bank 5
Rampart Investment Management Company, LLC 5
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 5
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 5
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 5
Lorber David A 5
Morningstar Investment Management LLC 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 5
Groesbeck Investment Management Corp /nj/ 5
Strategic Wealth Advisors Group, LLC 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 5
Frontier Investment Mgmt Co 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
TIG Advisors, LLC 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 5
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 5
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 5
Beacon Investment Advisory Services, Inc. 5
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 5
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 5
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 5
Guardian Life Insurance Co Of America 5
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 5
DoubleLine ETF Adviser LP 5
Icon Wealth Advisors, LLC 5
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 5
Apollo Management Holdings, L.P. 5
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 5
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 5
Lansing Street Advisors 5
Fortem Financial Group, Llc 5
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 5
Kynikos Associates LP 5
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 5
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 5
Frisch Financial Group, Inc. 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 5
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 5
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 5
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
Meridian Wealth Advisors, LLC 5
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 5
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 5
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 5
Haverford Financial Services, Inc. 5
Williams Jones & Associates LLC 5
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 5
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 5
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 5
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 5
Horan Capital Management 5
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 5
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 5
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 5
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 5
Mik Capital Llc 5
China Universal Asset Management Co., Ltd. 5
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 5
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 5
Eaton Vance Tax-managed Buy-write Opportunities Fund 5
Prospect Financial Services LLC 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 5
Cognios Capital, LLC 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 5
Colonial River Wealth Management, LLC 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
Rainier Investment Management Mutual Funds 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
Marex Group plc 5
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 5
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 5
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 5
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 5
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 5
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 5
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 5
CoreFirst Bank & Trust 5
Capital Financial Planning, LLC 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
Sittner & Nelson, Llc 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 5
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 5
Emerging Sovereign Group Llc 5
RD Lewis Holdings, Inc. 5
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 5
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 5
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 5
Bank of New Hampshire 5
MorganRosel Wealth Management, LLC 5
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 5
Marcato Capital Management Lp 5
Multi-strategy Growth & Income Fund 5
Smith Anglin Financial, LLC 5
Full Sail Capital, LLC 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
HYLD - Exchange Listed Funds Trust - High Yield ETF 5
Soviero Asset Management, LP 5
IFG Advisory, LLC 5
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 5
Cynosure Management, Llc 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 5
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 5
Stonegate Investment Group, LLC 5
GM Advisory Group, Inc. 5
MMCAP International Inc. SPC 5
First Financial Bank - Trust Division 5
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 5
PPM Funds - PPM Long Short Credit Fund (Inst) 5
Brandywine Oak Private Wealth Llc 5
Townsend & Associates, Inc 5
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 5
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
Park Avenue Institutional Advisers LLC 5
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 5
Redwood Park Advisors LLC 5
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 5
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 5
Emfo, Llc 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 5
Mattson Financial Services, LLC 5
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 5
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 5
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 5
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 5
JBF Capital, Inc. 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
Meru Capital Group, LP 5
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 5
NS Partners Ltd 5
Richards, Merrill & Peterson, Inc. 5
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
Wealth Alliance 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
Pensionfund DSM Netherlands 5
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 5
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 5
Wealth Advisory Solutions, LLC 5
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 5
Douglas C. Lane & Associates, Inc. 5
Resolute Advisors LLC 5
Context Capital Management, LLC 5
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 5
Profunds - Profund Vp Ultrabull 5
Brendel Financial Advisors LLC 5
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 5
RNWOX - FINANCIAL INVESTORS TRUST - RONDURE NEW WORLD FUND Investor Class 5
Patton Albertson Miller Group, Llc 5
Davis Capital Management 5
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 5
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 5
XR Securities LLC 5
Wiser Advisor Group LLC 5
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 5
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 5
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 5
MADDEN SECURITIES Corp 5
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 5
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 5
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 5
Seldon Capital Lp 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 5
VVSGX - VALIC Co I - Small Cap Growth Fund 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 5
Pegasus Partners Ltd. 5
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 5
Ally Financial Inc. 5
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 5
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 5
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 5
CHICAGO TRUST Co NA 5
Mizuho Markets Cayman LP 5
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 5
Onefund, Llc 5
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 5
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
Profunds - Profund Vp Bull 5
Legacy Capital Wealth Partners, LLC 5
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 5
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 5
Fusion Investment Group, LLC 5
New Century Financial Group, LLC 5
Carlson Capital Management 5
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 5
Voisard Asset Management Group, Inc. 5
Nautilus Advisors LLC 5
Cypress Capital, LLC 5
Biglari Capital Corp. 5
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 5
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 5
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 5
VSTIX - VALIC Co I - Stock Index Fund 5
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 5
Vertex One Asset Management Inc. 5
Nwq Investment Management Company, Llc 5
Stony Point Capital LLC 5
Pinpoint Asset Management Ltd 5
First Trust High Income Long/short Fund 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
Neuberger Berman High Yield Strategies Fund Inc. 5
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 5
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 5
Grace Capital 5
Summit Financial Wealth Advisors, LLC 5
Indus Capital Partners, Llc 5
New Hampshire Trust 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 5
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 5
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 5
Country Club Trust Company, n.a. 5
Biltmore Capital Advisors LLC 5
Profunds - Profund Vp Large-cap Growth 5
Mayflower Financial Advisors, LLC 5
Daiwa Capital Markets America Inc. 5
Seeds Investor Llc 5
Alpine Associates Management Inc. 5
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
Gruss & Co., LLC 5
Quest 10 Wealth Builders, Inc. 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 5
Roosevelt Investment Group Llc 5
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 5
Eaton Vance Senior Income Trust 5
Profunds - Profund Vp Large-cap Value 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 5
PENN SERIES FUNDS INC - Index 500 Fund 5
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 5
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 5
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 5
Prescott Group Capital Management, L.l.c. 5
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 5
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 5
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 5
David R. Rahn & Associates Inc. 5
Bnc Wealth Management, Llc 5
Quilter Plc 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
Rockland Trust Co 5
Clarkston Capital Partners, LLC 5
Burke & Herbert Bank & Trust Co 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
AlphaStar Capital Management, LLC 5
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 5
Essex Financial Services, Inc. 5
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 5
Delta Lloyd Asset Management N.v. 5
Harrell Investment Partners, Llc 5
Exxonmobil Investment Management Inc /tx 5
Capital Management Associates /ny/ 5
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 5
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 5
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 5
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares 5
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 5
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 5
Insight 2811, Inc. 5
Emory University 5
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 5
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 5
Vontobel Asset Management Inc 5
Smart Portfolios, LLC 5
Deane Retirement Strategies, Inc. 5
Chemical Bank 5
TCW ETF Trust - TCW Flexible Income ETF 5
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 5
TD Securities (USA) LLC 5
Flagship Wealth Advisors, Llc 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 5
Arvest Bank Trust Division 5
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 5
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 5
KG&L Capital Management,LLC 5
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 5
Alpha Cubed Investments, LLC 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
Fourth Dimension Wealth, LLC 5
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 5
SSO - PROSHARES TRUST - ProShares Ultra S&P500 5
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 5
Supplemental Annuity Collective Trust of NJ 5
Crowley Wealth Management, Inc. 5
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 5
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 5
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 5
Lyon Street Capital, LLC 5
Krs Capital Management, Llc 5
Lynwood Capital Management Inc. 5
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
Lake Street Financial Llc 5
3Chopt Investment Partners, LLC 5
Heritage Investors Management Corp 5
Family Legacy Financial Solutions, LLC 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Putney Financial Group LLC 5
Kerrisdale Advisers, LLC 5
Kmg Fiduciary Partners, Llc 5
Meristem Family Wealth, LLC 5
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 5
Rivernorth Opportunities Fund, Inc. 5
Goodwin Investment Advisory 5
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
Jarislowsky, Fraser Ltd 5
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 5
Fifth Lane Capital, Lp 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
Ironwood Investment Management Llc 5
RE Dickinson Investment Advisors, LLC 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 5
Filbrandt Wealth Management, LLC 5
Satuit Capital Management Trust 5
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 5
Generali Asset Management SPA SGR 5
Select Equity Group, L.P. 5
Legacy Private Trust Co. 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
Contrarius Investment Management Ltd 5
Valtura Capital Partners LLC 5
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 5
Blue Sky Asset Management, LLC 5
Joseph P. Lucia & Associates, LLC 5
Cornerstone Wealth Group, LLC 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 5
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 5
Horizons Etf Trust I 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 5
Locust Wood Capital Advisers, LLC 5
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 5
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 5
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 5
Crystal Rock Capital Management 5
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 5
Keel Point, LLC 5
Stone Toro Investment Advisers, LP 5
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 5
Trust Asset Management LLC 5
Verde Servicos Internacionais S.A. 5
Nicolet Advisory Services, Llc 5
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
Bennett Selby Investments Lp 5
SCIU - Global X Funds - Global X Scientific Beta US ETF 5
First PREMIER Bank 5
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 5
GDS Wealth Management 5
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 5
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 5
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Canyon Capital Advisors Llc 5
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 5
Founders Financial Securities Llc 5
Investors Capital Advisory Services 5
Liberty Capital Management, Inc. 5
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 5
Jet Capital Investors L P 5
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 5
Waddell & Associates, Llc 5
Centennial Bank/AR/ 5
Systematic Alpha Investments, LLC 5
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 5
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS 5
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
Founders Capital Management 5
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 5
Force Capital Management LLC 5
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 5
Two Roads Shared Trust - Hypatia Women CEO ETF 5
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 5
Iowa State Bank 5
Calamos Convertible Opportunities & Income Fund 5
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 5
Calamos Convertible & High Income Fund 5
Calamos Dynamic Convertible & Income Fund 5
Gallacher Capital Management LLC 5
Adirondack Research & Management Inc. 5
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 5
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 5
Veracity Capital LLC 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 5
Vision Financial Markets Llc 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 5
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 5
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 5
Buckingham Capital Management, Inc. 5
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 5
PENN SERIES FUNDS INC - Small Cap Growth Fund 5
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 5
Baldrige Asset Management LLC 5
VCCBX - VALIC Co II - Core Bond Fund 5
Avanza Fonder AB 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 5
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 5
PARK CIRCLE Co 5
Balboa Wealth Partners 5
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 5
Searle & Co. 5
Wafra Inc. 5
EWG Elevate Inc. 5
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 5
PENN SERIES FUNDS INC - Large Growth Stock Fund 5
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 5
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
