Electronic And Other Electrical Equipment And Components, Except Computer Equipment - 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 579
Proequities, Inc. 578
UBS Group AG 567
Citadel Advisors Llc 564
Bank Of America Corp /de/ 552
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 541
Jpmorgan Chase & Co 535
Royal Bank Of Canada 527
Susquehanna International Group, Llp 525
Wells Fargo & Company/mn 525
Citigroup Inc 514
Goldman Sachs Group Inc 509
Deutsche Bank Ag\ 500
Barclays Plc 494
Millennium Management Llc 481
Tower Research Capital LLC (TRC) 477
BlackRock, Inc. 471
Jane Street Group, Llc 458
Geode Capital Management, Llc 449
State Street Corp 439
Bank of New York Mellon Corp 436
Fmr Llc 436
Credit Suisse Ag/ 423
D. E. Shaw & Co., Inc. 411
Vanguard Group Inc 409
Northern Trust Corp 405
Renaissance Technologies Llc 405
Ameriprise Financial Inc 405
Bnp Paribas Arbitrage, Sa 405
Invesco Ltd. 404
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 391
Bank Of Montreal /can/ 389
Advisor Group Holdings, Inc. 375
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 369
Virtu Financial LLC 367
Pnc Financial Services Group, Inc. 362
Wolverine Asset Management Llc 361
Group One Trading, L.p. 361
Two Sigma Investments, Lp 356
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 355
SG Americas Securities, LLC 353
Walleye Trading LLC 351
Simplex Trading, Llc 350
Creative Planning 349
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 348
Dimensional Fund Advisors Lp 346
Marshall Wace, Llp 346
Manufacturers Life Insurance Company, The 345
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 344
Prelude Capital Management, Llc 343
Verition Fund Management LLC 339
Boothbay Fund Management, Llc 338
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 336
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 336
Jefferies Group LLC 333
Nomura Holdings Inc 333
American International Group, Inc. 332
Hrt Financial Lp 329
Rhumbline Advisers 326
IFP Advisors, Inc 325
Charles Schwab Investment Management Inc 323
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 322
Us Bancorp \de\ 321
New York State Common Retirement Fund 320
Aqr Capital Management Llc 319
Ubs Ag 318
Wolverine Trading, Llc 318
Northwestern Mutual Wealth Management Co 316
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 316
Paloma Partners Management Co 313
Alliancebernstein L.p. 313
Cubist Systematic Strategies, LLC 313
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 313
California Public Employees Retirement System 312
Wellington Management Group Llp 308
Balyasny Asset Management Llc 307
Two Sigma Advisers, Lp 306
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 306
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 306
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 305
BlackRock Fund Advisors 302
Russell Investments Group, Ltd. 301
Cutler Group LP 301
Squarepoint Ops LLC 301
BlackRock Institutional Trust Company, N.A. 300
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 298
Panagora Asset Management Inc 298
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 297
Parametric Portfolio Associates Llc 297
Gsa Capital Partners Llp 297
California State Teachers Retirement System 296
Two Sigma Securities, Llc 293
Allianz Asset Management GmbH 292
Walleye Capital LLC 291
Legal & General Group Plc 291
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 289
Lazard Asset Management Llc 288
Sei Investments Co 287
Price T Rowe Associates Inc /md/ 287
Victory Capital Management Inc 287
Ladenburg Thalmann Financial Services Inc 287
Parallax Volatility Advisers, L.P. 286
Qube Research & Technologies Ltd 285
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 284
LPL Financial LLC 284
Federated Hermes, Inc. 283
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 278
Macquarie Group Ltd 277
Schonfeld Strategic Advisors LLC 276
Voya Investment Management Llc 276
Kcg Holdings, Inc. 275
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 275
BlackRock Investment Management, LLC 275
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 275
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 272
Captrust Financial Advisors 271
Raymond James & Associates 270
Nuveen Asset Management, LLC 269
Ubs Asset Management Americas Inc 267
Highbridge Capital Management Llc 267
Cwm, Llc 267
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 266
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 266
Stifel Financial Corp 264
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 263
Strs Ohio 263
Metropolitan Life Insurance Co/ny 262
Acadian Asset Management Llc 262
A.R.T. Advisors, LLC 262
Advisory Services Network, LLC 261
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 260
Polar Asset Management Partners Inc. 260
BlackRock Advisors LLC 258
Envestnet Asset Management Inc 257
First Trust Advisors Lp 256
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 256
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 256
Ameritas Investment Partners, Inc. 255
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 254
Federation des caisses Desjardins du Quebec 254
Thompson Davis & Co., Inc. 254
Quantbot Technologies LP 254
Oxford Asset Management Llp 254
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 254
Advisor Group, Inc. 254
Nationwide Fund Advisors 254
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 253
ProShare Advisors LLC 253
Engineers Gate Manager LP 252
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 252
American Century Companies Inc 252
Steward Partners Investment Advisory, Llc 250
Arrowstreet Capital, Limited Partnership 249
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 249
Css Llc/il 249
Guggenheim Capital Llc 248
Prudential Financial Inc 248
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 247
Tudor Investment Corp Et Al 247
Magnetar Financial LLC 247
Bridgeway Capital Management Inc 247
Fifth Third Bancorp 246
HighTower Advisors, LLC 246
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 245
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 245
LMR Partners LLP 244
Royce & Associates Lp 244
XTX Topco Ltd 243
Russell Frank Co/ 243
ExodusPoint Capital Management, LP 242
Man Group plc 242
PEAK6 Investments, L.P. 241
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 241
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 238
Zurcher Kantonalbank (Zurich Cantonalbank) 238
Cnh Partners Llc 237
Glenmede Trust Co Na 237
Vanguard Index Funds 236
Bessemer Group Inc 236
Trexquant Investment LP 236
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 235
Putnam Investments Llc 235
State Board Of Administration Of Florida Retirement System 235
PDT Partners, LLC 235
State Of Wisconsin Investment Board 235
Comerica Bank 234
Ancora Advisors, LLC 234
Swiss National Bank 234
Teachers Advisors, Llc 234
Principal Financial Group Inc 234
Tiaa Cref Investment Management Llc 234
Huntington National Bank 234
BlueCrest Capital Management Ltd 233
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 233
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 233
Parallel Advisors, LLC 233
Hsbc Holdings Plc 233
PEAK6 Investments LLC 233
Point72 Asset Management, L.P. 232
Dynamic Technology Lab Private Ltd 232
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 231
Thrivent Financial For Lutherans 231
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 231
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 230
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 230
Neuberger Berman Group LLC 230
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 230
Marshall Wace North America L.P. 229
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 228
Norges Bank 228
Signaturefd, Llc 227
Toronto Dominion Bank 227
GWM Advisors LLC 227
FNY Investment Advisers, LLC 226
Jump Financial, LLC 226
Quadrature Capital Ltd 226
Raymond James Financial Inc 226
Calamos Advisors LLC 225
O'shaughnessy Asset Management, Llc 225
Principal Funds Inc 224
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 224
Amalgamated Bank 223
Franklin Resources Inc 223
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 223
EAM Investors, LLC 223
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 223
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 223
Raymond James Financial Services Advisors, Inc. 222
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 222
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 222
Rockefeller Capital Management L.P. 221
Capstone Investment Advisors, Llc 221
Teacher Retirement System Of Texas 220
SBI Securities Co., Ltd. 220
Public Employees Retirement System Of Ohio 220
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 219
Centiva Capital, LP 219
Nisa Investment Advisors, Llc 219
Gabelli Funds Llc 218
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 218
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 218
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 217
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 217
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 217
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 216
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 216
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 215
Cambridge Investment Research Advisors, Inc. 214
BlackRock Group LTD 213
Axa S.a. 213
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 213
Meeder Asset Management Inc 213
D.a. Davidson & Co. 212
Spark Investment Management LLC 211
Allworth Financial LP 211
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 211
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 211
MetLife Investment Management, LLC 210
Ergoteles LLC 210
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 210
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 209
Quadrant Capital Group Llc 209
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 209
Connor, Clark & Lunn Investment Management Ltd. 209
Los Angeles Capital Management Llc 209
Hudson Bay Capital Management LP 208
Jacobs Levy Equity Management, Inc 208
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 207
Sterling Capital Management LLC 207
Algert Global Llc 206
MetLife Securities, Inc 206
Commonwealth Equity Services, Llc 206
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 204
OMERS ADMINISTRATION Corp 204
Credit Agricole S A 204
Gotham Asset Management, LLC 203
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 203
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 203
First Horizon Advisors, Inc. 203
Janus Henderson Group Plc 201
KBC Group NV 201
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 201
Great West Life Assurance Co /can/ 200
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 200
MUFG Americas Holdings Corp 199
Pacer Advisors, Inc. 199
EverSource Wealth Advisors, LLC 199
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 199
CIBC Private Wealth Group, LLC 199
Point72 Hong Kong Ltd 199
National Asset Management, Inc. 198
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 198
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 197
Lord, Abbett & Co. Llc 197
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 197
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 196
HAP Trading, LLC 196
Kennedy Capital Management, Inc. 196
Tfs Capital Llc 196
Ground Swell Capital, LLC 195
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 195
Schroder Investment Management Group 195
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 194
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 194
Alpine Global Management, LLC 194
Janney Montgomery Scott LLC 194
Jones Financial Companies Lllp 193
Ubs Oconnor Llc 192
TCI Wealth Advisors, Inc. 192
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 192
Capital Fund Management S.a. 192
NOSGX - Northern Funds - Northern Small Cap Value Fund 192
Harbour Investments, Inc. 191
Aperio Group, LLC 191
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 191
Private Advisor Group, LLC 191
Geneos Wealth Management Inc. 191
Penserra Capital Management LLC 191
State Farm Mutual Fund Trust 190
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 190
Global Retirement Partners, LLC 190
NEXT Financial Group, Inc 190
State Farm Variable Product Trust 189
National Bank Of Canada /fi/ 189
Sculptor Capital LP 189
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 189
Clear Street Markets Llc 189
Arizona State Retirement System 189
Canada Pension Plan Investment Board 188
VDAFX - VALIC Co I - Dynamic Allocation Fund 188
Healthcare Of Ontario Pension Plan Trust Fund 188
Parkside Financial Bank & Trust 188
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 188
Driehaus Capital Management Llc 188
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 188
Farther Finance Advisors, LLC 188
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 188
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 188
Voloridge Investment Management, Llc 187
Mackay Shields Llc 187
Acrospire Investment Management LLC 187
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 186
Bayesian Capital Management, LP 186
ClariVest Asset Management LLC 186
Oppenheimer & Co Inc 186
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 186
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 186
Dupont Capital Management Corp 186
Mirae Asset Global Investments Co., Ltd. 186
Winton Capital Group Ltd 186
Hillsdale Investment Management Inc. 186
College Retirement Equities Fund 185
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 185
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 185
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 185
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 185
State of Tennessee, Treasury Department 184
Hbk Investments L P 184
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 184
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 184
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 183
Ellington Management Group Llc 183
Y-Intercept (Hong Kong) Ltd 183
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 183
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 182
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 182
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 181
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 181
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 181
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 181
Lindbrook Capital, Llc 181
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 181
Essex Investment Management Co Llc 181
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 180
Natixis 180
Truist Financial Corp 180
Spot Trading L.L.C 180
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 180
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 180
Laurion Capital Management LP 180
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 180
Stratos Wealth Partners, LTD. 180
Teachers Retirement System Of The State Of Kentucky 179
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 179
Campbell & CO Investment Adviser LLC 179
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 179
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 179
IWV - iSHARES TRUST - iShares Russell 3000 ETF 178
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 178
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 178
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 178
Soros Fund Management Llc 178
American Portfolios Advisors 178
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 178
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 178
Allspring Global Investments Holdings, LLC 177
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 177
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 177
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 177
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 176
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 176
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 176
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 176
Managed Account Advisors Llc 176
Mackenzie Financial Corp 175
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 175
Graham Capital Management, L.P. 175
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 175
Public Employees Retirement Association Of Colorado 175
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 174
Landscape Capital Management, L.l.c. 174
Aquatic Capital Management LLC 174
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 174
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 174
M&t Bank Corp 173
Eaton Vance Management 173
Occudo Quantitative Strategies Lp 173
Vanguard World Fund 172
Stevens Capital Management Lp 172
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 172
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 172
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 172
BNP Paribas Asset Management Holding S.A. 172
Susquehanna Fundamental Investments, Llc 172
Zacks Investment Management 172
Blair William & Co/il 171
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 171
Assetmark, Inc 171
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 171
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 171
AMP Capital Investors Ltd 171
Fox Run Management, L.l.c. 171
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 171
Alberta Investment Management Corp 171
GAMMA Investing LLC 170
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 170
Hartland & Co., LLC 170
Spire Wealth Management 170
Airain ltd 170
Amundi 169
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 169
Tiaa-cref Funds 169
Gamco Investors, Inc. Et Al 169
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 169
Suntrust Banks Inc 169
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 169
RidgeWorth Capital Management LLC 168
Advisors Asset Management, Inc. 168
Mariner, LLC 168
Weiss Asset Management LP 168
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 168
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 168
Versant Capital Management, Inc 167
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 167
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 167
State of Wyoming 167
Private Trust Co Na 167
Emerald Acquisition Ltd. 167
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 167
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 166
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 166
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 166
AdvisorNet Financial, Inc 166
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 166
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 166
Cetera Advisor Networks LLC 166
Globeflex Capital L P 166
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 166
Tfs Capital Investment Trust 166
MASTER BOND LLC - Master Total Return Portfolio 166
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 166
Vident Investment Advisory, LLC 166
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 166
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 165
Alyeska Investment Group, L.P. 165
NSIDX - Northern Funds - Northern Small Cap Index Fund 164
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 164
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 164
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 164
Jefferies Financial Group Inc. 164
Caption Management, LLC 164
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 163
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 163
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 163
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 163
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 163
Loomis Sayles & Co L P 163
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 162
Covestor Ltd 162
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 162
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 162
State of New Jersey Common Pension Fund D 162
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 162
Oppenheimer Funds Inc 162
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 162
United Services Automobile Association 162
IWM - iSHARES TRUST - iShares Russell 2000 ETF 161
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 161
Brown Brothers Harriman & Co 161
Picton Mahoney Asset Management 161
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 161
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 161
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 161
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 161
Ronald Blue Trust, Inc. 161
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 161
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 160
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 160
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 160
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 160
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 160
SRS Capital Advisors, Inc. 160
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 160
New York State Teachers Retirement System 160
PENN SERIES FUNDS INC - Small Cap Index Fund 160
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 159
Caitong International Asset Management Co., Ltd 159
Massmutual Trust Co Fsb/adv 159
Nuveen, LLC 159
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 159
MAI Capital Management 159
Profunds - Profund Vp Small-cap 159
Profunds - Profund Vp Ultrasmall-cap 159
FNY Managed Accounts LLC 159
Larson Financial Group LLC 159
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 159
Public Sector Pension Investment Board 159
Jane Street Holding, LLC 159
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 158
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 158
Cresset Asset Management, LLC 158
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 158
QS Investors, LLC 158
Bogle Investment Management L P /de/ 158
Glassman Wealth Services 158
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 158
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 158
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 157
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 157
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 157
Nine Chapters Capital Management LLC 157
Mutual Of America Capital Management Llc 157
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 157
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 157
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 157
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 157
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 157
PENN SERIES FUNDS INC - International Equity Fund 157
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 157
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 157
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 157
Old Mission Capital Llc 157
Sowell Financial Services LLC 156
Sofos Investments, Inc. 156
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 156
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 156
Numeric Investors Llc 156
Regions Financial Corp 156
Wealthspire Advisors, L.P. 156
Quantamental Technologies LLC 156
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 156
CENTRAL TRUST Co 156
Belpointe Asset Management LLC 156
VCSLX - VALIC Co I - Small Cap Index Fund 156
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 156
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 156
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 156
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 155
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 155
Aigen Investment Management, Lp 155
Municipal Employees' Retirement System of Michigan 155
Profund Advisors Llc 155
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 154
Gemmer Asset Management LLC 154
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 154
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 154
Ardsley Advisory Partners Lp 154
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 154
Fuller & Thaler Asset Management, Inc. 154
Benjamin F. Edwards & Company, Inc. 154
Seven Eight Capital, Lp 153
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 153
Td Asset Management Inc 153
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 153
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 153
Coldstream Capital Management Inc 153
SLPIX - Profunds - Small-cap Profund Investor Class 153
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 153
NumerixS Investment Technologies Inc 153
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 153
Systematic Financial Management Lp 152
Weiss Multi-Strategy Advisers LLC 152
Cetera Investment Advisers 152
Hutchin Hill Capital, LP 152
Menta Capital Llc 152
Principal Securities, Inc. 152
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 152
Vantagepoint Funds 152
K2 Principal Fund, L.p. 152
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 152
Piedmont Investment Advisors Llc 152
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 151
Daiwa Securities Group Inc. 151
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 151
PineBridge Investments, L.P. 151
Police & Firemen's Retirement System of New Jersey 151
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 151
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 151
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 151
Aviva Plc 151
Nordea Investment Management Ab 151
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 151
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 151
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 151
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 150
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 150
Virginia Retirement Systems Et Al 150
Skopos Labs, Inc. 150
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 150
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 150
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 150
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 149
Amundi Pioneer Asset Management Inc 149
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 149
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 149
Point72 Asia (Singapore) Pte. Ltd. 148
Cornerstone Capital Management Holdings Llc. 148
Dark Forest Capital Management Lp 148
True Wealth Design, LLC 148
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 148
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 148
First Manhattan Co 148
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 148
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 148
First Hawaiian Bank 148
Valeo Financial Advisors, LLC 148
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 148
Deere & Co 148
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 148
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 148
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 147
IWC - iSHARES TRUST - iShares Micro-Cap ETF 147
Baird Financial Group, Inc. 147
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 147
DekaBank Deutsche Girozentrale 147
Toroso Investments, LLC 147
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 147
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 146
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 146
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 146
Corebridge Financial, Inc. 146
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 146
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 146
Sonora Investment Management, LLC 146
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 146
First Mercantile Trust Co 146
BlackRock Japan Co. Ltd 146
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 145
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 145
Advent Capital Management /de/ 145
Amalgamated Financial Corp. 145
Sawtooth Solutions, LLC 145
Employees Retirement System of Texas 145
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 145
Natixis Advisors, L.p. 145
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 145
Navellier & Associates Inc 145
Ellevest, Inc. 145
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 145
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 145
Oregon Public Employees Retirement Fund 144
First Republic Investment Management, Inc. 144
CoreCap Advisors, LLC 144
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 144
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 144
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 144
SAC Capital Advisors LP 144
Assenagon Asset Management S.A. 144
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 143
Texas Permanent School Fund 143
Intech Investment Management Llc 143
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 143
Atom Investors LP 143
Skandinaviska Enskilda Banken AB (publ) 143
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 143
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 143
Whitebox Advisors Llc 143
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 143
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 143
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 143
Private Capital Group, LLC 143
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 142
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 142
FORA Capital, LLC 142
Alps Advisors Inc 142
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 142
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 142
TD Waterhouse Canada Inc. 142
Shell Asset Management Co 142
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 142
Brandywine Global Investment Management, LLC 141
Blueshift Asset Management, LLC 141
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 141
Quarry LP 141
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 141
Palisade Capital Management Llc/nj 141
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 141
Nomura Asset Management Co Ltd 141
Ensign Peak Advisors, Inc 141
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 140
Lombard Odier Asset Management (USA) Corp 140
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 140
Dynamic Technology Lab Pte Ltd 140
Brevan Howard Capital Management LP 140
Boston Partners 140
Howe & Rusling Inc 140
LS Investment Advisors, LLC 140
GABELLI & Co INVESTMENT ADVISERS, INC. 140
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 139
Harel Insurance Investments & Financial Services Ltd. 139
Quantitative Investment Management, LLC 139
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 139
Rothschild Investment Llc 139
Crossmark Global Holdings, Inc. 139
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 138
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 138
Cerity Partners LLC 138
Point72 (DIFC) Ltd 138
Oppenheimer Asset Management Inc. 138
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 138
Keybank National Association/oh 138
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 138
Ontario Teachers Pension Plan Board 138
Hancock Whitney Corp 138
Seacrest Wealth Management, Llc 138
Glazer Capital, Llc 137
Asset Management One Co., Ltd. 137
Manchester Capital Management LLC 137
Pathstone Family Office, Llc 137
Oppenheimer Etf Trust 137
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 137
Rehmann Capital Advisory Group 137
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 137
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 136
Caxton Associates Lp 136
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 136
Louisiana State Employees Retirement System 136
CIBC World Markets Inc. 136
Quantinno Capital Management LP 136
Eqis Capital Management, Inc. 136
Orion Portfolio Solutions, LLC 136
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 135
Mason Street Advisors, Llc 135
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 135
GAM Holding AG 135
Berman Capital Advisors, LLC 135
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 135
Gradient Investments LLC 135
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 135
VTL Associates, LLC 135
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 134
Umb Bank N A/mo 134
Moore Capital Management, Lp 134
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 134
Proficio Capital Partners LLC 134
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 134
Capital Performance Advisors Llp 134
Van Eck Associates Corp 134
Plante Moran Financial Advisors, LLC 134
Petrus Trust Company, LTA 133
QCVAX - Clearwater Investment Trust - Clearwater International Fund 133
Adage Capital Partners Gp, L.l.c. 133
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 133
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 133
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 133
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 132
International Assets Investment Management, Llc 132
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 132
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 132
Guggenheim Active Allocation Fund 132
Smartleaf Asset Management LLC 132
Point72 Middle East FZE 132
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 131
Versor Investments LP 131
Patriot Financial Group Insurance Agency, LLC 131
Grantham, Mayo, Van Otterloo & Co. LLC 131
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 131
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 131
Farmers & Merchants Investments Inc 131
Linden Advisors Lp 131
Clearbridge Investments, LLC 131
Handelsbanken Fonder AB 131
Mml Investors Services, Llc 131
Prospera Financial Services Inc 131
Chicago Equity Partners Llc 130
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 130
Oberweis Asset Management Inc/ 130
Capstone Asset Management Co 130
Stephens Inc /ar/ 130
CIBC Asset Management Inc 130
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 129
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 129
Catalyst Capital Advisors LLC 129
Quantitative Systematic Strategies LLC 129
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 129
Rydex Etf Trust 129
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 129
IndexIQ Advisors LLC 129
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 129
Bell Investment Advisors, Inc 129
Robeco Institutional Asset Management B.V. 129
Truvestments Capital Llc 128
Six Circles Trust - Six Circles Global Bond Fund 128
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 128
Reilly Financial Advisors, Llc 128
JustInvest LLC 128
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 128
Cibc World Markets Corp 128
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 128
Martingale Asset Management L P 128
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 128
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 128
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 127
Sandy Spring Bank 127
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 127
Headlands Technologies LLC 127
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 127
Optimum Investment Advisors 127
Tocqueville Asset Management L.p. 127
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 127
Symmetry Peak Management Llc 127
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 127
Compagnie Lombard Odier SCmA 127
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 127
State of Alaska, Department of Revenue 127
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 127
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 127
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 127
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 127
Wealth Enhancement Advisory Services, Llc 127
Peak6 Llc 126
EntryPoint Capital, LLC 126
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 126
Shelton Capital Management 126
Money Concepts Capital Corp 126
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 126
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 126
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 126
Riverhead Capital Management Llc 126
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 126
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 126
GIMFX - GMO TRUST - GMO Implementation Fund 125
Exchange Traded Concepts, Llc 125
Atria Investments Llc 125
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 125
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 125
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 125
SECOR Capital Advisors, LP 125
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 125
Mercer Global Advisors Inc /adv 125
J. Goldman & Co LP 125
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 125
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 125
Edmond De Rothschild Holding S.a. 125
Commonwealth Equity Services, Inc 125
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 124
Newbridge Financial Services Group, Inc. 124
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 124
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 124
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 124
Creative Financial Designs Inc /adv 124
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 124
Carroll Financial Associates, Inc. 124
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 124
Hanseatic Management Services Inc 124
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 123
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 123
Whittier Trust Co 123
WFG Advisors, LP 123
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 123
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 123
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 123
Itau Unibanco Holding S.A. 123
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 123
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 123
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 123
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 123
CI Private Wealth, LLC 123
Brown Advisory Inc 123
Jfs Wealth Advisors, Llc 123
Brinker Capital Investments, LLC 122
North Star Investment Management Corp. 122
AE Wealth Management LLC 122
FNY Partners Fund LP 122
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 122
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 122
Hantz Financial Services, Inc. 122
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 122
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 122
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 121
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 121
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 121
Advisory Research Inc 121
Profunds - Profund Vp Oil & Gas 121
Belvedere Trading LLC 121
Boston Private Wealth Llc 121
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 121
Bokf, Na 121
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 121
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 121
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 121
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 121
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 121
Shepherd Kaplan Krochuk, Llc 121
Yousif Capital Management, Llc 121
Bank Of Nova Scotia 121
USA Financial Portformulas Corp 121
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 120
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 120
Baker Avenue Asset Management, LP 120
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 120
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 120
Vestcor Inc 120
Bailard, Inc. 120
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 120
Ssi Investment Management Llc 120
Eagle Asset Management Inc 120
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 120
Princeton Alpha Management LP 120
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 120
Vident Advisory, LLC 120
Hartford Mutual Funds Inc/ct 119
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 119
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 119
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 119
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 119
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 119
Wipfli Financial Advisors Llc, 119
Mizuho Securities Usa Llc 119
Synovus Financial Corp 119
Winslow, Evans & Crocker, Inc. 119
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 119
Cipher Capital LP 119
Diversified Trust Co 119
Snowden Capital Advisors LLC 119
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 119
Twinbeech Capital Lp 118
Alphacrest Capital Management Llc 118
Csenge Advisory Group 118
Pictet Asset Management Ltd 118
Segall Bryant & Hamill, Llc 118
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 118
CWM Advisors, LLC 118
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 118
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 118
Holocene Advisors, LP 118
Summit Trail Advisors, Llc 118
Weld Capital Management Llc 118
First Quadrant L P/ca 118
Financial Architects, Inc 117
Hussman Strategic Advisors, Inc. 117
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 117
Massachusetts Financial Services Co /ma/ 117
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 117
Rise Advisors, LLC 117
GV Financial Advisors 117
Northern Trust Co Of Connecticut 117
Flagship Harbor Advisors, Llc 117
Maven Securities LTD 116
James Investment Research Inc 116
Vanguard Horizon Funds 116
Migdal Insurance & Financial Holdings Ltd. 116
Candriam Luxembourg S.C.A. 116
Cullen/frost Bankers, Inc. 116
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 116
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 116
Pictet Asset Management Holding SA 116
Pathstone Holdings, LLC 116
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 116
Legato Capital Management LLC 116
FIL Ltd 115
Assured Investment Management LLC 115
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 115
Rational Advisors Llc 115
IMC-Chicago, LLC 115
Klp Kapitalforvaltning As 115
Ameritas Investment Corp 115
Castleark Management Llc 115
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 115
TENOR CAPITAL MANAGEMENT Co., L.P. 115
Harvest Fund Management Co., Ltd 115
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 115
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 115
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 115
Quest Partners LLC 115
VCAAX - VALIC Co I - Asset Allocation Fund 115
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 115
Toth Financial Advisory Corp 115
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 115
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 115
Macroview Investment Management Llc 114
Wedbush Securities Inc 114
Enterprise Financial Services Corp 114
Nicholas Investment Partners, LP 114
Ionic Capital Management LLC 114
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 114
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 114
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 114
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 114
Kestra Advisory Services, LLC 114
Cadence Capital Management Llc 114
FDx Advisors, Inc. 114
Aster Capital Management (DIFC) Ltd 114
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 114
Sunbelt Securities, Inc. 113
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 113
Visium Asset Management, LP 113
Teza Capital Management LLC 113
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 113
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 113
Paradigm Asset Management Co Llc 113
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 113
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 113
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 113
Mirabella Financial Services Llp 113
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 113
C M Bidwell & Associates Ltd 113
Advanced Series Trust - Ast Small-cap Growth Portfolio 113
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 112
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 112
Pictet Asset Management Sa 112
Shay Capital LLC 112
G2 Investment Partners Management LLC 112
Capital Advisors, Ltd. LLC 112
Bridgefront Capital, LLC 112
Pinnacle Wealth Planning Services, Inc. 112
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 112
Diametric Capital, LP 112
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 112
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 112
Gts Securities Llc 112
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 112
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 112
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 112
Thompson Siegel & Walmsley Llc 112
Fisher Asset Management, LLC 111
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 111
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 111
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 111
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 111
Stone Ridge Asset Management LLC 111
Lsv Asset Management 111
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 111
Cetera Advisors LLC 111
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 111
Sutton Wealth Advisors Inc. 111
Timber Hill LLC 111
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 111
FinTrust Capital Advisors, LLC 111
Davidson Kempner Capital Management Lp 111
Karp Capital Management Corp 111
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 111
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 111
Stephens Consulting, LLC 111
Cinctive Capital Management LP 111
Xponance, Inc. 110
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 110
AHL Partners LLP 110
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 110
Venturi Wealth Management, LLC 110
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 110
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 110
ETRADE Capital Management LLC 110
Catalyst Funds Management Pty Ltd 110
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 110
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 110
Sherbrooke Park Advisers Llc 110
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 110
Financial Gravity Companies, Inc. 110
FineMark National Bank & Trust 110
Avantax Advisory Services, Inc. 110
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 110
Jennison Associates Llc 109
Alpha Paradigm Partners, LLC 109
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 109
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 109
Rafferty Asset Management, LLC 109
Cowen And Company, Llc 109
Johnson Financial Group, Inc. 109
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 109
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 109
Sciencast Management LP 109
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 109
Rotella Capital Management, Inc. 109
Twin Tree Management, LP 108
Guardian Wealth Advisors, LLC 108
World Asset Management Inc 108
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 108
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 108
Foundry Partners, LLC 108
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 108
Tradewinds Capital Management, LLC 108
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 108
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 108
Sanctuary Wealth Advisors, LLC 108
Alambic Investment Management, L.P. 108
Sei Trust Co 107
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 107
Avion Wealth 107
Wealthcare Advisory Partners LLC 107
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 107
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 107
Keebeck Alpha, LP 107
United Capital Financial Advisers, Llc 107
Element Capital Management Llc 107
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 107
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 107
Westpac Banking Corp 107
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 107
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 107
IHT Wealth Management, LLC 107
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 107
Koshinski Asset Management, Inc. 107
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 106
Ci Investments Inc. 106
GLG Partners LP 106
Calamos Global Dynamic Income Fund 106
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 106
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 106
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 106
Friess Associates Llc 106
Woodline Partners LP 106
Banque Cantonale Vaudoise 106
Evoke Wealth, Llc 106
Carlson Capital L P 106
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 106
Centaurus Financial, Inc. 106
Fortitude Family Office, LLC 105
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 105
DnB Asset Management AS 105
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 105
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 105
Irish Life Investment Managers Ltd. 105
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 105
SG3 Management, LLC 105
Hood River Capital Management LLC 105
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 105
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 105
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 105
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 105
Convergence Investment Partners, LLC 105
Dorsey Wright & Associates 105
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 104
Etf Managers Group, Llc 104
Whittier Trust Co Of Nevada Inc 104
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 104
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 104
Mount Yale Investment Advisors, LLC 104
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 104
FLDFX - Meeder Funds - BALANCED FUND Retail Class 104
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 104
Axq Capital, Lp 104
DRW Securities, LLC 104
Fred Alger Management, Llc 104
Elkfork Partners LLC 104
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 103
Nebula Research & Development LLC 103
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 103
Symphony Asset Management Llc 103
Fieldpoint Private Securities, LLC 103
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 103
Claymore Exchange-traded Fund Trust 103
Intrinsic Edge Capital Management LLC 103
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 103
Financial Management Professionals, Inc. 103
Great Lakes Advisors, Llc 103
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 103
SJS Investment Consulting Inc. 103
Cornercap Investment Counsel Inc 103
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 103
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 103
Ing Groep Nv 103
Barings Llc 103
Old Mutual Customised Solutions (proprietary) Ltd 103
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 103
Harbor Investment Advisory, Llc 103
Integral Derivatives, LLC 103
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 103
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 103
Investors Research Corp 102
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 102
Segantii Capital Management Ltd 102
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 102
State Of Michigan Retirement System 102
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 102
Weiss Strategic Interval Fund 102
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 102
Waddell & Reed Financial Inc 102
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 102
Pinnacle Associates Ltd 102
EAM Global Investors LLC 102
Focused Wealth Management, Inc 102
1832 Asset Management L.P. 102
Jupiter Asset Management Ltd 102
Twin Peaks Wealth Advisors, LLC 102
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 102
Agf Investments Inc. 102
NewSquare Capital LLC 102
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 102
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 102
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 102
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 102
Cornerstone Advisors, Inc. 102
Scotia Capital Inc. 102
APG Asset Management N.V. 102
Hexagon Capital Partners LLC 102
Delpha Capital Management, Llc 102
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 101
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 101
Silvercrest Asset Management Group Llc 101
Cornerstone Planning Group LLC 101
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 101
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 101
Empowered Funds, LLC 101
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 101
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 101
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 101
Commonwealth Bank Of Australia 101
Maryland State Retirement & Pension System 101
Water Island Capital Llc 101
Moors & Cabot, Inc. 101
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 101
Altshuler Shaham Ltd 101
Kepos Capital LP 101
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 101
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 101
Jain Global LLC 101
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 101
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 101
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 101
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 101
JNBA Financial Advisors 101
Invictus RG 100
Smithfield Trust Co 100
Yakira Capital Management, Inc. 100
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 100
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 100
Bartlett & Co. Wealth Management Llc 100
Concord Wealth Partners 100
Brewin Dolphin Ltd 100
Bogart Wealth, LLC 100
Golden State Wealth Management, LLC 100
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 100
Ieq Capital, Llc 100
Tarbox Family Office, Inc. 100
Vantage Consulting Group Inc 100
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 100
Wedge Capital Management L L P/nc 100
Westwood Holdings Group Inc 100
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 99
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 99
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 99
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 99
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 99
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 99
Resources Investment Advisors, LLC. 99
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 99
Moody National Bank Trust Division 99
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 99
Sigma Planning Corp 99
Ajo, Lp 99
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 99
Wexford Capital Lp 99
Mckinley Capital Management Llc /delaware 99
Trust Co Of Vermont 99
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 99
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 99
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 99
Manatuck Hill Partners, LLC 98
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 98
BRACX - Blackrock Allocation Target Shares - Bats Series C 98
Advent Claymore Convertible Securities & Income Fund 98
Aristeia Capital Llc 98
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 98
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 98
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 98
Summit Global Investments 98
Tompkins Financial Corp 98
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 98
SG Capital Management LLC 98
Oaktree Capital Management Lp 98
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 98
Ethic Inc. 98
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 98
First New York Securities Llc /ny 98
Salem Investment Counselors Inc 98
Knight Capital Group, Inc. 98
Counterpoint Mutual Funds LLC 97
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 97
Mather Group, Llc. 97
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 97
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 97
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 97
Pearl River Capital, LLC 97
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 97
nVerses Capital, LLC 97
Edgestream Partners, L.P. 97
BDO Wealth Advisors, LLC 97
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 97
Allianzgi Diversified Income & Convertible Fund 97
Clinton Group Inc 96
Harvest Group Wealth Management, Llc 96
Signet Financial Management, Llc 96
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 96
Prudential Plc 96
Xact Kapitalforvaltning AB 96
RSSL - Global X Funds - Global X Russell 2000 ETF 96
Scientech Research LLC 96
Ameritas Advisory Services, LLC 96
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 96
CenterStar Fund, LLC 96
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 96
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 96
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 96
Meadow Creek Investment Management LLC 96
Turner Investments, L.p. 96
AlphaMark Advisors, LLC 96
NN Investment Partners Holdings N.V. 96
Crewe Advisors LLC 95
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 95
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 95
NOBOX - Northern Funds - Northern Bond Index Fund 95
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 95
Retirement Systems of Alabama 95
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 95
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 95
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 95
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 95
Coe Capital Management, LLC 95
Advisors Preferred, LLC 95
Chartwell Investment Partners, Llc 95
Pine River Capital Management L.P. 95
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 95
Liberty Mutual Group Asset Management Inc. 95
Maverick Capital Ltd 95
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 95
Bryn Mawr Capital Management Inc 95
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 94
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 94
BRYN MAWR TRUST Co 94
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 94
ORG Partners LLC 94
Westfield Capital Management Co Lp 94
Duality Advisers, Lp 94
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 94
Optiver Holding B.V. 94
Yorktown Management & Research Co Inc 94