King Wealth 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 5
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 5
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 5
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 5
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
Aris Wealth Services, Inc. 5
Soroban Capital Partners LP 5
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 5
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 5
Aspiriant, Llc 5
FrontFour Capital Group LLC 5
Watts Gwilliam & Co., LLC 5
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 5
Birch Grove Capital LP 5
First National Corp /ma/ /adv 5
Palisades Hudson Asset Management, L.P. 5
Croft-leominster Inc 5
Focus Financial Network Inc /adv 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
New Perspective Fund 5
Win Advisors, Inc 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 5
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 5
Whitnell & Co. 5
Matrix Trust Co 5
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
Platinum Investment Management Ltd 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 5
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 5
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 5
P Schoenfeld Asset Management Lp 5
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 5
Jacobs & Co/ca 5
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 5
Aviso Financial Inc. 5
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 5
VestGen Advisors, LLC 5
Tradition Asset Management Llc 5
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 5
ENDW - EA Series Trust - Cambria Endowment Style ETF 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
Bridgeworth, LLC 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 5
Corient IA LLC 5
Southpoint Capital Advisors LP 5
Fft Wealth Management Llc 5
Middleton & Co Inc/ma 5
Sound View Wealth Advisors Group, LLC 5
PartnerRe Asset Management CORP 5
EdgeRock Capital LLC 5
Rockline Wealth Management, LLC 5
Somerset Trust Co 5
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 5
Western Asset Management Company, LLC 5
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 5
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 5
Ikos Cif Ltd 5
Paradigm Financial Advisors, LLC 5
Cypress Funds Llc 5
Patton Fund Management, Inc. 5
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 5
Bedrijfstakpensioenfonds Voor De Media Pno 5
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 5
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 5
Corrado Advisors, Llc 5
Intellectus Partners, LLC 5
Lord Abbett Developing Growth Fund, Inc. 5
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 5
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 5
Quantessence Capital LLC 5
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 5
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 5
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 5
Potomac Capital Management, Inc. 5
Mufg Securities Americas Inc. 5
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 5
Trilogy Global Advisors Lp 5
Telemetry Investments, L.L.C. 5
AA Financial Advisors, LLC 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 5
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 5
Magnolia Capital Advisors Llc 5
Mason Capital Management Llc 5
DG Capital Management, LLC 5
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 5
Permanens Capital L.P. 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
OneAscent Financial Services LLC 5
RQSI Ltd 5
MidWestOne Financial Group, Inc. 5
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 5
Synergy Investment Management, LLC 5
Financial Perspectives, Inc 5
Windward Capital Management Co /ca 5
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
Keudell/Morrison Wealth Management 5
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 5
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 5
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 5
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 5
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 5
CPI - IndexIQ ETF Trust - IQ Real Return ETF 5
Radcliffe Capital Management, L.P. 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 5
Cadence Bank Na 5
HCR Wealth Advisors 5
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 5
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 5
DJE Kapital AG 5
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 5
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 5
Portfolio Design Labs, LLC 5
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
American National Registered Investment Advisor, Inc. 5
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 5
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 5
Dividend Asset Capital, Llc 5
Phillips Wealth Planners LLC 5
Fiduciary Management Associates Llc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 5
Cary Street Partners Asset Management Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 5
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 5
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 5
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 5
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 5
Aries Wealth Management 5
Bracebridge Capital, LLC 5
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 5
Integrity Alliance, Llc. 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
Sustainable Insight Capital Management, LLC 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
ARS Wealth Advisors Group, LLC 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 5
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 5
Nicolet Bankshares Inc 5
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5
Payden & Rygel 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 5
Fullerton Fund Management Co Ltd 5
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 5
Syntax Advisors, Llc 5
Rs Investment Trust 5
Resolute Capital Asset Partners LLC 5
Credo Capital Management, LLC 5
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 5
First United Bank Trust/ 5
Town & Country Bank & Trust CO dba First Bankers Trust CO 5
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
Liberty One Investment Management, Llc 5
BKF - iShares, Inc. - iShares MSCI BRIC ETF 5
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 5
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
Successful Portfolios LLC 5
Financial Advisory Service, Inc. 5
Citizens & Northern Corp 5
Linden Thomas Advisory Services, LLC 5
Linscomb & Williams, Inc. 5
Ag2r La Mondiale Gestion D'actifs 5
Rs Variable Products Trust 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
Capital Group Private Client Services, Inc. 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 5
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 5
DeDora Capital, Inc. 5
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 5
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5
Blackston Financial Advisory Group, LLC 5
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 5
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 5
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 5
NEOS Investment Management LLC 5
Insight Advisors, LLC/ PA 5
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 5
Baron Financial Group, LLC 5
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 5
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 5
Groupe la Francaise 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 5
Everett Harris & Co /ca/ 5
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 5
Centricity Wealth Management, LLC 5
New Amsterdam Partners Llc/ny 5
Safeguard Financial, LLC 5
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 5
First Western Trust Bank 5
BlackRock ESG Capital Allocation Trust 5
Bright Rock Capital Management, Llc 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 5
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 5
CMT Asset Management Ltd 5
Kentucky Retirement Systems 5
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 5
Good Life Advisors, LLC 5
Titleist Asset Management, Llc 5
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 5
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 5
Cleararc Capital Inc 5
Cim, Llc 5
Advisor OS, LLC 5
Atlanta Consulting Group Advisors, LLC 5
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 5
Jana Partners Llc 5
Prio Wealth Limited Partnership 5
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 5
Marietta Wealth Management, LLC 5
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 5
Country Club Bank /gfn 5
Busey Wealth Management 5
Kiker Wealth Management, LLC 5
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 5
Aevitas Wealth Management, Inc. 5
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 5
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 5
Impact Capital Partners LLC 5
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 5
Investment Centers Of America Inc 5
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
180 Wealth Advisors, Llc 5
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 5
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 5
Bel Air Investment Advisors Llc 5
Hawk Ridge Capital Management Lp 5
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 5
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 5
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 5
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 5
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 5
Constellation Wealth Advisors, LLC 5
Aft, Forsyth & Company, Inc. 5
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 5
Blackhawk Capital Partners LLC. 5
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 5
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 5
Sterling Financial Planning, Inc. 5
ShoreHaven Wealth Partners, LLC 5
Generali Investments CEE, investicni spolecnost, a.s. 5
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 5
Polianta Ltd 5
Clough Capital Partners L P 5
Wd Rutherford Llc 5
Silphium Asset Management Ltd 5
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 5
Paragon Capital Management Ltd 5
Crabel Capital Management, LLC 5
Kim, Llc 5
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 5
Southeastern Asset Management Inc/tn/ 5
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 5
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5
Cottage Street Advisors LLC 5
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 5
FourThought Financial Partners, LLC 5
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 5
Optas, LLC 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 5
PWS - Pacer Funds Trust - Pacer WealthShield ETF 5
Gilman Hill Asset Management, LLC 5
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 5
G&S Capital LLC 5
Virtus ETF Advisers LLC 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
Triangle Securities Wealth Management 5
Souders Financial Advisors 5
Fairfield Financial Advisors, LTD 5
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 5
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 5
Traynor Capital Management, Inc. 5
Diversify Wealth Management, Llc 5
eCIO, Inc. 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
Munder Series Trust 5
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 5
Hemenway Trust Co LLC 5
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 5
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 5
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 5
Peoples Bank/KS 5
Kentucky Retirement Systems Insurance Trust Fund 5
Accuvest Global Advisors 5
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 5
Hohimer Wealth Management, Llc 5
Northwest Wealth Management, Llc 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 5
Gagnon Securities Llc 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
Harris Associates L P 5
Fulcrum Equity Management 4
Pershing Square Capital Management, L.P. 4
Paulson & Co. Inc. 4
Tiger Global Management Llc 4
Fosun International Ltd 4
Robotti Robert 4
Temasek Holdings (Private) Ltd 4
Zazove Associates Llc 4
Tenzing Global Management, LLC 4
Berylson Capital Partners, Llc 4
Lakewood Capital Management, Lp 4
Apex Capital, Llc 4
Integrated Core Strategies (us) Llc 4
Grandeur Peak Global Advisors, LLC 4
G2 Investment Partners Management LLC 4
Cohen & Steers, Inc. 4
Viking Global Investors Lp 4
First Pacific Advisors, LP 4
Glenhill Advisors Llc 4
National Rural Electric Cooperative Association 4
EdgePoint Investment Group Inc. 4
Fidelity National Financial, Inc. 4
Tybourne Capital Management (hk) Ltd 4
Susquehanna Securities, Llc 4
Paradigm Capital Management Inc/ny 4
Daruma Capital Management Llc 4
Signia Capital Management Llc 4
Sentry Investments Corp. 4
Eagle Boston Investment Management Inc 4
Meyer Handelman Co 4
Bessemer Securities Llc 4
Hall Laurie J Trustee 4
Barr E S & Co 4
Hutchens Investment Management Inc 4
Forbes J M & Co Llp 4
Hutchinson Capital Management/ca 4
Compton Capital Management Inc /ri 4
Farr Miller & Washington Llc/dc 4
Welch Capital Partners Llc/ny 4
Sirios Capital Management L P 4
KLCM Advisors, Inc. 4
Carderock Capital Management Inc 4
SCS Capital Management LLC 4
American Assets Investment Management, LLC 4
Capital Directions Investment Advisors, LLC 4
Argent Trust Co 4
Crestwood Capital Management, L.P. 4
Walthausen & Co., LLC 4
Investment Management Of Virginia Llc 4
S&t Bank/pa 4
Brandes Investment Partners, Lp 4
Courier Capital Llc 4
Chesapeake Asset Management Llc 4
Signature Estate & Investment Advisors Llc 4
Tradition Capital Management Llc 4
Cornerstone Advisors Inc 4
Bingham Osborn & Scarborough Llc 4
Hugh Johnson Advisors LLC 4
Clifford Swan Investment Counsel Llc 4
Davidson & Garrard Inc 4
Brave Asset Management Inc 4
Dg Capital Management Inc 4
Pembroke Management, LTD 4
Summitry Llc 4
Fishman Jay A Ltd/mi 4
Seizert Capital Partners, Llc 4
Cadinha & Co Llc 4
Holderness Investments Co 4
IronBridge Capital Management LP 4
Buffington Mohr McNeal 4
Geller Advisors LLC 4
Richard C. Young & CO., LTD. 4
Brown Advisory Securities, LLC 4
Boston Family Office Llc 4
Peloton Wealth Strategists 4
Joho Capital Llc 4
University Of Notre Dame Du Lac 4
Cidel Asset Management Inc 4
Cleary Gull Holdings Inc. 4
Schwartz Investment Counsel Inc 4
Pictet & Cie (Europe) SA 4
Princeton Capital Management Llc 4
Grandfield & Dodd, Llc 4
Penobscot Investment Management Company, Inc. 4
A. D. Beadell Investment Counsel, Inc. 4
Concourse Capital Management, LLC 4
Pictet North America Advisors SA 4
Bristol John W & Co Inc /ny/ 4
Patten & Patten Inc/tn 4
Chelsea Counsel Co 4
Sterneck Capital Management, LLC 4
FirstMerit Bank N A Trustee 4
Cypress Capital Group 4
Hillcrest Asset Management LLC 4
Simmons First Trust Co Na 4
Willis Investment Counsel 4
Knightsbridge Asset Management, Llc 4
SMITH HAYES Advisers, Inc 4
VR Advisory Services Ltd 4
National Penn Investors Trust Co /pa 4
Cardinal Capital Management, Inc. 4
ARGA Investment Management, LP 4
Sather Financial Group Inc 4
Edmond De Rothschild (suisse) S.a. 4
First Commonwealth Financial Corp /pa/ 4
America First Investment Advisors, LLC 4
Benchmark Capital Advisors 4
Truepoint, Inc. 4
VSR Financial Services, Inc. 4
Swift Run Capital Management, LLC 4
Hikari Power Ltd 4
Spinnaker Trust 4
Ntv Asset Management Llc 4
Bank OZK 4
Clear Investment Research, Llc 4
BTC Capital Management, Inc. 4
Beck Mack & Oliver Llc 4
Beaumont Financial Partners, LLC 4
Badgley Phelps & Bell Inc 4
Kanawha Capital Management Llc 4
Whalerock Point Partners, Llc 4
Callahan Advisors, LLC 4
Palladium Partners Llc 4
Mechanics Bank Trust Department 4
Mondrian Investment Partners LTD 4
Rezny Wealth Management, Inc. 4
Asset Advisors Corp 4
Murphy Capital Management Inc 4
Monroe Bank & Trust/mi 4
Trust Co Of Virginia /va 4
Private Wealth Advisors, Inc. 4
Thomasville National Bank 4
Ohio National Investments, Inc. 4
Butensky & Cohen Financial Security, Inc 4
Osborne Partners Capital Management, Llc 4
Orca Investment Management, LLC 4
New England Investment & Retirement Group, Inc. 4
Prentiss Smith & Co Inc 4
Magee Thomson Investment Partners Llc 4
Davidson Investment Advisors 4
Maple Capital Management, Inc. 4
Coyle Financial Counsel LLC 4
Empyrean Capital Partners, LP 4
Atherton Lane Advisers, Llc 4
Biglari, Sardar 4
united american securities inc. (d/b/a uas asset management) 4
Findlay Park Partners LLP 4
West Coast Financial LLC 4
Davy Global Fund Management Ltd 4
Inverness Counsel Llc /ny/ 4
Financial Sense Advisors, Inc. 4
Mengis Capital Management, Inc. 4
Bridgewater Wealth & Financial Management, LLC 4
Fort Pitt Capital Group, Llc 4
Klingenstein Fields & Co Lp 4
Taylor Frigon Capital Management LLC 4
Decatur Capital Management, Inc. 4
Ami Asset Management Corp 4
Catawba Capital Management /va 4
Waverton Investment Management Ltd 4
Forte Capital Llc /adv 4
Cohen Klingenstein LLC 4
Portfolio Solutions, LLC 4
Hoertkorn Richard Charles 4
Stewart & Patten Co Llc 4
Laurel Grove Capital, LLC 4
BLB&B Advisors, LLC 4
Peachtree Investment Advisors, Inc. 4
Lvm Capital Management Ltd/mi 4
Grassi Investment Management 4
Cullinan Associates Inc 4
Banced Corp 4
B & T Capital Management DBA Alpha Capital Management 4
Private Asset Management Inc 4
Community Trust & Investment Co 4
Amarillo National Bank 4
Texas Capital Bancshares Inc/tx 4
Nexus Investment Management ULC 4
Pensionfund Sabic 4
William Harris Investors Inc 4
Boston Common Asset Management, LLC 4
Gyroscope Capital Management Group, Llc 4
Afton Capital Management Llc 4
Kcm Investment Advisors Llc 4
Vantage Investment Partners, LLC 4
Braver Wealth Management, LLC 4
Tiger Eye Capital LLC 4
Pacific Ridge Capital Partners, LLC 4
Pinnacle Wealth Management Advisory Group, LLC 4
Trutina Financial LLC 4
Diversified Portfolios, Inc. 4
Emerson Investment Management, Llc 4
Progeny 3, Inc. 4
Stratton Management Co 4
United Asset Strategies, Inc. 4
J.P. Turner & Co Capital Mnagement, LLC 4
Kingfisher Capital LLC 4
Covington Investment Advisors Inc. 4
Ninety One North America, Inc. 4
S&co Inc 4
Orinda Asset Management LLC 4
Welch Group, LLC 4
Mission Wealth Management, Lp 4
iAB Financial Bank 4
Mitchell Mcleod Pugh & Williams Inc 4
TB Alternative Assets Ltd. 4
Silver Lake Advisory, LLC 4
Berkshire Asset Management Llc/pa 4
Cape Cod Five Cents Savings Bank 4
American Asset Management Inc. 4
Atalanta Sosnoff Capital, Llc 4
Wendell David Associates Inc 4
Fenimore Asset Management Inc 4
Bellecapital International Ltd. 4
Fundsmith LLP 4
Notis-McConarty Edward 4
Parametric Risk Advisors LLC 4
Altavista Wealth Management, Inc. 4
Saiers Capital, LLC 4
Timber Creek Capital Management LLC 4
Kazazian Asset Management, LLC 4
Summit Creek Advisors LLC 4
Aristotle Capital Management, LLC 4
Affinity Wealth Management Llc 4
EFG Asset Management (Americas) Corp. 4
Palogic Value Management, L.P. 4
Dorsal Capital Management, LLC 4
Kleinwort Benson Investors Dublin Ltd 4
Consulta Ltd 4
Carlton Hofferkamp & Jenks Wealth Management, LLC 4
Mcclain Value Management Llc 4
Bank Of The West 4
Brightworth 4
Schooner Investment Group, LLC. 4
Exane Asset Management 4
Strategic Financial Services, Inc, 4
Bristlecone Advisors, LLC 4
Hilltop Park Associates LLC 4
Adams Hall Wealth Advisors, LLC 4
J.Safra Asset Management Corp 4
Madden Advisory Services, Inc. 4
Tiger Consumer Management, Lp 4
Fma Advisory Inc 4
Zions Trust, National Association 4
Marshall & Sullivan Inc /wa/ 4
Pt Asset Management, Llc 4
Newbrook Capital Advisors LP 4
Qualcomm Inc/de 4
Anandar Capital Management LP 4
American Money Management, LLC 4
New England Private Wealth Advisors LLC 4
Plancorp, LLC 4
Belmont Global Advisors, Inc. 4
Darsana Capital Partners LP 4
Antipodean Advisors LLC 4
Scion Asset Management, LLC 4
Centaur Capital Partners, L.P. 4
Two Creeks Capital Management, LP 4
Adi Capital Management LLC 4
Northwestern Mutual Investment Services Llc 4
Marshfield Associates 4
EMS Capital LP 4
Barington Capital Group, L.p. 4
Orbitronix, LP 4
JS Capital Management LLC 4
Gardner Russo & Quinn Llc 4
aeris Capital Holding GmbH 4
Gator Capital Management, LLC 4
ICONIQ Capital, LLC 4
Crescent Park Management, L.P. 4
Rosenblum Silverman Sutton S F Inc /ca 4
Green Arrow Capital Management Llc 4
City National Bank 4
Moody Aldrich Partners Llc 4
Founders Bank & Trust 4
Community Bank System, Inc. 4
Alpine Associates Advisors 4
Legg Mason Investment Counsel & Trust Co., N.A. 4
McAdams Wright Ragen, Inc. 4
Archipel Asset Management AB 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
MEMBERS Trust Co 4
Nicholas Hoffman & Company, LLC. 4
Probity Advisors, Inc. 4
Yellowstone Partners, LLC 4
Hatteras Alternative Mutual Funds, LLC 4
Quad Capital Management Advisors LLC 4
Arvest Trust Co N A 4
Strategic Capital Group LLC 4
Connecticut Wealth Management, LLC 4
Asset Planning Services, Ltd. 4
Oxford Financial Group Ltd 4
Rainier Group Investment Advisory LLC 4
Sicart Associates LLC 4
Sarofim Fayez 4
Abbrea Capital, LLC 4
ICICI Prudential Asset Management Co Ltd 4
Covenant Asset Management, LLC 4
Hill Path Capital LP 4
Greytown Advisors Inc. 4
Capital Income Builder 4
22nw, Lp 4
black-and-white Capital LP 4
Night Square Capital Partners, LP 4
Crawford Lake Capital Management, LLC 4
CAMG Solamere Management, LLC 4
Shepherd Financial Partners LLC 4
GSB Wealth Management, LLC 4
Philotimo Fund, LP 4
Wsfs Capital Management, Llc 4
Dimension Capital Management Llc 4
First Financial Equity Corporation 4
Watermark Asset Management, Inc. 4
Aua Capital Management, Llc 4
Regal Wealth Group, Inc. 4
Garner Asset Management Corp 4
Ackerman Capital Advisors, LLC 4
Harrington Investments, INC 4
Close Asset Management Ltd 4
Security National Bank 4
Affiance Financial, LLC 4
Sawyer & Company, Inc 4
KCS Wealth Advisory 4
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 4
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 4
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 4
Invesco Dynamic Credit Opportunities Fund 4
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
Putnam High Income Securities Fund 4
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 4
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 4
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 4
Allianzgi Convertible & Income Fund Ii 4
Allianzgi Convertible & Income Fund 4
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 4
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
Nuveen Multi-market Income Fund 4
Virtus Global Dividend & Income Fund Inc. 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 4
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 4
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 4
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 4
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 4
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 4
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 4
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 4
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 4
Tri-continental Corp 4
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 4
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 4
Us Global Investors Funds 4
Western Asset Premier Bond Fund 4
Royce Micro-cap Trust, Inc /md/ 4
Liberty All Star Equity Fund 4
Tcw Strategic Income Fund Inc 4
Guggenheim Credit Allocation Fund 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Western Asset High Yield Defined Opportunity Fund Inc. 4
Deutsche Value Series, Inc 4
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 4
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 4
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 4
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 4
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 4
Eaton Vance Senior Floating Rate Trust 4
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 4
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 4
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 4
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 4
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 4
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 4
American Independence Funds Trust 4
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 4
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
Alpine Series Trust 4
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 4
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 4
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 4
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 4
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 4
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 4
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 4
Vanguard Morgan Growth Fund 4
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 4
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 4
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 4
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 4
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 4
Manning & Napier Group, LLC 4
PrairieView Partners, LLC 4
Northwest Capital Management Inc 4
Sanctuary Wealth Management, L.L.C. 4
Castle Rock Wealth Management, LLC 4
Nan Shan Life Insurance Co., Ltd. 4
Stansberry Asset Management, Llc 4
Lucia Wealth Services, Llc 4
Skye Global Management LP 4
Alphinity Investment Management Pty Ltd 4
Hamilton Capital, LLC 4
Red Cedar Capital, LLC 4
Premia Global Advisors, Llc 4
HoyleCohen, LLC 4
Vanguard Capital Wealth Advisors 4
Weil Company, Inc. 4
Woodard & Co Asset Management Group Inc /adv 4
Seelaus Asset Management LLC 4
Virtue Capital Management, LLC 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Inlight Wealth Management, LLC 4
Resource Management, LLC 4
Abacus Planning Group, Inc. 4
Whitener Capital Management, Inc. 4
Avondale Wealth Management 4
Hc Financial Advisors Inc 4
Krane Funds Advisors LLC 4
Quad-Cities Investment Group, LLC 4
Howard Capital Management Inc. 4
Altium Wealth Management LLC 4
Nicola Wealth Management Ltd. 4
Greenline Partners, LLC 4
Cognios Beta Neutral Large Cap Fund, Lp 4
United Capital Management of KS, Inc. 4
Kays Financial Advisory Corp /adv 4
Plimoth Trust Co Llc 4
Hotaling Investment Management, LLC 4
Delta Investment Management, LLC 4
Eukles Asset Management 4
Wambolt & Associates, LLC 4
Ocean Capital Management, LLC 4
Signet Investment Advisory Group, Inc. 4
Shulman DeMeo Asset Management LLC 4
Acima Private Wealth, Llc 4
Voit & Company, Llc 4
Angeles Investment Advisors, LLC 4
Jackson Hole Capital Partners, LLC 4
Insight Wealth Strategies, LLC 4
Reston Wealth Management Llc 4
Apexium Financial, Lp 4
Truehand, Inc 4
TrinityPoint Wealth, LLC 4
Mizuho Securities Co. Ltd. 4
9258 Wealth Management, LLC 4
Abundance Wealth Counselors 4
Susquehanna International Group Ltd. 4
Mirova 4
Actinver Wealth Management, Inc. 4
Antara Capital LP 4
Guidance Point Advisors, LLC 4
One Fin Capital Management LP 4
Covenant Partners, LLC 4
Albar Capital Ltd 4
Financial Insights, Inc. 4
Van Leeuwen & Company, LLC 4
FourWorld Capital Management LLC 4
Centric Wealth Management 4
Occidental Asset Management, LLC 4
Atwater Malick LLC 4
Opseu Pension Plan Trust Fund 4
Sage Rhino Capital Llc 4
Wesleyan Assurance Society 4
Requisite Capital Management, LLC 4
Inscription Capital, LLC 4
Horizon Kinetics Asset Management Llc 4
Private Capital Management Llc 4
Thor Advisors, Llc 4
III Capital Management 4
Employers Holdings, Inc. 4
Legend Financial Advisors, Inc. 4
Tranquility Partners, LLC 4
Clear Creek Financial Management, LLC 4
Putnam Voyager Fund 4
Columbia Funds Variable Insurance Trust I 4
Aip Series Trust 4
Hcim Trust 4
Blue Square Asset Management, Llc 4
Schwarz Dygos Wheeler Investment Advisors Llc 4
Ambassador Advisors, LLC 4
Gunderson Capital Management Inc. 4
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 4
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 4
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 4
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 4
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 4
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 4
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 4
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 4
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I) 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
NOLCX - Northern Funds - Northern Large Cap Core Fund 4
NOIEX - Northern Funds - Northern Income Equity Fund 4
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 4
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 4
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 4
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 4
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 4
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 4
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
Advanced Series Trust - Ast International Growth Portfolio 4
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 4
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 4
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 4
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 4
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 4
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 4
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 4
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 4
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 4
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 4
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 4
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 4
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 4
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 4
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 4
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 4
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 4
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 4
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 4
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 4
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 4
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 4
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 4
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 4
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 4
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 4
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 4
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 4
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 4
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 4
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 4
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 4
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 4
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 4
TSEMX - TOUCHSTONE STRATEGIC TRUST - Touchstone Sands Capital Emerging Markets Growth Fund Class Y 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 4
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 4
MML Series Investment Fund II - MML Equity Fund Initial Class 4
MML Series Investment Fund II - MML Asset Momentum Fund Class II 4
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 4
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 4
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 4
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 4
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 4
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 4
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 4
FMGPX - FRONTIER FUNDS, INC. - Frontier MFG Global Plus Fund Institutional Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 4
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 4
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 4
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 4
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 4
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 4
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 4
PENN SERIES FUNDS INC - Mid Core Value Fund 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 4
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 4
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 4
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 4
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 4
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 4
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 4
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 4
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 4
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 4
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 4
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 4
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 4
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 4
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 4
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 4
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 4
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 4
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 4
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 4
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 4
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 4
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 4
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 4
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 4
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 4
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 4
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 4
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 4
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 4
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 4
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 4
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 4
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 4
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 4
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 4
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 4
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 4
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 4