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 94
Emerald Advisers, Llc 94
Bartlett & Co. LLC 94
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 94
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 94
NSGRX - Northern Funds - Northern Small Cap Core Fund 94
Nbc Securities, Inc. 94
Universal- Beteiligungs- und Servicegesellschaft mbH 94
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 94
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 94
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 94
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 94
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 94
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 94
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 94
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 93
Prestige Wealth Management Group LLC 93
Financial Advocates Investment Management 93
Earnest Partners Llc 93
Cowen Group, Inc. 93
Gilder Gagnon Howe & Co Llc 93
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 93
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 93
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 93
Vontobel Holding Ltd. 93
Schubert & Co 93
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 93
Caas Capital Management Lp 93
Castle Creek Arbitrage, LLC 93
Blackrock Ltd Duration Income Trust 93
Illinois Municipal Retirement Fund 93
Pitcairn Co 93
Everence Capital Management Inc 93
First Personal Financial Services 93
Abound Wealth Management 93
Royce Value Trust Inc 93
Steward Financial Group LLC 93
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 93
Bridgewater Associates, LP 93
MQS Management LLC 92
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 92
Lido Advisors, LLC 92
Arkadios Wealth Advisors 92
Azzad Asset Management Inc /adv 92
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 92
Avantax Planning Partners, Inc. 92
RMB Capital Management, LLC 92
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 92
Rice Hall James & Associates, Llc 92
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 92
Innealta Capital, Llc 92
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 92
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 92
First Eagle Investment Management, LLC 92
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 92
Lenox Wealth Advisors, LLC 92
Campbell Multi-strategy Trust 92
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 92
Teton Advisors, Inc. 92
National Planning Corp 92
Westside Investment Management, Inc. 91
Erste Asset Management GmbH 91
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 91
SOUTH STATE Corp 91
GPS Wealth Strategies Group, LLC 91
We Are One Seven, LLC 91
CenterStar Asset Management, LLC 91
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 91
Maplelane Capital, Llc 91
Atria Wealth Solutions, Inc. 91
Caisse De Depot Et Placement Du Quebec 91
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 91
Bluefin Trading, LLC 91
Worth Venture Partners, LLC 91
Polar Capital Holdings Plc 91
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 91
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 90
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 90
Hm Payson & Co 90
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 90
Clear Street Llc 90
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 90
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 90
Parametrica Management Ltd 90
New York Life Investment Management Llc 90
General Motors Investment Management Corp 90
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 90
BNP Paribas Investment Partners S.A. 90
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 90
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 90
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 90
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 90
Kestra Private Wealth Services, Llc 90
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 90
Evercore Wealth Management, LLC 90
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 89
Old National Bancorp /in/ 89
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 89
Shaolin Capital Management LLC 89
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 89
Zweig-DiMenna Associates LLC 89
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 89
Stanley-Laman Group, Ltd. 89
Absolute Return Capital, LLC 89
Commerzbank Aktiengesellschaft /fi 89
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 89
Penn Capital Management Co Inc 89
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 89
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 89
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 89
Columbus Circle Investors 89
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 89
Capital Analysts, Inc. 89
Tucker Asset Management Llc 89
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 89
UMA Financial Services, Inc. 89
Liberty Wealth Management Llc 89
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 89
Td Private Client Wealth Llc 89
Front Row Advisors LLC 89
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 89
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 89
Mint Tower Capital Management B.V. 89
Valley National Advisers Inc 88
Securian Asset Management, Inc 88
Crestline Management, LP 88
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 88
Trustcore Financial Services, Llc 88
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 88
Sound Income Strategies, LLC 88
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 88
Cable Hill Partners, LLC 88
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 88
Carolinas Wealth Consulting Llc 88
Meridian Wealth Partners, LLC 88
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 88
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 88
CVA Family Office, LLC 88
Disciplined Investments, LLC 88
Private Wealth Management Group, LLC 88
Citizens Financial Group Inc/ri 87
Cordant, Inc. 87
Sumitomo Mitsui Trust Holdings, Inc. 87
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 87
Freestone Capital Holdings, LLC 87
Mitsubishi UFJ Trust & Banking Corp 87
Humankind Benefit Corp - Humankind US Stock ETF 87
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 87
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 87
CenterBook Partners LP 87
First Citizens Bank & Trust Co 87
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 87
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 87
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 87
Redwood Wealth Management Group, LLC 87
Glen Harbor Capital Management LLC 87
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 87
Wealthfront Inc 87
Bluefin Capital Management, Llc 87
Atlantic Trust, LLC 87
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 86
Westchester Capital Management, LLC 86
Hemington Wealth Management 86
MUFG Securities EMEA plc 86
Koch Industries Inc 86
Tcwp Llc 86
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 86
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 86
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 86
Fiera Capital Corp 86
Summit Partners Public Asset Management, Llc 86
Savant Capital, LLC 86
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 86
Anson Funds Management LP 86
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 86
Bb&t Securities, Llc 86
Institutional & Family Asset Management, Llc 86
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 86
Independent Advisor Alliance 86
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 86
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 86
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 86
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 86
Independent Portfolio Consultants, Inc. 86
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 86
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 85
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 85
Forum Funds 85
RBB FUND, INC. - Adara Smaller Companies Fund 85
Old Mutual Global Investors (UK) Ltd. 85
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 85
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 85
Arden Investment Series Trust 85
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 85
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 85
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 85
Coppell Advisory Solutions LLC 85
Pnc Funds 85
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 85
Rsm Us Wealth Management Llc 85
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 85
Tcw Group Inc 85
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 85
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 85
CAPROCK Group, Inc. 85
Wolff Wiese Magana Llc 85
Frontier Capital Management Co Llc 85
MYDA Advisors LLC 85
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 85
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 85
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 85
Polar Capital LLP 84
MBOVX - M FUND INC - M Large Cap Value Fund 84
Invictus RG Pte. Ltd. 84
Prescott Group Capital Management, L.l.c. 84
Brinker Capital Inc 84
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 84
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 84
Asset Dedication, LLC 84
New England Securities Corp /MA/ 84
Marathon Trading Investment Management LLC 84
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 84
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 84
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 84
William Blair Investment Management, Llc 84
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 84
Sargent Bickham Lagudis LLC 83
Mason Street Advisors, Llc 83
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 83
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 83
Zions Bancorporation, N.A. 83
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 83
Kornitzer Capital Management Inc /ks 83
Sageworth Trust Co 83
Stonebridge Capital Advisors LLC 83
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 83
Sanctuary Advisors, LLC 83
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 83
Capital Research Global Investors 83
Baystate Wealth Management LLC 83
TIG Advisors, LLC 83
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 83
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 83
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 83
Cornerstone Investment Partners, LLC 83
EBI - RBB Fund Trust - Longview Advantage ETF 83
Commerce Bank 83
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 83
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 83
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 83
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 83
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 83
MCF Advisors LLC 83
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 83
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 83
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 83
Spot Trading L.l.c. 83
Utah Retirement Systems 83
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 83
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 83
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 82
Glen Eagle Advisors, LLC 82
Index Management Solutions, LLC 82
Global Financial Private Client, LLC 82
M&g Investment Management Ltd 82
Colony Group Llc 82
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 82
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 82
Veriti Management LLC 82
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 82
Baird Robert W & Co Inc /wi/ 82
Levin Capital Strategies, L.p. 82
Corton Capital Inc. 82
Barrow Hanley Mewhinney & Strauss Llc 82
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 82
Riggs Asset Managment Co. Inc. 82
Qs Batterymarch Financial Management, Inc 82
Allianzgi Equity & Convertible Income Fund 82
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 82
Regal Investment Advisors LLC 82
Wilbanks Smith & Thomas Asset Management Llc 82
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 82
Piper Sandler & Co. 82
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 82
First Allied Advisory Services, Inc. 81
Northwestern Mutual Investment Management Company, Llc 81
Entropy Technologies, LP 81
Calvert Investment Management, Inc. 81
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 81
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 81
BFOR - ALPS ETF Trust - Barron's 400 ETF 81
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 81
Smith Asset Management Group Lp 81
J.w. Cole Advisors, Inc. 81
Lombard Odier Asset Management (Europe) Ltd 81
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 81
Winton Diversified Opportunities Fund 81
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 81
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 81
Ashton Thomas Private Wealth, LLC 81
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 81
Societe Generale 81
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 81
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 80
Townsquare Capital Llc 80
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 80
Susquehanna Portfolio Strategies, LLC 80
Riverview Trust Co 80
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 80
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 80
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 80
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 80
Tortoise Investment Management, LLC 80
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 80
Harbor Capital Advisors, Inc. 80
Lombard Odier Asset Management (Switzerland) SA 80
R Squared Ltd 80
Kayne Anderson Rudnick Investment Management Llc 80
SpiderRock Trading LLC 80
TFC Financial Management 80
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 80
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 80
CPSIX - Unified Series Trust - Fci Bond Fund 80
Herald Investment Management Ltd 80
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 80
GHP Investment Advisors, Inc. 80
Cigna Investments Inc /new 80
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 80
Silverback Asset Management Llc 80
Equitec Proprietary Markets, Llc 80
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 80
Cary Street Partner Investment Advisory Llc 80
Rialto Wealth Management, LLC 80
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 80
Hartford Investment Management Co 79
Wiley Bros.-aintree Capital, Llc 79
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 79
WealthPLAN Partners, LLC 79
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 79
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 79
One Wealth Advisors, LLC 79
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 79
Periscope Capital Inc. 79
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 79
Mv Capital Management, Inc. 79
Veritable, L.P. 79
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 79
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 79
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 79
P Schoenfeld Asset Management Lp 78
Exane Derivatives 78
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 78
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 78
Vanguard Whitehall Funds 78
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 78
New Mexico Educational Retirement Board 78
Advanced Series Trust - Ast Advanced Strategies Portfolio 78
WASHINGTON TRUST Co 78
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 78
Hartford Series Fund Inc 78
Tradeworx Inc. 78
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 78
Inceptionr Llc 78
Advisor Resource Council 78
Pentwater Capital Management LP 78
Wasatch Advisors Inc 78
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 78
Calamos Wealth Management LLC 78
Zions Bancorporation 78
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 78
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 78
Evergreen Capital Management Llc 78
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 78
Checchi Capital Advisers, LLC 78
Continuum Advisory, LLC 78
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 77
Hollencrest Capital Management 77
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 77
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 77
Jump Trading, LLC 77
Integrated Wealth Concepts LLC 77
Spring Creek Capital Llc 77
GW&K Investment Management, LLC 77
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 77
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 77
Alpha DNA Investment Management LLC 77
Bare Financial Services, Inc 77
DiNuzzo Private Wealth, Inc. 77
Jaffetilchin Investment Partners, LLC 77
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 77
Sensato Investors LLC 77
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 77
Ziegler Capital Management, LLC 77
Quent Capital, LLC 77
TRFM - ETF Series Solutions - AAM Transformers ETF 77
DLD Asset Management, LP 77
Heartland Advisors Inc 77
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 77
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 77
Tfo-tdc, Llc 76
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 76
Analytic Investors, LLC 76
Basso Capital Management, L.p. 76
Paradigm Capital Management Inc/ny 76
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 76
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 76
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 76
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 76
Eagle Bay Advisors LLC 76
Activest Wealth Management 76
Context Capital Management, LLC 76
Archer Investment Corp 76
Warren Averett Asset Management, LLC 76
Gyon Technologies Capital Management, LP 76
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 76
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 76
San Francisco Sentry Investment Group (ca) 76
Brookstone Capital Management 76
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 76
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 76
Calamos Strategic Total Return Fund 76
First Interstate Bank 76
Perigon Wealth Management, LLC 76
FourThought Financial, LLC 76
Cookson Peirce & Co Inc 76
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 76
Jacobi Capital Management LLC 75
Comerica Securities,inc. 75
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 75
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 75
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 75
Placemark Investments, Inc. 75
Vanguard Explorer Fund 75
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 75
Baader Bank INC 75
Global X Management CO LLC 75
Psagot Value Holdings Ltd. / (Israel) 75
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 75
AlphaOne Investment Services, LLC 75
Aristides Capital LLC 75
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 75
Kistler-Tiffany Companies, LLC 75
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 75
South Dakota Investment Council 75
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 75
Sachetta, LLC 75
Mycio Wealth Partners, Llc 75
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 75
Sequoia Financial Advisors, LLC 75
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 75
WealthTrust-Arizona, LLC 75
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 75
Wunderlich Securities, Inc. 75
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 75
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 75
STFBX - Advisers Investment Trust - State Farm Balanced Fund 74
Arrowgrass Capital Partners (us) Lp 74
Cvi Holdings, Llc 74
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 74
WealthCollab, LLC 74
Renaissance Group Llc 74
Janus Capital Management Llc 74
Rothschild Asset Management Inc 74
HighPoint Advisor Group LLC 74
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 74
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 74
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 74
Contravisory Investment Management, Inc. 74
Underlying Funds Trust 74
Phoenix Holdings Ltd. 74
Standard Life Aberdeen plc 74
Stoneridge Investment Partners Llc 74
Hudock, Inc. 74
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 74
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 74
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 74
Scout Investments, Inc. 74
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 74
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 74
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 74
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 74
Mark Sheptoff Financial Planning, Llc 74
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 74
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 74
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 74
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 74
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 74
Chevy Chase Trust Holdings, Inc. 74
Elite Wealth Management, Inc. 74
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 74
Advantage Investment Management, Llc 74
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 74
Anchor Investment Management, LLC 74
Park Avenue Securities Llc 73
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 73
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 73
Sandler Capital Management 73
Ibex Investors LLC 73
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 73
Perritt Capital Management Inc 73
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 73
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 73
K.J. Harrison & Partners Inc 73
Vigilant Capital Management, LLC 73
Coastal Investment Advisors, Inc. 73
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 73
Boardman Bay Capital Management Llc 73
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 73
Telemetry Investments, L.L.C. 73
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 73
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 73
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 73
Royce Micro-cap Trust, Inc /md/ 73
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 73
Associated Banc-corp 73
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 73
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 73
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 73
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 73
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 73
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 72
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 72
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 72
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 72
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 72
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 72
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 72
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 72
Jpmorgan Trust Iii 72
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 72
Washington Trust Bank 72
Key FInancial Inc 72
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 72
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 72
Lisanti Capital Growth, LLC 72
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 72
Artemis Investment Management LLP 72
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 72
Integrated Wealth Management 72
Quentec Asset Management Llc 72
BTG Pactual Global Asset Management Ltd 72
Horizon Investments, LLC 72
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 72
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 72
Colony Group, LLC 72
Calamos Convertible Opportunities & Income Fund 72
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 72
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 72
Banque Transatlantique SA 72
Gardner Lewis Asset Management L P 72
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 72
Annis Gardner Whiting Capital Advisors, LLC 72
Calamos Convertible & High Income Fund 72
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 72
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 72
I.g. Investment Management, Ltd. 72
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 72
NorthCoast Asset Management LLC 72
Artisan Partners Limited Partnership 72
Venture Visionary Partners LLC 71
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 71
Cim Investment Mangement Inc 71
JJJ Advisors Inc. 71
Baldwin Brothers Inc/ma 71
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 71
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 71
Moneta Group Investment Advisors Llc 71
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 71
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 71
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 71
People's United Financial, Inc. 71
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 71
Cambridge Trust Co 71
Motco 71
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 71
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 71
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 71
UniSuper Management Pty Ltd 71
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 71
Emerald Mutual Fund Advisers Trust 71
Thurston, Springer, Miller, Herd & Titak, Inc. 71
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 71
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 71
Bowling Portfolio Management LLC 71
White Pine Capital Llc 71
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 71
IBM Retirement Fund 71
Argent Capital Management Llc 71
Tibra Equities Europe Ltd 71
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 71
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 71
King Luther Capital Management Corp 71
Natixis Investment Managers International 71
Needham Investment Management Llc 71
Claris Advisors, Llc / Mo / 71
John Hancock Income Securities Trust 71
Bay Harbor Wealth Management, LLC 71
Bank Julius Baer & Co. Ltd, Zurich 70
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 70
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 70
Prime Capital Investment Advisors, LLC 70
L & S Advisors Inc 70
Tsfg, Llc 70
Tradition Wealth Management, LLC 70
GeoWealth Management, LLC 70
WPG Advisers, LLC 70
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 70
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 70
Redwood Investments, LLC 70
Balentine LLC 70
Dubuque Bank & Trust Co 70
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 70
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 70
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 70
361 Capital Llc 70
Neo Ivy Capital Management 70
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 70
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 70
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 70
Teton Westwood Funds 70
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 70
Alpha Windward Llc 70
Harvest Capital Strategies LLC 70
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 70
Fortitude Advisory Group L.L.C. 70
Capital Asset Advisory Services LLC 70
Blackrock Core Bond Trust 70
Covington Capital Management 70
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 70
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 70
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 70
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 70
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 70
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 70
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 69
Cavalier Investments, LLC 69
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 69
DAACX - Adviser Managed Trust - Diversified Equity Fund 69
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 69
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 69
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 69
Trust For Advisor Solutions 69
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 69
StoneX Group Inc. 69
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 69
Six Circles Trust - Six Circles Credit Opportunities Fund 69
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 69
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 69
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 69
Next Financial Holdings 69
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 69
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 69
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 69
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 69
1492 Capital Management LLC 69
Harvest Management Llc 69
Capital One, National Association 69
Parkworth Wealth Management, Inc. 69
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 69
Blackrock Corporate High Yield Fund, Inc. 69
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 69
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 69
Eaton Vance Ltd Duration Income Fund 69
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 69
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 69
Envestnet Portfolio Solutions, Inc. 69
Qrg Capital Management, Inc. 69
HBK Sorce Advisory LLC 69
Columbia Partners L L C Investment Management 69
U.S. Capital Wealth Advisors, LLC 69
Numerai GP LLC 68
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 68
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 68
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 68
Sumitomo Mitsui DS Asset Management Company, Ltd 68
Raymond James Trust N.a. 68
West Tower Group, LLC 68
Raleigh Capital Management Inc. 68
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 68
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 68
Calamos Dynamic Convertible & Income Fund 68
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 68
EP Wealth Advisors, Inc. 68
Level Four Advisory Services, Llc 68
Tyers Asset Management LLC 68
BI Asset Management Fondsmaeglerselskab A/S 68
Boston Private Bank & Trust Co 68
Longfellow Investment Management Co Llc 68
Dana Investment Advisors, Inc. 68
Shellback Capital, LP 68
Avestar Capital, LLC 68
Psagot Investment House Ltd. 68
First Horizon Corp 68
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 68
BerganKDV Wealth Management, LLC 68
Mendota Financial Group, LLC 68
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 68
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 68
Banque Pictet & Cie Sa 68
Zazove Associates Llc 68
Malaga Cove Capital, LLC 68
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 68
Pinz Capital Management, LP 68
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 68
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 68
Capula Management Ltd 68
Strategic Wealth Partners, Ltd. 68
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 68
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 68
Lee Financial Co 68
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 68
Regentatlantic Capital Llc 68
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 68
Flow Traders U.s. Llc 68
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 68
Denali Advisors Llc 68
Shapiro Robert N 67
Advanced Series Trust - Ast Small-cap Value Portfolio 67
Inspire Advisors, LLC 67
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 67
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 67
Wealthcare Capital Management Llc 67
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 67
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 67
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 67
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 67
Highland Capital Management, Llc 67
Granite Point Capital Management, L.P. 67
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 67
QCM Cayman, Ltd. 67
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 67
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 67
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 67
Harbour Capital Advisors, LLC 67
Meitav Dash Investments Ltd 67
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 67
McIlrath & Eck, LLC 67
Kingsview Wealth Management, LLC 67
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 67
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 67
Virtus Investment Advisers, Inc. 67
Beacon Capital Management, LLC 67
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 67
Enlightenment Research, LLC 67
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 67
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 67
Kovack Advisors, Inc. 67
Santa Fe Partners LLC 67
Janney Capital Management LLC 67
Park Place Capital Corp 67
Leap Investments Lp 67
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 67
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 67
Clear Harbor Asset Management, LLC 67
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 66
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 66
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 66
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 66
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 66
Total Clarity Wealth Management, Inc. 66
Wetherby Asset Management Inc 66
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 66
Northpointe Capital Llc 66
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 66
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 66
Merit Financial Group, LLC 66
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 66
CX Institutional 66
Ritholtz Wealth Management 66
Blackrock Multi-sector Income Trust 66
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 66
Granahan Investment Management Inc/ma 66
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 66
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 66
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 66
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 66
Allianzgi Convertible & Income Fund Ii 66
TRUE Private Wealth Advisors 66
Allianzgi Convertible & Income Fund 66
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 66
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 66
Gruber & Mcbaine Capital Management Llc 66
HYLD - Exchange Listed Funds Trust - High Yield ETF 66
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 66
Millrace Asset Group, Inc. 66
Pendal Group Ltd 66
Hughes Financial Services, LLC 66
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 66
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 66
Eudaimonia Partners, LLC 66
Johnson Investment Counsel Inc 66
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 66
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 66
Clearline Capital LP 66
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 66
Denver Investment Advisors Llc 65
Treasurer of the State of North Carolina 65
Bruce G. Allen Investments, LLC 65
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 65
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 65
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 65
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 65
Accurate Wealth Management, LLC 65
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 65
Cantor Fitzgerald, L. P. 65
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 65
Insight Capital Research & Management Inc 65
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 65
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 65
Van Hulzen Asset Management, LLC 65
Kilter Group LLC 65
Kanaly Trust Co 65
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 65
Zebra Capital Management LLC 65
Hodges Capital Management Inc. 65
RFP Financial Group LLC 65
LGT Financial Advisors LLC 65
Elequin Capital Lp 65
Pier Capital, LLC 65
Livforsakringsbolaget Skandia, Omsesidigt 65
Neuburgh Advisers LLC 65
Harber Asset Management Llc 65
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 65
Usca Ria Llc 65
Winch Advisory Services, LLC 65
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 65
Oakworth Capital, Inc. 65
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 65
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 65
HFM Investment Advisors, LLC 65
Concentric Capital Strategies, LP 65
Robeco Schweiz AG 65
Monashee Investment Management LLC 65
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 64
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 64
Vivaldi Asset Management, LLC 64
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 64
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 64
Sheaff Brock Investment Advisors, LLC 64
Apollon Wealth Management, LLC 64
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 64
Korea Investment CORP 64
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 64
BBT Capital Management, LLC 64
HHM Wealth Advisors, LLC 64
Magnus Financial Group LLC 64
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 64
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 64
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 64
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 64
Boston Advisors Llc 64
Dialectic Capital Management, Lp 64
Wesbanco Bank Inc 64
Calamos Global Total Return Fund 64
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 64
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 64
Cassady Schiller Wealth Management, LLC 64
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 64
MARSHALL WACE ASIA Ltd 64
Vestmark Advisory Solutions, Inc. 64
Readystate Asset Management Lp 64
WR Wealth Planners, LLC 64
Glg Llc 64
Castleview Partners, Llc 64
Fulton Bank, N.a. 64
Wealthfront Advisers Llc 64
Atlas Capital Advisors Llc 64
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 64
John Hancock Hedged Equity & Income Fund 64
Krilogy Financial LLC 64
RWC Asset Management LLP 64
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 64
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 64
MBEQX - M FUND INC - M International Equity Fund 64
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 64
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 64
Certified Advisory Corp 64
Advisor Partners Ii, Llc 64
Lucus Advisors Llc 64
Radcliffe Capital Management, L.P. 64
Capital World Investors 64
Bedel Financial Consulting, Inc. 64
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 64
URTH - iShares, Inc. - iShares MSCI World ETF 64
Capital Bank & Trust Co 64
Chicago Partners Investment Group LLC 64
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 64
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 64
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 64
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 64
Nvwm, Llc 63
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 63
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 63
Rivernorth Capital Management, Llc 63
Gupta Wealth Management LLC 63
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 63
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 63
Oppenheimer Variable Account Funds 63
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 63
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 63
Myriad Asset Management Ltd. 63
Hennessy Advisors Inc 63
Angelo Gordon & Co., L.p. 63
Granite Investment Partners, LLC 63
Ab Pooling Portfolios 63
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 63
Wbi Investments, Inc. 63
Cupps Capital Management, LLC 63
Athanor Capital, Lp 63
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 63
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 63
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 63
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 63
ArrowMark Colorado Holdings LLC 63
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 63
Glenmede Investment Management, LP 63
Andra AP-fonden 63
Colonial Trust Co / SC 63
Bayforest Capital Ltd 63
IMA Wealth, Inc. 63
Montag A & Associates Inc 63
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 63
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 63
Brookfield Asset Management Inc. 63
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 63
MERVX - MERGER FUND VL - The Merger Fund VL 63
Tokio Marine Asset Management Co Ltd 63
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 63
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 63
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 63
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 62
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 62
SpiderRock Advisors, LLC 62
Procyon Private Wealth Partners, LLC 62
YorkBridge Wealth Partners, LLC 62
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 62
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 62
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 62
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 62
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 62
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 62
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 62
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 62
Vertex One Asset Management Inc. 62
Congress Asset Management Co /ma 62
Kore Private Wealth LLC 62
Ropes Wealth Advisors Llc 62
IWB - iSHARES TRUST - iShares Russell 1000 ETF 62
Laffer Investments 62
Allstate Corp 62
Quest Capital Management Inc /adv 62
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 62
Transamerica Partners Funds Group Ii 62
Transamerica Partners Funds Group 62
Kingdon Capital Management, L.l.c. 62
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 62
Sheets Smith Wealth Management 62
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 62
Beacon Pointe Advisors, LLC 62
Moisand Fitzgerald Tamayo, LLC 62
Oakbrook Investments Llc 62
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 62
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 62
Parkwood LLC 62
Bancroft Fund Ltd 62
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 62
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 62
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 62
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 62
Centerpoint Advisors, LLC 62
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 62
Hennion & Walsh Asset Management, Inc. 61
Hilltop Holdings Inc. 61
BlueCrest Capital Management LLP 61
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 61
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 61
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 61
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 61
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 61
Interchange Capital Partners, LLC 61
Beaird Harris Wealth Management, LLC 61
GGBFX - GuideStone Funds - Global Bond Fund Investor 61
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 61
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 61
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 61
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 61
Foresters Investment Management Company, Inc. 61
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 61
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 61
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 61
Capital Guardian Trust Co 61
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 61
RBF Capital, LLC 61
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 61
State of New Jersey Common Pension Fund A 61
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 61
NatWest Group plc 61
Ellsworth Growth & Income Fund Ltd 61
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 61
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 61
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 61
Fort Washington Investment Advisors Inc /oh/ 61
Meritage Portfolio Management 61
Highland Capital Management Lp 61
WealthTrak Capital Management LLC 61
Cerebellum GP, LLC 61
Emerald Investment Partners, Llc 61
Jackson Creek Investment Advisors LLC 61
Greenleaf Trust 61
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 61
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 61
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 61
Alpine Associates Management Inc. 61
Grove Bank & Trust 61
Byrne Asset Management LLC 61
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 61
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 61
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 61
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 61
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 60
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 60
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 60
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 60
AWM Investment Company, Inc. 60
Munder Capital Management 60
Formula Growth Ltd 60
ICA Group Wealth Management, LLC 60
Swedbank AB 60
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 60
Blackrock Debt Strategies Fund, Inc. 60
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 60
Vantage Investment Advisors, LLC 60
Portolan Capital Management, LLC 60
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 60
Agf Management Ltd 60
NJ State Employees Deferred Compensation Plan 60
Camarda Financial Advisors, LLC 60
Beryl Capital Management LLC 60
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 60
CSat Investment Advisory, L.P. 60
John Hancock Funds II - Science & Technology Fund Class NAV 60
Integrated Investment Consultants, LLC 60
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 60
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 60
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 60
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 60
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 60
Gerber Kawasaki Wealth & Investment Management 60
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 60
Flinton Capital Management LLC 60
Formidable Asset Management, LLC 60
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 60
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 60
Verus Capital Partners, Llc 60
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 60
Simon Quick Advisors, Llc 60
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 60
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 60
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 60
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 60
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 60
Cornerstone Wealth Management, LLC 60
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 60
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 60
Saba Capital Management, L.P. 60
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 60
Wall Street Associates 60
Alera Investment Advisors, LLC 60
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 60
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 60
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 60
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 59
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 59
Gideon Capital Advisors, Inc. 59
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 59
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 59
Arete Wealth Advisors, LLC 59
Kapitalo Investimentos Ltda 59
Bb&t Investment Services, Inc. 59
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 59
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 59
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 59
Eagle Global Advisors Llc 59
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 59
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 59
Verdence Capital Advisors LLC 59
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 59
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 59
Kovitz Investment Group Partners, LLC 59
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 59
Putnam Master Intermediate Income Trust 59
Berkley W R Corp 59
NESGX - NEEDHAM FUNDS INC - Needham Small Cap Growth Fund Retail Class 59
Aspire Private Capital, LLC 59
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 59
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 59
Capital Investment Advisory Services, LLC 59
Apriem Advisors 59
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 59
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 59
Quinn Opportunity Partners LLC 59
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 59
Icon Advisers Inc/co 59
Transamerica Partners Portfolios 59
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 59
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 59
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 59
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 59
AllianzGI Artificial Intelligence & Technology Opportunities Fund 59
AGF Investments LLC 59
D'Orazio & Associates, Inc. 59
Dreman Value Management, L L C 59
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 59
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 59
Trellus Management Company, LLC 59
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 59
Impax Asset Management Group plc 59
Burney Co/ 59
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 59
Ballentine Partners, LLC 59
DAVENPORT & Co LLC 59
Duncker Streett & Co Inc 59
SYSTM Wealth Solutions LLC 59
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 59
Zeke Capital Advisors, Llc 59
Albion Financial Group /ut 59
Hotchkis & Wiley Capital Management Llc 59
Capital International Investors 59
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 59
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 59
Putnam Premier Income Trust 59
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 59
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 58
Barometer Capital Management Inc. 58
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 58
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 58
New Age Alpha Advisors, LLC 58
Blue Bell Private Wealth Management, Llc 58
Jabre Capital Partners S.A. 58
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity 58
First Capital Advisors Group, LLC. 58
Alpine Woods Capital Investors, Llc 58
Minichmacgregor Wealth Management, Llc 58
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 58
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 58
Global X Funds 58
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 58
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 58
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 58
Advisor Partners Llc 58
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 58
Chase Investment Counsel Corp 58
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 58
Calton & Associates, Inc. 58
Acap Strategic Fund 58
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 58
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 58
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 58
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 58
XR Securities LLC 58
Cypress Capital Management LLC (WY) 58
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 58
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class 58
Standard Family Office LLC 58
Vaughan Nelson Investment Management, L.p. 58
Moloney Securities Asset Management, LLC 58
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 58
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 58
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 58
NewEdge Wealth, LLC 58
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 58
Sierra Ocean, Llc 58
River & Mercantile Asset Management Llp 58
Forum Financial Management, LP 58
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 58
Delta Asset Management Llc/tn 58
Blackrock Credit Allocation Income Trust 58
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 58
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A 58
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 58
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 57
Taconic Capital Advisors LP 57
Schechter Investment Advisors, LLC 57
Alexandria Capital, LLC 57
Opal Wealth Advisors, LLC 57
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 57
EverPoint Asset Management, LLC 57
Axiom International Investors Llc /de 57
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 57
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 57
Exos Asset Management LLC 57
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 57
Gdl Fund 57
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 57
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 57
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 57
Kelly Financial Services LLC 57
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 57
Conning Inc. 57
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 57
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 57
Carillon Tower Advisers, Inc. 57
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 57
Cavalry Management Group, LLC 57
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 57
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 57
Laurel Wealth Advisors LLC 57
Transce3nd, LLC 57
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 57
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 57
Horan Securities, Inc. 57
American National Bank 57
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 57
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 57
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 57
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 57
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 57
Private Wealth Asset Management, LLC 57
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 57
VGLSX - VALIC Co I - Global Strategy Fund 57
B. Riley Financial, Inc. 57
Freestone Grove Partners LP 57
Banco Bilbao Vizcaya Argentaria, S.a. 57
Relative Value Fund 57
Wealth Quarterback LLC 57
BBVA USA Bancshares, Inc. 57
E. Ohman J:or Asset Management AB 57
S. Muoio & Co. Llc 57
Householder Group Estate & Retirement Specialist, LLC 57
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 57
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 57
Mesirow Financial Investment Management, Inc. 57
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 57
Fortis Advisors, LLC 57
Mach-1 Financial Group, Inc. 57
Dorsey & Whitney Trust CO LLC 57
Bluestein R H & Co 57
American Funds Insurance Series 57
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 56
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 56
Origin Asset Management LLP 56
Man Investments Ltd 56
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 56
Claraphi Advisory Network, LLC 56
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 56
Dynamic Capital Management Ltd 56
Wagner Wealth Management, Llc 56
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio 56
Rs Investment Management Co Llc 56
CQS Cayman LP 56
Donoghue Forlines LLC 56
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 56
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 56
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 56
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 56
Intellectus Partners, LLC 56
Aviance Capital Management, Llc 56
Royal London Asset Management Ltd 56
Benjamin Edwards Inc 56
Retirement Group, LLC 56
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 56
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 56
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 56
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 56
Legacy Financial Advisors, Inc. 56
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 56
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 56
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 56
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 56
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 56
New Jersey Better Educational Savings Trust 56
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 56
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 56
St Germain D J Co Inc 56
Partnervest Advisory Services LLC 56
Empyrean Capital Partners, LP 56
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 56
DeepCurrents Investment Group LLC 56
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 56
Atticus Wealth Management, Llc 56
Private Ocean, LLC 56
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 56
Armstrong Advisory Group, Inc 56
Gateway Investment Advisers Llc 56
Clark Capital Management Group, Inc. 56
Fiduciary Trust Co 56
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 56
Munder Series Trust 56
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 56
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 56
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 56
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 56
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 56
Aaron Wealth Advisors LLC 55
Hl Financial Services Llc 55
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 55
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 55
HighVista Strategies LLC 55
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 55
Gierl Augustine Investment Management Inc 55
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 55
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 55
Ingalls & Snyder Llc 55
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 55
Thb Asset Management 55
Perpetual Ltd 55
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 55
Sageworth Trust Co of South Dakota 55
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 55
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 55
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 55
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 55
American Capital Advisory, LLC 55
Nissay Asset Management Corp /japan/ /adv 55
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 55
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 55
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 55
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 55
Cortina Asset Management, LLC 55
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 55
R&F Capital Advisors LP 55
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 55
Leuthold Group, Llc 55
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 55