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 4
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 4
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 4
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 4
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 4
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 4
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 4
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 4
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 4
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 4
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 4
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 4
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 4
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 4
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 4
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 4
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 4
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 4
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
Dfa Investment Trust Co - The Emerging Markets Series 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 4
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 4
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 4
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 4
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 4
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 4
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 4
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 4
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 4
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 4
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 4
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 4
FDHAX - FIRST TRUST SERIES FUND - First Trust Short Duration High Income Fund Class A 4
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 4
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 4
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 4
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
HDV - iSHARES TRUST - iShares Core High Dividend ETF 4
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 4
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 4
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 4
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 4
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 4
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 4
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 4
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 4
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 4
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 4
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 4
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 4
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 4
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 4
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 4
DAINX - Dunham Funds - Dunham International Stock Fund Class A 4
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 4
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 4
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 4
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 4
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 4
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 4
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 4
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 4
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 4
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 4
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 4
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 4
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 4
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 4
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 4
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 4
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 4
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 4
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 4
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 4
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 4
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 4
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 4
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 4
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 4
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 4
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 4
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 4
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Belmont Capital, LLC 4
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 4
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 4
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 4
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 4
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 4
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 4
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 4
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 4
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 4
Your Advocates Ltd., LLP 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 4
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
Acorn Financial Advisory Services Inc /adv 4
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 4
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 4
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 4
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 4
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 4
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 4
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 4
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 4
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 4
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 4
VSSVX - VALIC Co I - Small Cap Special Values Fund 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
VCGEX - VALIC Co I - Emerging Economies Fund 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 4
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 4
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 4
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 4
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 4
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 4
VCSVX - VALIC Co II - Small Cap Value Fund 4
VCHYX - VALIC Co II - High Yield Bond Fund 4
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 4
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 4
JIHDX - John Hancock Funds II - High Yield Fund Class 1 4
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 4
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 4
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 4
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 4
Pennsylvania Capital Management Inc /adv 4
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 4
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 4
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 4
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 4
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 4
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 4
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 4
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 4
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 4
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 4
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 4
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 4
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 4
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 4
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 4
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 4
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
Pavion Blue Capital, LLC 4
Minot Wealth Management LLC 4
Secure Asset Management, LLC 4
Perennial Investment Advisors, LLC 4
BlackRock Multi-Sector Opportunities Trust II 4
Alhambra Investment Partners LLC 4
ESL Trust Services, LLC 4
AMJ Financial Wealth Management 4
Houlihan Financial Resource Group, Ltd. 4
Verde Capital Management 4
Emerald Advisors, LLC 4
HBC Financial Services, PLLC 4
Soros Capital Management Llc 4
Okabena Investment Services Inc 4
Rip Road Capital Partners LP 4
Teamwork Financial Advisors, LLC 4
Vigilare Wealth Management 4
Ovata Capital Management Ltd 4
Atreides Management, LP 4
Private Wealth Strategies, L.L.C. 4
Resonant Capital Advisors, LLC 4
Bullseye Asset Management LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 4
Seven Springs Wealth Group, LLC 4
FSA Wealth Management LLC 4
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 4
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 4
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares 4
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 4
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 4
Danda Trouve Investment Management, Inc. 4
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 4
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 4
Natural Investments, Llc 4
State of New Jersey Common Pension Fund A 4
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 4
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 4
Glg Inc. 4
Signet Management Usa, Llc 4
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 4
E Fund Management (Hong Kong) Co., Ltd. 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
Capital One Financial Corp 4
MTCGX - M FUND INC - M Large Cap Growth Fund 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
LSLT - ETF Series Solutions - Salt Low truBeta US Market ETF 4
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 4
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares 4
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 4
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 4
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 4
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 4
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 4
Hunter Perkins Capital Management, LLC 4
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 4
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 4
Prudent Man Advisors, LLC 4
Timberline Asset Management LLC 4
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 4
Gleason Group, Inc. 4
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 4
JSSSX - Managed Portfolio Series - Jackson Square All-Cap Growth Fund IS Class 4
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
Allianz Se 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 4
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 4
Platform Technology Partners 4
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Journey Advisory Group, LLC 4
Fwl Investment Management, Llc 4
Northstar Advisory Group, LLC 4
Foster Group, Inc. 4
Kinloch Capital, LLC 4
Capital CS Group, LLC 4
Golden Green, Inc. 4
IFS Advisors, LLC 4
Diversified, LLC 4
Mjp Associates Inc /adv 4
Morris Retirement Advisors, LLC 4
Future Financial Wealth Managment LLC 4
TriaGen Wealth Management LLC 4
West Financial Advisors, LLC 4
Berger Financial Group, Inc 4
Phoenix Wealth Advisors 4
Alta Wealth Advisors LLC 4
ARS Wealth Advisors, LLC 4
CBOE Vest Financial, LLC 4
Renasant Bank 4
CFS Investment Advisory Services, LLC 4
Cannon Global Investment Management, LLC 4
Reby Advisors, LLC 4
Privium Fund Management (UK) Ltd 4
Greystone Financial Group, LLC 4
qPULA Trading Management LP 4
Cartenna Capital, LP 4
Cadent Capital Advisors, LLC 4
Dymon Asia Capital (singapore) Pte. Ltd. 4
Curated Wealth Partners LLC 4
Yarra Square Partners LP 4
SummerHaven Investment Management, LLC 4
Woodward Diversified Capital, Llc 4
DHJJ Financial Advisors, Ltd. 4
Wealthspring Capital LLC 4
Ritter Daniher Financial Advisory, Llc 4
Engine No. 1 Llc 4
Round Rock Advisors, LLC 4
Orion Capital Management LLC 4
VELA Funds - VELA Small Cap Fund Class I 4
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 4
Main Street Financial Solutions, LLC 4
Encompass Wealth Advisors, Llc 4
Curi Wealth Management, LLC 4
Bard Financial Services, Inc. 4
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 4
North Square Investments Trust - North Square McKee Bond Fund Class I 4
Piscataqua Savings Bank 4
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 4
Precision Wealth Strategies, LLC 4
Connectus Wealth, LLC 4
Alaethes Wealth LLC 4
LCM Capital Management Inc 4
Gitterman Wealth Management, LLC 4
CSM Advisors, LLC 4
Stonnington Group, Llc 4
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 4
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 4
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 4
Invst, LLC 4
Triumph Capital Management 4
Pinnacle Wealth Advisors 4
Putnam ETF Trust - Putnam Sustainable Future ETF - 4
Cherry Creek Investment Advisors, Inc. 4
Border to Coast Pensions Partnership Ltd 4
Atw Spac Management Llc 4
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 4
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 4
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 4
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 4
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 4
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 4
EMG Holdings, L.P. 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 4
JB Capital LLC 4
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 4
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 4
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 4
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
Virginia Wealth Management Group, Inc. 4
Leeward Financial Partners, LLC 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 4
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 4
Peterson Wealth Services 4
Kathleen S. Wright Associates Inc. 4
GraniteShares Advisors LLC 4
Lloyd Park, LLC 4
FRG Family Wealth Advisors LLC 4
Northcape Wealth Management, Llc 4
Abeille Asset Management Sa 4
OPTIMAS CAPITAL Ltd 4
Capricorn Fund Managers Ltd 4
Delta Accumulation, LLC 4
Sender Co & Partners, Inc. 4
Horizon Wealth Management, LLC 4
Delphia (USA) Inc. 4
James Reed Financial Services, Inc. 4
Sendero Wealth Management, LLC 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 4
NCM Capital Management, LLC 4
Mid-American Wealth Advisory Group, Inc. 4
Carroll Investors, Inc 4
Titleist Asset Management, Ltd. 4
Future Fund LLC 4
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 4
Oaktree Diversified Income Fund Inc. 4
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 4
My Legacy Advisors, LLC 4
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 4
SS&H Financial Advisors, Inc. 4
Mechanics Financial Corp 4
Angeles Wealth Management, Llc 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
Willner & Heller, Llc 4
Saudi Central Bank 4
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 4
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 4
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF 4
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 4
Grayhawk Investment Strategies Inc. 4
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 4
VELA Funds - VELA Income Opportunities Fund Class A 4
WealthPlan Investment Management, LLC 4
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 4
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 4
ASB Consultores, LLC 4
Catalyst Financial Partners Llc 4
Daymark Wealth Partners, Llc 4
Nordwand Advisors, LLC 4
Northern Financial Advisors Inc 4
Chapin Davis, Inc. 4
PayPay Securities Corp 4
Centurion Wealth Management LLC 4
Riverview Capital Advisers, LLC 4
Beacon Investment Advisors Llc 4
Argonautica Private Wealth Management, Inc 4
MRP Capital Investments, LLC 4
Tanglewood Legacy Advisors, LLC 4
Owen LaRue, LLC 4
Grey Fox Wealth Advisors, LLC 4
Meeder Advisory Services, Inc. 4
TFB Advisors LLC 4
Silverlake Wealth Management Llc 4
LaSalle St. Investment Advisors, LLC 4
Lakewood Asset Management LLC 4
Milestone Investment Advisors LLC 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 4
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 4
Zrc Wealth Management, Llc 4
Grey Street Capital, LLC 4
Pinnacle West Asset Management, Inc. 4
Quintet Private Bank (Europe) S.A. 4
SWAN Capital LLC 4
Pine Valley Investments Ltd Liability Co 4
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 4
Empower Advisory Group, LLC 4
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 4
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 4
Cherry Tree Wealth Management, LLC 4
Genus Capital Management Inc. 4
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 4
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 4
Northwest Bank & Trust Co 4
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 4
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 4
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 4
Silvia Mccoll Wealth Management, Llc 4
Strategic Financial Concepts, LLC 4
CGC Financial Services, LLC 4
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 4
BluePath Capital Management, LLC 4