Oliver Lagore Vanvalin Investment Group 55
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 55
Baillie Gifford & Co 55
Polymer Capital Management (US) LLC 55
Kestra Investment Management, LLC 55
CTC Alternative Strategies, Ltd. 55
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 55
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 55
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 55
Brandes Investment Partners, Lp 55
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 55
Harvey Partners, LLC 55
AIEQ - ETF Managers Trust - AI Powered Equity ETF 55
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 55
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 55
Archford Capital Strategies, LLC 55
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 55
Cantab Capital Partners LLP 55
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 55
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 55
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 55
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 55
LRI Investments, LLC 55
Sterling Investment Advisors, Ltd. 55
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 55
Bleakley Financial Group, LLC 55
Whale Rock Capital Management LLC 55
Knights of Columbus Asset Advisors LLC 55
Axiom Investment Management LLC 55
Pinpoint Asset Management Ltd 55
YHB Investment Advisors, Inc. 55
Hanson & Doremus Investment Management 55
Change Path, LLC 55
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 55
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 55
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 55
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 55
Winfield Associates, Inc. 55
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 54
Gabelli Convertible & Income Securities Fund Inc 54
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 54
Blackstone Group Inc 54
JNL SERIES TRUST - JNL Bond Index Fund (I) 54
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 54
Accel Wealth Management 54
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 54
1st Global Advisors, Inc. 54
Oppenheimer Quest For Value Funds 54
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 54
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 54
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 54
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 54
Passport Capital, LLC 54
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 54
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 54
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 54
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 54
Wellington Shields Capital Management, LLC 54
Cape Investment Advisory, Inc. 54
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 54
Callan Family Office, LLC 54
ISAM Funds (UK) Ltd 54
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 54
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 54
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 54
Jag Capital Management, Llc 54
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 54
Frazier Financial Advisors, LLC 54
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 54
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 54
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 54
Qtron Investments LLC 54
Hatteras Funds, LLC 54
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 54
MML Series Investment Fund II - MML Equity Rotation Fund Class II 54
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 54
Gulf International Bank (UK) Ltd 54
Connective Capital Management, LLC 54
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 54
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 54
Lmcg Investments, Llc 54
Truewealth Llc 54
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 54
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 54
Schonfeld Group Holdings LLC 54
Ledyard National Bank 54
U S Global Investors Inc 54
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 54
Endurance Wealth Management, Inc. 54
Heritage Wealth Management, Llc 54
Cca Investments Trust 54
Weaver C. Barksdale & Associates, Inc. 53
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 53
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 53
Confluence Wealth Services, Inc. 53
Founders Financial Alliance, LLC 53
SevenBridge Financial Group, LLC 53
SVPIX - Profunds - Small-cap Value Profund Investor Class 53
Voya Prime Rate Trust 53
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 53
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 53
Wealthbridge Capital Management, Llc 53
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 53
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 53
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 53
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 53
Transamerica Financial Advisors, Inc. 53
Discovery Capital Management, Llc / Ct 53
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 53
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 53
683 Capital Management, LLC 53
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 53
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 53
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 53
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 53
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 53
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 53
B. Metzler seel. Sohn & Co. AG 53
Center for Financial Planning, Inc. 53
Fir Tree Capital Management Lp 53
RHJ International SA 53
Peregrine Capital Management Llc 53
Nuveen Nasdaq 100 Dynamic Overwrite Fund 53
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 53
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 53
Clean Yield Group 53
Magee Thomson Investment Partners Llc 53
Gryphon Financial Partners LLC 53
Nachman Norwood & Parrott, Inc 53
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 53
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 53
Empire Capital Management, L.L.C. 53
Lincoln National Corp 53
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 53
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 53
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 53
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 53
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 53
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 53
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 53
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 53
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 53
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 53
Vise Technologies, Inc. 53
Platinum Management (NY) LLC 53
Gladstone Institutional Advisory LLC 53
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 53
Sage Mountain Advisors LLC 53
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 53
Geduld E E 53
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 53
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 53
Claro Advisors LLC 53
SummitTX Capital, L.P. 53
Equitec Specialists, Llc 53
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 52
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 52
TD Capital Management LLC 52
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 52
Northwest & Ethical Investments L.P. 52
Pinnacle Bancorp, Inc. 52
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 52
Nuveen S&p 500 Dynamic Overwrite Fund 52
Machina Capital S.a.s. 52
Eastern Bank 52
Sit Investment Associates Inc 52
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 52
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 52
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 52
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 52
Planning Capital Management Corp 52
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 52
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 52
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 52
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 52
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 52
Wilmington Funds Management Corp 52
Pinnacle Financial Partners Inc 52
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 52
NorthCrest Asset Manangement, LLC 52
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 52
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 52
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 52
Country Trust Bank 52
Cribstone Capital Management, LLC 52
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 52
Meridian Wealth Management, LLC 52
Achmea Investment Management B.V. 52
Column Capital Advisors, LLC 52
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 52
Wealthspire Advisors, LLC 52
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 52
Epoch Investment Partners, Inc. 52
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 52
Kingdom Ridge Capital, LLC 52
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 52
Steel Peak Wealth Management LLC 52
PFG Investments, LLC 52
Cooper Creek Partners Management Llc 52
Clearview Wealth Advisors LLC 52
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 52
Wellesley Asset Management 52
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 52
Advantage Advisers Xanthus Fund, L.l.c. 52
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 52
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 52
Invesco Bond Fund 52
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 52
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 52
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 52
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 52
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 52
Creekmur Asset Management LLC 52
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 52
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 52
Ramsey Quantitative Systems 52
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 52
West Paces Advisors Inc. 52
West Oak Capital, LLC 52
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 52
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 52
Verity Asset Management, Inc. 52
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 52
Arlington Trust Co LLC 52
Mosaic Family Wealth, LLC 52
Regent Peak Wealth Advisors LLC 52
Camden Asset Management L P /ca 52
Empirical Finance, LLC 52
SOA Wealth Advisors, LLC. 52
Rakuten Securities, Inc. 52
Childress Capital Advisors, Llc 52
EA Series Trust 52
Semanteon Capital Management, LP 52
Ausdal Financial Partners, Inc. 52
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 52
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 52
Greenwood Capital Associates Llc 52
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 51
Kowal Investment Group, LLC 51
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 51
Thornburg Investment Management Inc 51
Congress Wealth Management LLC / DE / 51
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 51
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 51
Seizert Capital Partners, Llc 51
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 51
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 51
Strategic Investment Solutions, Inc. /IL 51
Connable Office Inc 51
High Note Wealth, LLC 51
Sawgrass Asset Management Llc 51
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 51
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 51
Blackrock Science & Technology Trust 51
Livingston Group Asset Management CO (operating as Southport Capital Management) 51
VCSTX - VALIC Co I - Science & Technology Fund 51
Dynamic Advisor Solutions LLC 51
Nemes Rush Group LLC 51
Register Financial Advisors LLC 51
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 51
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 51
Lighthouse Investment Partners, LLC 51
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 51
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 51
Banco Santander, S.A. 51
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 51
STXK - EA Series Trust - Strive Small-Cap ETF 51
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 51
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 51
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 51
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 51
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 51
Brighton Jones Llc 51
STXG - EA Series Trust - Strive 1000 Growth ETF 51
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 51
Clough Capital Partners L P 51
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 51
Edge Advisors, Llc 51
Capstone Series Fund Inc 51
Princeton Global Asset Management LLC 51
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 51
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 51
Personal Cfo Solutions, Llc 51
Logan Capital Management Inc 51
Pallas Capital Advisors LLC 51
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 51
Qsemble Capital Management, LP 51
First Midwest Bank Trust Division 51
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 51
Profunds - Profund Vp Small-cap Value 51
Oak Thistle LLC 51
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 51
Qci Asset Management Inc/ny 51
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 51
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 51
B. Metzler seel. Sohn & Co. Holding AG 51
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 51
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 51
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 51
Financial Network Wealth Advisors LLC 51
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 51
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 50
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 50
Deltec Asset Management Llc 50
Fortaleza Asset Management Inc/ 50
Pinnacle Summer Investments, Inc. 50
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 50
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 50
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 50
Impact Partnership Wealth, LLC 50
Horizon Investment Services, LLC 50
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 50
Farallon Capital Management Llc 50
Allred Capital Management, LLC 50
Savior LLC 50
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 50
AdvisorShares Investments LLC 50
Advisory Alpha, LLC 50
Bollard Group LLC 50
Dakota Wealth Management 50
Trust Department Mb Financial Bank N A 50
Geneva Advisors, LLC 50
Bradley Foster & Sargent Inc/ct 50
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 50
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 50
Virtue Capital Management, LLC 50
Opus Capital Group, LLC 50
Boussard & Gavaudan Investment Management LLP 50
Exencial Wealth Advisors, Llc 50
Intrust Bank Na 50
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 50
Cowen Prime Services LLC 50
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 50
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 50
Wetzel Investment Advisors, Inc. 50
Alliancebernstein Global High Income Fund Inc 50
Piermont Capital Management LLC 50
S Squared Technology, LLC 50
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 50
VCGAX - VALIC Co I - Growth & Income Fund 50
Tuttle Tactical Management LLC 50
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 50
Clough Global Dividend & Income Fund 50
Tributary Capital Management, LLC 50
Pineridge Advisors LLC 50
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 50
Mangrove Partners 50
Guggenheim Strategic Opportunities Fund 50
Marathon Capital Management 50
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 50
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 50
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 50
Highline Wealth Partners Llc 50
Tairen Capital Ltd 50
MSS Series Trust - One Rock Fund 50
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 50
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 50
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 50
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 50
Paces Ferry Wealth Advisors, Llc 50
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 50
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 50
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 50
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 50
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 50
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 50
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 50
Symphony Financial, Ltd. Co. 50
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 49
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 49
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 49
Ashton Thomas Securities, Llc 49
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 49
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 49
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 49
Cambiar Investors Llc 49
Ossiam 49
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 49
Ostrum Asset Management 49
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 49
SkyView Investment Advisors, LLC 49
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 49
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 49
AIA Group Ltd 49
Balter Liquid Alternatives, LLC 49
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 49
NinePointTwo Capital 49
Gabelli Equity Trust Inc 49
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 49
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 49
First Financial Corp /in/ 49
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 49
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 49
Ruggie Capital Group 49
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 49
Clough Global Opportunities Fund 49
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 49
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 49
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 49
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 49
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 49
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 49
PSI Advisors, LLC 49
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 49
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 49
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 49
Measured Wealth Private Client Group, LLC 49
Mn Services Vermogensbeheer B.V. 49
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 49
First Bank & Trust 49
Fjarde Ap-fonden /fourth Swedish National Pension Fund 49
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 49
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 49
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 49
Royal Fund Management, LLC 49
Timpani Capital Management LLC 49
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 49
Avidian Wealth Solutions, LLC 49
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 49
Greenland Capital Management LP 49
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 49
Select Equity Group, L.P. 49
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 49
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 49
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF 49
Ativo Capital Management LLC 49
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 49
Reynolds Capital Management Llc 49
Manchester Financial Inc 49
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 49
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 49
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 49
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 49
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 49
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 49
Washington Trust Advisors, Inc. 49
VisionPoint Advisory Group, LLC 49
Bamco Inc /ny/ 49
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 49
Meiji Yasuda Asset Management Co Ltd. 49
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 49
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF 49
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 49
SGPIX - Profunds - Small-cap Growth Profund Investor Class 49
Strengthening Families & Communities, LLC 49
CLARET ASSET MANAGEMENT Corp 49
ACG Wealth 49
Putnam Fl Investment Management Co 49
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 49
Monarch Partners Asset Management LLC 49
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 49
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 49
Caxton Associates Llp 49
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 49
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 49
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 49
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 49
Bellwether Investment Group, LLC 48
Laurel Wealth Advisors, Inc. 48
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 48
V Wealth Advisors LLC 48
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 48
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 48
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 48
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 48
Hall Laurie J Trustee 48
Suffolk Capital Management Llc 48
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 48
Crawford Lake Capital Management, LLC 48
Profunds - Profund Vp Small-cap Growth 48
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 48
FundVantage Trust - Verplanck Balanced Fund 48
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 48
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 48
Almanack Investment Partners, LLC. 48
Cambria Investment Management, L.P. 48
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 48
Norden Group Llc 48
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 48
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 48
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 48
Destination Wealth Management 48
T. Rowe Price Investment Management, Inc. 48
Symmetry Investments LP 48
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 48
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 48
Kiwi Wealth Investments Limited Partnership 48
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 48
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 48
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 48
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 48
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 48
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 48
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 48
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 48
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 48
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 48
Spectrum Management Group, LLC 48
Sun Life Financial Inc 48
Strategic Blueprint, LLC 48
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 48
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 48
Salomon & Ludwin, LLC 48
Community Bank, N.A. 48
Hazlett, Burt & Watson, Inc. 48
Arcadia Investment Management Corp/mi 48
Mitsubishi UFJ Securities Holdings Co., Ltd. 48
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 48
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 48
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 48
Moody Aldrich Partners Llc 48
AHIVX - American Century Investment Trust - High Income Fund Investor Class 48
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 48
Principia Wealth Advisory, LLC 48
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 48
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 48
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 48
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 48
Adirondack Trust Co 47
Sittner & Nelson, Llc 47
Heritage Wealth Advisors 47
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 47
Nishkama Capital, LLC 47
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 47
Global Wealth Management Investment Advisory, Inc. 47
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 47
Adviser Investments LLC 47
Shine Investment Advisory Services Inc 47
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 47
PointState Capital LP 47
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 47
Deprince Race & Zollo Inc 47
Osterweis Capital Management Inc 47
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 47
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 47
Mutual Advisors, LLC 47
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 47
Mascoma Wealth Management LLC 47
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 47
Financial Counselors Inc 47
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 47
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 47
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 47
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 47
Amerivest Investment Management LLC 47
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 47
Investors Capital Advisory Services 47
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 47
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 47
Stonehage Fleming Financial Services Holdings Ltd 47
Peapack Gladstone Financial Corp 47
Sugarloaf Wealth Management, LLC 47
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 47
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 47
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 47
Colonial Trust Advisors 47
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 47
Symmetry Partners, LLC 47
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 47
Stifel Nicolaus & Co Inc \mo\ 47
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 47
Leavell Investment Management, Inc. 47
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 47
Arlington Partners LLC 47
Canton Hathaway, LLC 47
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 47
Americana Partners, LLC 47
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 47
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 47
Rosenberg Matthew Hamilton 47
Coatue Management Llc 47
Warberg Asset Management LLC 47
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 47
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 47
Kavar Capital Partners, LLC 47
Bank Of Hawaii 47
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 47
Genesee Valley Trust Co 47
Pacitti Group Inc. 47
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 47
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 47
Evermay Wealth Management Llc 47
Westport Resources Management Inc 47
Connor Clark & Lunn Investment Management Ltd 47
HB Wealth Management, LLC 47
Mizuho Trust & Banking Co., Ltd. 47
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 47
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 47
Arosa Capital Management LP 47
Frontier Wealth Management LLC 47
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 47
Parisi Gray Wealth Management 47
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 46
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 46
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 46
Phocas Financial Corp. 46
Thomas White International Ltd 46
Harvest Investment Services, LLC 46
Cromwell Holdings LLC 46
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 46
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 46
Lake Street Advisors Group, Llc 46
GoalVest Advisory LLC 46
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 46
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 46
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 46
Guardian Life Insurance Co Of America 46
Old Second National Bank Of Aurora 46
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 46
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 46
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 46
Whipplewood Advisors, LLC 46
Webster Bank, N. A. 46
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 46
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 46
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 46
Keeley-Teton Advisors, LLC 46
Northwest Investment Counselors, Llc 46
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 46
Redwood Investment Management, Llc 46
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 46
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 46
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 46
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 46
Lenox Wealth Management, Inc. 46
Senvest Management, LLC 46
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 46
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 46
Echo Street Capital Management LLC 46
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 46
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 46
Arrow Financial Corp 46
Legacy Wealth Managment, LLC/ID 46
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 46
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 46
Steelhead Partners Llc 46
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 46
Global X Japan Co., Ltd. 46
Tredje AP-fonden 46
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 46
Chilton Capital Management Llc 46
Pinkerton Retirement Specialists, LLC 46
Twin Capital Management Inc 46
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 46
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 46
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 46
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 46
Capital Impact Advisors, LLC 46
Pacific Alternative Asset Management Company, Llc 46
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 46
TimesSquare Capital Management, LLC 46
Blackrock Master Llc 46
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 46
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 46
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 46
FSA Wealth Management LLC 46
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 46
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 46
Oak Associates Ltd /oh/ 46
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 46
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 46
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 46
Quotient Investors, LLC 46
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 46
BOK Financial Private Wealth, Inc. 46
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 46
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF 46
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 46
Graticule Asia Macro Advisors LLC 46
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 46
Next Century Growth Investors Llc 46
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 46
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 46
Northern Oak Wealth Management Inc 46
Dai-ichi Life Holdings, Inc. 46
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 46
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 46
Concert Wealth Management Inc. 46
APBAX - Cavanal Hill Funds - Active Core Fund Investor 45
Philadelphia Trust Co 45
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 45
Avalon Advisors, Llc 45
BlackRock Credit Strategies Fund 45
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 45
City Holding Co 45
RMR Wealth Builders 45
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 45
EULAV Asset Management 45
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 45
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 45
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 45
Atlantic Union Bankshares Corp 45
Simplicity Wealth,LLC 45
Zions Bancorporation, National Association /ut/ 45
Fiduciary Alliance LLC 45
Boulder Hill Capital Management Lp 45
Voya Financial Advisors, Inc. 45
Evolution Wealth Advisors, LLC 45
Maple Securities Usa Inc 45
Clough Global Equity Fund 45
First National Bank Of Omaha 45
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 45
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 45
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 45
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 45
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 45
Virtus Global Dividend & Income Fund Inc. 45
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 45
VVSCX - VALIC Co I - Small Cap Value Fund 45
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 45
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 45
Corient Capital Partners, LLC 45
Icon Wealth Partners, LLC 45
Harwood Advisory Group, LLC 45
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 45
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 45
Addison Advisors LLC 45
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 45
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 45
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 45
Independence Bank of Kentucky 45
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 45
Kings Point Capital Management 45
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 45
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 45
Todd Asset Management Llc 45
Wakefield Asset Management LLLP 45
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 45
Mfs Charter Income Trust 45
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 45
XT - iSHARES TRUST - iShares Exponential Technologies ETF 45
Tiverton Asset Management Llc 45
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 45
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 45
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 45
Columbia Seligman Premium Technology Growth Fund, Inc. 45
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 45
Primecap Management Co/ca/ 45
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 45
Fort, L.p. 45
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 45
111 Capital 45
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 45
Davy Global Fund Management Ltd 45
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 45
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 45
Nuveen Core Equity Alpha Fund 45
Telemus Capital, Llc 45
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 45
Kcm Investment Advisors Llc 45
AQGNX - AQR Funds - AQR Global Equity Fund Class N 45
Farringdon Capital, Ltd. 45
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 45
Saturna Capital CORP 45
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 45
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 45
Legacy Investment Solutions, LLC 45
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 44
Sigma Capital Management Llc 44
WealthStone, Inc. 44
TIMOTHY PLAN - Timothy Strategic Variable 44
Nwam Llc 44
Morse Asset Management, Inc 44
Marino, Stram & Associates Llc 44
Owl Creek Asset Management, L.P. 44
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 44
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 44
Pillar Pacific Capital Management Llc 44
Bruderman Asset Management, LLC 44
BNE - ETF Series Solutions - Blue Horizon BNE ETF 44
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 44
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 44
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 44
Kassirer Asset Management Corp 44
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 44
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 44
Cutter & CO Brokerage, Inc. 44
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 44
Waratah Capital Advisors Ltd. 44
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 44
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 44
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 44
Kula Investments, LLC 44
Kentucky Retirement Systems 44
Polianta Ltd 44
Kettle Hill Capital Management, Llc 44
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 44
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 44
Shufro Rose & Co Llc 44
Telemark Asset Management, LLC 44
E Fund Management Co., Ltd. 44
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 44
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 44
VCSMX - VALIC Co I - Small Cap Fund 44
Shinko Asset Management Co., Ltd. 44
Edge Wealth Management LLC 44
Thompson Investment Management, Inc. 44
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 44
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 44
Private Advisory Group LLC 44
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 44
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 44
Concurrent Investment Advisors, LLC 44
Executive Wealth Management, LLC 44
Cramer Rosenthal Mcglynn Llc 44
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 44
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 44
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 44
Brant Point Investment Management Llc 44
Worldquant Millennium Advisors Llc 44
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 44
Dixon Hughes Goodman Wealth Advisors LLC 44
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 44
Rothschild Investment Corp /il 44
JHMT - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Technology ETF 44
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 44
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 44
Usaa Etf Trust 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 44
HighMark Wealth Management LLC 44
Providence Capital Advisors, LLC 44
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 44
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 44
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 44
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 44
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 44
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 44
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 44
Bourgeon Capital Management Llc 44
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 44
Estabrook Capital Management 44
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 44
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 44
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 44
Polymer Capital Management (HK) LTD 44
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 44
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 44
TradeLink Global Equity LLC 44
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 43
Pittenger & Anderson Inc 43
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 43
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 43
Great Valley Advisor Group, Inc. 43
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 43
Reuter James Wealth Management, Llc 43
Equitable Holdings, Inc. 43
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 43
Brave Asset Management Inc 43
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 43
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 43
Rockbridge Investment Management, LCC 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 43
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 43
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 43
Affinity Investment Advisors, Llc 43
25 Llc 43
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 43
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 43
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 43
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 43
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 43
Strategic Wealth Advisors Group, LLC 43
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 43
Ramius Advisors Llc 43
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 43
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 43
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 43
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 43
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 43
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 43
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 43
New England Research & Management, Inc. 43
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 43
Spdr S&p Midcap 400 Etf Trust 43
Central Pacific Bank - Trust Division 43
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 43
Bardin Hill Management Partners Lp 43
First Pacific Financial 43
Quaker Wealth Management, LLC 43
NOMIX - Northern Funds - Northern Mid Cap Index Fund 43
IFM Investors Pty Ltd 43
IYW - iSHARES TRUST - iShares U.S. Technology ETF 43
Redhawk Wealth Advisors, Inc. 43
Caldwell Securities, Inc 43
Tyler-Stone Wealth Management 43
First Command Advisory Services, Inc. 43
Highlander Capital Management, LLC 43
Bbva Usa 43
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 43
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 43
Coppell Advisory Solutions Corp. 43
Omni Partners Llp 43
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 43
Ahrens Investment Partners LLC 43
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 43
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 43
Espalier Global Management LLC 43
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 43
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 43
Joseph P. Lucia & Associates, LLC 43
Profunds - Profund Vp Ultramid-cap 43
FWD - AB Active ETFs, Inc. - AB Disruptors ETF 43
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 43
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 43
Integrated Advisors Network LLC 43
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 43
Central Asset Investments & Management Holdings (HK) Ltd 43
Sentry Investment Management Llc 43
Jump Trading, Llc 43
tru Independence LLC 43
Tygh Capital Management, Inc. 43
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 43
Delta Lloyd Nv 43
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 43
Rockefeller Financial Services Inc 43
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 43
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 43
Shenkman Capital Management Inc 43
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 43
Girard Partners Ltd. 43
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 43
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 43
Caitlin John, LLC 43
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 43
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 43
Foundations Investment Advisors, LLC 43
Plato Investment Management Ltd 43
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 43
Curian Capital Llc 43
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 43
Buckingham Strategic Wealth, Llc 43
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 43
Overland Advisors, LLC 43
RPG Investment Advisory, LLC 43
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 43
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 43
Kohlberg Kravis Roberts & Co. L.P. 43
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 43
USS Investment Management Ltd 43
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 43
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 43
Weaver Consulting Group 43
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 43
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A 43
Dunhill Financial, LLC 43
Perella Weinberg Partners Capital Management LP 42
First City Capital Management, Inc. 42
Shannon River Fund Management LLC 42
Meiji Yasuda Life Insurance Co 42
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 42
QCLN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq Clean Edge Green Energy Index Fund 42
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 42
First Foundation Advisors 42
EHLS - Tidal Trust II - Even Herd Long Short ETF 42
Ford Financial Group, LLC 42
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 42
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 42
Signition Lp 42
MANA Advisors LLC 42
Skylands Capital, LLC 42
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 42
Dai-Ichi Life Insurance Company, Ltd 42
Point72 Europe (London) LLP 42
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 42
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 42
CastleKnight Management LP 42
Syon Capital Llc 42
Fairfield, Bush & Co. 42
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 42
Bp Plc 42
Krane Funds Advisors LLC 42
McAdam, LLC 42
CarsonAllaria Wealth Management, Ltd. 42
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 42
Dean Investment Associates, Llc 42
VMIDX - VALIC Co I - Mid Cap Index Fund 42
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 42
Havens Advisors Llc 42
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 42
Wright Investors Service Inc 42
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 42
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 42
Knowledge Leaders Capital, LLC 42
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 42
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 42
Abich Financial Wealth Management LLC 42
Bellevue Asset Management, Llc 42
Maxi Investments CY Ltd 42
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 42
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 42
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 42
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 42
Eisler Capital (US) LLC 42
1620 Investment Advisors, Inc. 42
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 42
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 42
Virginia Retirement System 42
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 42
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 42
Joel Isaacson & Co., LLC 42
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 42
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 42
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 42
Nkcfo Llc 42
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 42
Oppenheimer Global Multi-asset Growth Fund 42
Kentucky Retirement Systems Insurance Trust Fund 42
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 42
Carnegie Capital Asset Management, LLC 42
Eisler Capital (UK) Ltd. 42
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund 42
Forsta Ap-fonden 42
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 42
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 42
VitalStone Financial, LLC 42
Shaker Investments Llc/oh 42
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 42
Highland Capital Management Fund Advisors, L.p. 42
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 42
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 42
Next Capital Management LLC 42
Masters Capital Management Llc 42
Bray Capital Advisors 42
Green Arrow Capital Management Llc 42
WIREX - PFS FUNDS - Wireless Fund 42
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 42
TEPIX - Profunds - Technology Ultrasector Profund Investor Class 42
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 42
Capital Management Associates /ny/ 42
York Capital Management Global Advisors, LLC 42
UMPIX - Profunds - Ultramid-cap Profund Investor Class 42
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF 42
Axxcess Wealth Management, Llc 42
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 42
MDPIX - Profunds - Mid-cap Profund Investor Class 42
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 42
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 42
PharVision Advisers, LLC 42
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 42
Profunds - Profund Vp Technology 42
Security National Trust Co 42
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 42
Cahill Financial Advisors Inc 42
Beacon Capital Management, Inc. 42
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 42
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 41
VCSVX - VALIC Co II - Small Cap Value Fund 41
Desjardins Global Asset Management Inc. 41
Journey Strategic Wealth Llc 41
Orion Capital Management LLC 41
ROM - PROSHARES TRUST - ProShares Ultra Technology 41
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 41
Binnacle Investments Inc 41
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 41
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 41
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 41
Stephens Investment Management Group LLC 41
Bahl & Gaynor Inc 41
Eventide Asset Management, Llc 41
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 41
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 41
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 41
TENG - Direxion Shares ETF Trust - Direxion Daily 5G Communications Bull 2X Shares 41
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 41
Ameriflex Group, Inc. 41
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 41
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 41
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 41
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 41
BIT Capital GmbH 41
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 41
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 41
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 41
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 41
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 41
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 41
Delaware Enhanced Global Dividend & Income Fund 41
Bnp Paribas 41
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 41
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 41
Vanguard Morgan Growth Fund 41
Firsthand Capital Management, Inc. 41
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 41
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 41
Cna Financial Corp 41
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 41
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 41
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 41
Tobam 41
Tdam Usa Inc. 41
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 41
Norinchukin Bank, The 41
Opera Trading Capital 41
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 41
Silvant Capital Management LLC 41
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 41
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 41
Waldron Private Wealth LLC 41
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 41
TradeLink Capital LLC 41
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 41
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 41
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 41
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 41
Osborn Rohs Williams & Donohoe Ltd 41
Braun Stacey Associates Inc 41
Matarin Capital Management, LLC 41
iA Global Asset Management Inc. 41
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 41
La Banque Postale Asset Management SA 41
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 41
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 41
Richard Bernstein Advisors LLC 41
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 41
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 41
Hexavest Inc. 41
CloudAlpha Capital Management Limited/Hong Kong 41
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 41
Hatteras Alternative Mutual Funds, LLC 41
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 41
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 41
Lecap Asset Management Ltd 41
Green Alpha Advisors, LLC 41
Visionary Asset Management, Inc. 41
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 41
Fidelis Capital Partners, LLC 41
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 41
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 41
Redmond Asset Management, LLC 41
Rathbone Brothers plc 41
PBW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco WilderHill Clean Energy ETF 41
Raiffeisen Bank International AG 41
National Pension Service 41
Resources Management Corp /ct/ /adv 41
Resona Asset Management Co.,Ltd. 41
Ellis Investment Partners, LLC 41
Atlas Private Wealth Advisors 41
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 41
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 41
Force Hill Capital Management LP 40
Mid Atlantic Financial Management Inc/adv 40
Pacifica Partners Inc. 40
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 40
Bfsg, Llc 40
Selective Wealth Management, Inc. 40
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 40
Mill Creek Capital Advisors, LLC 40
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 40
Roble, Belko & Company, Inc 40
Turtle Creek Wealth Advisors, LLC 40
Amplius Wealth Advisors, LLC 40
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 40
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 40
Mission Wealth Management, Lp 40
Marex Group plc 40
Garde Capital, Inc. 40
Aberdeen Asset Management Plc/uk 40
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 40
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 40
Calamos Long/Short Equity & Dynamic Income Trust 40
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 40
Satuit Capital Management Trust 40
Kessler Investment Group, LLC 40
Tlp Group Llc 40
Cohen & Steers, Inc. 40
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 40
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 40
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 40
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 40
Dogwood Wealth Management LLC 40
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 40
Boston Trust Walden Corp 40
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 40
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 40
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 40
First Command Bank 40
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 40
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 40
Kb Financial Partners, Llc 40
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 40
Ghisallo Capital Management LLC 40
Price Capital Management, Inc. 40
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 40
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 40
Howard Hughes Medical Institute 40
Amica Mutual Insurance Co 40
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 40
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 40
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 40
Loeb Offshore Management LP 40
Nokomis Capital, L.L.C. 40
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 40
Wellington Shields & Co., LLC 40
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 40
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 40
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 40
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 40
Argent Trust Co 40
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 40
BSW Wealth Partners 40
Zurich Insurance Group Ltd/FI 40
CHICAGO TRUST Co NA 40
Invenomic Capital Management LP 40
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 40
O'Neil Global Advisors, Inc. 40
272 Capital LP 40
Abn Amro Investment Solutions 40
Gabelli Dividend & Income Trust 40
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 40
Banco de Sabadell, S.A 40
Peregrine Asset Advisers, Inc. 40
Elo Mutual Pension Insurance Co 40
Coastal Capital Group, Inc. 40
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 40
Great Diamond Partners, LLC 40
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 40
Golden State Equity Partners 40
Values First Advisors, Inc. 40
Waddell & Reed Advisors Funds 40
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 40
Fifth Third Wealth Advisors LLC 40
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 40
Lebenthal Asset Management, LLC 40
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 40
TrimTabs Asset Management, LLC 40
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 40
Polaris Wealth Advisory Group, LLC 40
Family Firm, Inc. 40
Herndon Capital Management Llc 40
PenderFund Capital Management Ltd. 40
Central Bank & Trust Co 40
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 40
Wcm Investment Management, Llc 40
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 40
Clal Insurance Enterprises Holdings Ltd 39
RBB FUND, INC. - Aquarius International Fund 39
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 39
Groupama Asset Managment 39
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 39
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 39
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 39
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 39
PGGM Investments 39
Advisors Capital Management, LLC 39
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 39
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 39
Legg Mason Investment Counsel, LLC 39
OneAscent Financial Services LLC 39
Hallmark Capital Management Inc 39
KAMES CAPITAL plc 39
Lowe Wealth Advisors, LLC 39
Nfj Investment Group, Llc 39
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 39
Mfs Multimarket Income Trust 39
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 39
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 39
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 39
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 39
Crestwood Advisors Group LLC 39
TD Securities (USA) LLC 39
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 39
NINE MASTS CAPITAL Ltd 39
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 39
Varma Mutual Pension Insurance Co 39
Mcdonald Partners Llc 39
New Millennium Group LLC 39
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 39
Piershale Financial Group, Inc. 39
Gabelli Equity Series Funds Inc 39
Brasada Capital Management, Lp 39
Syntal Capital Partners, LLC 39
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 39
Easterly Investment Partners Llc 39
AIGH Capital Management LLC 39
Credential Qtrade Securities Inc. 39
Daiwa Capital Markets America Inc. 39
Kingswood Wealth Advisors, Llc 39
Highstreet Asset Management Inc. 39
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 39
REAP Financial Group, LLC 39
Oak Ridge Investments Llc 39
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 39
Profunds - Profund Vp Mid-cap Growth 39
Weil Company, Inc. 39
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 39
Gladius Capital Management LP 39
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 39
Tiedemann Advisors, Llc 39
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 39
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 39
Delphi Management Inc /ma/ 39
Planned Solutions, Inc. 39
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 39
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 39
Winton Capital Management Ltd 39
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 39
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 39
Columbia Wanger Asset Management Llc 39
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 39
Roubaix Capital, LLC 39
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 39
First Command Financial Services, Inc. 39
WESPAC Advisors SoCal, LLC 39
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 39
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 39
TriaGen Wealth Management LLC 39
Portside Wealth Group, LLC 39
Barrett Asset Management, LLC 39
Mbb Public Markets I Llc 39
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 39
Altfest L J & Co Inc 39
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 39
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 39
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 39
WealthTrust Axiom LLC 39
Mount Lucas Management LP 39
Charter Oak Capital Management, LLC 39
Systematic Alpha Investments, LLC 39
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 39
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 39
IXN - iSHARES TRUST - iShares Global Tech ETF 39
IDRV - iSHARES TRUST - iShares Self-Driving EV and Tech ETF 39
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 39
Crawford Investment Counsel Inc 39
VCSBX - VALIC Co II - Strategic Bond Fund 39
Folger Hill Asset Management LP 39
Retirement Planning Co of New England, Inc. 39
Ibex Wealth Advisors 39
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 39
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 39
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 39
Catapult Capital Management Llc 39
BlackRock Capital Allocation Trust 39
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 39
Sora Investors Llc 39
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 39
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 39
Stone House Investment Management, LLC 39
Ridgewood Investments LLC 39
Human Investing LLC 39
Indiana Trust & Investment Management CO 39
Ferris Capital, Llc 39
Trust Co Of Toledo Na /oh/ 39
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 39
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 39
Patten Group, Inc. 39
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 38
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 38
Bnc Wealth Management, Llc 38
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 38
Alkeon Capital Management Llc 38
Beck Bode, LLC 38
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 38
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 38
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 38
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 38
Watershed Asset Management, L.L.C. 38
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 38
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 38
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 38
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 38
Cheyne Capital Management (UK) LLP 38
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 38
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 38
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 38
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 38
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 38
Sanders Morris Harris Llc 38
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 38
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 38
Miracle Mile Advisors, LLC 38
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 38
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 38
Premier Fund Managers Ltd 38
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 38
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 38
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 38
Bellwether Advisors, LLC 38
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 38
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 38
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 38
Hoxton Financial, Inc. 38
Stratos Wealth Advisors, LLC 38
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 38
Aptus Capital Advisors, LLC 38
Sierra Capital LLC 38
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 38
Isthmus Partners, Llc 38
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 38
Kcl Capital, L.p. 38
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 38
V-Square Quantitative Management LLC 38
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 38
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 38
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 38
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 38
Silphium Asset Management Ltd 38
Potomac Capital Management, Inc. 38
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 38
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 38
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 38
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 38
Snow Capital Management Lp 38
Miles Capital, Inc. 38
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 38
Industrial Alliance Investment Management Inc. 38
Eidelman Virant Capital 38
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 38
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 38
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 38
CWA Asset Management Group, LLC 38
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 38
Safeguard Investment Advisory Group, LLC 38
HGC Investment Management Inc. 38
180 Wealth Advisors, Llc 38
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 38
Ninety One UK Ltd 38
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 38
ARK Investment Management LLC 38
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 38
Fortis Capital Advisors, LLC 38
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 38
Vivaldi Capital Management, LLC 38
Scopus Asset Management, L.p. 38
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 38
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 38
Circle Wealth Management, LLC 38
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 38
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 38
Palouse Capital Management, Inc. 38
Anchor Capital Advisors Llc 38
ORG Wealth Partners, LLC 38
STXV - EA Series Trust - Strive 1000 Value ETF 38
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 38
Omnia Family Wealth, LLC 38
Atwood & Palmer Inc 38
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 38
Seeyond 38
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 38
Park West Asset Management LLC 38
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 38
Rakuten Investment Management, Inc. 38
Brown Advisory Securities, LLC 38
Squar Milner Financial Services Llc 38
Burt Wealth Advisors 38
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 38
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 38
MPS Loria Financial Planners, LLC 38
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 38
Amica Retiree Medical Trust 38
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 38
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 38
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 38
Spouting Rock Asset Management, LLC 38
Cranbrook Wealth Management, LLC 38
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 38
Oarsman Capital, Inc. 38
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 38
J. Safra Sarasin Holding AG 38
Romano Brothers And Company 38
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A 38
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 38
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF 38
Traynor Capital Management, Inc. 38
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 38
Clear Investment Research, Llc 38
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 38
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 38
Murphy & Mullick Capital Management Corp 38
Game Plan Financial Advisors, LLC 38
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 38
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 38
Hartford Financial Management Inc. 37
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 37
One Capital Management, LLC 37
Ferguson Wellman Capital Management, Inc 37
Nbt Bank N A /ny 37
John G Ullman & Associates Inc 37
Solstein Capital, LLC 37
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 37
CNB Bank 37
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 37
Smith, Moore & Co. 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 37
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 37
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 37
Burleson & Company, LLC 37
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 37
Modera Wealth Management, LLC 37
Luminus Management Llc 37
VCULX - VALIC Co I - Growth Fund 37
Westover Capital Advisors, LLC 37
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 37
Ceredex Value Advisors LLC 37
Metis Global Partners, LLC 37
Forward Management, LLC 37
Northwest Financial Advisors 37
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 37
Perkins Coie Trust Co 37
Mazama Capital Management Inc 37
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 37
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 37
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 37
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 37
BlackRock ESG Capital Allocation Trust 37
DecisionPoint Financial, LLC 37
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 37
Godsey & Gibb Associates 37
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 37
Li Winifred I 37
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 37
Glaxis Capital Management, LLC 37
ABASX - AB TRUST - AB Discovery Value Fund Class A 37
J.Safra Asset Management Corp 37
Ogorek Anthony Joseph /ny/ /adv 37
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 37
Costello Asset Management, INC 37
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 37
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 37
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 37
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 37
Intersect Capital LLC 37
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 37
Annex Advisory Services, LLC 37
Thoroughbred Financial Services, Llc 37
ACK Asset Management LLC 37
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 37
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 37
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 37
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 37
Brown, Lisle/cummings, Inc. 37
Profunds - Profund Vp Mid-cap Value 37
Pensionmark Financial Group, Llc 37
Brandywine Oak Private Wealth Llc 37
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 37
Strategic Investment Management, Llc 37
Quantum Capital Management 37
Electron Capital Partners, LLC 37
Guardian Capital Lp 37
Grandeur Peak Global Advisors, LLC 37
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 37
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 37
Connors Investor Services Inc 37
Breton Hill Capital Ltd. 37
Nations Financial Group Inc, /ia/ /adv 37
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 37
Advance Capital I Inc 37
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 37
Arden Trust Co 37
CBOE Vest Financial, LLC 37
SRTTX - SMA RELATIONSHIP TRUST - Series T 37
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 37
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 37
City National Bank 37
Aurora Investment Counsel 37
CBIZ Investment Advisory Services, LLC 37
Glass Jacobson Investment Advisors llc 37
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 37
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 37
Williams Jones Wealth Management, LLC. 37
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 37
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 37
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 37
IPG Investment Advisors LLC 37
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 37
N.E.W. Advisory Services LLC 37
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 37
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 37
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 37
Moran Wealth Management, LLC 37
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 37
Oversea-Chinese Banking CORP Ltd 37
Investment Counselors Of Maryland Llc 37
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 37
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 37
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 37
Invesco Senior Income Trust 37
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 37
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 37
AUERX - Unified Series Trust - Auer Growth Fund 37
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 37
Invesco Senior Loan Fund 37
Precept Management LLC 37
QTUM - ETF Series Solutions - Defiance Quantum ETF 37
SageView Advisory Group, LLC 37
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 37
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 37
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 37
Nuveen Multi-Asset Income Fund 37
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 37
Robertson Stephens Wealth Management, LLC 36
Vectors Research Management, LLC 36
Ten Capital Wealth Advisors, LLC 36
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 36
Mizuho Asset Management Co.,Ltd. 36
Hoey Investments, Inc 36
Main Street Group, LTD 36
Grandview Asset Management LLC 36
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 36
Delta Investment Management, LLC 36
Bremer Bank National Association 36
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 36
Morgens Waterfall Vintiadis & Co Inc 36
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 36
Graves-Light Private Wealth Management, Inc. 36
Tri-continental Corp 36
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 36
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 36
VIEX Capital Advisors, LLC 36
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 36
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 36
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 36
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 36
Raging Capital Management, LLC 36
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 36
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 36
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 36
Global Trust Asset Management, LLC 36
Founders Capital Management 36
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 36
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 36
Total Investment Management Inc 36
Crow Point Partners, LLC 36
Rokos Capital Management LLP 36
Samalin Investment Counsel, LLC 36
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 36
Oribel Capital Management, LP 36
MLPIX - Profunds - Mid-cap Value Profund Investor Class 36
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 36
Fifth Lane Capital, Lp 36
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 36
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 36
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 36
Operose Advisors LLC 36
F/M Investments LLC 36
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund 36
Intact Investment Management Inc. 36
TCTC Holdings, LLC 36
Banco BTG Pactual S.A. 36
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 36
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 36
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 36
Criterion Capital Management Llc 36
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 36
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 36
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 36
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 36
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 36
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 36
Buckingham Strategic Partners 36
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 36
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 36
Strategic Global Advisors, LLC 36
FUKOKU MUTUAL LIFE INSURANCE Co 36
PFG Advisors 36
Baltimore-Washington Financial Advisors, Inc. 36
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 36
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 36
Institute for Wealth Management, LLC. 36
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 36
Copeland Capital Management, LLC 36
Stonebridge Financial Group, LLC 36
CCMG - EA Series Trust - CCM Global Equity ETF 36
Apis Capital Advisors, LLC 36
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 36
Decade Capital Management Llc 36
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 36
DAINX - Dunham Funds - Dunham International Stock Fund Class A 36
Valued Wealth Advisors LLC 36
Kohmann Bosshard Financial Services, LLC 36
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 36
CHURCHILL MANAGEMENT Corp 36
Redpoint Investment Management Pty Ltd 36
American Financial Network Advisory Services Llc 36
Glg Inc. 36
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 36
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 36
M&r Capital Management Inc 36
Perkins Capital Management Inc 36
Railway Pension Investments Ltd 36
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 36
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 36
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 36
Capital Advisory Group Advisory Services, LLC 36
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 36
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 36
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 36
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 36
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 36
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 36
Zullo Investment Group, Inc. 36
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 36
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 36
Rivernorth Opportunities Fund, Inc. 36
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 36
EHP Funds Inc. 36
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 36
Clarius Group, LLC 36
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 36
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 36
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 36
Western Asset Investment Grade Defined Opportunity Trust Inc. 36
Kellner Capital, LLC 36
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 36
ARS Investment Partners, LLC 36
Dixon Hubard Feinour & Brown Inc/va 36
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 36
MMCAP International Inc. SPC 36
Brightfield Capital Management Llc 36
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 36
PENN SERIES FUNDS INC - Developed International Index Fund 36
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 36
Mirova 36
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 36
Deerfield Management Company, L.p. (series C) 35
JBF Capital, Inc. 35
Haafor (Singapore) Pte. Ltd. 35
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund 35
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 35
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 35
Hel Ved Capital Management Ltd 35
Insigneo Advisory Services, Llc 35
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 35
Financial Advisors Network, Inc. 35
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 35
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF 35
AllSquare Wealth Management LLC 35
Well Done, LLC 35
Claybrook Capital, LLC 35
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 35
Equitable Trust Co 35
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 35
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 35
Profunds - Profund Vp Semiconductor 35
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 35
HITE Hedge Asset Management LLC 35
Athos Capital Ltd 35
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 35
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 35
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 35
Alpha Cubed Investments, LLC 35
Flaharty Asset Management, LLC 35
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 35
Carolina Wealth Advisors, LLC 35
Handelsinvest Investeringsforvaltning 35
Washington Capital Management Inc 35
Bremer Trust National Association 35
Willingdon Wealth Management 35
Red Tortoise LLC 35
My Personal CFO, LLC 35
Allegis Investment Advisors, LLC 35
Douglass Winthrop Advisors, LLC 35
F&C Asset Management plc 35
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 35
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 35
Trust Point Inc. 35
American Research & Management Co. 35
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 35
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 35
Lingohr & Partner Asset Management GmbH 35
Chiron Investment Management, LLC 35
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 35
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 35
NuWave Investment Management, LLC 35
City State Bank 35
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 35
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 35
Diversify Advisory Services, LLC 35
SHOC - EA Series Trust - Strive U.S. Semiconductor ETF 35
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 35
Western Wealth Management, LLC 35
P.a.w. Capital Corp 35
Voleon Capital Management Lp 35
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 35
Capital A Wealth Management, LLC 35
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 35
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 35
Nicholas Company, Inc. 35
Park Square Financial Group, LLC 35
Meeder Advisory Services, Inc. 35
Nwq Investment Management Company, Llc 35
IAG Wealth Partners, LLC 35
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 35
Manning & Napier Advisors Llc 35
Tilia Fiduciary Partners, Inc. 35
Dymon Asia Capital (singapore) Pte. Ltd. 35
Carmel Capital Partners, LLC 35
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 35
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 35
Boston Common Asset Management, LLC 35
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 35
Wilmington Trust Co 35
AMG National Trust Bank 35
Blume Capital Management, Inc. 35
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 35
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 35
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 35
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 35
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A 35
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 35
Allianz Se 35
Chilton Investment Co Llc 35
Ckw Financial Group 35
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 35
Optas, LLC 35
Balboa Wealth Partners 35
Gen-Wealth Partners Inc 35
Pfs Investments Inc. 35
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 35
Beck Capital Management, Llc 35
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 35
Hcim Trust 35
Farmers & Merchants Trust Co of Chambersburg PA 35
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 35
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 35
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 35
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 35
Syverson Strege & Co 35
Linden Thomas Advisory Services, LLC 35
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 35
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 35
Altus Wealth Group LLC 35
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 35
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 35
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 35
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 35
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 35
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 35
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 35
American Trust 34
Corsair Capital Management, L.p. 34
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 34
Virtus ETF Advisers LLC 34
Blue Rock Advisors, LLC 34
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 34
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 34
Us Global Investors Funds 34
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 34
Curi Wealth Management, LLC 34
Cleararc Capital Inc 34
Interval Partners, LP 34
Annapolis Financial Services, LLC 34
Trillium Asset Management, Llc 34
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 34
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 34
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 34
Gw Henssler & Associates Ltd 34
Moody Lynn & Lieberson, Llc 34
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 34
M&G Plc 34
Wealthsource Partners, Llc 34
Ariel Investments, Llc 34
Oddo Bhf Asset Management Sas 34
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 34
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 34
Adams Diversified Equity Fund, Inc. 34
Better Money Decisions, LLC 34
Parnassus Investments /ca 34
Gofen & Glossberg Llc /il/ 34
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 34
Heck Capital Advisors, LLC 34
Marxe Austin W & Greenhouse David M 34
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 34
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 34
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 34
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 34
VCBDX - VALIC Co I - Core Bond Fund 34
Cordasco Financial Network 34
Murchinson Ltd. 34
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 34
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 34
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 34
Delos Wealth Advisors, LLC 34
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 34
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 34
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 34
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 34
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 34
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 34
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 34
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 34
Cim, Llc 34
PWS - Pacer Funds Trust - Pacer WealthShield ETF 34
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 34
VCCBX - VALIC Co II - Core Bond Fund 34
Rs Investment Trust 34
Fortress Investment Group LLC 34
Kalos Management, Inc. 34
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 34
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 34
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 34
Armistice Capital, Llc 34
Ovata Capital Management Ltd 34
Americafirst Capital Management, Llc 34
Smith Group Asset Management, LLC 34
Athena Capital Advisors Llc 34
Fieldview Capital Management, LLC 34
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 34
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 34
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 34
Franklin Street Advisors Inc /nc 34
USD - PROSHARES TRUST - ProShares Ultra Semiconductors 34
Dfa Investment Trust Co - The Continental Small Company Series 34
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 34
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 34
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 34
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 34
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 34
Wedmont Private Capital 34
Financial Perspectives, Inc 34
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 34
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 34
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 34
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 34
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 34
6 Meridian 34
Voya Infrastructure, Industrials & Materials Fund 34
RFG Advisory, LLC 34
LGT Group Foundation 34
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 34
Canandaigua National Bank & Trust Co 34
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 34
Monetary Management Group Inc 34
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I 34
HWG Holdings LP 34
Sphinx Trading, Lp 34
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 34
Melqart Asset Management (uk) Ltd 34
Altium Wealth Management LLC 34
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 34
Calvert Impact Fund Inc 34
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF 34
Bangor Savings Bank 34
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 34
China Universal Asset Management Co., Ltd. 34
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 34
Glenview Trust Co 34
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 34
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 34
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 34
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 34
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 34
CCIIX - Capitol Series Trust - Cornerstone Capital Access Impact Fund Institutional Class 34
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 34
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF 34
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 34
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 34
TENIX - TRANSAMERICA FUNDS - Transamerica Event Driven I 34
Texas Yale Capital Corp. 34
Parsons Capital Management Inc/ri 34
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 34
TRANSAMERICA FUNDS - Transamerica Core Bond I2 34
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 34
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 34
Falcon Point Capital, Llc 34
Reliance Trust Co Of Delaware 34
GFS Advisors, LLC 34
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 34
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A 34
Reynders McVeigh Capital Management, LLC 34
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 34
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 34
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 34
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 34
BCJ Capital Management, LLC 34
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 34
Tuscan Ridge Asset Management Llc 34
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 34
Bronson Point Management LLC 34
Marietta Investment Partners Llc 34
Investment Management Corp of Ontario 34
Gmt Capital Corp 34
Gerstein Fisher 34
Euclid Advisors LLC 34
Atomi Financial Group, Inc. 34
Aegon Asset Management Uk Plc 34
Gyl Financial Synergies, Llc 34
Standard Life Investments LTD 34
Brewin Dolphin Wealth Management Ltd 34
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 33
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 33
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 33
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 33
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 33
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 33
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 33
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 33
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 33
Carmichael Hill & Associates, Inc. 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 33
Century Capital Management, LLC 33
Lynx Investment Advisory 33
Ascent Group, LLC 33
World Equity Group, Inc. 33
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 33
Privium Fund Management (UK) Ltd 33
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 33
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 33
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 33
Thomas J. Herzfeld Advisors, Inc. 33
Pin Oak Investment Advisors Inc 33
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 33
Richardson Financial Services Inc. 33
Siemens Fonds Invest GmbH 33
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 33
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 33
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 33
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 33
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 33
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 33
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares 33
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 33
LBA Wealth Management, LLC 33
McCarthy Asset Management, Inc. 33
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 33
Motley Fool Asset Management LLC 33
NOSIX - Northern Funds - Northern Stock Index Fund 33
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 33
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 33
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 33
MJT & Associates Financial Advisory Group, Inc. 33
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 33
DCM Advisors, LLC 33
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 33
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 33
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 33
Amica Pension Fund Board Of Trustees 33
Fernwood Investment Management, LLC 33
Mizuho Securities Co. Ltd. 33
Focus Financial Network, Inc. 33
Pier 88 Investment Partners Llc 33
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 33
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 33
West Family Investments, Inc. 33
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 33
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 33
Spdr S&p 500 Etf Trust 33
BlackRock Science & Technology Trust II 33
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 33
Fulcrum Asset Management LLP 33
PBD - Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF 33
Ipswich Investment Management Co., Inc. 33
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 33
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 33
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 33
AXS Investments LLC 33
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 33
Capitolis Advisors LLC 33
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 33
Stonegate Investment Group, LLC 33
Lake Point Wealth Management 33
Miller Howard Investments Inc /ny 33
Keel Point, LLC 33
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 33
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 33
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 33
Hilton Capital Management, LLC 33
Ridgeworth Funds 33
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 33
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 33
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 33
Islet Management, LP 33
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 33
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 33
Plancorp, LLC 33
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF 33
PRW Wealth Management LLC 33
AJOVista, LLC 33
AO Asset Management, LLC 33
Fourth Dimension Wealth, LLC 33
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 33
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 33
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 33
Hgk Asset Management Inc 33
Woodmont Investment Counsel Llc 33
Dean Capital Management 33
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class 33
Smallcap World Fund Inc 33
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 33
Fortem Financial Group, Llc 33
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 33
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 33
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 33
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 33
Unique Wealth Strategies, LLC 33
III Capital Management 33
Supplemental Annuity Collective Trust of NJ 33
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 33
Rainier Investment Management Llc 33
Great Lakes Retirement, Inc. 33
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 33
Atika Capital Management LLC 33
QVT Financial LP 33
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 33
Solaris Asset Management Llc 33
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 33
Us Financial Advisors, Llc 33
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 33
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 33
Price Wealth Management, Inc. 33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 33
Principal Street Partners, LLC 33
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 33
Capital International Inc /ca/ 33
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 33
Inscription Capital, LLC 33
Western Asset Income Fund 33
Analog Century Management LP 33
PENN SERIES FUNDS INC - Small Cap Value Fund 33
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 33
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 33
M Holdings Securities, Inc. 33
North Capital, Inc. 33
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 33
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 33
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares 33
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 33
BlackRock ETF Trust - BlackRock Future Tech ETF 33
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 33
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 33
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 33
Millstone Evans Group, LLC 33
Ada Investment Management, LP 33
Oliver Luxxe Assets LLC 33
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 33
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 33
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 33
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 33
Rossby Financial, LCC 33
Amplify ETF Trust - Amplify Thematic All-Stars ETF 33
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 33
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 33
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 33
Obermeyer Wood Investment Counsel, Lllp 33
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 33
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 33
PENN SERIES FUNDS INC - Index 500 Fund 33
Marquette Asset Management, LLC 33
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 33
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 33
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 33
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 33
Slow Capital, Inc. 33
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 33
Personal Capital Advisors Corp 33
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 33
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 33
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 33
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 33
Profunds - Profund Vp Ultrabull 33
Profunds - Profund Vp Bull 33
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 33
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 33
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 32
Channing Capital Management, LLC 32
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A 32
VCBCX - VALIC Co I - Blue Chip Growth Fund 32
Cherry Tree Wealth Management, LLC 32
Albar Capital Ltd 32
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 32
Securian Funds Trust - SFT Index 500 Fund Class 1 32
Wrapmanager Inc 32
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 32
Hartline Investment Corp/ 32
Prentiss Smith & Co Inc 32
Bryce Point Capital, LLC 32
Personal Wealth Partners 32
ULPIX - Profunds - Ultrabull Profund Investor Class 32
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 32
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 32
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 32
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 32
MTM Investment Management, LLC 32
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 32
Sumitomo Life Insurance Co 32
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 32
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 32
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 32
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A 32
Profunds - Profund Vp Large-cap Value 32
Dfa Investment Trust Co - The Emerging Markets Series 32
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 32
One68 Global Capital, LLC 32
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 32
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 32
SSO - PROSHARES TRUST - ProShares Ultra S&P500 32
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 32
Trust Investment Advisors 32
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 32
QUANTRES ASSET MANAGEMENT Ltd 32
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 32
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 32
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 32
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 32
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 32
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 32
Close Asset Management Ltd 32
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 32
Headinvest, Llc 32
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 32
Cidel Asset Management Inc 32
Dalton Greiner Hartman Maher & Co 32
CGC Financial Services, LLC 32
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 32
Synergy Financial Management, LLC 32
Pimco Corporate & Income Opportunity Fund 32
Punch & Associates Investment Management, Inc. 32
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 32
Eaton Vance Floating-rate Income Trust 32
PACIFIC SELECT FUND - Equity Index Portfolio Class I 32
Strategy Asset Managers Llc 32
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 32
Telluride Asset Management LLC 32
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 32
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 32
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 32
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 32
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 32
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund 32
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 32
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 32
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 32
Mascagni Wealth Management, Inc. 32
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 32
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 32
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 32
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 32
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 32
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 32
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 32
Lebenthal Global Advisors, LLC 32
Stonehage Fleming (uk) Ltd 32
Alight Capital Management LP 32
NorthRock Partners, LLC 32
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF 32
LM Advisors LLC 32
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 32
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 32
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 32
Silicon Valley Capital Partners 32
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 32
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 32
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 32
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 32
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 32
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 32
Vestor Capital, Llc 32
Financial Synergies Wealth Advisors, Inc. 32
Whitnell & Co. 32
BTC Capital Management, Inc. 32
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 32
Sirios Capital Management L P 32
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 32
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 32
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 32
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 32
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 32
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 32
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF 32
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 32
Walthausen & Co., LLC 32
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 32
Tortoise Capital Advisors, L.l.c. 32
Mizuho Markets Americas Llc 32
McGlone Suttner Wealth Management, Inc. 32
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 32
Chesley Taft & Associates LLC 32
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 32
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 32
High Net Worth Advisory Group LLC 32
Frank, Rimerman Advisors LLC 32
Unigestion Holding SA 32
Degroof Petercam Asset Management 32
Horrell Capital Management, Inc. 32
Platinum Investment Management Ltd 32
Exxonmobil Investment Management Inc /tx 32
Clear Perspective Advisors, LLC 32
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 32
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 32
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 32
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 32
Legacy Wealth Asset Management, LLC 32
Kiker Wealth Management, LLC 32
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 32
Actinver Wealth Management, Inc. 32
Brick & Kyle, Associates 32
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 32
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 32
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 32
Naples Money Management LLC 32
WESPAC Advisors, LLC 32
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 32
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 32
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 32
Bard Associates Inc 32
SummerHaven Investment Management, LLC 32
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 32
Nuveen S&p 500 Buywrite Income Fund 32
RPg Family Wealth Advisory, LLC 32
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 32
Kaizen Advisory, Llc 32
Cypress Capital Group 32
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 32
VSTIX - VALIC Co I - Stock Index Fund 32
San Luis Wealth Advisors LLC 32
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 32
BLPIX - Profunds - Bull Profund Investor Class 32
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 32
Premier Asset Management Llc 32
Grimes & Company, Inc. 32
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 32
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 32
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 32
Kiley Juergens Wealth Management, Llc 32
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 32
Hilltop National Bank 32
Red Door Wealth Management, LLC 32
TCG Advisory Services, LLC 32
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 32
Kathmere Capital Management, LLC 32
BRASX - Blackrock Allocation Target Shares - Bats Series S 32
W.G. Shaheen & Associates DBA Whitney & Co 32
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 32
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 32
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 32
Jericho Capital Asset Management L.P. 32
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 32
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 32
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 32
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 32
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 32
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 32
Triasima Portfolio Management inc. 31
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 31
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 31
ACSKX - American Century Investment Trust - Short Duration Fund C Class 31
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 31
Decker Retirement Planning Inc. 31
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 31
Menora Mivtachim Holdings Ltd. 31
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 31
Penbrook Management LLC 31
Aspect Partners, LLC 31
Mairs & Power Inc 31
Whalen Wealth Management Inc. 31
Tidemark, LLC 31
Carmignac Gestion 31
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 31
Hirtle Callaghan & Co LLC 31
United Community Bank 31
Iridian Asset Management Llc/ct 31
Diker Management Llc 31
Griffin Asset Management, Inc. 31
BRC Investment Management LLC 31
Investors Asset Management Of Georgia Inc /ga/ /adv 31
Sii Investments Inc/wi 31
Iron Financial, LLC 31
First Heartland Consultants, Inc. 31
Nikko Asset Management Americas, Inc. 31
Camelot Portfolios, LLC 31
Trifecta Capital Advisors, LLC 31
Global Wealth Strategies & Associates 31
Bridges Investment Management Inc 31
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 31
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 31
PIMCO FUNDS - PIMCO Sector Fund Series - I 31
Jetstream Capital LLC 31
DT Investment Partners, LLC 31
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 31
Spartan Fund Management Inc. 31
Clear Sky Advisers, LLC 31
Resurgent Financial Advisors LLC 31
GCLN - Goldman Sachs ETF Trust - Goldman Sachs Bloomberg Clean Energy Equity ETF 31
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 31
S&co Inc 31
Bivin & Associates, Inc. 31
Stone Toro Investment Advisers, LP 31
Nair Vinay 31
Wayfinding Financial, LLC 31
Herold Advisors, Inc. 31
First Affirmative Financial Network 31
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 31
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 31
Lakeview Capital Partners, LLC 31
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 31
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 31
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 31
Governors Lane LP 31
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 31
Duquesne Family Office LLC 31
Baker Tilly Financial, Llc 31
Iron Horse Wealth Management, LLC 31
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 31
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 31
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 31
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 31
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 31
Wintrust Investments Llc 31
Wilmington Trust, National Association 31
Stux Capital Management, LLC 31
Radnor Capital Management, LLC 31
Hunting Hill Global Capital, LLC 31
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 31
Jackson Square Capital, Llc 31
LMR Master Fund Ltd 31
Tiaa, Fsb 31
NWK Group, Inc. 31
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 31
L2 Asset Management, LLC 31
Madison Asset Management, LLC 31
Lloyd Advisory Services, LLC. 31
Delaware Vip Trust - Delaware Vip Value Series Standard Class 31
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 31
Eaton Vance Senior Income Trust 31
Perennial Investment Advisors, LLC 31
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 31
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 31
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 31
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 31
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 31
ASR Vermogensbeheer N.V. 31
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 31
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 31
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 31
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 31
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 31
EWG Elevate Inc. 31
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 31
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 31
Eaton Vance Senior Floating Rate Trust 31
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 31
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 31
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 31
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 31
Marketocracy Funds 31
DeDora Capital, Inc. 31
Fore Capital, LLC 31
Seelaus Asset Management LLC 31
Vivaldi Opportunities Fund 31
OmniStar Financial Group, Inc. 31
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 31
PFG Private Wealth Management, LLC 31
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 31
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 31
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 31
Lavaca Capital Llc 31
Maytus Capital Management, LLC 31
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 31
Cordatus Wealth Management LLC 31
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 31
LVPIX - Profunds - Large-cap Value Profund Investor Class 31
Susquehanna International Group Ltd. 31
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 31
Brendel Financial Advisors LLC 31
Patriot Investment Management Inc. 31
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 31
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 31
Rs Variable Products Trust 31
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 31
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 31
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 31
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 31
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 31
NOCBX - Northern Funds - Northern Core Bond Fund 31
NOFIX - Northern Funds - Northern Fixed Income Fund 31
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 31
Advanced Series Trust - Ast International Growth Portfolio 31
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 31
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 31
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 31
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 31
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 31
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 31
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 31
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 31
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 31
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 31
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 31
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 31
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 31
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 31
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 31
Profunds - Profund Vp Large-cap Growth 31
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 31
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 31
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 31
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 31
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 31
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 31
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 31
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 31
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 31
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 30
Capital CS Group, LLC 30
Santori & Peters, Inc. 30
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 30
Andor Capital Management, L.l.c. 30
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 30
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 30
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 30
Hohimer Wealth Management, Llc 30
Beverly Hills Private Wealth, LLC 30
Kempen Capital Management N.v. 30
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 30
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 30
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 30
Vinva Investment Management Ltd 30
Jackson, Grant Investment Advisers, Inc. 30
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 30
Friedenthal Financial 30
Delphia (USA) Inc. 30
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 30
Karpus Management, Inc. 30
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 30
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 30
IFG Advisory, LLC 30
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 30
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 30
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 30
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 30
Capital Investment Counsel, Inc 30
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 30
MML Series Investment Fund II - MML Equity Fund Initial Class 30
Nova Wealth Management, Inc. 30
Beacon Financial Group 30
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 30
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 30
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 30
Keystone Financial Group 30
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 30
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 30
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 30
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 30
Pathway Financial Advisors LLC 30
Morgan Dempsey Capital Management Llc 30
Peoples Financial Services Corp. 30
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 30
Copper Rock Capital Partners, LLC 30
Chicago Capital, LLC 30
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 30
Trilogy Capital Inc. 30
SFY - Tidal ETF Trust - SoFi Select 500 ETF 30
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 30
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 30
Transcend Wealth Collective, Llc 30
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 30
Cornerstone Advisory, LLC 30
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 30
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 30
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 30
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 30
Founders Financial Securities Llc 30
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 30
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 30
Pflug Koory, LLC 30
Avitas Wealth Management LLC 30
Pekin Hardy Strauss, Inc. 30
Manning & Napier Group, LLC 30
Sentinel Asset Management, Inc. 30
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 30
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 30
First PREMIER Bank 30
ID Management A/S 30