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
PFS Partners, LLC 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
Southland Equity Partners LLC 4
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 4
BKM Wealth Management, LLC 4
Premier Path Wealth Partners, LLC 4
Dixon Mitchell Investment Counsel Inc. 4
Cedrus LLC 4
Lewis Asset Management, LLC 4
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 4
Capital Management Associates, Inc 4
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 4
Keener Financial Planning LLC 4
Bear Mountain Capital, Inc. 4
Significant Wealth Partners LLC 4
Stonebrook Private Inc. 4
Everpar Advisors Llc 4
Savvy Advisors, Inc. 4
Winthrop Capital Management, LLC 4
Catalytic Wealth RIA, LLC 4
Steward Partners Investment Solutions, Llc 4
Signal Advisors Wealth, LLC 4
First Trust Investment Solutions L.P. 4
EnRich Financial Partners LLC 4
Delta Global Management LP 4
Capitolis Liquid Global Markets LLC 4
LM Advisors LLC 4
Encompass More Asset Management 4
Quadcap Wealth Management, LLC 4
Bulltick Wealth Management, LLC 4
FJ Investments, LLC 4
Vima Llc 4
Sunpointe, LLC 4
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 4
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 4
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
waypoint wealth counsel 4
Fox Hill Wealth Management 4
MGB Wealth Management, LLC 4
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 4
Fairway Wealth LLC 4
Embree Financial Group 4
New Covenant Trust Company, N.A. 4
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4
TruNorth Capital Management, LLC 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
Fullcircle Wealth Llc 4
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 4
Wealthgarden F.s. Llc 4
Granite FO LLC 4
Custom Portfolio Group LLC 4
Brown Financial Advisors 4
Cannon Financial Strategists, Inc. 4
ORG Wealth Partners, LLC 4
Paladin Wealth, LLC 4
Net Worth Advisory Group 4
Painted Porch Advisors LLC 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
Mindset Wealth Management, Llc 4
Conway Capital Management, Inc. 4
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 4
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
Independent Solutions Wealth Management, LLC 4
Florida Financial Advisors, Llc 4
Union Bancaire Privee, UBP SA 4
Kaufman Rossin Wealth, LLC 4
Eq Wealth Advisors, Llc 4
Hager Investment Management Services, Llc 4
Kentucky Trust Co 4
Bank of Jackson Hole Trust 4
Capital & Planning, Llc 4
Winebrenner Capital Management Llc 4
Abound Financial, Llc 4
Sherman Asset Management, Inc. 4
Promus Capital, LLC 4
Chung Wu Investment Group, LLC 4
Miller Financial Services LLC 4
one8zero8, LLC 4
Greykasell Wealth Strategies, Inc. 4
IMG Wealth Management, Inc. 4
Curio Wealth, Llc 4
Graney & King, LLC 4
MSH Capital Advisors LLC 4
Reyes Financial Architecture, Inc. 4
1248 Management, LLC 4
Parvin Asset Management, LLC 4
Gf Fund Management Co. Ltd. 4
Vermillion Wealth Management, Inc. 4
Lakeshore Capital Group, Inc. 4
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
TCW ETF Trust - TCW High Yield Bond ETF 4
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 4
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
Huntleigh Advisors, Inc. 4
Ccm Investment Group, Llc 4
S-Bank Fund Management Ltd 4
TOWER TRUST & INVESTMENT Co 4
Night Squared LP 4
Ransom Advisory, Ltd 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 4
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 4
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 4
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 4
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 4
Evelyn Partners Investment Management Services Ltd 4
Limestone Investment Advisors LP 4
Letson Investment Management, Inc. 4
Rexford Capital Inc 4
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 4
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 4
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 3
Abc Arbitrage Sa 3
Ophir Asset Management Pty Ltd 3
Cornerstone Advisors, LLC 3
Powers Advisory Group, LLC 3
Watchman Group, Inc. 3
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 3
Wilen Investment Management Corp. 3
Pergamon Offshore Advisors, L.P. 3
YOKE - EA Series Trust - Yoke Core ETF 3
Insight Inv LLC 3
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 3
Palumbo Wealth Management LLC 3
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 3
Lowe Brockenbrough & Co Inc 3
Wynn Capital, LLC 3
Netols Asset Management, Inc. 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
10Elms LLP 3
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 3
Curbstone Financial Management Corp 3
SILVER OAK SECURITIES, Inc 3
Berry Wealth Group, LP 3
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 3
Kolinsky Wealth Management, LLC 3
Level Financial Advisors, Inc. 3
Cutler Investment Counsel Llc 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 3
Murchinson Ltd. 3
Wealth Alliance Advisory Group, LLC 3
Investment Partners Asset Management, Inc. 3
Boston Research & Management Inc 3
Financial Network Wealth Management LLC 3
Selway Asset Management 3
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 3
Baypointe Partners LLC 3
Excalibur Management Corp 3
First American Trust, Fsb 3
Kavi Asset Management, LP 3
Wealth High Governance Capital Ltda 3
EHP Funds Inc. 3
Shoker Investment Counsel, Inc. 3
Advantage Trust Co 3
Fragasso Group Inc. 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 3
Quotient Wealth Partners, LLC 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
OMNI 360 Wealth, Inc. 3
Evergreen Private Wealth LLC 3
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 3
Blue Zone Wealth Advisors, LLC 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 3
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 3
Parcion Private Wealth LLC 3
Magnolia Capital Management Ltd 3
Riverpark Capital Management Llc 3
High Pointe Capital Management Llc 3
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 3
Agran Libbie 3
First Trust Bank, Ltd. 3
Texas Capital Bank Wealth Management Services Inc 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
Central Valley Advisors, Llc 3
Nottingham Advisors, Inc. 3
Menard Financial Group LLC 3
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 3
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 3
Comgest Global Investors S.a.s. 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Pelorus Jack Capital, L.p. 3
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 3
Andrew Hill Investment Advisors, Inc. 3
Coronation Asset Management (Pty) Ltd. 3
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
Raiff Partners Inc 3
Palmer Square Opportunistic Income Fund 3
Sage Rock Capital Management LP 3
Quantum Private Wealth, LLC 3
OV Management LLC 3
Pingora Partners LLC 3
Gold Investment Management Ltd. 3
Roberts Glore & Co Inc /il/ 3
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
Index Fund Advisors, Inc. 3
Glovista Investments LLC 3
Durable Capital Partners LP 3
Aureus Asset Management, LLC 3
Shelton Wealth Management, Llc 3
Banco BTG Pactual S.A. 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
Botty Investors LLC 3
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
CWS Financial Advisors, LLC 3
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 3
USAdvisors Wealth Management, LLC 3
Covalent Partners LLC 3
Maxi Investments CY Ltd 3
Fiduciary Financial Services Of The Southwest Inc /tx 3
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 3
Buttonwood Financial Advisors Inc. 3
Fortis Capital Management LLC 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
Astoria Portfolio Advisors LLC. 3
Virginia National Bank 3
Western Asset Income Fund 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
ROI Financial Advisors, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 3
Provident Investment Management, Inc. 3
Stonehearth Capital Management, LLC 3
Aurora Financial Advisors, Llc 3
CFO4Life Group, LLC 3
Aviso Wealth Management 3
Reliant Investment Management, LLC 3
Parplus Partners 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Pleasant Lake Partners LLC 3
Parkside Investments, LLC 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 3
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 3
Bond & Devick Financial Network, Inc. 3
Vahanian & Associates Financial Planning Inc. 3
Laird Norton Trust Company, Llc 3
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 3
Fort Pitt Capital Group Inc 3
Modern Wealth Management, LLC 3
Solel Partners LP 3
AMMAX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Consumer Fund Class A 3
11 Capital Partners LP 3
Shikiar Asset Management Inc 3
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 3
Lionstone Capital Management LLC 3
Highview Capital Management LLC/DE/ 3
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 3
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 3
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 3
Family Legacy, Inc. 3
Value Partners Ltd /adv 3
B&D White Capital Company, LLC 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
Lakeridge Wealth Management LLC 3
Hillman Capital Management, Inc. 3
Independence Trust CO 3
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 3
Asio Capital, LLC 3
JGP Wealth Management, LLC 3
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 3
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 3
Cliftonlarsonallen Wealth Advisors, Llc 3
ULTRA SERIES FUND - Diversified Income Fund Class I 3
FLP Wealth Management, LLC 3
Marianas Fund Management Llc 3
RDA Financial Network 3
Armor Advisors, L.l.c. 3
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 3
Retirement Guys Formula Llc 3
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 3
Roffman Miller Associates Inc /pa/ 3
Joule Financial, LLC 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 3
Stamina Capital Management Lp 3
First Eagle Credit Opportunities Fund 3
Fiduciary Planning LLC 3
Weatherly Asset Management L. P. 3
Isthmus Partners, Llc 3
Dunvegan Associates, Inc. 3
Summit Financial Strategies, Inc. 3
Insight Select Income Fund 3
South Street Advisors LLC 3
Doheny Asset Management /ca 3
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
Cyrus Capital Partners, L.p. 3
United Advisor Group, LLC 3
Advocate Group Llc 3
Winthrop Partners - Wny, Llc 3
Rnc Capital Management Llc 3
Fiduciary Group LLC 3
Mitchell & Pahl Private Wealth, Llc 3
Fieldpoint Private Advisors, Inc 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
Lgt Capital Partners Ltd. 3
Long Island Wealth Management, Inc. 3
Oracle Alpha Inc. 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
Bowen Hanes & Co Inc 3
Schnieders Capital Management Llc 3
Relative Value Partners Group, LLC 3
Pacific Sun Financial Corp 3
Burford Brothers, Inc. 3
Hobbs Group Advisors, LLC 3
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 3
Northstar Group, Inc. 3
Triglav Skladi, D.o.o. 3
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 3
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 3
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 3
RMG Wealth Management LLC 3
Ccm Investment Advisers Llc 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
Heron Financial Group, Llc 3
Avalon Global Asset Management LLC 3
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 3
Nebula Capital Management, LP 3
Sensato Investors LLC 3
Napa Wealth Management 3
Proathlete Wealth Management Llc 3
Girard Securities, Inc. 3
Carbonado Capital 3
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 3
DiMeo Schneider & Associates, L.L.C. 3
Bowman & Co S.C. 3
Granite Investment Advisors, LLC 3
Harrison & Co Wealth Management, LLC 3
Hamel Associates, Inc. 3
PPM Funds - PPM Floating Rate Income Fund (Inst) 3
VMCVX - VALIC Co II - Mid Cap Value Fund 3
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 3
Berkshire Capital Holdings Inc 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Laidlaw Wealth Management LLC 3
Mezzasalma Advisors, LLC 3
ULTRA SERIES FUND - Core Bond Fund Class I 3
SOL Capital Management CO 3
ARS Investment Partners, LLC 3
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 3
Berkeley Capital Partners, LLC 3
Stellar Capital Management, LLC 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
Hokanson Associates, Inc. 3
Prentice Wealth Management LLC 3
Gradient Capital Advisors, LLC 3
Enterprise Bank & Trust Co 3
Hanlon Investment Management, Inc. 3
Heartland Bank & Trust Co 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 3
DVY - iSHARES TRUST - iShares Select Dividend ETF 3
St. Louis Trust Co 3
Blue Grotto Capital, LLC 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
Bach Investment Advisors Ltd 3
Hellman Jordan Management Co Inc /ma/ 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 3
Orser Capital Management, Llc 3
HG Vora Capital Management, LLC 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
First National Advisers, LLC 3
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 3
Curat Global, LLC 3
Yeomans Consulting Group, Inc. 3
Tradewinds, LLC. 3
Davidson Trust Co 3
Leo Wealth, LLC 3
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 3
American National Bank & Trust Co /va/ 3
Annandale Capital, LLC 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
Resource Consulting Group Inc 3
WCG Wealth Advisors LLC 3
Papp L Roy & Associates 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
O'Keefe Stevens Advisory, Inc. 3
Horizons Wealth Management 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
Ctc Llc 3
Cloverdale Capital Management, LLC 3
American Independence Financial Services LLC 3
Donald Smith & Co., Inc. 3
Perfromance Wealth Partners, LLC 3
Fairman Group, LLC 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 3
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 3
Morgens Waterfall Vintiadis & Co Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 3
Platte River Capital LLC 3
Cornerstone Capital, Inc. 3
TradeLink Capital LLC 3
Wescott Financial Advisory Group, LLC 3
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 3
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 3
Zweig Advisers Llc 3
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 3
Landmark Financial Advisors, LLC 3
Edgewood Management Llc 3
Means Investment Co., Inc. 3
Emprise Bank 3
DLK Investment Management, LLC 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 3
Marvin & Palmer Associates Inc 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 3
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 3
Arrowroot Family Office, LLC 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
Usaa Etf Trust 3
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 3
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Revolve Wealth Partners, LLC 3
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 3
Blue Chip Partners, Inc. 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 3
Rothschild Capital Partners, LLC 3
Evelyn Partners Investment Management LLP 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 3
Terra Nova Asset Management LLC 3
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 3
Garcia Hamilton & Associates Lp/de 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
Elkhorn Investments, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 3
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Sweet Financial Partners, LLC 3
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 3
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 3
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 3
ADW Capital Management, LLC 3
Catalina Capital Group, LLC 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
Diversify Advisory Services, LLC 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
Corsicana & Co. 3
Empery Asset Management, LP 3
Lehman & Derafelo Financial Resources LLC 3
Sax Wealth Advisors, Llc 3
Pinnacle Private Wealth, LLC 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
Capital World Growth & Income Fund 3
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 3
Lesa Sroufe & Co 3
Fiduciary Family Office, Llc 3
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 3
Gratus Wealth Advisors, LLC 3
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 3
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 3
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 3
Verdad Advisers, LP 3
Wealth Group, Ltd. 3
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 3
Sienna Gestion 3
Bar Harbor Trust Services 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
Umpqua Bank 3
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 3
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
Connective Portfolio Management, LLC 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 3
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 3
Beacon Financial Group 3
Integrated Wealth Counsel, Llc 3
WealthTrust Asset Management, LLC 3
JCIC Asset Management Inc. 3
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 3
POM Investment Strategies, LLC 3
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 3