Edmond De Rothschild (suisse) S.a. 30
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 30
Apollo Management Holdings, L.P. 30
IMS Capital Management 30
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF 30
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 30
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 30
Resonant Capital Advisors, LLC 30
Chartwell Investment Partners/pa 30
Old Point Trust & Financial Services N A 30
Pacific Capital Wealth Advisors, Inc 30
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 30
Union Bancaire Privee, UBP SA 30
Options Solutions, Llc 30
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 30
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 30
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 30
Roman Butler Fullerton & Co 30
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 30
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 30
Legacy Advisors, LLC 30
Summit Financial, LLC 30
BKD Wealth Advisors, LLC 30
Bolton Lp 30
Morton Brown Family Wealth, LLC 30
Holderness Investments Co 30
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 30
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 30
Connectus Wealth, LLC 30
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 30
Dearborn Partners Llc 30
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 30
Asahi Life Asset Management Co., Ltd. 30
LGPIX - Profunds - Large-cap Growth Profund Investor Class 30
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 30
ProVise Management Group, LLC 30
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 30
Halpern Financial, Inc. 30
Clearbridge, Llc 30
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 30
Opti Capital Management, Lp 30
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 30
Princeton Capital Management Llc 30
Kozak & Associates, Inc. 30
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 30
Yaupon Capital Management LP 30
ZPR Investment Management 30
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 30
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 30
Turner Funds 30
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 30
NEOS Investment Management LLC 30
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 30
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 30
Contour Asset Management LLC 30
Garrett Wealth Advisory Group, LLC 30
Scout Funds 30
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 30
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 30
Premia Global Advisors, Llc 30
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 30
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 30
Beech Hill Advisors, Inc. 30
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 30
STRV - EA Series Trust - Strive 500 ETF 30
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 30
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 30
Quantessence Capital LLC 30
Allegheny Financial Group LTD 30
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 30
Jackson Wealth Management, LLC 30
Guyasuta Investment Advisors Inc 30
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 30
Coastline Trust Co 30
PartnerRe Asset Management CORP 30
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 30
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 30
Camden Capital, LLC 30
Bragg Financial Advisors, Inc 30
Laidlaw Wealth Management LLC 30
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 30
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 30
Westerly Capital Management, Llc 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 30
Dividend Asset Capital, Llc 30
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 30
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 30
Summit X, LLC 29
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 29
Capital Investment Advisors, LLC 29
Simmons Bank 29
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 29
First Dallas Securities Inc. 29
WestEnd Advisors, LLC 29
Mariner Wealth Advisors-NYC, LLC 29
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 29
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 29
Wealth Alliance 29
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 29
Divisar Capital Management LLC 29
Condor Capital Management 29
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 29
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 29
Antonetti Capital Management LLC 29
Nelson Capital Management, LLC 29
Ronald Blue & Co Llc 29
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 29
Patton Fund Management, Inc. 29
Resolute Advisors LLC 29
FormulaFolio Investments, LLC 29
Menard Financial Group LLC 29
Pacific Ridge Capital Partners, LLC 29
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 29
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 29
Paragon Capital Management Ltd 29
Voya Global Advantage & Premium Opportunity Fund 29
Choate Investment Advisors 29
EPG Wealth Management LLC 29
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 29
Avalon Trust Co 29
Pimco Income Strategy Fund Ii 29
Old North State Trust, LLC 29
Paragon Wealth Strategies, LLC 29
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio 29
Portman Square Capital LLP 29
Ivory Investment Management, Llc 29
Aureus Asset Management, LLC 29
DSAM Partners (London) Ltd 29
Affinity Wealth Management Llc 29
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 29
Taylor Frigon Capital Management LLC 29
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 29
New Wave Wealth Advisors Llc 29
Meteora Capital, LLC 29
Foster Dykema Cabot & Partners, Llc 29
Bowen Hanes & Co Inc 29
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 29
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 29
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 29
Arabesque Asset Management Ltd 29
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 29
Palo Capital, Inc. 29
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 29
American Independence Funds Trust 29
AlphaCore Capital LLC 29
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 29
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 29
BlackRock ETF Trust II - BlackRock Total Return ETF 29
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 29
Holistic Financial Partners 29
WUSAX - WANGER ADVISORS TRUST - Wanger USA 29
Heritage Trust Co 29
Sepio Capital, LP 29
Aua Capital Management, Llc 29
Bank Of Nova Scotia Trust Co 29
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 29
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 29
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 29
West Branch Capital LLC 29
Sig Brokerage, Lp 29
Guardian Investor Services Llc 29
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 29
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF 29
Mohican Financial Management, LLC 29
RVRB - ADVISORS SERIES TRUST - Reverb ETF 29
Trustmark National Bank Trust Department 29
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 29
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 29
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 29
Lloyds Banking Group plc 29
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 29
SUNAMERICA SERIES TRUST - SA Columbia Technology Portfolio Class 1 29
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 29
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 29
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 29
De Burlo Group Inc 29
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 29
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 29
Semmax Financial Advisors Inc. 29
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF 29
Abundance Wealth Counselors 29
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 29
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 29
Rainier Investment Management Mutual Funds 29
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 29
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 29
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 29
Goelzer Investment Management, Inc. 29
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 29
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 29
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 29
AMF Pensionsforsakring AB 29
Ikos Cif Ltd 29
OneAscent Wealth Management LLC 29
CLMA - Tidal ETF Trust - iClima Global Decarbonization Transition Leaders ETF 29
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 29
Clarus Wealth Advisors 29
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 29
Tiaa Trust, National Association 29
Croft-leominster Inc 29
Mine & Arao Wealth Creation & Management, LLC. 29
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 29
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 29
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 29
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 29
Catalytic Wealth RIA, LLC 29
EMC Capital Management 29
CapWealth Advisors, LLC 29
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 29
Juncture Wealth Strategies, Llc 29
RWM Asset Management, LLC 29
Empirical Asset Management, LLC 29
Breakline Capital Llc 29
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 29
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 29
Fund Management at Engine No. 1 LLC 29
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 29
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 29
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 29
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 29
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 29
First American Bank 29
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 29
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 29
Grace Capital 29
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 29
Voisard Asset Management Group, Inc. 29
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 29
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 29
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 29
FEDERATED CORE TRUST - High Yield Bond Portfolio 29
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 29
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 29
Jafra Capital Management LP 29
Provenance Wealth Advisors, LLC 29
Cooper Financial Group 29
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 29
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 29
Vermillion Wealth Management, Inc. 29
Vanguard Convertible Securities Fund 29
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 28
Marshall & Sterling Wealth Advisors Inc. 28
Aevitas Wealth Management, Inc. 28
Skaana Management L.P. 28
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 28
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 28
Nan Shan Life Insurance Co., Ltd. 28
Virtus Alternative Investment Advisers, Inc. 28
Bellecapital International Ltd. 28
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 28
Doyle Wealth Management 28
Stephenson National Bank & Trust 28
Trust Co 28
NMIEX - Northern Funds - Active M International Equity Fund 28
NOLVX - Northern Funds - Northern Large Cap Value Fund 28
Mastrapasqua Asset Management Inc 28
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 28
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 28
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 28
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 28
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 28
Jamison Private Wealth Management, Inc. 28
Jnl Series Trust - Jnl/mellon International Index Fund (a) 28
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 28
Voya Global Equity Dividend & Premium Opportunity Fund 28
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 28
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 28
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 28
Compass Wealth Management LLC 28
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 28
D L Carlson Investment Group Inc 28
AustralianSuper Pty Ltd 28
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 28
Winnow Wealth Llc 28
Dinsmore Capital Management Co/nj 28
North Star Asset Management Inc 28
Pvg Asset Management Corp 28
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 28
Traub Capital Management LLC 28
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 28
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 28
Welch & Forbes Llc 28
Nuveen Floating Rate Income Fund 28
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 28
Sage Rock Capital Management LP 28
Delphi Private Advisors LLC 28
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 28
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 28
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 28
Marcum Wealth, LLC 28
Essex Financial Services, Inc. 28
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 28
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 28
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 28
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 28
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 28
Crescent Capital Consulting, LLC 28
Courier Capital Llc 28
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 28
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 28
Ambassador Advisors, LLC 28
FourThought Financial Partners, LLC 28
Gilliland Jeter Wealth Management LLC 28
Blackstone / Gso Strategic Credit Fund 28
Hamilton Lane Advisors Llc 28
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 28
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 28
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 28
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 28
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 28
Core Alternative Capital 28
Daymark Wealth Partners, Llc 28
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 28
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 28
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 28
Fort Point Capital Partners LLC 28
JT Stratford LLC 28
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 28
SkyOak Wealth, LLC 28
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 28
Clear Creek Financial Management, LLC 28
Fosun International Ltd 28
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 28
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 28
Cannell Peter B & Co Inc 28
Israel Discount Bank of New York 28
Garelick Capital Partners, LP 28
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 28
Credit Capital Investments LLC 28
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 28
JS Capital Management LLC 28
Rampart Investment Management Company, LLC 28
Claymore Exchange-traded Fund Trust 2 28
Czech National Bank 28
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 28
Sassicaia Capital Advisers Llc 28
Quilter Plc 28
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 28
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 28
Pimco Income Opportunity Fund 28
Ratan Capital Management LP 28
Surevest, LLC 28
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 28
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 28
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 28
Engine No. 1 Llc 28
Capital International Sarl 28
SWAN Capital LLC 28
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 28
Northwestern Mutual Investment Services Llc 28
H2o Am Llp 28
MONECO Advisors, LLC 28
Veracity Capital LLC 28
KIFAX - Forward Funds - Salient Select Income Fund Class A 28
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 28
Hoover Financial Advisors, Inc. 28
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 28
O'Shares Investment Advisers, LLC 28
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 28
Bienville Capital Management, LLC 28
Kim, Llc 28
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 28
Scarborough Advisors, LLC 28
Williams Jones & Associates LLC 28
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 28
Koss-Olinger Consulting, LLC 28
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 28
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 28
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 28
RiverPark Advisors, LLC 28
Good Life Advisors, LLC 28
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 28
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 28
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 28
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 28
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 28
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 28
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 28
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF 28
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class 28
Virtus Global Multi-sector Income Fund 28
Legacy Bridge, LLC 28
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 28
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 28
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 28
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 28
Forte Capital Llc /adv 28
Hilltop Park Associates LLC 28
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 28
Barnett & Company, Inc. 28
Sierra Summit Advisors Llc 28
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 28
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 28
Alpha Omega Wealth Management LLC 28
Global Income Builder Portfolio - Global Income Builder Portfolio 28
Mpwm Advisory Solutions, Llc 28
VIDI - ETF Series Solutions - Vident International Equity Fund 28
CMT Capital Markets Trading GmbH 28
Dfa Investment Trust Co - The U.s. Large Cap Value Series 28
LGT Fund Management Co Ltd. 28
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 28
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF 28
SLIM - Janus Detroit Street Trust - The Obesity ETF 28
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 28
Daiwa SB Investments Ltd. 28
SNSR - Global X Funds - Global X Internet of Things ETF 28
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 28
EJF Capital LLC 28
Berkshire Capital Holdings Inc 28
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 28
Stock Yards Bank & Trust Co 28
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 28
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 28
MML Series Investment Fund II - MML Blend Fund Initial Class 28
Aviance Capital Partners, LLC 28
Triad Wealth Partners, LLC 28
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 28
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 28
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 28
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 28
First Pacific Advisors, LP 28
Gargoyle Investment Advisor L.L.C. 28
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 28
DC Investments Management, LLC 28
ARGA Investment Management, LP 28
G&S Capital LLC 28
Mediolanum International Funds Ltd 28
Mraz, Amerine & Associates, Inc. 28
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 28
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 28
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 28
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 28
PFS Partners, LLC 28
LVW Advisors, LLC 28
Peconic Partners Llc 28
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 28
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 28
Greenwich Wealth Management LLC 28
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 28
Mork Capital Management, LLC 28
United Asset Strategies, Inc. 28
PAX Financial Group, LLC 28
GMAN - Goldman Sachs ETF Trust - Goldman Sachs Motif Manufacturing Revolution ETF 28
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 28
Sycomore Asset Management 27
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 27
Blackthorn Investment Group Llc 27
Kelly Lawrence W & Associates Inc/ca 27
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 27
BW Gestao de Investimentos Ltda. 27
IronBridge Capital Management LP 27
WealthPlan Investment Management, LLC 27
Coston, McIsaac & Partners 27
Smith, Salley & Associates 27
PKO Investment Management Joint-Stock Co 27
Kodai Capital Management LP 27
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 27
PACIFIC SELECT FUND - Core Income Portfolio Class I 27
Zimmer Partners, LP 27
New World Fund Inc 27
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 27
40 North Management LLC 27
CoreFirst Bank & Trust 27
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 27
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 27
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 27
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 27
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 27
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 27
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 27
Invesco Dynamic Credit Opportunities Fund 27
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 27
TAP Consulting, LLC 27
ENDW - EA Series Trust - Cambria Endowment Style ETF 27
Thrax Management, LLC 27
Park Avenue Institutional Advisers LLC 27
Lansforsakringar Fondforvaltning AB (publ) 27
Citizens Business Bank 27
Exos TFP Holdings LLC 27
Schwartz Investment Counsel Inc 27
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 27
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 27
Nuveen Credit Strategies Income Fund 27
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 27
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 27
Ofi Invest Asset Management 27
S&t Bank/pa 27
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 27
Starboard Value LP 27
Acorn Wealth Advisors, LLC 27
Advanced Series Trust - Ast High Yield Portfolio 27
Naples Global Advisors, Llc 27
Quad Capital Management Advisors LLC 27
University Of Texas/texas Am Investment Managment Co 27
Df Dent & Co Inc 27
Peddock Capital Advisors, Llc 27
Covalis Capital Llp 27
SRB Corp 27
Beacon Investment Advisory Services, Inc. 27
Mitchell Capital Management Co 27
Somerset Trust Co 27
Whitebox Mutual Funds 27
Blackstone / Gso Floating Rate Enhanced Income Fund 27
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 27
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 27
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 27
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF 27
Pathway Financial Advisers, LLC 27
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 27
Sustainable Insight Capital Management, LLC 27
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 27
Northwest Capital Management Inc 27
Sumit Capital, Llc 27
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 27
PrairieView Partners, LLC 27
Gratus Capital LLC 27
Pennsylvania Trust Co 27
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 27
Xtx Markets Llc 27
VEGN - ETF Series Solutions - US Vegan Climate ETF 27
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 27
MFCPX - M FUND INC - M Capital Appreciation Fund 27
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 27
Signature Resources Capital Management, LLC 27
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 27
Mowery & Schoenfeld Wealth Management, LLC 27
Monument Capital Management 27
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 27
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 27
Keebeck Wealth Management, LLC 27
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 27
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 27
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 27
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 27
Regent Investment Management LLC 27
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 27
Sender Co & Partners, Inc. 27
Icon Wealth Advisors, LLC 27
Fiduciary Management Associates Llc 27
ICONIQ Capital, LLC 27
Pinnacle Holdings, LLC 27
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 27
Platte River Capital LLC 27
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 27
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 27
Delek Group, Ltd. 27
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 27
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 27
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 27
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 27
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 27
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 27
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 27
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 27
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 27
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 27
Groupe la Francaise 27
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 27
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 27
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 27
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 27
Liontrust Investment Partners LLP 27
Prudential Short Duration High Yield Fund, Inc. 27
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 27
Perkins Investment Management, LLC 27
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 27
Catawba Capital Management /va 27
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 27
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 27
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 27
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 27
Boston Family Office Llc 27
Mountain Capital Investment Advisors, Inc 27
Ifrah Financial Services, Inc. 27
Cumberland Partners Ltd 27
Triangle Securities Wealth Management 27
NEAGX - NEEDHAM FUNDS INC - Needham Aggressive Growth Fund Retail Class 27
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 27
Mizuho Securities Usa Llc 27
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 27
American National Insurance Co /tx/ 27
WealthTrust Fairport, LLC 27
Tennessee Valley Asset Management Partners 27
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 27
Blackrock Floating Rate Income Strategies Fund, Inc. 27
Financiere des Professionnels - Fonds d,investissement inc. 27
True Bearing Asset Management LP 27
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 27
Measured Risk Portfolios, Inc. 27
Platform Technology Partners 27
Covenant Asset Management, LLC 27
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 27
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 27
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 27
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 27
Generali Investments CEE, investicni spolecnost, a.s. 27
Lehman Financial Resources, Inc. 27
FAINX - MSS Series Trust - Fallen Angels Income Fund 27
Becker Capital Management Inc 27
Ramirez Asset Management, Inc. 27
Prosperity Wealth Management, Inc. 27
CI Global Investments Inc. 27
Baron Silver Stevens Financial Advisors, Llc 27
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 27
SeaBridge Investment Advisors LLC 27
Valley Brook Capital Group, Inc. 27
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 27
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 27
Tru Independence Asset Management 2, Llc 27
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 27
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 27
Quintet Private Bank (Europe) S.A. 27
Main Street Financial Solutions, LLC 27
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 27
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 27
Wood Tarver Financial Group, LLC 27
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 27
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 27
Integre Asset Management, LLC 27
CPI - IndexIQ ETF Trust - IQ Real Return ETF 27
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 27
Clearwater Capital Advisors, LLC 27
Vanguard Windsor Funds 27
Westend Capital Management LLC 27
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 27
Ohio National Investments, Inc. 26
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 26
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 26
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 26
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 26
Homrich & Berg 26
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 26
Woodley Farra Manion Portfolio Management Inc 26
Future Financial Wealth Managment LLC 26
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 26
Ellsworth Advisors, LLC 26
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 26
Blackstone / Gso Long-short Credit Income Fund 26
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 26
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 26
Southport Management, L.l.c. 26
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 26
Spears Abacus Advisors LLC 26
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 26
Core Bond Portfolio - Core Bond Portfolio 26
Financial Connections Group, Inc. 26
1st Source Bank 26
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A 26
Gallacher Capital Management LLC 26
Fort Baker Capital Management LP 26
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 26
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 26
South Texas Money Management Ltd 26
Cfm Wealth Partners Llc 26
EFG Asset Management (North America) Corp. 26
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 26
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 26
Global Financial Private Capital, LLC 26
Eisler Capital Management Ltd. 26
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 26
Fairscale Capital, LLC 26
Investment House Llc 26
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 26
Berry Street Capital Management LLP 26
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 26
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 26
Drive Wealth Management, Llc 26
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 26
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 26
Lee Danner & Bass Inc 26
Loews Corp 26
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 26
Wealthspring Capital LLC 26
InterOcean Capital Group, LLC 26
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 26
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 26
City Financial Investment Co Ltd 26
Capital International Ltd /ca/ 26
Waterfront Wealth Inc. 26
Bridge City Capital, LLC 26
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 26
Coastal Bridge Advisors, LLC 26
Allen Investment Management LLC 26
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 26
First National Trust Co 26
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 26
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 26
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 26
BKM Wealth Management, LLC 26
Encompass Wealth Advisors, Llc 26
Legacy Capital Group California, Inc. 26
Cortina Funds, Inc. 26
GATEX - Gateway Trust - Gateway Fund Class A Shares 26
IronBridge Private Wealth, LLC 26
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 26
Grey Street Capital, LLC 26
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 26
Encompass Capital Advisors LLC 26
Precision Wealth Strategies, LLC 26
IFC Holdings Incorporated/FL 26
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 26
Castle Wealth Management Llc 26
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 26
Cognios Capital, LLC 26
Gitterman Wealth Management, LLC 26
Ascend Capital, Llc 26
Fedenia Advisers LLC 26
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 26
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 26
Sphera Funds Management Ltd. 26
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 26
Pax World Management Llc 26
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 26
Decatur Capital Management, Inc. 26
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 26
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 26
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 26
Boston Financial Mangement Llc 26
Y.D. More Investments Ltd 26
Genus Capital Management Inc. 26
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 26
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 26
Stancorp Investment Advisers Inc 26
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 26
Emfo, Llc 26
Security National Bank 26
FDRV - FIDELITY COVINGTON TRUST - Fidelity Electric Vehicles and Future Transportation ETF 26
Independent Solutions Wealth Management, LLC 26
CR Intrinsic Investors, LLC 26
Alphagen Securities Llc 26
Patten & Patten Inc/tn 26
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 26
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 26
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 26
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 26
AIA Investment Management Private Ltd 26
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 26
Adalta Capital Management LLC 26
Neuberger Berman Next Generation Connectivity Fund Inc. 26
Hunter Associates Investment Management Llc 26
Paradigm Financial Advisors, LLC 26
Zrc Wealth Management, Llc 26
Campbell Newman Asset Management Inc 26
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 26
Bank Of The West 26
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 26
Knollwood Investment Advisory, LLC 26
Trust Asset Management LLC 26
Wade G W & Inc 26
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 26
Capital Wealth Planning, LLC 26
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 26
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 26
PDS Planning, Inc 26
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 26
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 26
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 26
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 26
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 26
O'Dell Group, LLC 26
Pegasus Partners Ltd. 26
Howard Capital Management Inc. 26
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 26
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 26
Gables Capital Management Inc. 26
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 26
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 26
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 26
Sanctuary Wealth Management, L.L.C. 26
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 26
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 26
Pensionfund DSM Netherlands 26
Burns Matteson Capital Management, LLC 26
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 26
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 26
Alphasimplex Group, Llc 26
Senator Investment Group LP 26
New Covenant Trust Company, N.A. 26
Blackrock Floating Rate Income Trust 26
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 26
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 26
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 26
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 26
Elk Creek Partners, LLC 26
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 26
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 26
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 26
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 26
Sabby Management, Llc 26
Counsel Portfolio Services Inc. 26
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 26
Haverford Trust Co 26
Bridgewater Advisors Inc. 26
Capital Wealth Alliance, LLC 26
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 26
Pimco Corporate & Income Strategy Fund 26
Rnc Capital Management Llc 26
Fortis Group Advisors, LLC 26
Jeppson Wealth Management, Llc 26
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 26
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 26
Lion Street Advisors, LLC 26
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 26
Allstate Investment Management Co 26
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 26
GSB Wealth Management, LLC 26
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 26
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 26
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 26
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 26
WFA of San Diego, LLC 26
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 26
Alpine Series Trust 26
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 26
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 26
Alta Advisers Ltd 26
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 26
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 26
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 26
Stanford Investment Group, Inc. 26
Balasa Dinverno & Foltz Llc 26
Cowen Investment Management LLC 26
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 26
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 26
Valmark Advisers, Inc. 26
Marks Group Wealth Management, Inc 26
Garner Asset Management Corp 26
Park National Corp /oh/ 25
Cushing Asset Management, Lp 25
Donaldson Capital Management, Llc 25
Nippon Life Global Investors Americas, Inc. 25
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 25
Modus Advisors, LLC 25
Beach Investment Counsel Inc/pa 25
FDO Partners, LLC 25
TrinityPoint Wealth, LLC 25
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 25
Davidson Investment Advisors 25
Haberer Registered Investment Advisor Inc 25
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 25
Vermillion & White Wealth Management Group, LLC 25
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 25
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 25
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 25
Samlyn Capital, Llc 25
Sand Grove Capital Management LLP 25
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 25
Geneva Partners, LLC 25
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y 25
Corbenic Partners LLC 25
Ardevora Asset Management LLP 25
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 25
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 25
Maseco Llp 25
Richards, Merrill & Peterson, Inc. 25
Net Worth Advisory Group 25
CFICX - CALVERT FUND - Calvert Income Fund Class A 25
Fulton Breakefield Broenniman Llc 25
Acuitas Investments, LLC 25
Ion Asset Management Ltd. 25
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 25
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 25
Zwj Investment Counsel Inc 25
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 25
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 25
Cascade Investment Advisors, Inc. 25
Hayden Royal, Llc 25
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 25
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 25
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 25
AMCPX - AMCAP FUND - AMCAP FUND Class A 25
Montecito Bank & Trust 25
Himco Variable Insurance Trust 25
Cedar Wealth Management, LLC 25
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 25
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 25
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 25
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 25
KARS - Krane Shares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF 25
Pzena Investment Management Llc 25
Canada Post Corp Registered Pension Plan 25
Gluskin Sheff & Assoc Inc 25
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 25
BankPlus Trust Department 25
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 25
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 25
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 25
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 25
Chiron Capital Management, Llc 25
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 25
Rockland Trust Co 25
Henry James International Management Inc. 25
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 25
Usa Mutuals Advisors, Inc. 25
Krs Capital Management, Llc 25
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A 25
Mondrian Investment Partners LTD 25
Applied Finance Capital Management, LLC 25
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 25
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 25
Paulson Wealth Management Inc. 25
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 25
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 25
DHJJ Financial Advisors, Ltd. 25
RK Capital Management, LLC 25
Comerica Securities Inc 25
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 25
Saudi Central Bank 25
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 25
Cullen Capital Management, LLC 25
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 25
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 25
Institutional Investment Strategy Fund 25
VCCCX - VALIC Co I - Capital Conservation Fund 25
Ulland Investment Advisors, LLC 25
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 25
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 25
JB Capital LLC 25
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 25
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF 25
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 25
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 25
Field & Main Bank 25
Guinness Atkinson Asset Management Inc 25
GFG Capital, LLC 25
SILVER OAK SECURITIES, Inc 25
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 25
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 25
Torno Capital, Llc 25
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 25
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 25
Putnam High Income Securities Fund 25
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 25
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 25
Cozad Asset Management Inc 25
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF 25
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 25
Grassi Investment Management 25
Light Street Capital Management, Llc 25
Horizon Financial Services, Llc 25
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 25
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 25
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 25
Seldon Capital Lp 25
Horizons Etf Trust I 25
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 25
Adirondack Research & Management Inc. 25
Catamount Wealth Management 25
Reinhart Partners, Inc. 25
Ilmarinen Mutual Pension Insurance Co 25
Orrstown Financial Services Inc 25
Chemical Bank 25
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 25
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 25
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 25
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 25
Rpo Llc 25
Pinnacle Wealth Management Advisory Group, LLC 25
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 25
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 25
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 25
Mufg Securities Americas Inc. 25
Sterne Agee Group, Inc. 25
Hardman Johnston Global Advisors LLC 25
High Income Opportunities Portfolio - High Income Opportunities Portfolio 25
Nippon Life Insurance Co 25
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 25
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 25
Islay Capital Management, Llc 25
Keeley Asset Management Corp 25
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 25
Dfpg Investments, Llc 25
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 25
VSM Wealth Advisory, LLC 25
Payden & Rygel 25
Doheny Asset Management /ca 25
Oak Grove Capital LLC 25
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 25
Scholtz & Company, Llc 25
McElhenny Sheffield Capital Management, LLC 25
Maryland Capital Management 25
Legg Mason Asset Management (Japan) Co., Ltd. 25
Palladium Partners Llc 25
Boyd Watterson Asset Management Llc/oh 25
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 25
CT Financial Advisors LLC 25
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 25
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 25
PIMCO FUNDS - PIMCO Short Asset Portfolio 25
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 25
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 25
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 25
AlphaStar Capital Management, LLC 25
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 25
Edge Capital Group, LLC 25
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 25
Norway Savings Bank 25
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 25
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 25
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 25
ARGI Investment Services, LLC 25
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 25
Onefund, Llc 25
Diversify Wealth Management, Llc 25
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 25
HMS Capital Management, LLC 25
Cynosure Management, Llc 25
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 25
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 25
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 25
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 25
Van Den Berg Management I, Inc 25
Wilmington Trust Investment Management, LLC 25
Angeles Investment Advisors, LLC 25
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 25
Wahed Invest LLC 25
AMH Equity Ltd 25
Leelyn Smith, LLC 25
Eaton Vance Tax-managed Buy-write Opportunities Fund 25
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 25
Hemenway Trust Co LLC 25
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 25
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 25
Odey Asset Management Group Ltd 25
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 25
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 25
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 25
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 25
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 25
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 25
Cedar Mountain Advisors, LLC 25
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 25
AIQ - Global X Funds - Global X Future Analytics Tech ETF 25
GDAT - Goldman Sachs ETF Trust - Goldman Sachs Motif Data-Driven World ETF 25
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 25
Diameter Capital Partners LP 25
Gagnon Securities Llc 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 25
Guinness Asset Management LTD 25
Cary Street Partners Financial Llc 24
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 24
Braun-Bostich & Associates Inc. 24
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 24
Bulltick Wealth Management, LLC 24
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 24
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 24
Credential Securities Inc. 24
Archon Capital Management LLC 24
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 24
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 24
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 24
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 24
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 24
Yarbrough Capital, LLC 24
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 24
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 24
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 24
Blackstone / Gso Senior Floating Rate Term Fund 24
Stance Capital Llc 24
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 24
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 24
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 24
Amplify ETF Trust - Amplify AI Powered Equity ETF 24
Western Asset Management Company, LLC 24
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF 24
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 24
Graypoint LLC 24
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 24
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 24
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 24
Beese Fulmer Investment Management, Inc. 24
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 24
First Community Trust Na 24
Duff & Phelps Investment Management Co 24
Whitener Capital Management, Inc. 24
SlateStone Wealth, LLC 24
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 24
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 24
1776 Wealth LLC 24
Dfa Investment Trust Co - The Japanese Small Company Series 24
Crews Bank & Trust 24
APG Asset Management US Inc. 24
Pacific Center for Financial Services 24
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 24
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 24
Mainstay Capital Management Llc /adv 24
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 24
Southpoint Capital Advisors LP 24
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 24
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 24
Taylor Hoffman Wealth Management 24
Investment Centers Of America Inc 24
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 24
Essex Savings Bank 24
Capital Growth Management Lp 24
Atala Financial Inc 24
Legg Mason Investment Counsel & Trust Co., N.A. 24
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 24
Fwl Investment Management, Llc 24
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 24
Wells Fargo Global Dividend Opportunity Fund 24
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 24
Zevenbergen Capital Investments Llc 24
Consolidated Planning Corp 24
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 24
Advocacy Wealth Management Services, LLC 24
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 24
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 24
CenturyLink Investment Management Co 24
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 24
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 24
Privium Fund Management B.V. 24
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 24
SWS Partners 24
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 24
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 24
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 24
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 24
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A 24
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 24
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 24
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 24
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 24
Nicolet Advisory Services, Llc 24
Fulcrum Equity Management 24
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 24
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 24
Shamrock Asset Management LLC 24
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A 24
Biltmore Capital Advisors LLC 24
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 24
Oxbow Advisors, LLC 24
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 24
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 24
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF 24
Cypress Capital, LLC 24
Kimelman & Baird, LLC 24
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA 24
Integrated Quantitative Investments LLC 24
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 24
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 24
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 24
Davis Capital Management 24
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 24
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 24
Freemont Management S.A. 24
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA 24
Ironwood Financial, llc 24
Fayez Sarofim & Co 24
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 24
Freedman Financial Associates, Inc. 24
Flossbach Von Storch Ag 24
Gilman Hill Asset Management, LLC 24
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 24
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 24
SIR Capital Management, L.P. 24
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 24
Alpha Quant Advisors, Llc 24
Riverwater Partners LLC 24
Stiles Financial Services Inc 24
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 24
BlackRock ETF Trust II - BlackRock Flexible Income ETF 24
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 24
Kemnay Advisory Services Inc. 24
FRG Family Wealth Advisors LLC 24
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 24
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 24
MorganRosel Wealth Management, LLC 24
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 24
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 24
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 24
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 24
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 24
Deseret Mutual Benefit Administrators 24
Nalls Sherbakoff Group, Llc 24
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 24
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 24
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 24
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 24
Cpwm, Llc 24
Beacon Harbor Wealth Advisors, Inc. 24
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 24
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 24
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 24
Sentinel Trust Co Lba 24
Authentikos Wealth Advisory, LLC 24
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 24
Nokota Management, LP 24
Garda Capital Partners Lp 24
Telos Capital Management, Inc. 24
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 24
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 24
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 24
SCS Capital Management LLC 24
New Century Investment Management, Inc 24
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 24
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 24
Able Wealth Management LLC 24
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 24
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 24
JNL SERIES TRUST - JNL International Index Fund (I) 24
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 24
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 24
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 24
Princeton Capital Management Inc 24
Advisor OS, LLC 24
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 24
Clark Estates Inc/ny 24
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 24
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 24
Tealwood Asset Management Inc 24
SPX Equities Gestao de Recursos Ltda 24
Guggenheim Equal Weight Enhanced Equity Income Fund 24
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 24
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 24
Inverness Counsel Llc /ny/ 24
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 24
KADENSA CAPITAL Ltd 24
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 24
First Commonwealth Financial Corp /pa/ 24
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 24
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 24
Liberty All Star Growth Fund Inc. 24
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 24
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 24
Arlington Capital Management, Inc. 24
River Wealth Advisors LLC 24
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 24
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 24
Buckhead Capital Management Llc 24
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 24
Boenning & Scattergood, Inc. 24
Professional Financial Advisors, LLC 24
Heritage Investors Management Corp 24
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 24
Gf Fund Management Co. Ltd. 24
Cullinan Associates Inc 24
Pimco Income Strategy Fund 24
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 24
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 24
Columbia Asset Management 24
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 24
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 24
Canandaigua National Corp 24
Wealth Preservation Advisors, LLC 24
Growth Fund Of America 24
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 24
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 24
Heritage Financial Services, LLC 24
Advent Claymore Convertible Securities & Income Fund Ii 24
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 24
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 24
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 24
Advent/claymore Enhanced Growth & Income Fund 24
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 24
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 24
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 24
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares 24
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 24
Ecofin Advisors Ltd 24
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 24
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 24
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 24
Antara Capital LP 24
FT Options LLC 24
Busey Wealth Management 23
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 23
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 23
Robbins Farley Llc 23
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 23
Lynrock Lake LP 23
Pimco Strategic Income Fund, Inc 23
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 23
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class 23
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 23
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 23
Sapient Capital Llc 23
Nuveen Fund Advisors, LLC 23
VCGEX - VALIC Co I - Emerging Economies Fund 23
Harfst & Associates, Inc. 23
Elliott Management Corporation 23
Penobscot Investment Management Company, Inc. 23
New York Life Trust Co 23
Mayflower Financial Advisors, LLC 23
Confluence Investment Management Llc 23
Bloom Tree Partners, Llc 23
Alydar Partners Llc 23
Isi Strategy Fund Inc 23
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 23
Pimco High Income Fund 23
E Fund Management (Hong Kong) Co., Ltd. 23
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 23
Halbert Hargrove Global Advisors, Llc 23
Wells Fargo Multi-sector Income Fund 23
AT Bancorp 23
9258 Wealth Management, LLC 23
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 23
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 23
Oasis Management Co Ltd. 23
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 23
Mengis Capital Management, Inc. 23
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 23
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 23
Paradigm Financial Partners, Llc 23
Lansdowne Partners (uk) Llp 23
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 23
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 23
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 23
GM Advisory Group, Inc. 23
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 23
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 23
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 23
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 23
Cary Street Partners Asset Management Llc 23
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 23
Capital Advisors Inc/ok 23
Israel Discount Bank Of New York /gfn 23
RUSIX - RBC FUNDS TRUST - RBC Ultra-Short Fixed Income Fund Class I 23
SFE Investment Counsel 23
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 23
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 23
CFS Investment Advisory Services, LLC 23
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 23
Third Point LLC 23
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 23
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 23
Syquant Capital Sas 23
Hardy Reed LLC 23
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 23
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 23
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 23
Bank of New Hampshire 23
Seeds Investor Llc 23
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 23
Springowl Associates Llc 23
Hellman Jordan Management Co Inc /ma/ 23
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 23
Savvy Advisors, Inc. 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 23
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 23
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 23
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 23
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 23
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 23
Kwmg, Llc 23
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 23
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 23
Aprio Wealth Management, LLC 23
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 23
VVMCX - VALIC Co I - Mid Cap Value Fund 23
Nilsine Partners, LLC 23
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 23
55i, Llc 23
Cowen Prime Advisors LLC 23
PNC Managed Account Solutions, Inc. 23
LSGBX - LOOMIS SAYLES FUNDS I - Loomis Sayles Global Bond Fund Institutional Class 23
VCIEX - VALIC Co I - International Equities Index Fund 23
Harris Associates L P 23
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 23
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 23
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 23
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 23
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 23
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 23
Core Wealth Advisors, Inc. 23
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 23
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 23
Lapides Asset Management, LLC 23
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 23
First Washington CORP 23
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 23
NOINX - Northern Funds - Northern International Equity Index Fund 23
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 23
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 23
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 23
Walled Lake Planning & Wealth Management, Llc 23
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 23
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 23
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 23
Richard W. Paul & Associates, LLC 23
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 23
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 23
Retireful, LLC 23
Financial Enhancement Group LLC 23
Lockheed Martin Investment Management Co 23
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 23
New England Capital Financial Advisors LLC 23
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 23
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 23
MU Investments Co., Ltd. 23
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 23
ENRG - Tidal ETF Trust - iClima Distributed Renewable Energy Transition Leaders ETF 23
B & T Capital Management DBA Alpha Capital Management 23
Dodge & Cox 23
Neuberger Berman High Yield Strategies Fund Inc. 23
Provence Wealth Management Group 23
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 23
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 23
Greenline Partners, LLC 23
Accent Capital Management, LLC 23
Gabelli Global Utility & Income Trust 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 23
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 23
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 23
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 23
Intercontinental Wealth Advisors, LLC 23
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 23
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 23
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 23
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 23
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A 23
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 23
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 23
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 23
Missouri Trust & Investment Co 23
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 23
Firestone Capital Management 23
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 23
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 23
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 23
Salient Capital Advisors, LLC 23
PACIFIC SELECT FUND - Technology Portfolio Class I 23
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 23
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 23
Advanced Series Trust - Ast Mid-cap Growth Portfolio 23
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 23
Hc Financial Advisors Inc 23
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 23
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 23
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 23
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 23
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 23
PFM Health Sciences, LP 23
MRP Capital Investments, LLC 23
Rheos Capital Works Inc. 23
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 23
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 23
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 23
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 23
Azimuth Capital Management LLC 23
Smith, Graham & Co., Investment Advisors, LP 23
Main Management ETF Advisors, LLC 23
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 23
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 23
Rowland Carmichael Advisors Inc /adv 23
Cypress Asset Management Inc/tx 23
Bel Air Investment Advisors Llc 23
Team Hewins, LLC 23
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 23
Absolute Capital Management, LLC 23
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 23
Abacus Planning Group, Inc. 23
Deroy & Devereaux Private Investment Counsel Inc 23
Sage Rhino Capital Llc 23
Sagespring Wealth Partners, Llc 23
Honeywell International Inc 23
Charter Trust Co 23
Opseu Pension Plan Trust Fund 23
Ruedi Wealth Management, Inc. 23
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 23
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 23
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 23
Kingfisher Capital LLC 23
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 23
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 23
Pimco Flexible Credit Income Fund 23
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 23
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 23
Custom Index Systems, Llc 23
Connective Portfolio Management, LLC 23
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 23
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 23
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 23
Kernodle & Katon Asset Management Group, LLC 23
Bank Hapoalim Bm 23
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 23
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 23
Apex Capital Management 23
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 23
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 23
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 23
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 23
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 23
Mandatum Life Insurance Co Ltd 23
Bainco International Investors 23
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 23
BancorpSouth Bank 23
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 23
Lyon Street Capital, LLC 23
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB 23
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class 23
Covea Finance 23
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 23
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 23
Nuveen Senior Income Fund 23
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 23
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 23
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 23
Private Advisors, LLC 23
Beck Mack & Oliver Llc 23
Generali Asset Management SPA SGR 23
Kms Financial Services, Inc 23
Scott & Selber, Inc. 23
Ninety One North America, Inc. 23
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 23
Nuveen Floating Rate Income Opportunity Fund 23
Barrett & Company, Inc. 23
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 23
Honeycomb Asset Management LP 23
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 23
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 23
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 23
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 23
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 23
Ironwood Investment Management Llc 23
Financial Engines Advisors L.L.C. 23
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 23
Sound View Wealth Advisors Group, LLC 23
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 23
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 23
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 23
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 22
Tower Bridge Advisors 22
Northern Right Capital Management, L.P. 22
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 22
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 22
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 22
Buck Wealth Strategies, LLC 22
Cannell Capital Llc 22
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 22
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 22
Leisure Capital Management 22
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 22
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 22
Paragon Capital Management LLC 22
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 22
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 22
Visionary Wealth Advisors 22
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 22
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 22
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 22
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 22
Transform Wealth, LLC 22
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 22
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 22
Nuveen Short Duration Credit Opportunities Fund 22
Parvin Asset Management, LLC 22
Sandell Asset Management Corp 22
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 22
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 22
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share 22
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 22
Adams Wealth Management 22
Wsfs Capital Management, Llc 22
Anfield Capital Management, LLC 22
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 22
Horizon Bancorp Inc /in/ 22
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 22
Seamans Capital Management, LLC 22
Marshall Financial Group LLC 22
Cornerstone Financial Partners, LLC 22
Lord Abbett Credit Opportunities Fund 22
Cowa, Llc 22
Leverage Partners Absolute Return Fund SPC 22
Kerrisdale Advisers, LLC 22
Reliant Investment Management, LLC 22
Meridiem Capital Partners LP 22
ROSS\JOHNSON & Associates LLC 22
Quaero Capital S.A. 22
Physicians Financial Services, Inc. 22
Olstein Capital Management, L.P. 22
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 22
aeris Capital Holding GmbH 22
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 22
qPULA Trading Management LP 22
Cartenna Capital, LP 22
True Link Financial Advisors, LLC 22
J. W. Coons Advisors, LLC 22
Man Investments (CH) AG 22
Partner Investment Management, L.P. 22
Mariner Investment Group Llc 22
Jet Capital Investors L P 22
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 22
Colonial River Wealth Management, LLC 22
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 22
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 22
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 22
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 22
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 22
Ssga Master Trust 22
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 22
SNS Financial Group, LLC 22
Guardian Capital Advisors Lp 22
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 22
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 22
CSM Advisors, LLC 22
Bank of Jackson Hole Trust 22
Tcw Strategic Income Fund Inc 22
PARNX - PARNASSUS FUNDS - Parnassus Fund Investor Shares 22
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 22
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 22
Fma Advisory Inc 22
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 22
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 22
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 22
VVSGX - VALIC Co I - Small Cap Growth Fund 22
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 22
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 22
JTC Employer Solutions Trusteee Ltd 22
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 22
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 22
Douglas Lane & Associates, LLC 22
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 22
RiverPoint Capital Management, LLC 22
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 22
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 22
STFGX - Advisers Investment Trust - State Farm Growth Fund 22
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 22
Kleinwort Benson Investors Dublin Ltd 22
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 22
CTEX - PROSHARES TRUST - ProShares S&P Kensho Cleantech ETF 22
DGS Capital Management, LLC 22
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 22
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 22
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 22
Sandy Cove Advisors, LLC 22
GraniteShares Advisors LLC 22
Wealth Effects Llc 22
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 22
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 22
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 22
Sfmg, Llc 22
Aviso Financial Inc. 22
Pinnbrook Capital Management Lp 22
Sona Asset Management (us) Llc 22
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 22
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 22
Ferox Capital Management LP 22
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF 22
Ab Multi-manager Alternative Fund 22
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 22
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 22
Searle & Co. 22
Hound Partners, LLC 22
First American Trust, Fsb 22
Aries Wealth Management 22
Autumn Glory Partners, LLC 22
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 22
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 22
Stonebridge Capital Management Inc 22
Tiemann Investment Advisors, Llc 22
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 22
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 22
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 22
Blackhawk Capital Partners LLC. 22
Hurley Capital, LLC 22
McMahon Financial Advisors, LLC 22
RobecoSam USA, Inc. 22
CastleArk Alternatives, LLC 22
OHIO NATIONAL FUND INC - ON International Equity Portfolio 22
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 22
E Six Thirteen, Llc 22
Cqs (us), Llc 22
Ashford Capital Management Inc 22
Marvin & Palmer Associates Inc 22
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 22
Artemis Wealth Advisors, LLC 22
Hirschman Orin 22
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 22
Nicola Wealth Management Ltd. 22
FSC Wealth Advisors, LLC 22
North Growth Management Ltd. 22
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 22
Worth Asset Management, LLC 22
AIIQ - ETF Series Solutions - AI Powered International Equity ETF 22
BLB&B Advisors, LLC 22
Sivia Capital Partners, LLC 22
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 22
Neville Rodie & Shaw Inc 22
Prio Wealth Limited Partnership 22
Quadcap Wealth Management, LLC 22
Fort Pitt Capital Group, Llc 22
VestGen Advisors, LLC 22
Newfound Research LLC 22
Azimuth Capital Investment Management LLC 22
Midas Management Corp 22
Atlanta Capital Management Co L L C 22
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF 22
Dagco, Inc. 22
Shelter Haven Capital Management, L.P. 22
Fca Corp /tx 22
Outlook Wealth Advisors, LLC 22
Twin Securities, Inc. 22
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 22
Covenant Partners, LLC 22
Aequim Alternative Investments LP 22
Roosevelt Investment Group Llc 22
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 22
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 22
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 22
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A 22
Fort Sheridan Advisors Llc 22
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 22
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 22
Marco Investment Management Llc 22
Guild Investment Management, Inc. 22
Country Club Trust Company, n.a. 22
Enterprise Trust & Investment Co 22
MidWestOne Financial Group, Inc. 22
Pergamon Offshore Advisors, L.P. 22
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 22
Roanoke Asset Management Corp/ Ny 22
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 22
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 22
First National Bank of Hutchinson 22
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 22
Monroe Bank & Trust/mi 22
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 22
Blue Square Asset Management, Llc 22
Morningstar Investment Services LLC 22
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 22
Cetera Trust Company, N.A 22
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 22
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 22
Parsec Financial Management, Inc. 22
Harvest Portfolios Group Inc. 22
Narwhal Capital Management 22
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 22
Grey Fox Wealth Advisors, LLC 22
Carnick & Kubik, LLC 22
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 22
Argentus Capital Management, LLC 22
Freedom Wealth Alliance, Llc 22
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 22
Thrivent Core Funds - Thrivent Core International Equity Fund 22
Corient IA LLC 22
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 22
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 22
Edge Asset Management, Inc 22
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 22
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 22
Rubric Capital Management LP 22
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A 22
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 22
Madison Investment Holdings Inc 22
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 22
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 22
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 22
NOLCX - Northern Funds - Northern Large Cap Core Fund 22
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 22
Cm Wealth Advisors Llc 22
Bbr Partners, Llc 22
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 22
Buffington Mohr McNeal 22
GMEZX - GuideStone Funds - Impact Equity Fund Investor 21
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 21
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 21
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 21
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 21
Everhart Financial Group, Inc. 21
WHV Investments, Inc. 21
British Airways Pensions Investment Management Ltd 21
HighTower Trust Services, LTA 21
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 21
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 21
Marathon Capital Management 21
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 21
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 21
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF 21
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 21
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 21
CrestPoint Capital Management, LLC 21
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 21
Baldwin Investment Management, LLC 21
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 21
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 21
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 21
Chicago Capital Management, LLC 21
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 21
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 21
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 21
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 21
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 21
Peterson Wealth Services 21
Banced Corp 21
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 21
Imprint Wealth LLC 21
PCA Investment Advisory Services Inc. 21
Lake Street Financial Llc 21
Factory Mutual Insurance Co 21
EdgeRock Capital LLC 21
Prosperity Consulting Group, LLC 21
Goodman Advisory Group, LLC 21
Sandbar Asset Management LLP 21
Castle Rock Wealth Management, LLC 21
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 21
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 21
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 21
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 21
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 21
Columbia Pacific Advisors, LLC 21
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 21
Hawk Ridge Capital Management Lp 21
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 21
JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF 21
ACVF - ETF Opportunities Trust - American Conservative Values ETF 21
McAdams Wright Ragen, Inc. 21
Milestone Investment Advisors LLC 21
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 21
Offit Capital Advisors Llc 21
Bck Capital Management Lp 21
Penseco Financial Services Corp 21
Davis R M Inc 21
Modern Wealth Management, LLC 21
Tower View Investment Management & Research LLC 21
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 21
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 21
Journey Advisory Group, LLC 21
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 21
Icc Capital Management Inc/ 21
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 21
Scoggin Management Lp 21
Koesten, Hirschmann & Crabtree, INC. 21
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 21
Welch Group, LLC 21
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 21
Portfolio Strategies, Inc. 21
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 21
TT International Asset Management LTD 21
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 21
Tevis Investment Management 21
West Michigan Advisors, Llc 21
Argonautica Private Wealth Management, Inc 21
Tourbillon Capital Partners, L.P. 21
Wealthgarden F.s. Llc 21
Pimco Dynamic Income Fund 21
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 21
Sentinel Group Funds Inc 21
Kinneret Advisory, LLC 21
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 21
Roundview Capital LLC 21
Edmond De Rothschild Asset Management (france) 21
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 21
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 21
Exane Asset Management 21
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 21
Cobblestone Capital Advisors Llc /ny/ 21
Howland Capital Management Llc 21
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 21
Mjp Associates Inc /adv 21
Sawyer & Company, Inc 21
Occidental Asset Management, LLC 21
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 21
Bell Rock Capital Llc 21
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 21
Aris Wealth Services, Inc. 21
Atlas Private Wealth Management 21
Quest Investment Management Llc 21
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 21
Donald L. Hagan, LLC 21
Fdp Series, Inc. 21
Range Financial Group LLC 21
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 21
Centric Wealth Management 21
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 21
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 21
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 21
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 21
Level Financial Advisors, Inc. 21
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 21
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 21
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 21
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 21
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 21
Benson Investment Management Company, Inc. 21
Corrado Advisors, Llc 21
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 21
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 21
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 21
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 21
Tiger Management L.l.c. 21
Mountain Pacific Investment Advisers Inc/id 21
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 21
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 21
RiverFront Investment Group, LLC 21
SPC Financial, Inc. 21
Viking Fund Management Llc 21
Quest 10 Wealth Builders, Inc. 21
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 21
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 21
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 21
Sanibel Captiva Trust Company, Inc. 21
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 21
Black Swift Group, LLC 21
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 21
HoyleCohen, LLC 21
Private Bank & Trust Co 21
Eaton Vance Floating-rate 2022 Target Term Trust 21
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 21
Perbak Capital Partners LLP 21
Private Wealth Partners, LLC 21
Militia Capital Partners, LP 21
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 21
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 21
Cheviot Value Management, LLC 21
Clifford Swan Investment Counsel Llc 21
Ballew Advisors, Inc 21
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 21
Empower Advisory Group, LLC 21
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 21
Luxor Capital Group, LP 21
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 21
GMICX - GMO TRUST - GMO International Equity Fund Class II 21
Uniplan Investment Counsel, Inc. 21
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 21
Meridian Wealth Advisors, LLC 21
New Perspective Fund 21
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 21
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 21
Pinpoint Asset Management (Singapore) Pte. Ltd. 21
Painted Porch Advisors LLC 21
Voya Senior Income Fund 21
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF 21
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 21
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 21
Andromeda Capital LLC 21
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 21
Eaton Vance Floating-rate Income Plus Fund 21
ASB Consultores, LLC 21
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 21
Black Maple Capital Management LP 21
Cornerstone Wealth Group, LLC 21
Detwiler Fenton Investment Management LLC 21
Bridgeworth, LLC 21
Everett Harris & Co /ca/ 21
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 21
Fore Research & Management, LP 21
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 21
Dynasty Wealth Management, Llc 21
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 21
Eaton Vance Tax-managed Buy-write Income Fund 21
MBM Wealth Consultants, LLC 21
RVW Wealth, LLC 21
Main Street Research LLC 21
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 21
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 21
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 21
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 21
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 21
Westwood Management Corp /il/ 21
Berbice Capital Management LLC 21
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 21
Endex Capital Management Llc 21
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 21
Principle Wealth Partners Llc 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 21
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 21
Elmwood Wealth Management, Inc. 21
Foster & Motley Inc 21
Comprehensive Financial Consultants Institutional, Inc. 21
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 21
Scopia Capital Management Lp 21
Financial Avengers, Inc. 21
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 21
AlTi Global, Inc. 21
CGCAX - Cushing Mutual Funds Trust - Global Clean Equity Fund Class A Shares 21
Integrated Core Strategies (us) Llc 21
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 21
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 21
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF 21
Himension Fund 21
Newbrook Capital Advisors LP 21
La Financiere De L'echiquier 21
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 21
MeadowBrook Investment Advisors LLC 21
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 21
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF 21
Wingate Wealth Advisors, Inc. 21
Kamunting Street Capital Management, L.P. 21
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 21
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 21
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 21
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 21
Patton Albertson Miller Group, Llc 21
Ag2r La Mondiale Gestion D'actifs 21
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 21
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 21
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 21
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 21
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 21
Sugar Maple Asset Management, LLC 21
Tcg Advisors, Lp 21
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 21
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 21
Bell Bank 21
Ranger Investment Management, L.P. 21
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 21
Quad-Cities Investment Group, LLC 21
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 21
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21
Gainplan LLC 21
Insight Advisors, LLC/ PA 21
Collaborative Holdings Management LP 21
Fullerton Fund Management Co Ltd 21
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 21
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 21
Northwest Wealth Management, Llc 21
Atlantic Edge Private Wealth Management, LLC 21
Gwn Securities Inc. 21
Kalmar Investments Inc /de/ 21
Engrave Wealth Partners LLC 21
Cadian Capital Management, Lp 21
VSR Financial Services, Inc. 21
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 21
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 21
Stonnington Group, Llc 21
Vista Wealth Management Group, LLC 21
Fairway Wealth LLC 21
Regal Wealth Group, Inc. 21
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 21
Centricity Wealth Management, LLC 21
Sargent Investment Group, LLC 21
Your Advocates Ltd., LLP 21
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 21
LifeSteps Financial, Inc. 21
Appian Way Asset Management LP 21
Fsb Premier Wealth Management, Inc. 21
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 21
Cardinal Capital Management, Inc. 20
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 20
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 20
Integrity Alliance, Llc. 20
Secure Asset Management, LLC 20
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 20
Wafra Inc. 20
Otter Creek Advisors, LLC 20
Strategic Investment Advisors / MI 20
Thomasville National Bank 20
Wright Managed Equity Trust 20
PENN SERIES FUNDS INC - Smid Cap Growth Fund 20
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 20
American Funds Fundamental Investors 20
Oder Investment Management, LLC 20
XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF 20
Lombardia Capital Partners Llc 20
XML Financial, LLC 20
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 20
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 20
Tectonic Advisors Llc 20
Rock Point Advisors, LLC 20
Winslow Capital Management, LLC 20
Naviter Wealth, LLC 20
Oak Harvest Investment Services 20
Creative Capital Management Investments LLC 20
Avalon Global Asset Management LLC 20
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 20
Klingman & Associates, LLC 20
Matrix Trust Co 20
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 20
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 20
Carderock Capital Management Inc 20
ClearAlpha Technologies LP 20
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 20
Transatlantique Private Wealth Llc 20
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 20
Focus Financial Network Inc /adv 20
Ironwood Investment Counsel, LLC 20
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 20
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 20
Canopy Partners, LLC 20
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 20
Baldrige Asset Management LLC 20
Bennett Lawrence Management L L C/ny 20
CFO4Life Group, LLC 20
Princeton Portfolio Strategies Group LLC 20
Callan Capital, LLC 20
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 20
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF 20
Little House Capital Llc 20
Neumeier Poma Investment Counsel Llc 20
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 20
Piscataqua Savings Bank 20
Leonard Capital Management, Inc 20
Financial Sense Advisors, Inc. 20
Dimension Capital Management Llc 20
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 20
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 20
Clare Market Investments LLC 20
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 20
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 20
Blackrock Utility & Infrastructure Trust 20
Bard Financial Services, Inc. 20
Disciplined Growth Investors Inc /mn 20
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 20
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 20
Temasek Holdings (Private) Ltd 20
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 20
FDMAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Communications Equipment Fund Class A 20
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 20
Delta Global Management LP 20
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 20
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 20
Optimize Financial Inc 20
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 20
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 20
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 20
Woodward Diversified Capital, Llc 20
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 20
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 20
Kendall Capital Management 20
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 20
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 20
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 20
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 20
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 20
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 20
BancorpSouth Inc 20
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 20
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 20
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 20
Clarfeld Financial Advisors, Llc 20
Rodgers Brothers Inc. 20
Crowley Wealth Management, Inc. 20
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 20
S.A. Mason LLC 20
ICICI Prudential Asset Management Co Ltd 20
IMG Wealth Management, Inc. 20
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 20
Tilt Investment Management Holdings, PBC 20
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 20
Future Fund LLC 20
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 20
Nichols Asset Management LLC 20
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 20
Fairfield Financial Advisors, LTD 20
Copia Wealth Management 20
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 20
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 20
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 20
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 20
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 20
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 20
Gyroscope Capital Management Group, Llc 20
Proffitt & Goodson Inc 20
SeaTown Holdings Pte. Ltd. 20
Poehling Capital Management, LLC 20
True North Advisors, LLC 20
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 20
Rossmore Private Capital 20
MADDEN SECURITIES Corp 20
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T 20
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 20
Sharkey, Howes & Javer 20
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 20
Horan Capital Advisors, LLC. 20
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 20
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 20
Walker Asset Management, LLC 20
Andrew Hill Investment Advisors, Inc. 20
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 20
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 20
Monetta Financial Services Inc 20
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 20
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 20
Safeguard Financial, LLC 20
Franklin Templeton International Trust 20
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 20
FengHe Fund Management Pte. Ltd. 20
Haber Trilix Advisors, Lp 20
F3Logic, LLC 20
Uncommon Cents Investing LLC 20
Midwest Professional Planners, LTD. 20
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 20
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 20
Cabot Wealth Management Inc 20
Western Pacific Wealth Management, LP 20
Novare Capital Management Llc 20
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 20
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 20
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A 20
Covenant Multifamily Offices, LLC 20
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 20
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 20
Harvard Management Co Inc 20
Crawford Fund Management, LLC 20
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 20
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 20
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 20
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 20
Capital World Growth & Income Fund 20
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 20
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 20
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 20
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 20
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 20
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 20
Crescent Grove Advisors, LLC 20
Horizon Kinetics LLC 20
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 20
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 20
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 20
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 20
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 20
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 20
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF 20
Acuity Investment Management Inc 20
Unison Advisors LLC 20
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 20
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 20
Green Square Capital Advisors Llc 20
Thames Capital Management Llc 20
Putnam Investors Fund 20
DDD Partners, LLC 20
Kepos Capital LP 20
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 20
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 20
Pure Financial Advisors, Inc. 20
Parcion Private Wealth LLC 20
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 20
Palisade Asset Management, LLC 20
Exchange Capital Management, Inc. 20
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 20
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares 20
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 20
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 20
HCR Wealth Advisors 20
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 20
Signature Estate & Investment Advisors Llc 20
Garden State Investment Advisory Services LLC 20
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 20
Moser Wealth Advisors, LLC 20
Mizuho Markets Cayman LP 20
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares 20
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 20
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 20
High Pointe Capital Management Llc 20
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 20
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 20
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 20
Davis Selected Advisers 20
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 20
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 20
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 20
Eagle Boston Investment Management Inc 20
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 20
AM Squared Ltd 20
Alpine Associates Advisors 20
Perimeter Capital Partners, LLC 20
Three Peaks Capital Management, LLC 20
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 20
Ethos Financial Group, LLC 20
Investment Management Of Virginia Llc 20
SCIU - Global X Funds - Global X Scientific Beta US ETF 20
Raab & Moskowitz Asset Management LLC 20
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 20
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 20
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 20
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 20
Angeles Wealth Management, Llc 20
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 20
Legacy Financial Group LLC 20
Birchcreek Wealth Management, LLC 20
Clarkston Capital Partners, LLC 20
West Bancorporation Inc 20
Wildermuth Endowment Strategy Fund 20
Ameliora Wealth Management Ltd. 20
Bodri Capital Management, LLC 20
PPM Funds - PPM Floating Rate Income Fund (Inst) 20
McClarren Financial Advisors, Inc. 20
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 20
Quantum Private Wealth, LLC 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 20
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 20
Hobbs Group Advisors, LLC 20
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 20
Lyell Wealth Management, Lp 20
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 20
Landsberg, Bennett, & Dubbaneh LLC 20
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 20
Oaktree Diversified Income Fund Inc. 20
Intrua Financial, LLC 20
Cito Capital Group, LLC 20
CWCFX - PFS FUNDS - Christopher Weil & Company Core Investment Fund 20
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 20
KAIBX - Ultimus Managers Trust - KARNER BLUE BIODIVERSITY IMPACT FUND Butterfly Class 20
Cubic Asset Management, LLC 20
PayPay Securities Corp 20
West Financial Advisors, LLC 20
Trium Capital LLP 20
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 20
Triumph Capital Management 20
Db-x Exchange-traded Funds Inc. 20
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 20
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 20
Retirement Wealth Solutions LLC 20
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 20
ACES - ALPS ETF Trust - ALPS Clean Energy ETF 20
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 20
Centennial Bank/AR/ 20
First Merchants Corp 20
Berkshire Asset Management Llc/pa 20
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 20
Oppenheimer Global Multi Strategies Fund 20
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 20
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 20
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 20
Cyndeo Wealth Partners, LLC 20
Lakewood Capital Management, Lp 20
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 20
Comprehensive Financial Planning, Inc./PA 20
Prentice Wealth Management LLC 20
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 20
Tatro Capital, LLC 20
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 20
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 20
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 20
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 20
Stonebridge Financial Planning Group, LLC 20
Ally Financial Inc. 20
Dowling & Yahnke Llc 20
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 20
Lumature Wealth Partners, LLC 20
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 20
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 20
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 20
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 19
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 19
NOIGX - Northern Funds - Northern International Equity Fund 19
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 19
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 19
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 19
Kingstone Capital Partners Texas, LLC 19
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 19
Montag & Caldwell, Llc 19
Insight Select Income Fund 19
Gordian Capital Singapore Pte Ltd 19
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 19
Partners Capital Investment Group, Llp 19
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 19
Saiers Capital, LLC 19
DiMeo Schneider & Associates, L.L.C. 19
VBCVX - VALIC Co I - Systematic Value Fund 19
Sonora Investment Management Group, LLC 19
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 19
Sandhill Capital Partners LLC 19
Lester Murray Antman dba SimplyRich 19
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 19
REDWX - Aspiration Funds - Aspiration Redwood Fund 19
Ariadne Wealth Management, LP 19
VCIGX - VALIC Co I - Dividend Value Fund 19
First Wilshire Securities Management Inc 19
First Business Financial Services, Inc. 19
Glenhill Advisors Llc 19
Capital Markets Trading UK LLP 19
FSDCX - FIDELITY SELECT PORTFOLIOS - Communications Equipment Portfolio 19
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 19
Valentine Capital Asset Management, Inc. 19
EFG Asset Management (Americas) Corp. 19
Canyon Capital Advisors Llc 19
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 19
SYM FINANCIAL Corp 19
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 19
Delta Lloyd Asset Management N.v. 19
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund 19
Pine Valley Investments Ltd Liability Co 19
Wall Street Access Asset Management, LLC 19
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 19
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 19
Dorsal Capital Management, LLC 19
Polygon Management Ltd. 19
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 19
Signia Capital Management Llc 19
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 19
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 19
Maso Capital Partners Ltd 19
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 19
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 19
Pensionfund Sabic 19
Moreno Evelyn V 19
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 19
Breiter Capital Management Inc 19
Invicta Capital Management, LLC 19
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 19
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 19
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 19
Mfs Special Value Trust 19
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 19
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 19
Kensico Capital Management Corp 19
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 19
Leo Wealth, LLC 19
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 19
Killen Group Inc 19
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 19
Woodstock Corp 19
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 19
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 19
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 19
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 19
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 19
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 19
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 19
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 19
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 19
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 19
John Hancock Investors Trust 19
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 19
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 19
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 19
Sphera Management Technology Funds Ltd 19
Stuart Chaussee & Associates, Inc. 19
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 19
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 19
FOMO - Collaborative Investment Series Trust - FOMO ETF 19
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 19
Cohen Klingenstein LLC 19
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 19
Atw Spac Management Llc 19
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 19
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund 19
Long Island Wealth Management, Inc. 19
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 19
Spectrum Wealth Counsel, LLC 19
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 19
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 19
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 19
Soviero Asset Management, LP 19
Appleton Partners Inc/ma 19
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 19
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF 19
Putney Financial Group LLC 19
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 19
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 19
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 19
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 19
Invst, LLC 19
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 19
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 19
Element Pointe Advisors, Llc 19
APFDX - ARTISAN PARTNERS FUNDS INC - Artisan Global Discovery Fund Investor Shares 19
General Electric Co 19
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 19
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 19
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 19
MMPPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Multi-Asset Portfolio Class A 19
American Money Management, LLC 19
Reston Wealth Management Llc 19
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 19
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 19
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 19
McGowan Group Asset Management, Inc. 19
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 19
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 19
Motley Fool Wealth Management, LLC 19
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 19
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 19
Cornerstone Total Return Fund Inc 19
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 19
Bks Advisors, Llc 19
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 19
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 19
Madison Investment Advisors, LLC 19
Carret Asset Management, Llc 19
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 19
Blackrock Enhanced Global Dividend Trust 19
Tradewinds, LLC. 19
Polen Capital Management Llc 19
Glacier Peak Capital LLC 19
Kopp Investment Advisors Llc 19
Jasper Ridge Partners, L.P. 19
OTA Financial Group L.P. 19
Blackrock Enhanced Capital & Income Fund, Inc. 19
EKAR - EXCHANGE TRADED CONCEPTS TRUST - Ideanomics NextGen Vehicles & Technology ETF 19
44 Wealth Management Llc 19
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 19
Puzo Michael J 19
Laird Norton Trust Company, Llc 19
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 19
Marsico Capital Management Llc 19
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 19
Sapphire Star Partners LP 19
Curio Wealth, Llc 19
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 19
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 19
Bulldog Investors, LLP 19
Ulysses Management LLC 19
Analyst IMS Investment Management Services Ltd. 19
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 19
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 19
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 19
Securian Funds Trust - SFT T. Rowe Price Value Fund 19
First Trust Investment Solutions L.P. 19
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 19
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 19
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 19
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 19
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB 19
Pimco Global Stocksplus & Income Fund 19
Cohen & Steers Global Income Builder, Inc 19
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 19
Cohanzick Management, Llc 19
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 19
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 19
Rocky Mountain Advisers, Llc 19
Stelac Advisory Services LLC 19
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 19
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 19
Foster Dykema Cabot & Co Inc/ma 19
Warther Private Wealth, LLC 19
Distillate Capital Partners LLC 19
Riverbridge Partners Llc 19
Connacht Asset Management LP 19
Cove Street Capital, LLC 19
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 19
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 19
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 19
Ransom Advisory, Ltd 19
Orca Investment Management, LLC 19
Thor Advisors, Llc 19
WT Asset Management Ltd 19
KLCM Advisors, Inc. 19
Reby Advisors, LLC 19
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 19
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 19
JDM Financial Group LLC 19
Winthrop Capital Management, LLC 19
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 19
Natural Investments, Llc 19
Davidson Capital Management Inc. 19
Spectrum Asset Management, Inc. (NB/CA) 19
Estate Counselors, LLC 19
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 19
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 19
Greenlight Capital Inc 19
Phoenix Wealth Advisors 19
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 19
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 19
Invesco Qqq Trust, Series 1 19
Samson Rock Capital LLP 19
Galaxy Capital Trading Ltd 19
Alhambra Investment Partners LLC 19
Md Sass Investors Services Inc 19
Liberty One Investment Management, Llc 19
Bouvel Investment Partners, LLC 19
FS Series Trust - FS Market Neutral Fund Class I 19
Murphy Capital Management Inc 19
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 19
Nuveen Equity Premium Advantage Fund 19
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 19
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 19
Summit Wealth Group, LLC 19
CTEC - Global X Funds - Global X CleanTech ETF 19
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 19
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 19
Value Star Asset Management (Hong Kong) Ltd 19
Parametric Market Neutral Portfolio 19
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 19
Decade Renewable Partners Lp 19
Excalibur Management Corp 19
NAN FUNG TRINITY (HK) Ltd 19
Consolidated Portfolio Review Corp 19
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 19
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 19
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 19
Botty Investors LLC 19
Td Asset Management Usa Funds Inc. 19
Okabena Investment Services Inc 19
PRNT - Ark ETF Trust - The 3D Printing ETF 19
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 19
Midwest Trust Co 19
Financial Freedom, LLC 19
Sullivan, Bruyette, Speros & Blaney, LLC 19
Teamwork Financial Advisors, LLC 19
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 19
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 19
Investment Research & Advisory Group, Inc. 19
Diamond Hill Capital Management Inc 19
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 19
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 19
AQINX - AQR Funds - AQR International Equity Fund Class N 19
Rock Creek Group, LP 19
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 19
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 19
Beaumont Financial Partners, LLC 19
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 19
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 19