CPG Cooper Square International Equity, LLC 3
Lauterbach Financial Advisors, LLC 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
Renaissance Investment Group LLC 3
Axim Planning & Wealth 3
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 3
Prairie Wealth Advisors, Inc. 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
Aegis Financial Corp 3
Avenir Corp 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
Martin Capital Advisors, LLP 3
Carson Advisory Inc. 3
Sugar Maple Asset Management, LLC 3
Centre Asset Management, LLC 3
Benedict Financial Advisors Inc 3
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 3
Parnassus Investments /ca 3
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 3
Pine Haven Investment Counsel, Inc 3
Needelman Asset Management Inc 3
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 3
Aire Advisors, Llc 3
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF 3
Dakota Community Bank & Trust NA 3
Amplify ETF Trust - Amplify AI Powered Equity ETF 3
VIEX Capital Advisors, LLC 3
Alexander Labrunerie & Co., Inc. 3
Ariel Investments, Llc 3
Flaharty Asset Management, LLC 3
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 3
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Exos TFP Holdings LLC 3
Pettee Investors, Inc. 3
Keynote Financial Services Llc 3
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 3
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 3
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 3
Wealth Advisors, Inc. 3
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 3
TFG Advisers LLC 3
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 3
Locust Wood Capital Advisers, Llc 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
Friedberg Investment Management 3
Sowa Financial Group, Inc. 3
Heritage Way Advisors, LLC 3
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 3
Montage Investments, Llc 3
Brand Asset Management Group, Inc. 3
Diamant Asset Management, Inc. 3
Sea Otter Advisors LLC 3
Traub Capital Management LLC 3
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 3
Drive Wealth Management, Llc 3
Midas Management Corp 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 3
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 3
Partner Investment Management, L.P. 3
SeaBridge Investment Advisors LLC 3
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 3
Spf Beheer Bv 3
Reliant Investment Partners, LLC 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
Alan B. Lancz & Associates, Inc. 3
Fiduciary Financial Group, Llc 3
New World Fund Inc 3
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 3
Stiles Financial Services Inc 3
Boreal Capital Management LLC 3
Harber Asset Management Llc 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
Consolidated Capital Management, Llc 3
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 3
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 3
Teachers Insurance & Annuity Association Of America 3
Westshore Wealth, LLC 3
Highline Capital Management, L.p. 3
Kings Path Partners LLC 3
Lyons Wealth Management, LLC. 3
Arbor Capital Management Inc /adv 3
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 3
Evolution Advisers, Inc. 3
Mirae Asset Securities (usa) Inc. 3
John W. Brooker & Co., CPAs 3
Hopwood Financial Services, Inc. 3
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 3
Virtus Insight Trust 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
North Peak Capital Management, LLC 3
Summit Wealth Group Llc / Co 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
Eaton Vance Tax Advantaged Dividend Income Fund 3
Equitec Specialists, Llc 3
Hendley & Co Inc 3
Eastover Investment Advisors LLC 3
Davidson Capital Management Inc. 3
MILN - Global X Funds - Global X Millennials Thematic ETF 3
Motley Fool Funds Trust 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
General American Investors Co Inc 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 3
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 3
Cs Mckee Lp 3
BTG Pactual Asset Management US LLC 3
Merriman Wealth Management, LLC 3
Fairscale Capital, LLC 3
Northeast Financial Consultants Inc 3
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 3
Vantis Investment Advisers L.P. 3
Live Your Vision, LLC 3
Kylin Management LLC 3
Hound Partners, LLC 3
Cortina Funds, Inc. 3
Caerus Investment Advisors, LLC 3
Century Capital Management Trust 3
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 3
General Partner, Inc. 3
Lion Point Capital, LP 3
Long Road Investment Counsel, LLC 3
Gibbs Wealth Management 3
William B. Walkup & Associates, Inc. 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
Robbins Farley Llc 3
KWB Wealth 3
TOWER TRUST Co 3
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF 3
Ariadne Wealth Management, LP 3
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 3
Windsor Group LTD 3
Bath Savings Trust Co 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
Lunia Capital Lp 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Grassi Investment Management Llc 3
CG Asset Management LLC 3
Cion Ares Diversified Credit Fund 3
JGP Global Gestao de Recursos Ltda. 3
Sphera Funds Management Ltd. 3
GQG Partners LLC 3
Kingstone Capital Partners Texas, LLC 3
Kellner Capital, LLC 3
Litespeed Management, L.L.C. 3
VNBTrust, National Association 3
VIOPX - VALIC Co I - International Opportunities Fund 3
NCP Inc. 3
Genesee Capital Advisors, LLC 3
Ifrah Financial Services, Inc. 3
VVMCX - VALIC Co I - Mid Cap Value Fund 3
Heritage Wealth Management, Inc. 3
Trust CO of the Ozarks 3
Bristol Advisors, LLC 3
Camden National Bank 3
Havens Advisors Llc 3
Ulysses Management LLC 3
Maso Capital Partners Ltd 3
Greenwich Wealth Management LLC 3
Ninety One SA (PTY) Ltd 3
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 3
Louisbourg Investments Inc. 3
Seven Grand Managers, Llc 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 3
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
Vancity Investment Management Ltd 3
CastleArk Alternatives, LLC 3
Community Bank & Trust, Waco, Texas 3
Financial Strategy Network, LLC 3
WHV Investments, Inc. 3
Galaxy Capital Trading Ltd 3
First Trust Enhanced Equity Income Fund 3
Beaumont Financial Advisors, LLC 3
MSD Partners, L.P. 3
Himco Variable Insurance Trust 3
Sanibel Captiva Investment Advisers, Inc. 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
Cyndeo Wealth Partners, LLC 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
PFM Health Sciences, LP 3
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
Managed Asset Portfolios, Llc 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
Quadrant Private Wealth Management, LLC 3
Nauset Wealth Management. LLC 3
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
von Borstel & Associates, Inc. 3
Kelly Lawrence W & Associates Inc/ca 3
Oak Asset Management, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
Wallace Capital Management Inc. 3
Saxon Interests, Inc. 3
Sumitomo Mitsui Financial Group, Inc. 3
Delphi Management Inc /ma/ 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
Highland Private Wealth Management 3
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 3
Seed Wealth Management, Inc. 3
Jessup Wealth Management, Inc 3
Pacific Sage Partners, LLC 3
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 3
Cowen Prime Advisors LLC 3
GURU - Global X Funds - Global X Guru Index ETF 3
Goldstone Financial Group, LLC 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
Bolthouse Investments, LLC 3
MCHI - iSHARES TRUST - iShares MSCI China ETF 3
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 3
SlateStone Wealth, LLC 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
Next Level Private LLC 3
J. W. Coons Advisors, LLC 3
Venator Capital Management Ltd. 3
Precept Management LLC 3
Crux Wealth Advisors 3
Pinnbrook Capital Management Lp 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
Conatus Capital Management LP 3
Concord Asset Management, LLC/VA 3
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 3
First Sabrepoint Capital Management Lp 3
Franklin Universal Trust 3
Quartz Partners, LLC 3
CHIQ - Global X Funds - Global X MSCI China Consumer Discretionary ETF 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
Eaton Vance Tax-managed Buy-write Income Fund 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
Everstar Asset Management, LLC 3
Elyxium Wealth, LLC 3
Bmc Fund Inc 3
Sovereign Financial Group, Inc. 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 3
Shannon River Fund Management LLC 3
Aspire Capital Advisors LLC 3
Argent Financial Group, Inc. 3
Tide Point Capital Management, Lp 3
Cerro Pacific Wealth Advisors LLC 3
Toews Corp /adv 3
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 3
Analyst IMS Investment Management Services Ltd. 3
Synergy Financial Group, LTD 3
Boulder Growth & Income Fund 3
Cornerstone Advisors Asset Management, Inc 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
Garrett Investment Advisors LLC 3
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
Boardman Bay Capital Management Llc 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
X-Square Capital, LLC 3
B.O.S.S. Retirement Advisors, LLC 3
Rubric Capital Management, LLC 3
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 3
PacWest Financial Management Inc 3
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 3
Life Planning Partners, Inc 3
Opera Trading Capital 3
Lee Capital Management LP 3
Ade, Llc 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
Tru Independence Asset Management 2, Llc 3
Apella Capital, LLC 3
DRIPX - MP63 FUND INC - MP63 Fund 3
Teca Partners, LP 3
Freshford Capital Management, LLC 3
Menora Mivtachim Holdings Ltd. 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
Wellspring Financial Advisors, LLC 3
Wealthedge Investment Advisors, Llc 3
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 3
Fedenia Advisers LLC 3
River Street Advisors LLC 3
JTC Employer Solutions Trusteee Ltd 3
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
Axiom Advisory, LLC 3
Retirement Planning Group 3
Volterra Technologies LP 3
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 3
Bridger Management, Llc 3
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 3
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 3
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 3
Sylebra Capital Ltd 3
Northwest Quadrant Wealth Management, LLC 3
Westbourne Investment Advisors, Inc. 3
Scott Marsh Financial, LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 3
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 3
Vulcan Value Partners, LLC 3
True North Advisors, LLC 3
New Potomac Partners, LLC 3
XY Capital Ltd 3
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 3
Ethos Financial Group, LLC 3
Smith Shellnut Wilson Llc /adv 3
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 3
Consultiva Wealth Management, Corp. 3
GPM Growth Investors, Inc. 3
RIA Advisory Group LLC 3
Green Harvest Asset Management LLC 3
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 3
Omega Advisors Inc. 3
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 3
Kavar Capital Partners Group, Llc 3
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 3
Marshall Investment Management, Llc 3
VSM Wealth Advisory, LLC 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
Castle Financial & Retirement Planning Associates, Inc. 3
Timelo Investment Management Inc. 3
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 3
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 3
Watershed Private Wealth Llc 3
Capstone Wealth Management Group LLC 3
Stance Capital Llc 3
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 3
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 3
Outfitter Advisors, Ltd. 3
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 3
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 3
Orbis Allan Gray Ltd 3
Sonic Fund II, L.P. 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
Riverpoint Wealth Management Holdings, LLC 3
Boit C F David 3
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 3
Sterling Ridge Capital Management LP 3
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 3
GenTrust, LLC 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 3
Kendall Capital Management 3
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 3
Foster Victor Wealth Advisors, LLC 3
Arista Wealth Management, LLC 3
Mcdaniel Terry & Co 3
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 3
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 3
Dillon & Associates Inc 3
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 3
Delta Financial Group, Inc. 3
Oaktree Fund Advisors, LLC 3
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
Garden State Investment Advisory Services LLC 3
United Bank 3
Runnymede Capital Advisors, Inc. 3
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 3
Guardian Wealth Advisors, Llc / Nc 3
Gordian Capital Singapore Pte Ltd 3
Solas Capital Management, LLC 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
Tounjian Advisory Partners, Llc 3
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 3
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 3
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class 3
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 3
Longbow Finance SA 3
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 3
Ithaka Group Llc 3
MD Financial Management Inc. 3
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 3
Franklin Templeton International Trust 3
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 3
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 3
Aspen Grove Capital, LLC 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
Kensico Capital Management Corp 3
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 3
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 3
NSI Retail Advisors, LLC 3
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 3
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 3
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 3
Dudley Capital Management, Llc 3
Sovarnum Capital L.p. 3
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 3
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
LMG Wealth Partners, LLC 3
626 Financial, LLC 3
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 3
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 3
Palestra Capital Management LLC 3
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 3
Beddow Capital Management Inc 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB 3
Nuveen Mortgage Opportunity Term Fund 3
Cypress Capital Management Llc 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 3
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 3
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 3
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 3
Financial Freedom, LLC 3
Novare Capital Management Llc 3
Pacific View Asset Management, Llc 3
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 3
Marion Wealth Management 3
Kovitz Investment Group, LLC 3
Columbus Hill Capital Management, L.P. 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
Taylor Wealth Management Partners 3
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 3
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 3
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 3
Ironwood Investment Counsel, LLC 3
Pure Financial Advisors, Inc. 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 3
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 3
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 3
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 3
Saturna Capital CORP 3
BlueSpruce Investments, LP 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 3
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
Armor Investment Advisors, LLC 3
Armis Advisers, LLC 3
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 3
Dover Advisors, Llc 3
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
Ironbridge Funds, Inc. 3
Montgomery Investment Management Inc 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
Waters Parkerson & Co., Llc 3
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 3
Van Cleef Asset Management,Inc 3
Scepter Holdings, Inc. 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
Covenant Multifamily Offices, LLC 3
Nuveen Global High Income Fund 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
KADENSA CAPITAL Ltd 3
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Half Sky Capital (UK) Ltd 3
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 3
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 3
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
Freedom Wealth Alliance, Llc 3
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 3
BigSur Wealth Management LLC 3
JT Stratford LLC 3
Copley Financial Group, Inc. 3
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 3
Asset Management Group, Inc. 3
Altium Capital Management LP 3
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 3