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 19
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 19
Amcap Fund 19
WMS Partners, LLC 19
Hedeker Wealth, LLC 19
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 19
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 19
Bar Harbor Trust Services 19
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio 19
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 19
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 19
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 19
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 19
Premier Path Wealth Partners, LLC 19
Pictet & Cie (Europe) SA 19
Ashfield Capital Partners, LLC 19
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 19
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 19
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 19
Strategic Financial Concepts, LLC 19
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 19
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 19
Guidance Capital, Inc 19
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 19
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 19
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 19
Benchmark Capital Advisors 19
Private Capital Advisors, Inc. 19
America First Investment Advisors, LLC 19
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 19
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 19
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 19
Rexford Capital Inc 19
Chelsea Counsel Co 19
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 19
NOIEX - Northern Funds - Northern Income Equity Fund 19
Mirador Capital Partners LP 19
Silver Lake Advisory, LLC 19
STXM - EA Series Trust - Strive Mid-Cap ETF 19
Lifeworks Advisors, LLC 19
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 19
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 19
Henderson Global Funds 19
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
SRN Advisors, LLC 19
Granite Bay Wealth Management, LLC 19
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 19
Profunds - Profund Vp Ultranasdaq-100 19
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 19
Fagan Associates, Inc. 19
Profunds - Profund Vp Nasdaq-100 19
Advanced Asset Management Advisors Inc 19
Power Corp of Canada 19
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 19
Somerville Kurt F 19
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 19
Notis-McConarty Edward 19
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 19
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 19
Litman Gregory Asset Management LLC 18
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF 18
Susquehanna Advisors Group, Inc. 18
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 18
Alpine Bank Wealth Management 18
Cardinal Capital Management Llc /ct 18
Kennebec Savings Bank 18
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 18
Baker Ellis Asset Management LLC 18
Rainier Group Investment Advisory LLC 18
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 18
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 18
Carson Advisory Inc. 18
MainStreet Investment Advisors LLC 18
DSC Advisors, L.P. 18
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 18
Talon Private Wealth, LLC 18
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 18
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 18
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 18
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 18
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 18
Catalina Capital Group, LLC 18
Aspetuck Financial Management LLC 18
Baxter Bros Inc 18
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 18
Everpar Advisors Llc 18
RGT Wealth Advisors, LLC 18
TCF National Bank 18
Ascent Wealth Partners, LLC 18
Impala Asset Management LLC 18
Torch Wealth Management LLC 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 18
Prospector Partners Llc 18
Elgethun Capital Management 18
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 18
First United Bank Trust/ 18
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 18
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 18
VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF 18
MBE Wealth Management, LLC 18
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 18
1 North Wealth Services Llc 18
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 18
Live Oak Investment Partners 18
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF 18
Hager Investment Management Services, Llc 18
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 18
Perfromance Wealth Partners, LLC 18
Clear Point Advisors Inc. 18
HBW Advisory Services LLC 18
Financial Life Planners 18
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 18
Nordwand Advisors, LLC 18
BluePath Capital Management, LLC 18
Magnolia Capital Advisors Llc 18
Alpine Partners USVI, LLC 18
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class 18
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 18
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 18
HBC Financial Services, PLLC 18
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 18
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 18
Provenire Capital, LLC 18
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard 18
Gary Goldberg Planning Services Inc 18
Profunds - Profund Vp Industrials 18
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 18
JUCAX - JANUS INVESTMENT FUND - Janus Henderson Absolute Return Income Opportunities Fund Class A 18
London Co Of Virginia 18
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 18
VCNIX - VALIC Co I - Nasdaq-100 Index Fund 18
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 18
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 18
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 18
Arjuna Capital 18
EVNT - AltShares Trust - AltShares Event-Driven ETF 18
Merlin Capital LLC 18
Klingenstein Fields & Co Lp 18
UXI - PROSHARES TRUST - ProShares Ultra Industrials 18
VanEck Funds 18
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 18
Hartree Partners, LP 18
Delaware Vip Trust - Delaware Vip Limited-term Diversified Income Series Standard Class 18
Staley Capital Advisers Inc 18
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF 18
Apexium Financial, Lp 18
Centre Asset Management, LLC 18
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 18
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications 18
Gilbert & Cook, Inc. 18
Emory University 18
Vega Investment Solutions 18
Smallwood Wealth Investment Management, LLC 18
MML Series Investment Fund II - MML Asset Momentum Fund Class II 18
Resolute Capital Asset Partners LLC 18
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 18
Pointe Capital Management LLC 18
Trivant Custom Portfolio Group, LLC 18
Lumbard & Kellner, LLC 18
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 18
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A 18
AlphaCentric Advisors LLC 18
Windsor Creek Advisors, Llc 18
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 18
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 18
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio 18
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 18
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares 18
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 18
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 18
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 18
Insight 2811, Inc. 18
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 18
Newman Dignan & Sheerar, Inc. 18
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ 18
High Point Bank & Trust Co 18
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 18
Orinda Asset Management LLC 18
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 18
Stevens First Principles Investment Advisors 18
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares 18
Schnieders Capital Management Llc 18
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 18
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 18
Cooke & Bieler Lp 18
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 18
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 18
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 18
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 18
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 18
Prudent Man Advisors, LLC 18
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 18
Soltis Investment Advisors LLC 18
Vista Private Wealth Partners. LLC 18
QLD - PROSHARES TRUST - ProShares Ultra QQQ 18
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 18
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 18
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 18
Austin Private Wealth, LLC 18
Kera Capital Partners, Inc. 18
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 18
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 18
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 18
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 18
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 18
Wealthstreet Investment Advisors, LLC 18
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 18
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 18
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 18
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 18
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 18
Hudson Valley Investment Advisors Inc /adv 18
Waterloo Capital, L.P. 18
Value Aligned Research Advisors, LLC 18
Capital Financial Planning, LLC 18
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund 18
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 18
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 18
Full Sail Capital, LLC 18
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF 18
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 18
PARK CIRCLE Co 18
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 18
Third Avenue Management Llc 18
Baron Wealth Management LLC 18
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 18
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 18
Junto Capital Management LP 18
Voya Emerging Markets High Dividend Equity Fund 18
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 18
Taurus Asset Management, Llc 18
HN Saltoro Capital, LP 18
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H 18
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 18
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 18
Talos Asset Management LP 18
Fft Wealth Management Llc 18
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 18
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 18
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 18
Waverton Investment Management Ltd 18
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 18
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 18
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 18
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 18
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 18
Waters Parkerson & Co., Llc 18
Broadview Advisors Llc 18
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 18
Icm Asset Management Inc/wa 18
Continental Investors Services, Inc. 18
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 18
Trivest Advisors Ltd 18
Harbor Financial Services, Llc 18
Lumina Fund Management LLC 18
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 18
Amussen Hunsaker Associates Llc 18
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 18
DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A 18
Ruffer LLP 18
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 18
Heron Bay Capital Management 18
Rowland & Co Investment Counsel/adv 18
Harvest Volatility Management Llc 18
Quotient Wealth Partners, LLC 18
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 18
Sagefield Capital LP 18
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 18
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class 18
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF 18
Truepoint, Inc. 18
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I) 18
Overbrook Management Corp 18
Arena Capital Advisors, LLC- CA 18
New York Life Investments Alternatives 18
Deutsche Value Series, Inc 18
Eubel Brady & Suttman Asset Management Inc 18
Wealth Architects, LLC 18
Coronation Fund Managers Ltd. 18
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 18
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 18
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 18
SA FUNDS INVESTMENT TRUST - SA International Value Fund 18
Swarthmore Group Inc 18
SMHX - VanEck ETF Trust - VanEck Fabless Semiconductor ETF 18
Argent Advisors, Inc. 18
Kentucky Trust Co 18
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 18
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 18
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 18
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 18
Tenzing Global Management, LLC 18
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 18
LaFleur & Godfrey LLC 18
NUSI - ETF Series Solutions - Nationwide Risk-Managed Income ETF 18
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 18
Corbyn Investment Management Inc/md 18
Northeast Financial Consultants Inc 18
Mfs Intermediate High Income Fund 18
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 18
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 18
Belmont Capital, LLC 18
Blackrock Enhanced Equity Dividend Trust 18
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 18
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 18
Capitolis Liquid Global Markets LLC 18
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 18
Eagle Ridge Investment Management 18
Legacy Capital Wealth Partners, LLC 18
Lowe Brockenbrough & Co Inc 18
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 18
Game Creek Capital, LP 18
Hermes Investment Management Ltd 18
Weatherly Asset Management L. P. 18
Probity Advisors, Inc. 18
Crosslink Capital Inc 18
LGITX - LORD ABBETT TRUST I - Lord Abbett Mid Cap Innovation Growth Fund Class R4 18
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 18
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 18
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 18
Huntleigh Advisors, Inc. 18
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 18
Stamos Capital Partners, L.p. 18
Family Management Corp 18
Carl Domino Inc 18
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 18
Omni Partners US LLC 18
Geller Advisors LLC 18
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 18
Viking Global Investors Lp 18
OTPIX - Profunds - Nasdaq-100 Profund Investor Class 18
Tanaka Capital Management Inc 18
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 18
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity 18
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity 18
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 18
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 18
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 18
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF 18
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 18
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 18
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 18
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 18
SignalPoint Asset Management, LLC 18
Arbor Capital Management Llc 18
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class 18
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 18
Papp L Roy & Associates 18
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 18
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 18
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 18
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 18
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 18
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 18
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 18
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 18
Northwest Bancshares, Inc. 18
Chesapeake Wealth Management 18
Northwest Quadrant Wealth Management, LLC 18
Lourd Capital, LLC 18
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 18
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6 18
Filbrandt Wealth Management, LLC 18
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 18
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 18
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 18
3Chopt Investment Partners, LLC 18
Massar Capital Management, LP 18
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 18
Profunds - Profund Vp Telecommunications 18
City Center Advisors, LLC 18
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 18
New England Asset Management Inc 18
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity 18
RBA Wealth Management, LLC 18
Heritage Family Offices, LLP 18
Schafer Cullen Capital Management Inc 18
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 17
WCG Wealth Advisors LLC 17
KPP Advisory Services LLC 17
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 17
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 17
CG Asset Management LLC 17
Keane Capital Management Inc 17
Quantum Financial Advisors, LLC 17
Causeway Capital Management Llc 17
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 17
Totem Point Management, LLC 17
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 17
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 17
Verdad Advisers, LP 17
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 17
Ilex Capital Partners (UK) LLP 17
Johanson Financial Advisors, Inc. 17
Scoria Capital Partners LP 17
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 17
Wunderlich Capital Managemnt 17
ICLN - iSHARES TRUST - iShares Global Clean Energy ETF 17
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 17
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 17
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 17
Strategic Capital Alternatives LLC 17
SCP Investment, LP 17
McKinley Carter Wealth Services, Inc. 17
JCIC Asset Management Inc. 17
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 17
Kestrel Investment Management Corp 17
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 17
TCPIX - Profunds - Telecommunications Ultrasector Profund Investor Class 17
Magellan Asset Management Ltd 17
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 17
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 17
E&G Advisors, LP 17
GKV Capital Management Co., Inc. 17
Julex Capital Management, Llc 17
Segment Wealth Management, LLC 17
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 17
Alaethes Wealth LLC 17
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 17
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 17
Kathleen S. Wright Associates Inc. 17
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 17
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF 17
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 17
New Harbor Financial Group, LLC 17
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 17
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 17
Portfolio Design Labs, LLC 17
Gries Financial Llc 17
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 17
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 17
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 17
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 17
Vision Financial Markets Llc 17
Employers Holdings, Inc. 17
PENN SERIES FUNDS INC - Flexibly Managed Fund 17
Shilanski & Associates, Inc. 17
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R 17
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 17
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 17
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 17
Legend Financial Advisors, Inc. 17
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 17
Stansberry Asset Management, Llc 17
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 17
Generali Investments Towarzystwo Funduszy Inwestycyjnych 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 17
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 17
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 17
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 17
National Wealth Management Group, LLC 17
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 17
Cedar Brook Financial Partners, LLC 17
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 17
Asset Management Corp /il/ /adv 17
Bedrijfstakpensioenfonds Voor De Media Pno 17
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 17
PENN SERIES FUNDS INC - Mid Cap Growth Fund 17
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 17
Optimal Asset Management, Inc. 17
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 17
Catalyst Financial Partners Llc 17
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 17
Credit Industriel Et Commercial 17
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 17
New America High Income Fund Inc 17
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 17
Sterling Financial Planning, Inc. 17
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 17
Russell Clark Investment Management Ltd 17
potrero capital research llc 17
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 17
Fusion Family Wealth LLC 17
FJ Investments, LLC 17
DEHP - Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF 17
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 17
AGF Investments America Inc. 17
Brookwood Investment Group LLC 17
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 17
James Hambro & Partners 17
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 17
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 17
Valicenti Advisory Services Inc 17
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 17
Bedell Frazier Investment Counseling, LLC 17
Nuveen Diversified Dividend & Income Fund 17
Aspiriant, Llc 17
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 17
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 17
Schmidt P J Investment Management Inc 17
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 17
Meyer Handelman Co 17
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 17
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 17
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 17
Smith Anglin Financial, LLC 17
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 17
Century Capital Management Trust 17
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 17
Delaware Investments Dividend & Income Fund, Inc 17
Aspen Investment Management Inc 17
Community Financial Services Group, LLC 17
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A 17
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 17
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 17
Pinnacle Wealth Advisors 17
Avanza Fonder AB 17
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 17
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 17
Inlet Private Wealth, LLC 17
Eukles Asset Management 17
AMJ Financial Wealth Management 17
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 17
Alta Park Capital, LP 17
Cape Cod Five Cents Savings Bank 17
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 17
Blue Arrow Capital Management Llc 17
LionEye Capital Management LLC 17
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 17
Lynwood Capital Management Inc. 17
McNamara Financial Services, Inc. 17
Aperture Investors, LLC 17
Sentinel Variable Products Trust 17
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 17
Milestone Asset Management, Llc 17
Accredited Investors Inc. 17
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 17
Novem Group 17
Poplar Forest Capital LLC 17
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF 17
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 17
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 17
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 17
Fruth Investment Management 17
Q Global Advisors, LLC 17
Bristlecone Advisors, LLC 17
Hiddenite Capital Partners LP 17
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 17
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 17
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 17
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 17
Alliance Wealth Advisors, LLC /UT 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 17
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 17
Keystone Investors Pte Ltd 17
Schooner Investment Group, LLC. 17
Gunderson Capital Management Inc. 17
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 17
Schneider Capital Management Corp 17
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 17
Johnson Midwest Financial, LLC 17
PFSLX - PARADIGM FUNDS - Paradigm Select Fund 17
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 17
Mitchell Mcleod Pugh & Williams Inc 17
PVFAX - PARADIGM FUNDS - Paradigm Value Fund 17
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 17
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 17
Armbruster Capital Management, Inc. 17
IRCYX - Bernstein Fund Inc - International Small Cap Portfolio Advisor Class 17
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class 17
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 17
Banyan Partners, LLC 17
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 17
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 17
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 17
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 17
Kelman-Lazarov, Inc. 17
Cypress Funds Llc 17
Cai Capital Management, Inc. 17
Cornerstone Advisors, LLC 17
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 17
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 17
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 17
Whalerock Point Partners, Llc 17
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 17
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 17
Forty4 Asset Management LLC 17
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 17
Flow State Investments, L.P. 17
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 17
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 17
Lionsbridge Wealth Management LLC 17
Meristem Family Wealth, LLC 17
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 17
Kanawha Capital Management Llc 17
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 17
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 17
Deane Retirement Strategies, Inc. 17
Cyrus J. Lawrence, LLC 17
Tiaa Cref Trust Co Fsb/mo 17
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 17
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF 17
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 17
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 17
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 17
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 17
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A 17
Teachers Insurance & Annuity Association Of America 17
Eaton Vance Tax Advantaged Global Dividend Income Fund 17
Masso Torrence Wealth Management Inc. 17
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 17
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 17
Oppenheimer Global Opportunities Fund 17
Ables, Iannone, Moore & Associates, Inc. 17
Jade Capital Advisors, LLC 17
Amida Capital Management II, LLC 17
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 17
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 17
Fiduciary Group LLC 17
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 17
TNFIX - 1290 Funds - 1290 Convertible Securities Fund Class I 17
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 17
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 17
Anderson Hoagland & Co 17
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 17
Sumitomo Mitsui Financial Group, Inc. 17
Atreides Management, LP 17
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 17
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 17
Noked Capital LTD 17
Henrickson Nauta Wealth Advisors, Inc. 17
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 17
Strategic Asset Management, LLC 17
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 17
Kercheville Advisors, LLC 17
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 17
Connecticut Wealth Management, LLC 17
EMG Holdings, L.P. 17
Trust Co Of Oklahoma 17
Millburn Ridgefield Corp 17
Fairman Group, LLC 17
HLFMX - HARDING LOEVNER FUNDS INC - Harding Loevner Frontier Emerging Markets Portfolio Institutional Class I 17
Benchmark Investment Advisors LLC 17
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 17
Fiduciary Planning LLC 17
Capital Income Builder 17
Lord Abbett Developing Growth Fund, Inc. 17
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 17
AZMIX - Allianz Funds Multi-Strategy Trust - AllianzGI NFJ Emerging Markets Value Fund Institutional Class 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 17
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 17
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 17
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 17
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 17
Lebenthal Holdings,LLC 17
Taylor Asset Management Inc 17
Citizens National Bank Trust Department 17
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 17
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF 17
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF 17
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 17
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 17
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 17
Silverlake Wealth Management Llc 17
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 17
FLP Wealth Management, LLC 17
FLDLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Limited Duration Bond Fund Institutional Class 17
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 17
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 17
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 17
Vulcan Value Partners, LLC 17
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 17
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 17
WFA Asset Management Corp 17
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 17
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 17
East Coast Asset Management, LLC. 17
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 17
Oak Harbor Wealth Partners, Llc 17
Factorial Partners, Llc 17
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 17
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 17
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 17
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 17
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 17
Dixon Mitchell Investment Counsel Inc. 17
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 17
Napier Park Global Capital (US) LP 17
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 17
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 17
Boreal Capital Management LLC 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 17
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 17
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 17
Linscomb & Williams, Inc. 17
Alpine Total Dynamic Dividend Fund 17
Peterson Financial Group, Inc. 17
Eagle Strategies LLC 17
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 17
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 17
Taika Capital, LP 17
Eschler Asset Management LLP 17
Achievement Holdings L.P. 17
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 17
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 17
Loeb Partners Corp 17
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 17
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 17
Alpine Global Dynamic Dividend Fund 17
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 17
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 17
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 17
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 17
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 17
Greykasell Wealth Strategies, Inc. 17
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 17
Lazard Freres Gestion S.A.S. 17
Hnp Capital Llc 17
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 17
Ayalon Holdings Ltd. 17
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 17
Adell Harriman & Carpenter Inc 17
Noked Israel Ltd 17
denkapparat Operations GmbH 17
Union Savings Bank 17
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 17
Guidance Point Advisors, LLC 17
Campbell Capital Management Inc 17
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 17
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 17
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 17
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 17
MASTERINVEST Kapitalanlage GmbH 17
one8zero8, LLC 17
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 17
IVES - ETF Managers Trust - ETFMG Drone Economy Strategy ETF 17
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 17
TFG Advisers LLC 17
Mcmillion Capital Management Inc 17
Compton Capital Management Inc /ri 17
MONTX - MONETTA TRUST - Monetta Fund 17
Pimco Dynamic Credit & Mortgage Income Fund 17
HRS Investment Holdings, LLC 17
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 17
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio 17
Redwood Park Advisors LLC 17
IBOT - VanEck ETF Trust - VanEck Robotics ETF 17
Redmont Wealth Advisors Llc 17
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 17
Global Assets Advisory, LLC 17
Richardson Capital Management LLC 17
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 16
KAMES CAPITAL management Ltd 16
PHH Investments, Ltd. 16
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 16
Tandem Capital Management Corp /adv 16
KCS Wealth Advisory 16
Old Mission Capital, Llc 16
Hunter Perkins Capital Management, LLC 16
MD Financial Management Inc. 16
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 16
Perennial Advisors, LLC 16
Grant Street Asset Management, Inc. 16
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 16
Ballast Advisors Llc 16
Aveo Capital Partners, LLC 16
Voya Asia Pacific High Dividend Equity Income Fund 16
Holloway Wealth Management, LLC 16
Taiwan Fund Inc 16
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 16
Demars Financial Group, LLC 16
Alerus Financial Na 16
Claudia M.p. Batlle, Crp (r) Llc 16
Texas Capital Bank Wealth Management Services Inc 16
Edmunds White Partners Llc 16
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 16
Source Capital Inc /de/ 16
KAMES CAPITAL management Ltd 16
Foster Group, Inc. 16
Griffin Institutional Access Credit Fund 16
TBH Global Asset Management, LLC 16
Berger Financial Group, Inc 16
ESL Trust Services, LLC 16
Stokes Family Office, LLC 16
Kesler, Norman & Wride, LLC 16
Ironbridge Funds, Inc. 16
Dempze Nancy E 16
Pacific Global Investment Management Co 16
Nuveen Tax Advantaged Total Return Strategy Fund 16
Wd Rutherford Llc 16
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 16
Octavia Wealth Advisors, LLC 16
Howard Wealth Management, Llc 16
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 16
Cannon Global Investment Management, LLC 16
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 16
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 16
Thrive Capital Management, LLC 16
Ophir Asset Management Pty Ltd 16
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 16
Farmers National Bank 16
Financial Network Wealth Management LLC 16
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 16
Sovereign Financial Group, Inc. 16
Ade, Llc 16
Clarus Group, Inc. 16
Zazove Convertible Securities Fund Inc 16
Hoese & Co LLP 16
Onyx Bridge Wealth Group LLC 16
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 16
Valliance Asset Management Ltd 16
VCAR - Simplify Exchange Traded Funds - Simplify Volt RoboCar Disruption and Tech ETF 16
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 16
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 16
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 16
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 16
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 16
Suvretta Capital Management, Llc 16
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 16
Cornerstone Strategic Value Fund Inc 16
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF 16
Beaconlight Capital, Llc 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 16
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 16
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 16
BlackRock Innovation & Growth Trust 16
Meru Capital Group, LP 16
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 16
Pt Asset Management, Llc 16
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 16
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 16
Vontobel Swiss Wealth Advisors AG 16
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 16
Cloud Capital Management, LLC 16
Madden Advisory Services, Inc. 16
GCCHX - GMO TRUST - GMO Climate Change Fund Class III 16
Western Asset Global High Income Fund Inc. 16
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 16
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 16
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 16
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 16
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 16
VMCVX - VALIC Co II - Mid Cap Value Fund 16
Arcus Capital Partners, LLC 16
Verde Servicos Internacionais S.A. 16
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 16
Gillespie Robinson & Grimm Inc 16
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 16
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 16
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 16
Oppenheimer Discovery Mid Cap Growth Fund 16
Absolute Investment Advisers Llc 16
Capital Group Private Client Services, Inc. 16
Studio Investment Management Llc 16
Badgley Phelps Wealth Managers, LLC 16
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 16
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 16
Shelton Wealth Management, Llc 16
Widmann Financial Services, Inc. 16
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF 16
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 16
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 16
Ignite Planners, LLC 16
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 16
Lyons Wealth Management, LLC. 16
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 16
RE Dickinson Investment Advisors, LLC 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
Sandia Investment Management LP 16
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF 16
Western Asset High Income Opportunity Fund Inc. 16
OAKEX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark International Small Cap Fund Investor Class 16
Hills Bank & Trust Co 16
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional 16
Dreyfus High Yield Strategies Fund 16
Atalanta Sosnoff Capital, Llc 16
Curbstone Financial Management Corp 16
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 16
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 16
Deuterium Capital Management, LLC 16
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF 16
Caisse Des Depots Et Consignations 16
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 16
Alethea Capital Management, Llc 16
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 16
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 16
Aubrey Capital Management Ltd 16
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 16
Allen Capital Group, LLC 16
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A 16
C2C Wealth Management, LLC 16
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 16
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 16
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 16
J.P. Turner & Co Capital Mnagement, LLC 16
Stratton Management Co 16
Risk Paradigm Group, LLC 16
American National Registered Investment Advisor, Inc. 16
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 16
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
NZRO - Strategy Shares - Strategy Shares Halt Climate Change ETF 16
Evolution Wealth Management Inc. 16
Arnhold LLC 16
Curat Global, LLC 16
KRMA - Global X Funds - Global X Conscious Companies ETF 16
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 16
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 16
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 16
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 16
Legacy Private Trust Co. 16
St. Johns Investment Management Company, LLC 16
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 16
Fairfax Financial Holdings Ltd/ Can 16
Mechanics Financial Corp 16
Spirit Of America Management Corp/ny 16
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 16
Hillhouse Capital Advisors, Ltd. 16
Relyea Zuckerberg Hanson LLC 16
Hotaling Investment Management, LLC 16
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 16
XHYT - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF 16
Hosking Partners LLP 16
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 16
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 16
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 16
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 16
Majedie Asset Management Ltd 16
Windsor Capital Management, LLC 16
Private Portfolio Partners Llc 16
Graybill Bartz & Assoc Ltd 16
PIE - Invesco Exchange-Traded Fund Trust II - Invesco DWA Emerging Markets Momentum ETF 16
Ritter Daniher Financial Advisory LLC / DE 16
Chatham Capital Group, Inc. 16
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 16
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 16
TUG - Listed Funds Trust - STF Tactical Growth ETF 16
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF 16
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 16
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 16
PATN - Pacer Funds Trust - Pacer Nasdaq International Patent Leaders ETF 16
Cantor Fitzgerald Investment Adviser L.p. 16
American Trust Investment Advisors, LLC 16
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 16
KG&L Capital Management,LLC 16
Markel Corp 16
SUNAMERICA SERIES TRUST - SA JPMorgan Emerging Markets Portfolio Class 1 16
Kmg Fiduciary Partners, Llc 16
Dumont & Blake Investment Advisors Llc 16
Wbh Advisory Inc 16
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 16
Fundamentun, Llc 16
Kirr Marbach & Co Llc /in/ 16
Zhang Financial LLC 16
Requisite Capital Management, LLC 16
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 16
First National Corp /ma/ /adv 16
General Partner, Inc. 16
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 16
Bleichroeder LP 16
Retirement Financial Solutions, Llc 16
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 16
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 16
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 16
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 16
Albert D Mason Inc 16
CHNAX - FINANCIAL INVESTORS TRUST - Clough China Fund Investor Shares 16
Beaumont Financial Advisors, LLC 16
Chapin Davis, Inc. 16
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 16
Evelyn Partners Investment Management LLP 16
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 16
Evelyn Partners Investment Management Services Ltd 16
Goodman Financial Corp 16
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 16
B.O.S.S. Retirement Advisors, LLC 16
New Hampshire Trust 16
Alaska Permanent Fund Corp 16
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 16
Diligent Investors, LLC 16
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 16
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 16
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 16
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 16
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 16
LOM Asset Management Ltd 16
Innovis Asset Management Llc 16
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 16
OSTGX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Emerging Opportunity Fund Investor Class 16
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 16
TGFTX - TCW FUNDS INC - TCW Artificial Intelligence Equity Fund Class I 16
Wealthquest Corp 16
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 16
Simply Money Advisors 16
FolioMetrix LLC 16
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 16
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 16
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 16
Caldwell & Orkin Inc 16
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 16
BSBAX - Northern Funds - Northern Short Bond Fund 16
Ironsides Asset Advisors, LLC 16
Cornerstone Management, Inc. 16
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 16
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 16
Sprott Inc. 16
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 16
DoubleLine ETF Adviser LP 16
Ewa, Llc 16
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 16
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 16
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 16
Southeast Asset Advisors Inc. 16
Abacus Wealth Partners, LLC 16
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 16
Gibbs Wealth Management 16
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 16
Scepter Holdings, Inc. 16
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 16
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 16
LifePlan Financial Group, Inc 16
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6 16
Madison Street Partners, LLC 16
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 16
Iberiabank Corp 16
Capital Insight Partners, Llc 16
Pictet North America Advisors SA 16
Concourse Capital Management, LLC 16
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares 16
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 16
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 16
Hibernia Wealth Partners, LLC 16
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 16
CFO4Life, L.P. 16
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 16
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 16
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 16
Jana Partners Llc 16
Schaper Benz & Wise Investment Counsel Inc/wi 16
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 16
Orleans Capital Management Corp/la 16
Rogco, Lp 16
Savoie Capital LLC 16
Pettyjohn, Wood & White, Inc 16
Dfa Investment Trust Co - The Dfa International Value Series 16
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 16
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 16
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 16
ETGLX - MUTUAL FUND SERIES TRUST - Eventide Gilead Fund Class N 16
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 16
Trueblood Wealth Management, LLC 16
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 16
Tritonpoint Wealth, Llc 16
Vanguard Specialized Funds 16
New Amsterdam Partners Llc/ny 16
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class 16
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 16
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 16
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 16
Fairpointe Capital LLC 16
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 16
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A 16
TRANSAMERICA FUNDS - Transamerica Total Return I2 16
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 16
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 16
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 16
New Century Financial Group, LLC 16
Capital Counsel Llc/ny 16
Chesapeake Capital Corp /il/ 16
Wiser Advisor Group LLC 16
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF 16
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 16
Sand Hill Global Advisors, LLC 16
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 16
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 16
Greenwood Gearhart Inc 16
Bessemer Securities Llc 16
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 16
United Advisor Group, LLC 16
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 16
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 16
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 16
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 16
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 16
Trigran Investments, Inc. 16
Transcendent Capital Group LLC 16
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 16
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 16
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 16
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 16
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 16
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 16
Sienna Gestion 16
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 16
POM Investment Strategies, LLC 16
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 16
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 16
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 16
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 16
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 16
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 16
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 16
TruNorth Capital Management, LLC 16
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 16
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 16
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 16
Bdf-gestion 16
Mirae Asset Securities (usa) Inc. 16
Roystone Capital Management LP 16
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 16
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 16
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 16
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 16
Heritage Wealth Management, Inc. 16
KP Management LLC 16
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 16
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 16
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 16
Mindset Wealth Management, Llc 16
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 16
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 16
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 16
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 16
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 16
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional 16
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 16
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares 16
River Road Asset Management, LLC 16
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 16
Compass Financial Services Inc 16
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF 16
Synergy Investment Management, LLC 16
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 16
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 16
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 16
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II 16
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial 16
Sava Infond d.o.o. 16
May Hill Capital, LLC 16
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 16
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R 16
Aware Super Pty Ltd as trustee of Aware Super 16
PENN SERIES FUNDS INC - Large Cap Value Fund 16
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 16
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 16
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class 16
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 16
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund 16
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 16
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 16
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 16
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 16
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 16
PPM Funds - PPM High Yield Core Fund (Inst) 16
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 16
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 16
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 16
GlobalBridge, Inc. 16
Ntv Asset Management Llc 15
Acropolis Investment Management, LLC 15
Conestoga Capital Advisors, LLC 15
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 15
Mainstream Capital Management LLC 15
Longbow Finance SA 15
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 15
Advanced Series Trust - Ast International Value Portfolio 15
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 15
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 15
Perpetual Investment Management Ltd 15
United Capital Management of KS, Inc. 15
Cullen Investment Group, Ltd. 15
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 15
Abel Hall, LLC 15
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF 15
Colony Capital, Inc. 15
Ninety One SA (PTY) Ltd 15
Central Square Management LLC 15
Dnca Finance 15
LifePro Asset Management 15
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 15
LFA - Lugano Financial Advisors SA 15
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 15
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 15
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A 15
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 15
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 15
Cercano Management LLC 15
Addison Capital Co 15
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 15
Iowa State Bank 15
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 15
Blueprint Investment Partners LLC 15
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 15
Intelligence Driven Advisers, LLC 15
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 15
North Point Portfolio Managers Corp/oh 15
Wealth Management Associates, Inc. 15
TKG Advisors, LLC 15
WELLINGTON TRUST Co N A 15
Mattson Financial Services, LLC 15
Goodwin Daniel L 15
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 15
Founders Bank & Trust 15
Kolinsky Wealth Management, LLC 15
Sather Financial Group Inc 15
TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials 15
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 15
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 15
Tactive Advisors, LLC 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 15
Portland Global Advisors LLC 15
TINY - PROSHARES TRUST - ProShares Nanotechnology ETF 15
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 15
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 15
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 15
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 15
Vahanian & Associates Financial Planning Inc. 15
Fragasso Group Inc. 15
Indus Capital Partners, Llc 15
Jarislowsky, Fraser Ltd 15
Cynosure Advisors, Llc 15
Mercer Capital Advisers, Inc. 15
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 15
Selway Asset Management 15
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 15
XY Capital Ltd 15
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 15
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 15
Texas Capital Bancshares Inc/tx 15
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 15
Energy Opportunities Capital Management, LLC 15
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 15
Bath Savings Trust Co 15
Western Asset High Income Fund Ii Inc. 15
Vanguard Chester Funds 15
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 15
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 15
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 15
Zenyatta Capital Management LP 15
Cassaday & Co Wealth Management LLC 15
BOTT - Themes ETF Trust - Themes Robotics & Automation ETF 15
Aquire Wealth Advisors, LLC 15
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 15
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 15
VCSOX - VALIC Co I - International Socially Responsible Fund 15
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 15
Quadrature Capital LLP 15
VSSVX - VALIC Co I - Small Cap Special Values Fund 15
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 15
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 15
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 15
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 15
Groesbeck Investment Management Corp /nj/ 15
Winthrop Partners - Wny, Llc 15
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 15
Letko, Brosseau & Associates Inc 15
Timber Creek Capital Management LLC 15
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 15
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 15
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 15
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 15
Guardian Wealth Advisors, Llc / Nc 15
Franklin Ltd Duration Income Trust 15
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 15
Dg Capital Management Inc 15
D.B. Root & Company, LLC 15
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 15
Nia Impact Advisors, Llc 15
Diversified, LLC 15
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 15
Thrive Wealth Management, LLC 15
Adirondack Funds 15
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 15
Inlight Wealth Management, LLC 15
Skyline Asset Management Lp 15
Gallagher Fiduciary Advisors, LLC 15
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 15
Pluribus Labs, LLC 15
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 15
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 15
CTC Capital Management, LLC 15