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 3
Schwab Charitable Fund 3
Resonate Capital, LLC 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
Allen Capital Group, LLC 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Governors Lane LP 3
Mfs Intermediate Income Trust 3
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 3
ERn Financial, LLC 3
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 3
Fulcrum Capital LLC 3
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 3
Burling Wealth Partners, Llc 3
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IA 3
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
Live Oak Investment Partners 3
Marcus Capital, LLC 3
Peachtree Investment Partners, LLC 3
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 3
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 3
Bensler, LLC 3
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 3
Perkins Investment Management, LLC 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
Thomaspartners, Inc. 3
Minot DeBlois Advisors LLC 3
WT Wealth Management 3
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 3
Miura Global Management, LLC 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 3
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 3
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 3
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 3
VanEck Funds 3
Permian Investment Partners, LP 3
Wallace Advisory Group, LLC 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 3
Optimize Financial Inc 3
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 3
NINE MASTS CAPITAL Ltd 3
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
Genesis Wealth Advisors, LLC 3
Acuitas Investments, LLC 3
ID Management A/S 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 3
CTC Capital Management, LLC 3
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 3
Madison Street Partners, LLC 3
Peoples Bank /oh 3
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
Cascade Investment Group, Inc. 3
Overbrook Management Corp 3
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 3
Oppenheimer Main Street Small Cap Fund 3
MGRIX - Marsico Investment Fund - Marsico Growth Fund 3
MFOCX - Marsico Investment Fund - Marsico Focus Fund 3
MGLBX - Marsico Investment Fund - Marsico Global Fund 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
Brookwood Investment Group LLC 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
Cynosure Advisors, Llc 3
Norman Fields, Gottscho Capital Management, LLC 3
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 3
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 3
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 3
Glacier Peak Capital LLC 3
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 3
Jd Capital Management Llc 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 3
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 3
Keane Capital Management Inc 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
Mill Capital Management, LLC 3
Crystalline Management Inc. 3
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 3
FOINX - Tributary Funds, Inc. - Income Fund Institutional 3
Advisory Resource Group 3
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 3
Guardian Partners Inc. 3
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 3
Professional Planning 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
PPM Funds - PPM High Yield Core Fund (Inst) 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 3
Beaconlight Capital, Llc 3
Camden Asset Management L P /ca 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 3
Anb Bank 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
Permanent Capital Management, LP 3
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A 3
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 3
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 3
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 3
ATFPX - ALGER FUNDS - Alger 25 Fund Class P 3
Oppenheimer Discovery Mid Cap Growth Fund 3
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 3
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 3
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 3
First Long Island Investors, LLC 3
Campbell Newman Asset Management Inc 3
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 3
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 3
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
Schneider Downs Wealth Management Advisors, LP 3
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 3
Eaton Vance Tax Advantaged Global Dividend Income Fund 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
Eudaimonia Advisors Llc 3
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 3
Putnam ETF Trust - Putnam ESG High Yield ETF - 3
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 3
Francis Financial, Inc. 3
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 3
Eaton Vance Floating-rate 2022 Target Term Trust 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
Capital Insight Partners, Llc 3
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 3
Mountain Hill Investment Partners Corp. 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
Paragon Wealth Strategies, LLC 3
Benson Investment Management Company, Inc. 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
Lincoln Capital LLC 3
Veritas Investment Management LLP 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Telos Capital Management, Inc. 3
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 3
Odey Asset Management Group Ltd 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 3
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
Tower View Investment Management & Research LLC 3
Eagle Capital Management, LLC 3
Guardian Wealth Management, Inc. 3
Lifeworks Advisors, LLC 3
Lipe & Dalton 3
PICTET BANK & TRUST Ltd 3
Cfs, Llc 3
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF 3
Arthur M. Cohen & Associates, Llc 3
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 3
Holland Capital Management Llc 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
Provident Wealth Management, LLC 3
GKV Capital Management Co., Inc. 3
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 3
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 3
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 3
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 3
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 3
INMAX - Northern Lights Fund Trust - Altegris/AACA Real Estate Income Fund Class A 3
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 3
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3
Moon Capital Management, LLC 3
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 3
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 3
Westmount Partners, LLC 3
Royal Capital Wealth Management, LLC 3
Waterloo Capital, L.P. 3
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 3
Lifestyle Asset Management, Inc. 3
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 3
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 3
Empire Financial Management Company, LLC 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
Wellesley Asset Management 3
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 3
Cardiff Park Advisors, Llc 3
Caliber Wealth Management, LLC / KS 3
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 3
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 3
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 3
Profit Investment Management, LLC 3
Martin Currie Ltd 3
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 3
Odey Holdings AG 3
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 3
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 3
Spirit Of America Management Corp/ny 3
Cedar Brook Financial Partners, LLC 3
John Hancock Tax-advantaged Global Shareholder Yield Fund 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 3
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 3
OIPAX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Core Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 3
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
Mad River Investors 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 3
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 3
MJT & Associates Financial Advisory Group, Inc. 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
Fic Capital Inc 3
Spearhead Capital Advisors, Llc 3
Strata Wealth Advisors, LLC 3
Securian Funds Trust - SFT T. Rowe Price Value Fund 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 3
Fore Capital, LLC 3
Rpo Llc 3
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 3
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 3
Clearwater Capital Advisors, LLC 3
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 3
Patriot Wealth Management, Inc. 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 3
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 3
Vista Capital Partners, Inc. 3
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 3
Wunderlich Capital Managemnt 3
Founders Capital Management, Llc 3
Garrison Point Advisors, Llc 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 3
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 3
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 3
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 3
Giverny Capital Inc. 3
25 Llc 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 3
Grimes & Company, Inc. 3
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 3
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
ETF Store, Inc. 3
Hutner Capital Management Inc 3
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 3
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 3
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 3
Parthenon Llc 3
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 3
Guidant Wealth Advisors 3
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 3
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 3
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 3
Consolidated Portfolio Review Corp 3
Rikoon Group, LLC 3
Kopernik Global Investors, LLC 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 3
P.R. Herzig & Co. Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class 3
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 3
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
PENN SERIES FUNDS INC - Mid Cap Growth Fund 3
Acropolis Investment Management, LLC 3
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 3
Northern Capital Management Llc 3
RWLIX - Two Roads Shared Trust - Redwood Activist Leaders Fund Class I 3
Klr Investment Advisors, Llc 3
Reik & Co., Llc 3
Hedeker Wealth, LLC 3
Scharf Investments, Llc 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
Kera Capital Partners, Inc. 3
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 3
CFO4Life, L.P. 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
High Income Opportunities Portfolio - High Income Opportunities Portfolio 3
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 3
BARING ASSET MANAGEMENT Ltd 3
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 3
10-15 Associates, Inc. 3
Oak Harbor Wealth Partners, Llc 3
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 3
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 3
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 3
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 3
Howard Capital Management 3
Vestpro Financial Partners, Inc. Dba Cpf Texas 3
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 3
LGSAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Select Equity Fund Class A 3
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
Stux Capital Management, LLC 3
Omni Event Management Ltd 3
Lodge Hill Capital, LLC 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
Anderson Hoagland & Co 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
Arjuna Capital 3
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 3
Trivant Custom Portfolio Group, LLC 3
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 3
Broadleaf Partners, LLC 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 3
Parasol Investment Management, LLC 3
Addenda Capital Inc. 3
Windsor Creek Advisors, Llc 3
Transform Wealth, LLC 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Mid Continent Capital Llc/il 3
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 3
Amida Capital Management II, LLC 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
Highwater Wealth Management, LLC 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 3
Texas Bank & Trust Co 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 3
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio 3
Front Street Capital Management, Inc. 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
Benchmark Financial Wealth Advisors, LLC 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 3
Oak Point Wealth Management 3
Altman Advisors, Inc. 3
Strategic Investment Advisors / MI 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
Nichols & Pratt Advisers Llp /ma 3
Northstar Asset Management Llc 3
Harold Davidson & Associates Inc. 3
Beach Investment Counsel Inc/pa 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
Bridges Investment Counsel Inc/ 3
ABVAX - AB TRUST - AB Value Fund Class A 3
Grace & White Inc /ny 3
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 3
Invictus Private Wealth, Llc 3
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
Clark Estates Inc/ny 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
Tcg Advisors, Lp 3
EPASX - Investment Managers Series Trust - EP Emerging Markets Small Companies Fund Class A 3
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 3
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 3
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 3
Cardinal Point Capital Management, ULC 3
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
Financial Management Network Inc 3
Oppenheimer Global Multi-asset Growth Fund 3
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
MGVAX - MAINSTAY FUNDS - MainStay MacKay Infrastructure Bond Fund Class A 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 3
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 3
Cape Ann Savings Bank 3
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
Regatta Capital Group, Llc 3
Stone Ridge Trust Iii 3
First Affirmative Financial Network 3
Factory Mutual Insurance Co 3
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 3
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 3
Beutel, Goodman & Co Ltd. 3
Chesapeake Wealth Management 3
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 3
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 3
Train Babcock Advisors Llc 3
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
BSW Wealth Partners 3
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 3
LaSalle Street Capital Management, LLC 3
DeepCurrents Investment Group LLC 3
Endeavor Private Wealth, Inc. 3
Bell Bank 3
Kirr Marbach & Co Llc /in/ 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 3
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 3
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 3
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 3
Advyzon Investment Management, LLC 3
C WorldWide Group Holding A/S 3
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
Muzinich & Co., Inc. 3
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 3
Berbice Capital Management LLC 3
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 3
Jacobus Wealth Management, Inc. 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
Van Berkom & Associates Inc. 3
LifeSteps Financial, Inc. 3
Madison Investment Advisors, LLC 3
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 3
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 3
Chapman Financial Group, Llc 3
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 3
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 3
Quadrature Capital LLP 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 3
Westover Capital Advisors, LLC 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 3
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 3
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 3
Fs Credit Income Fund 3
Meadow Creek Wealth Advisors Llc 3
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 3
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 3
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 3
Evercore Trust Company, N.A. 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
Hudson Canyon Capital Management 3
Wilson, Kemp & Associates, Inc. 3
Tobias Financial Advisors, Inc. 3
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 3
First Farmers & Merchants Bank / Trust 3
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 3
Ironwood Wealth Management, LLC. 3
Daner Wealth Management, LLC 3
XML Financial, LLC 3
Brookmont Capital Management 3
Panoramic Capital Partners, LLC 3
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 3
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 3
Eagle Ridge Investment Management 3
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 3
Financial Life Planners 3
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 3
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 3
UNIVEST FINANCIAL Corp 3
Sentinel Group Funds Inc 3
PBMares Wealth Management LLC 3
Veritas Investment Partners (UK) Ltd. 3
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 3
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 3
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
Elk River Wealth Management, LLC 3
Zevin Asset Management Llc 3
Birch Run Capital Advisors, LP 3
Herold Advisors, Inc. 3
Armstrong, Fleming & Moore, Inc 3
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 3
Callodine Capital Management, LP 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
Neville Rodie & Shaw Inc 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
MASTERINVEST Kapitalanlage GmbH 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 3
Winslow Asset Management Inc 3
United Bank 3
Noesis Capital Mangement Corp 3
Advanced Series Trust - Ast Loomis Sayles Large-cap Growth Portfolio 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
Onyx Bridge Wealth Group LLC 3
Vienna Asset Management LLC 3
Knott David M Jr 3
R. G. Niederhoffer Capital Management Inc 3
Dominick & Dominick LLC 3
Anomaly Capital Management, LP 3
Financial Council Asset Management Inc 3
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 3
Freedom Day Solutions, LLC 3
Realm Partners LLC 3
VCIEX - VALIC Co I - International Equities Index Fund 3
Lighthouse Financial Advisors, Inc. 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 3
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
denkapparat Operations GmbH 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 3
Siena Capital Llc 3
ICW Investment Advisors LLC 3
Cooperman Leon G 3
Harbert Fund Advisors, Inc. 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
Spero-smith Investment Advisers Inc /oh 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Pettyjohn, Wood & White, Inc 3
Elevated Capital Advisors, LLC 3
Valinor Management, Llc 3
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 3
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 3
Family Capital Trust Co 3
Vintage Capital Management LLC 3
New World Advisors LLC 3
Empirical Capital Partners Lp 3
Gill Capital Partners, Llc 3
Emerson Wealth Management, LLC 3
Northside Capital Management, LLC 3
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 3
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 3
Enterprise Trust & Investment Co 3
Longitude (Cayman) Ltd. 3
Key Client Fiduciary Advisors, LLC 3
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 3
Legacy Capital Partners, Inc. 3
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 3
VBCVX - VALIC Co I - Systematic Value Fund 3
Efficient Market Advisors, LLC 3
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 3
HNASX - HOMESTEAD FUNDS INC - Growth Fund 3
NOFIX - Northern Funds - Northern Fixed Income Fund 3
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 3
Tsai Capital Corp 3
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 3
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 3
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 3
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 3
Taikang Asset Management (Hong Kong) Co Ltd 3
KAMES CAPITAL management Ltd 3
Davlin Philanthropic Funds 3
Northstar Investment Advisors Llc 3
NMIEX - Northern Funds - Active M International Equity Fund 3
Moab Capital Partners LLC 3
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 3
Total Wealth Planning & Management, Inc. 3
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A 3
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 3
PUREfi Wealth, LLC 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 3
Grisanti Capital Management LLC 3
Lombardia Capital Partners Llc 3
Ti-trust, Inc 3
Legacy Wealth Partners, Inc. 3
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 3
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 3
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 3
Baxter Bros Inc 3
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
Schrum Private Wealth Management LLC 3
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 3
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 3
CIPDX - Advisors' Inner Circle Fund II - CHAMPLAIN EMERGING MARKETS FUND Advisor Shares 3
Sigma Investment Counselors Inc 3
Capital Square, LLC 3
Old Port Advisors 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
Oakwood Capital Management Llc/ca 3
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 3
Bridge Generations Wealth Management Llc 3
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 3
Integrity Financial Corp /WA 3
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 3
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 3
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 3
Paragon Advisors, LLC 3
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 3
AllianzGI Artificial Intelligence & Technology Opportunities Fund 3
Beacon Pointe Wealth Advisors, Llc 3
Capital Planning Advisors, LLC 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 3
Td Asset Management Usa Funds Inc. 3
Atala Financial Inc 3
Ceera Investments, Llc 3
United Income, Inc. 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
Milestone Advisory Partners 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
SFE Investment Counsel 3
Fcm Investments/tx 3
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 3
Waterfront Wealth Inc. 3
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 3
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 3
Edgemoor Investment Advisors, Inc. 3
Argentiere Capital Ag 3
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
Nicollet Investment Management, Inc. 3
Rbo & Co Llc 3
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
Andesa Financial Management Inc. 3
Am Investment Strategies Llc 3
Mfs Intermediate High Income Fund 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
Columbia Capital Llc 3
Fulcrum Asset Management LLP 3
Lountzis Asset Management, Llc 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 3
Intrua Financial, LLC 3
Grant Street Asset Management, Inc. 3
Blackrock Muniyield New Jersey Fund, Inc. 3
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 3
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 3
Catterton Management Company, L.L.C. 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 3
NinePointTwo Capital 3
Dohj, Llc 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
Rowland Carmichael Advisors Inc /adv 3
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 3
Buck Wealth Strategies, LLC 3
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares 3
Gs Investments, Inc. 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 3
First National Bank & Trust Co Of Newtown 3
Stokes Family Office, LLC 3
Jacob Asset Management Of New York Llc 3
Blackrock Muniholdings New Jersey Quality Fund, Inc. 3
Eaton Vance Floating-rate Income Trust 3
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 3
Albert D Mason Inc 3
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 3
Lord Abbett Special Situations Income Fund 3
Badgley Phelps Wealth Managers, LLC 3
Edge Asset Management, Inc 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
Wealth Architects, LLC 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
Stuart Chaussee & Associates, Inc. 3
Copperwynd Financial, LLC 3
Bls Capital Fondsmaeglerselskab A/s 3
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 3
Torray Llc 3
Armbruster Capital Management, Inc. 3
Lockheed Martin Investment Management Co 3
Vanguard Specialized Funds 3
Syntax Research, Inc. 3
American Beacon Advisors, Inc. 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
Amussen Hunsaker Associates Llc 3
JNL SERIES TRUST - JNL/DoubleLine Total Return Fund (A) 3
Delaware Investments Dividend & Income Fund, Inc 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
Safir Wealth Advisors, LLC 3
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
High Falls Advisors, Inc 3
Rogco, Lp 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 3
United Fire Group Inc 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Yong Rong (HK) Asset Management Ltd 3
Harvey Capital Management Inc 3
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 3
Macnealy Hoover Investment Management Inc 3
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 3
Sabal Trust CO 3
Red Granite Advisors LLC 3
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
Norris Perne & French Llp/mi 3
Franklin Templeton ETF Trust - Western Asset Bond ETF 3
Quantedge Capital Pte Ltd 3
Kalmar Pooled Investment Trust 3
Abbot Financial Management, Inc. 3
Rushmore Investment Advisors, Inc. 3
Valicenti Advisory Services Inc 3
Blue Chip Wealth Management, Inc. 3
Pandora Wealth, Inc. 3
Haber Trilix Advisors, Lp 3
Lodestar Investment Counsel Llc/il 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
Cazenove Capital Management Ltd 3
Edmp, Inc. 3
Gillespie Robinson & Grimm Inc 3
Rail-Splitter Capital Management, LLC 3
MainStreet Investment Advisors LLC 3
TigerShark Management, LLC 3
Doliver Advisors, Lp 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
DORCHESTER WEALTH MANAGEMENT Co 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 3
Prudent Man Investment Management, Inc. 3
Aster Investment Management Co Inc 3
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 3
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 3
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 3
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 3
West Bancorporation Inc 3
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 3
First Merchants Corp 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
Balasa Dinverno & Foltz Llc 3
Hutchens Investment Management Inc 3
Columbia Trust Co 01012016 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 3
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 3
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 3
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 3
Tiger Legatus Capital Management, LLC 3
Coury Firm Asset Management LLC 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
Darrell & King Llc 3
Single Point Partners, LLC 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Wells Trecaso Financial Group, LLC 3
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 3
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 3
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 3
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 3
Pimco Income Opportunity Fund 3
Tacita Capital Inc 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 3
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 3
Burns Matteson Capital Management, LLC 3
APBDX - Cavanal Hill Funds - Bond Fund Investor 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
Rye Brook Capital LLC 3
QV Investors Inc. 3
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 3
Rheos Capital Works Inc. 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
Morgan Creek Global Equity Long/short Institutional Fund 3
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
Spectrum Financial Alliance Ltd LLC 3
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 3
Shilanski & Associates, Inc. 3
Urban Wealth Management, LLC 3
Concorde Asset Management, LLC 3
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 3
CCLA Investment Management Ltd 3
Madison Wealth Management 3
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
Towle & Co 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
Diamond Hill Capital Management Inc 3
Caisse Des Depots Et Consignations 3
Evanson Asset Management, LLC 3
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 3
Green Owl Capital Management, LLC 3
RFG - Bristol Wealth Advisors, LLC 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
Perpetual Investment Management Ltd 3
Summit Financial Group, Inc. 3
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 3
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 3
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 3
IAM Advisory, LLC 3
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 3
Lineweaver Wealth Advisors, LLC 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 3
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 3
Green Square Capital Advisors Llc 3
New England Professional Planning Group Inc. 3
All Terrain Financial Advisors, LLC 3
Gateway Advisory, LLC 3
Professional Financial Advisors, LLC 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
Wright Managed Equity Trust 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 3
Bft Financial Group, Llc 3
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 3
Litman Gregory Asset Management LLC 3
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 3
Solidarilty Wealth, LLC 3
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 3
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Amiya Capital LLP 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
TrueMark Investments, LLC 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
Opus Investment Management Inc 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
Mine & Arao Wealth Creation & Management, LLC. 3
Advanced Research Investment Solutions, Llc 3
Weather Gauge Advisory, LLC 3
Cooke & Bieler Lp 3
Greenlight Capital Inc 3
Mill Road Capital Management LLC 3
Gabelli Equity Series Funds Inc 3
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 3
Catalyst Private Wealth, Llc 3
Cultivar Capital, Inc. 3
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 3
Claudia M.p. Batlle, Crp (r) Llc 3
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A 3
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 3
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 3
Franklin Mutual Advisers Llc 3
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 3
First Niagara Bank 3
Trueblood Wealth Management, LLC 3
Randolph Co Inc 3
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 3
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class 3
Accredited Investors Inc. 3
Sabadell Asset Management, S.A S.G.I.I.C 3
Monumental Financial Group Inc. 3
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 3
Outfitter Financial LLC 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
Paragon Private Wealth Management, LLC 3
Curian Series Trust 3
Traveka Wealth, LLC 3
Cubic Asset Management, LLC 3
SEG Partners Long/Short Equity Fund 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
Indices-Pac Research Corp. 3
Bank Of Stockton 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 3
Valiant Capital Management, L.P. 3
DSG Capital Advisors, LLC 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
HBW Advisory Services LLC 3
Wood Asset Management Inc 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
Gibraltar Capital Management, Inc. 3
Pecaut & Co. 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
Autus Asset Management, LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
BKA Wealth Consulting, Inc. 3
Cornerstone Financial Partners, LLC 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
Cornerstone Strategic Value Fund Inc 3
Jamison Eaton & Wood Inc /nj 3
Provence Wealth Management Group 3
Aspire Growth Partners LLC 3
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
Mendel Money Management 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
Paladin Advisory Group, LLC 3
Investmark Advisory Group LLC 3
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
Cornerstone Total Return Fund Inc 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 3
LifePro Asset Management 3
Strategic Global Advisors, LLC 3
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 3
Offit Capital Advisors Llc 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
Salvus Wealth Management, LLC 3
272 Capital LP 3
Gardiner Nancy B 3
Noble Wealth Management PBC 3
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 3
Caliber Wealth Management, Llc 3
Adams Wealth Management 3
First Business Financial Services, Inc. 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
Private Harbour Investment Management & Counsel, LLC 3
Boltwood Capital Management 3
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 3
Miller Investment Management, LP 3
Mason Hill Advisors Llc 3
Johnson Midwest Financial, LLC 3
London & Capital Asset Management Ltd 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 3
Integrated Quantitative Investments LLC 3
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 3
Soltis Investment Advisors LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 3
Black Diamond Financial, LLC 3
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 3
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 3
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 3
Tyche Wealth Partners LLC 3
Stockman Wealth Management, Inc. 3
Globe Life Inc. 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3