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 15
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 15
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 15
Broderick Brian C 15
King Wealth 15
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 15
Woodard & Co Asset Management Group Inc /adv 15
Fullcircle Wealth Llc 15
Gabelli Global Small & Mid Cap Value Trust 15
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 15
James Reed Financial Services, Inc. 15
Jnl Variable Fund Llc - Jnl/mellon Nasdaq 100 Index Fund (a) 15
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 15
Global Endowment Management, LP 15
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 15
Vanguard Capital Wealth Advisors 15
Buckingham Capital Management, Inc. 15
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 15
Nasdaq Premium Income & Growth Fund Inc. 15
Morris Retirement Advisors, LLC 15
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 15
Wendell David Associates Inc 15
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 15
Spearhead Capital Advisors, Llc 15
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 15
IBAT - iSHARES TRUST - iShares Energy Storage & Materials ETF 15
Trust Co Of Virginia /va 15
Guardian Wealth Management, Inc. 15
Fpc Investment Advisory, Inc. 15
First Long Island Investors, LLC 15
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 15
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A 15
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 15
Olistico Wealth, LLC 15
S-Bank Fund Management Ltd 15
Impact Shares Trust I - Impact Shares MSCI Global Climate Select ETF 15
Cypress Wealth Services, LLC 15
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 15
Gateway Advisory, LLC 15
Crabel Capital Management, LLC 15
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 15
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 15
Sendero Wealth Management, LLC 15
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 15
Buckley Wealth Management, LLC 15
Keynote Financial Services Llc 15
Traphagen Investment Advisors Llc 15
Roberts Capital Advisors, LLC 15
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 15
MMNIX - Miller Investment Trust - Miller Market Neutral Income Fund Class I 15
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 15
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 15
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 15
Verity & Verity, LLC 15
Monticello Wealth Management, Llc 15
Sabadell Asset Management, S.A S.G.I.I.C 15
ROE - EA Series Trust - Astoria US Quality Kings ETF 15
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 15
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 15
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 15
Townsend & Associates, Inc 15
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 15
Mystic Asset Management, Inc. 15
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 15
Omni Event Management Ltd 15
Starfire Investment Advisers, Inc. 15
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares 15
Seven Springs Wealth Group, LLC 15
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 15
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 15
Harvey Capital Management Inc 15
Stockman Wealth Management, Inc. 15
Gabelli Utility Trust 15
Efficient Market Advisors, LLC 15
Sovarnum Capital L.p. 15
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 15
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 15
Laurel Wealth Planning LLC 15
Andar Capital Management HK Ltd 15
Cerro Pacific Wealth Advisors LLC 15
Alteri Wealth LLC 15
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 15
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 15
Capital Planning Advisors, LLC 15
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 15
Evergreen Private Wealth LLC 15
Briaud Financial Planning, Inc 15
Nichols & Pratt Advisers Llp /ma 15
Oak Family Advisors, Llc 15
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 15
AAFMAA Wealth Management & Trust LLC 15
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 15
Grandfield & Dodd, Llc 15
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 15
Birch Hill Investment Advisors LLC 15
BIP Wealth, LLC 15
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 15
United Bank 15
Mitsubishi UFJ Asset Management (UK) Ltd. 15
Selz Capital LLC 15
Sax Wealth Advisors, Llc 15
Greylin Investment Mangement Inc 15
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 15
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 15
Blue Grotto Capital, LLC 15
HHG & Company, LLC 15
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 15
Private Capital Management Llc 15
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 15
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 15
Pingora Partners LLC 15
Snyder Capital Management L P 15
ABN AMRO Bank N.V. 15
Northeast Investment Management 15
Horizon Kinetics Asset Management Llc 15
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 15
Bernard Wealth Management Corp. 15
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 15
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 15
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 15
Pilgrim Partners Asia Pte Ltd 15
Vicus Capital 15
Mawer Investment Management Ltd. 15
Investment Partners, Ltd. 15
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 15
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 15
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 15
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 15
Tacita Capital Inc 15
Nicolet Bankshares Inc 15
Matthews International Capital Management Llc 15
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 15
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 15
AtonRa Partners 15
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 15
Oxford Financial Group Ltd 15
Blue Chip Partners, Inc. 15
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 15
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 15
Tekne Capital Management, LLC 15
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 15
Defined Wealth Management, Llc 15
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 15
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 15
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 15
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 15
Limestone Investment Advisors LP 15
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 15
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF 15
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 15
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 15
CoreCommodity Management, LLC 15
MKP Capital Management, L.L.C. 15
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 15
Coyle Financial Counsel LLC 15
Cardinal Capital Management 15
Impact Capital Partners LLC 15
Wealth High Governance Capital Ltda 15
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 15
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF 15
Tempus Wealth Planning, LLC 15
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 15
Knuff & Co LLC 15
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund 15
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 15
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 15
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 15
Minot DeBlois Advisors LLC 15
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 15
First Western Trust Bank 15
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 15
Alta Capital Management Llc/ 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 15
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 15
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 15
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class S 15
LCM Capital Management Inc 15
Aviso Wealth Management 15
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 15
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 15
Promus Capital, LLC 15
Key Square Capital Management LLC 15
Boyer & Corporon Wealth Management, LLC 15
Fi3 FINANCIAL ADVISORS, LLC 15
Liberty All Star Equity Fund 15
Fermata Advisors, LLC 15
Campbell Wealth Management 15
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 15
First National Advisers, LLC 15
Strategic Capital Group LLC 15
Dividend & Income Fund 15
STF Management LP 15
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 15
Wells Fargo Utilities & High Income Fund 15
GGIIX - GuideStone Funds - Global Impact Fund Investor 15
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 15
Infini Capital Management Ltd 15
Abc Arbitrage Sa 15
Asset Planning,Inc 15
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 15
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 15
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 15
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 15
Texas Bank & Trust Co 15
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 15
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 15
First National Bank of South Miami 15
Granite Investment Advisors, LLC 15
Advisory Resource Group 15
Insight Wealth Strategies, LLC 15
Arvest Trust Co N A 15
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 15
Point72 Italy, S.r.l. 15
Titleist Asset Management, Llc 15
Pioneer Floating Rate Trust 15
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 15
Florida Financial Advisors, Llc 15
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 15
Cornerstone Advisors Inc 15
Advanced Portfolio Management, LLC 15
Jolley Asset Management, LLC 15
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 15
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 15
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A 15
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 15
Credo Capital Management, LLC 15
Vigilare Wealth Management 15
Lmp Capital & Income Fund Inc. 15
Atlas Brown,Inc. 15
Geneva Capital Management Llc 15
7x7 Asset Management LLC 15
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 15
Seascape Capital Management 15
Tradewinds Global Investors, LLC 15
Accuvest Global Advisors 15
Garrison Asset Management, LLC 15
Spinnaker Trust 15
Strategic Advisors LLC 15
Evanson Asset Management, LLC 15
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 15
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 15
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 15
DORCHESTER WEALTH MANAGEMENT Co 15
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 15
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 15
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 15
Canal Insurance CO 15
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 15
Wealth Advisory Solutions, LLC 15
Sabal Trust CO 15
ATFV - Alger ETF Trust - Alger 35 ETF 15
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 15
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 15
Vantage Financial Partners Ltd., Inc. 15
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV 15
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 15
Soros Capital Management Llc 15
Stone Ridge Trust Iii 15
Torray Llc 15
Oppenheimer Rising Dividends Fund 15
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 15
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 15
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 15
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 15
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 15
Bear Mountain Capital, Inc. 15
FLSAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Leveraged Company Stock Fund Class A 15
First Trust High Income Long/short Fund 15
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 15
Stevard, LLC 15
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 15
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 15
Eaton Vance Short Duration Diversified Income Fund 15
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 15
Intrepid Capital Management Inc /de/ 15
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 15
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 15
Kendall Square Capital, LLC 15
Portfolio Solutions, LLC 15
MidAtlantic Capital Management, Inc. 15
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 15
Edmonds Duncan Registered Investment Advisors, LLC 15
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 14
Channel Wealth Llc 14
One River Asset Management, LLC 14
JACKSON VARIABLE SERIES TRUST - JNL/Nicholas Convertible Arbitrage Fund (A) 14
Sigma Investment Counselors Inc 14
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 14
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 14
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 14
Empire Financial Management Company, LLC 14
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 14
Lifestyle Asset Management, Inc. 14
Eaton Financial Holdings Company, LLC 14
Edgemoor Investment Advisors, Inc. 14
Summitry Llc 14
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 14
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 14
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 14
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 14
Jnl Series Trust - Jnl/s&p 4 Fund (a) 14
Acrisure Capital Management, LLC 14
Arthur M. Cohen & Associates, Llc 14
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 14
Prostatis Group LLC 14
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 14
Heron Financial Group, Llc 14
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 14
Integrated Wealth Counsel, Llc 14
LaSalle St. Investment Advisors, LLC 14
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 14
TFB Advisors LLC 14
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 14
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 14
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 14
Holos Integrated Wealth LLC 14
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 14
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 14
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 14
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 14
GMOIX - GMO TRUST - GMO International Equity Fund Class III 14
Shikiar Asset Management Inc 14
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 14
Aspen Grove Capital, LLC 14
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 14
Muhlenkamp & Co Inc 14
Mechanics Bank Trust Department 14
Tyche Wealth Partners LLC 14
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 14
GWM Asset Management Ltd 14
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 14
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 14
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 14
Sky Investment Group LLC 14
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 14
Tt International 14
Hyman Charles D 14
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 14
Budros, Ruhlin & Roe, Inc. 14
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 14
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 14
Goldstein Advisors, LLC 14
Tufton Capital Management 14
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 14
Cutler Capital Management, LLC 14
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 14
Norris Perne & French Llp/mi 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
Berwyn Funds 14
AI-Squared Management Ltd 14
Frontier Investment Mgmt Co 14
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 14
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 14
Keudell/Morrison Wealth Management 14
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 14
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 14
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 14
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 14
New England Investment & Retirement Group, Inc. 14
Murphy Pohlad Asset Management LLC 14
LKBAX - LKCM Funds - LKCM Balanced Fund 14
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 14
Roberts Glore & Co Inc /il/ 14
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II 14
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 14
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 14
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 14
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 14
EQ ADVISORS TRUST - EQ/Ivy Science and Technology Portfolio Class IB 14
Steward Partners Investment Solutions, Llc 14
Signal Advisors Wealth, LLC 14
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 14
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 14
Lafitte Capital Management LP 14
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 14
One Fin Capital Management LP 14
Howard Financial Services, Ltd. 14
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2 14
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF 14
Parplus Partners 14
Maia Wealth LLC 14
Tech Square Trading Lp 14
Morningstar Investment Management LLC 14
Williamson Legacy Group, LLC 14
Messner & Smith Theme Value Investment Management Ltd /ca/ 14
FSM Wealth Advisors, LLC 14
Chemung Canal Trust Co 14
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 14
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 14
Midland Wealth Advisors Llc 14
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 14
First Financial Bankshares Inc 14
Ccm Investment Advisers Llc 14
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF 14
Farmers Trust Co 14
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 14
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 14
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 14
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 14
Concorde Asset Management, LLC 14
Parkside Investments, LLC 14
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 14
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 14
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF 14
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 14
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 14
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 14
Abner Herrman & Brock Llc 14
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 14
Hutchens & Kramer Investment Management Group, LLC 14
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 14
Profit Investment Management, LLC 14
Proathlete Wealth Management Llc 14
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 14
Peachtree Investment Advisors, Inc. 14
Lansing Street Advisors 14
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 14
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 14
Lvm Capital Management Ltd/mi 14
Capital City Trust Co/fl 14
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A 14
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 14
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 14
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 14
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 14
Nixon Peabody Trust Co 14
Investmark Advisory Group LLC 14
EUSM - Strategy Shares - Eventide US Market ETF 14
JGP Wealth Management, LLC 14
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 14
Burns J W & Co Inc/ny 14
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 14
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 14
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 14
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 14
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 14
RMG Wealth Management LLC 14
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 14
Private Asset Management Inc 14
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 14
Smithbridge Asset Management Inc/de 14
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 14
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 14
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 14
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 14
Hanlon Investment Management, Inc. 14
Accredited Wealth Management, LLC 14
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 14
Grace Brothers Management Llc 14
Shapiro Capital Management Llc 14
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 14
Twelve Points Wealth Management LLC 14
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 14
Invesco High Income Trust Ii 14
Altman Advisors, Inc. 14
Karlinski Andrew C 14
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF 14
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 14
Hamilton Point Investment Advisors, LLC 14
All Terrain Financial Advisors, LLC 14
Siena Capital Llc 14
Elephas Investment Management Ltd 14
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 14
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 14
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 14
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 14
Wolf Group Capital Advisors 14
Aristotle Atlantic Partners, Llc 14
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 14
Swedbank 14
Aft, Forsyth & Company, Inc. 14
Greystone Managed Investments Inc. 14
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 14
Vista Investment Partners Llc 14
Sunflower Bank, N.A. 14
Covington Investment Advisors Inc. 14
Lucia Wealth Services, Llc 14
Congress Park Capital LLC 14
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 14
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 14
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 14
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 14
Signature Financial Management, Inc. 14
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF 14
Live Your Vision, LLC 14
General American Investors Co Inc 14
Harding Loevner Lp 14
Cardiff Park Advisors, Llc 14
Copperwynd Financial, LLC 14
Arvest Bank Trust Division 14
Putnam Fund For Growth & Income 14
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 14
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 14
Liberty Capital Management, Inc. 14
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 14
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 14
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 14
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 14
Divisadero Street Capital Management, LP 14
J.P. Marvel Investment Advisors, LLC 14
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF 14
Kidder Stephen W 14
Parametric Risk Advisors LLC 14
Capricorn Fund Managers Ltd 14
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 14
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 14
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 14
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 14
Manhattan West Asset Management, LLC 14
OPTIMAS CAPITAL Ltd 14
Investors Financial Group, LLC 14
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 14
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 14
Lanexa Management, Llc 14
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 14
Camden National Bank 14
Wealthstream Advisors, Inc. 14
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 14
Sweet Financial Partners, LLC 14
Revolve Wealth Partners, LLC 14
Ahl Investment Management, Inc. 14
Europacific Growth Fund 14
Aristotle Capital Management, LLC 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 14
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 14
Tcw Alternative Funds 14
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 14
Wells Fargo Income Opportunities Fund 14
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 14
Barnes Dennig Private Wealth Management LLC 14
Maryland Capital Advisors Inc. 14
State Farm Mutual Automobile Insurance Co 14
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 14
Paragon Capital Management Inc 14
GTEK - Goldman Sachs ETF Trust - Goldman Sachs Future Tech Leaders Equity ETF 14
RAYS - Global X Funds - Global X Solar ETF 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF 14
Paladin Advisory Group, LLC 14
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 14
Epiphany Funds 14
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 14
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 14
Mfs Intermediate Income Trust 14
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 14
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 14
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 14
Strong Tower Advisory Services 14
Victory Institutional Funds 14
22nw, Lp 14
Eaton Vance Tax-managed Global Diversified Equity Income Fund 14
NIXT - EA Series Trust - Research Affiliates Deletions ETF 14
Doliver Advisors, Lp 14
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 14
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 14
VASMX - VALIC Co II - Small Cap Growth Fund 14
Ariose Capital Management Ltd 14
JIHDX - John Hancock Funds II - High Yield Fund Class 1 14
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 14
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 14
Cushing Renaissance Fund 14
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 14
BESIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Small Cap Growth Fund Class I 14
VIOPX - VALIC Co I - International Opportunities Fund 14
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF 14
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 14
Moab Capital Partners LLC 14
Virtus Total Return Fund Inc. 14
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 14
Kieckhefer Group Llc 14
NZS Capital, LLC 14
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 14
Pines Wealth Management, LLC 14
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 14
Western Asset High Yield Defined Opportunity Fund Inc. 14
RKL Wealth Management LLC 14
WealthTrust Asset Management, LLC 14
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 14
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF 14
Castle Hook Partners LP 14
Heartland Bank & Trust Co 14
Caliber Wealth Management, LLC / KS 14
Sovran Advisors, LLC 14
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 14
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 14
Roxbury Financial LLC 14
Soroban Capital Partners LP 14
Advyzon Investment Management, LLC 14
SVA Wealth Management, LLC 14
Palumbo Wealth Management LLC 14
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 14
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 14
Nierenberg Investment Management Company, Inc. 14
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 14
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 14
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 14
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 14
Syntax Advisors, Llc 14
Chung Wu Investment Group, LLC 14
Sowa Financial Group, Inc. 14
Birchbrook, Inc. 14
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 14
Sterling Ridge Capital Management LP 14
Orbis Allan Gray Ltd 14
Western Asset Premier Bond Fund 14
Tegean Capital Management, Llc 14
DSTX - ETF Series Solutions - Distillate International Fundamental Stability & Value ETF 14
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 14
Highland Private Wealth Management 14
Aristotle Capital Boston, LLC 14
Alpha Family Trust 14
Merewether Investment Management, LP 14
AIMZ Investment Advisors, LLC 14
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 14
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 14
Twin Focus Capital Partners, Llc 14
Amitell Capital Pte Ltd 14
One01 Capital, LP 14
Sessa Capital IM, L.P. 14
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I 14
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund 14
MBL Wealth, LLC 14
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 14
LG Capital Management, LP 14
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 14
Dow Chemical Co /de/ 14
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 14
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 14
Oxler Private Wealth LLC 14
Orbitronix, LP 14
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 14
Svenska Handelsbanken AB (publ) 14
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 14
Olstein Funds 14
American National Bank & Trust Co /va/ 14
Walter & Keenan Financial Consulting Co /mi/ /adv 14
Nuance Investments, Llc 14
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 14
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 14
Tobias Financial Advisors, Inc. 14
MIG Capital, LLC 14
PENN SERIES FUNDS INC - Mid Core Value Fund 14
PBMares Wealth Management LLC 14
Bramshill Investments, LLC 14
Reyes Financial Architecture, Inc. 14
Renasant Bank 14
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 14
ShoreHaven Wealth Partners, LLC 14
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 14
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 14
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 14
Kavi Asset Management, LP 14
Newland Capital Management, Llc 14
Eaton Vance Enhanced Equity Income Fund Ii 14
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 14
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 14
Mark Asset Management Lp 14
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 14
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 14
Re Advisers Corp 14
Adirondack Retirement Specialists, Inc. 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class 14
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 14
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 14
DCF Advisers, LLC 14
Harbert Fund Advisors, Inc. 14
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 14
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 14
LaSalle Street Capital Management, LLC 14
Nicholas Hoffman & Company, LLC. 14
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 14
Fortis Capital Management LLC 14
Front Street Capital Management, Inc. 14
Berkshire Bank 14
Bft Financial Group, Llc 14
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 14
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 14
MATFX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA INNOVATORS FUND Investor Class Shares 14
MPACX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA GROWTH FUND Investor Class Shares 14
QIRIX - AQR Funds - AQR International Relaxed Constraint Equity Fund Class I 14
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 14
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z 14
O'Brien Wealth Partners LLC 14
ANTIPODES PARTNERS Ltd 14
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 14
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 14
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 14
ASANX - AQR Funds - AQR Multi-Strategy Alternative Fund Class N 14
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF 14
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 14
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 14
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 14
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 14
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A 14
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 14
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV 14
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 14
GETCO Holding Company, LLC 14
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 14
Bristol John W & Co Inc /ny/ 14
Emancipation Management LLC 14
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 14
Invesco, Llc 14
EDENTREE ASSET MANAGEMENT Ltd 14
Peoples Bank/KS 14
Sterneck Capital Management, LLC 14
Elevatus Welath Management 14
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 14
First County Bank /CT/ 14
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF 14
AGMQX - Investment Managers Series Trust - 361 Macro Opportunity Fund Investor Class 14
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 14
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 14
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 14
Asset Planning Services, Ltd. 14
Willis Investment Counsel 14
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 14
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 14
Knightsbridge Asset Management, Llc 14
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 14
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 14
Richard C. Young & CO., LTD. 14
Cypress Capital Management Llc 14
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 14
Mcdaniel Terry & Co 14
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 14
Tieton Capital Management, LLC 14
TAMRO Capital Partners LLC 14
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 14
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 14
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 14
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 14
Shanda Payment Holdings Ltd. 13
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF 13
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 13
Financial Advisory Corp /ut/ /adv 13
PACIFIC SELECT FUND - Growth Portfolio Class I 13
Acima Private Wealth, Llc 13
Zuckerman Investment Group, LLC 13
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 13
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 13
Mathes Company, Inc. 13
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 13
Arbor Wealth Management, LLC 13
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 13
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 13
Elefante Michael B 13
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 13
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 13
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 13
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 13
VAPPX - VALIC Co I - Capital Appreciation Fund 13
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 13
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 13
Cardan Capital Partners, LLC 13
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 13
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 13
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 13
Yahoo Inc 13
Encompass More Asset Management 13
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 13
Putnam ETF Trust - Putnam Sustainable Future ETF - 13
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 13
Horizon Funds - HORIZON EXPEDITION PLUS ETF 13
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 13
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 13
Tradition Capital Management Llc 13
Intrepid Capital Management Inc 13
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 13
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 13
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 13
Dougherty Wealth Advisers LLC 13
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 13
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class 13
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 13
Lucha Capital Management, LP 13
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 13
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 13
Community Capital Management, Inc. 13
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 13
VICTORY VARIABLE INSURANCE FUNDS - Victory Sophus Emerging Markets VIP Series Class I 13
Quantedge Capital Pte Ltd 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 13
Zions Trust, National Association 13
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 13
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 13
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 13
AMLCX - AlphaMark Investment Trust - AlphaMark Large Cap Growth Fund 13
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 13
MCHI - iSHARES TRUST - iShares MSCI China ETF 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 13
Palisades Investment Partners, LLC 13
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF 13
Mcglinn Capital Management Inc 13
Regents Gate Capital LLP 13
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 13
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 13
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 13
Farmers & Merchants Trust Co of Long Beach 13
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 13
StrategIQ Financial Group, LLC 13
Eads & Heald Wealth Management 13
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 13
Candelo Capital Management LP 13
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 13
Dover Advisors, Llc 13
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 13
AlpInvest Partners B.V. 13
Grayhawk Investment Strategies Inc. 13
Regency Capital Management Inc.\DE 13
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 13
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 13
Madison Covered Call & Equity Strategy Fund 13
Lazard World Dividend & Income Fund, Inc. 13
Asio Capital, LLC 13
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 13
Capital & Planning, Llc 13
Baupost Group Llc/ma 13
Violich Capital Management, Inc. 13
Abound Financial, Llc 13
Lehman & Derafelo Financial Resources LLC 13
1858 Wealth Management, Llc 13
Utc North American Fund, Inc. 13
Cahaba Wealth Management, Inc. 13
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 13
Ostrum Asset Management U.s., Llc 13
Truadvice, LLC 13
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 13
Dsm Capital Partners Llc 13
West Coast Financial LLC 13
Beirne Wealth Consulting Services, LLC 13
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 13
Davis Investment Partners, LLC 13
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 13
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 13
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 13
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 13
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF 13
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares 13
Artal Group S.A. 13
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 13
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 13
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 13
MASCX - VICTORY PORTFOLIOS - Victory Munder Small Cap Growth Fund Class A 13
Polaris Capital Management, LLC 13
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 13
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund 13
GBEMX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Fund Class A 13
Hutchens Investment Management Inc 13
Smart Portfolios, LLC 13
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 13
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 13
Gendell Jeffrey L 13
Hopwood Financial Services, Inc. 13
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 13
ELCO Management Co., LLC 13
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 13
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 13
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 13
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 13
Coolidge Francis L 13
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 13
Axim Planning & Wealth 13
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 13
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 13
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 13
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 13
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 13
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 13
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 13
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 13
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 13
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares 13
Twin Lakes Capital Management, LLC 13
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 13
FEMS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets Small Cap AlphaDEX Fund 13
Eaton Vance Tax Advantaged Dividend Income Fund 13
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 13
Jd Capital Management Llc 13
Strategic Advocates LLC 13
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 13
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 13
Van Leeuwen & Company, LLC 13
Mason Capital Management Llc 13
Robinson Capital Management, Llc 13
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 13
Outfitter Financial LLC 13
GRATRY & Co LLC 13
FourWorld Capital Management LLC 13
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 13
Scott Marsh Financial, LLC 13
Flagship Wealth Advisors, Llc 13
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 13
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 13
Hidden Lake Asset Management LP 13
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 13
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 13
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 13
WNY Asset Management, LLC 13
Graney & King, LLC 13
Mesirow Institutional Investment Management, Inc. 13
Lion Point Capital, LP 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 13
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 13
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 13
AlphaQ Advisors LLC 13
Value Holdings Management Co. Llc 13
Barbara Oil Co. 13
Beaton Management Co. Inc. 13
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 13
Northern Capital Management Llc 13
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1 13
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 13
Gateway Wealth Partners, LLC 13
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 13
Sadoff Investment Management Llc 13
MINV - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Innovators Active ETF 13
D. Scott Neal, Inc. 13
Kensington Investment Counsel, LLC 13
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 13
Marble Harbor Investment Counsel, LLC 13
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 13
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 13
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 13
Moss Adams Wealth Advisors LLC 13
Burren Capital Advisors Ltd 13
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 13
Gamble Jones Investment Counsel 13
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 13
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 13
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 13
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF 13
Zevin Asset Management Llc 13
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 13
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 13
Zweig Advisers Llc 13
Cornerstone Capital, Inc. 13
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 13
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 13
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 13
Westport Asset Management Inc 13
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF 13
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 13
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 13
Humankind Investments LLC 13
Towerview Llc 13
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 13
Osborne Partners Capital Management, Llc 13
S. R. Schill & Associates 13
Douglas C. Lane & Associates, Inc. 13
Triglav Skladi, D.o.o. 13
Oppenheimer Equity Fund 13
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 13
BLI - Banque de Luxembourg Investments 13
Cadence Bank Na 13
IATAX - IVY FUNDS - Ivy Accumulative Fund Class A 13
Cottage Street Advisors LLC 13
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 13
Ray Gerald L & Associates Ltd 13
Harmony Asset Management Llc 13
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 13
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 13
PICTET BANK & TRUST Ltd 13
Crystalline Management Inc. 13
A. D. Beadell Investment Counsel, Inc. 13
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 13
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 13
EISAX - CARILLON SERIES TRUST - Carillon ClariVest International Stock Fund A 13
PENN SERIES FUNDS INC - Smid Cap Value Fund 13
PENN SERIES FUNDS INC - Small Cap Growth Fund 13
First Western Capital Management Co 13
PENN SERIES FUNDS INC - Mid Cap Value Fund 13
Minot Wealth Management LLC 13
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 13
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 13
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 13
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 13
X-Square Capital, LLC 13
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 13
Alerus Investment Advisors Corp 13
Rather & Kittrell, Inc. 13
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 13
Dantai Capital Ltd 13
Sara-Bay Financial 13
UBP Investment Advisors SA 13
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 13
Sound Shore Management Inc /ct/ 13
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 13
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 13
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 13
LexAurum Advisors, LLC 13
Successful Portfolios LLC 13
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund 13
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 13
Carroll Investors, Inc 13
Mma Asset Management Llc 13
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 13
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 13
Fondren Management LP 13
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 13
CAFGX - Starboard Investment Trust - Cavalier Fundamental Growth Fund Institutional Class Shares 13
Fluent Financial, LLC 13
Westbourne Investment Advisors, Inc. 13
Wealth Advisors of Tampa Bay, LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 13
Taylor Wealth Management Partners 13
Infini Master Fund 13
Putnam Voyager Fund 13
Frontier Capital Management Co Llc 13
Icapital Wealth Llc 13
Prevail Innovative Wealth Advisors, Llc 13
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 13
Esoterica Thematic Trust - Esoterica NextG Economy ETF 13
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 13
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 13
Bank OZK 13
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 13
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 13
Augustine Asset Management Inc 13
Empire Life Investments Inc. 13
Vienna Asset Management LLC 13
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 13
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 13
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 13
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 13
Trutina Financial LLC 13
Fenimore Asset Management Inc 13
WoodTrust Financial Corp 13
Delta Financial Advisors Llc 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A 13
Hampton Road Capital Management LP 13
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 13
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 13
Bordeaux Wealth Advisors LLC 13
Brigade Capital Management, Lp 13
Jacobus Wealth Management, Inc. 13
Matrix Capital Management Company, LP 13
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 13
Alken Asset Management Ltd. 13
Hancock Whitney Investment Services Inc. 13
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 13
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 13
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 13
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 13
Latitude Advisors, LLC 13
Falcon Edge Capital, LP 13
CTRU - Ark ETF Trust - ARK Transparency ETF 13
Pacific View Asset Management, Llc 13
Manikay Partners, LLC 13
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 13
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 13
Win Advisors, Inc 13
ALFA - ETF Series Solutions - AlphaClone Alternative Alpha ETF 13
Tiger Global Management Llc 13
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 13
Generate Investment Management Ltd 13
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 13
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 13
Afam Capital, Inc. 13
Fidgeon Timothy F 13
Sturgeon Ventures LLP 13
Crown Advisors Management, Inc. 13
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 13
Rosenblum Silverman Sutton S F Inc /ca 13
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 13
Stock Portfolio - Stock Portfolio 13
MGB Wealth Management, LLC 13
Global Strategic Investment Solutions, LLC 13
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 13
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 13
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 13
Q3 Asset Management 13
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 13
InterOcean Capital, LLC 13
Axel Capital Management, LLC 13
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 13
Indices-Pac Research Corp. 13
Empery Asset Management, LP 13
Venator Capital Management Ltd. 13
Jackson Square Partners, LLC 13
Bright Rock Capital Management, Llc 13
Cornell Pochily Investment Advisors, Inc. 13
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 13
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 13
Signature Wealth Management Group 13
UPRIGHT INVESTMENTS TRUST - Upright Growth & Income Fund 13
VSSGX - VALIC Co I - Small-Mid Growth Fund 13
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 13
Renaissance Investment Group LLC 13
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 13
Alan B. Lancz & Associates, Inc. 13
South Plains Financial, Inc. 13
Stonebrook Private Inc. 13
Norwood Financial Corp 13
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares 13
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares 13
Bank of Kentucky, Inc. 13
Shepherd Financial Partners LLC 13
Argus Investors' Counsel, Inc. 13
Scissortail Wealth Management, LLC 13
Richelieu Gestion PLC 13
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 13
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund 13
Summit Creek Advisors LLC 13
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 13
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 13
Sarasin & Partners LLP 13
Capstone Triton Financial Group, LLC 13
Cg Funds Trust 13
Strategic Wealth Designers 13
American Fidelity Dual Strategy Fund Inc 13
Anatole Investment Management Ltd 13
Family Legacy Financial Solutions, LLC 13
Yong Rong (HK) Asset Management Ltd 13
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 13
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 13
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF 13
Union Point Advisors, LLC 13
Merriman Wealth Management, LLC 13
KC Investment Advisors, LLC 13
Advanced Research Investment Solutions, Llc 13
NCP Inc. 13
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 13
Legg Mason Bw Global Income Opportunities Fund Inc. 13
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 13
Western Asset Global Corporate Defined Opportunity Fund Inc. 13
Community Bank & Trust, Waco, Texas 13
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 13
Community Trust & Investment Co 13
Cannon Financial Strategists, Inc. 13
Cable Car Capital LLC 13
Lcnb Corp 13
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 13
Montrusco Bolton Investments Inc. 13
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 13
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 13
Ares Dynamic Credit Allocation Fund, Inc. 13
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 13
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 13
Infrastructure Capital Advisors, Llc 13
Highview Capital Management LLC/DE/ 13
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 13
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF 13
Centennial Wealth Advisory LLC 13
Kayak Investment Partners LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 13
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund 13
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 13
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 13
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 13
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 13
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 13
Newtyn Management, LLC 13
Seven Mile Advisory 13
Criterion Capital Advisors, Llc 13
German American Bancorp, Inc. 13
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 13
Sentry Investments Corp. 13
HTLF Bank 13
Carr Financial Group Corp 13
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 13
Old Port Advisors 13
DFCIX - Delaware Group Equity Funds Iv - Delaware Smid Cap Growth Fund Class A 13
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 13
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 13
FBRWX - Managed Portfolio Series - Friess Brandywine Fund Class I 13
CFGRX - COMMERCE FUNDS - The Growth Fund Shares 13
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 13
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 13
JOBIX - JOHCM Funds Trust - JOHCM Global Income Builder Institutional Shares 13
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 13
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares 13
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 13
Context Partners Fund, L.p. 13
McGuire Investment Group, LLC 13
GLOBALT Investments LLC / GA 13
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 13
PUNK - Series Portfolios Trust - Subversive Metaverse ETF 13
Addenda Capital Inc. 13
US Asset Management LLC 13
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 13
Argent Financial Group, Inc. 13
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 13
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 13
Cohen Capital Management, Inc. 13
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 13
Sunpointe, LLC 13
Plimoth Trust Co Llc 13
CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A 13
Five Oceans Advisors 13
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 13
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 13
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 13
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 13
LIVR - EA Series Trust - Intelligent Livermore ETF 13
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 13
Red Spruce Capital, LLC 13
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 13
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 13
National Investment Services Inc /wi 13
UNIVEST FINANCIAL Corp 13
Live Oak Private Wealth LLC 13
Advisors Management Group Inc /adv 13
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 13
Ctc Llc 13
Old Dominion Capital Management Inc 13
Wellspring Financial Advisors, LLC 13
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 13
Ashburton (Jersey) Ltd 13
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 13
Greenhouse Funds LLLP 13
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 13
Wambolt & Associates, LLC 13
Harrell Investment Partners, Llc 13
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C 13
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF 13
Apella Capital, LLC 13
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 13
black-and-white Capital LP 13
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 13
Marathon Asset Management Llp 13
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 13
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 12
Relative Value Partners Group, LLC 12
American Financial Group Inc 12
Roumell Asset Management, LLC 12
Generation Investment Management Llp 12
Miller Value Partners, Llc 12
Elm Ridge Management, LLC 12
CVI Investments, Inc. 12
Champlain Investment Partners, LLC 12
Capital Advantage, Inc. 12
Gladstone Capital Management LLP 12
Aldebaran Financial Inc. 12
Fcg Advisors, Llc 12
Tran Capital Management, L.p. 12
Farr Miller & Washington Llc/dc 12
Private Capital Management Inc 12
Diversified Investment Strategies, LLC 12
Capital Directions Investment Advisors, LLC 12
Argent Trust Co 12
Rail-Splitter Capital Management, LLC 12
Matrix Asset Advisors Inc/ny 12
Auxier Asset Management 12
Northstar Investment Advisors Llc 12
First National Bank Sioux Falls 12
Court Place Advisors, LLC 12
University Of Notre Dame Du Lac 12
BARING ASSET MANAGEMENT Ltd 12
Private Management Group Inc 12
Bank Pictet & Cie (asia) Ltd 12
Independence Capital Asset Partners, LLC 12
Glynn Capital Management Llc 12
Garnet Equity Capital Holdings, Inc. 12
Lbmc Investment Advisors, Llc 12
American Independence Financial Services LLC 12
SOL Capital Management CO 12
Nbw Capital Llc 12
Commonwealth Financial Services, LLC 12
300 North Capital, Llc 12
Badgley Phelps & Bell Inc 12
Argyle Capital Management Inc. 12
Cobiz Investment Management, Llc 12
Bank Of Stockton 12
Blue Fin Capital, Inc. 12
Brookside Capital Management Llc 12
Alesco Advisors Llc 12
Evanston Investments, Inc., dba Evanston Advisors 12
Cliftonlarsonallen Wealth Advisors, Llc 12
Round Table Services, LLC 12
Lathrop Investment Management Corp 12
Elm Advisors, Llc 12
Alecta Pensionsforsakring, Omsesidigt 12
Jacobs & Co/ca 12
Interactive Financial Advisors 12
Burke & Herbert Bank & Trust Co 12
First National Bank of Mount Dora, Trust Investment Services 12
Amarillo National Bank 12
F&V Capital Management, LLC 12
Rosenbaum Jay D. 12
Kempner Capital Management Inc. 12
First Financial Bank - Trust Division 12
Cobalt Capital Management, Inc. 12
Sterling Global Strategies LLC 12
Town & Country Bank & Trust CO dba First Bankers Trust CO 12
Strategic Wealth Management Inc 12
Summit Financial Wealth Advisors, LLC 12
American Asset Management Inc. 12
GVO Asset Management Ltd 12
Page Arthur B 12
Old West Investment Management, LLC 12
Gibraltar Capital Management, Inc. 12
Sunnymeath Asset Management, Inc. 12
Matisse Capital 12
High Falls Advisors, Inc 12
Strategic Financial Services, Inc, 12
Peak Asset Management, LLC 12
New Vernon Investment Management Llc 12
Appaloosa Lp 12
Qualcomm Inc/de 12
First Allied Asset Management, Inc. 12
Edmond de Rothschild (Europe) 12
Smith & Howard Wealth Management, LLC 12
Peoples Bank /oh 12
LNZ Capital LP 12
Pomelo Capital LLC 12
Simcoe Capital Management, LLC 12
Maple Rock Capital Partners Inc. 12
Baker Chad R 12
Shoker Investment Counsel, Inc. 12
Delaney Dennis R 12
Morris Capital Advisors, LLC 12
Community Bank System, Inc. 12
Yellowstone Partners, LLC 12
Rikoon Group, LLC 12
Harbor Advisors LLC 12
Abbrea Capital, LLC 12
WP Advisors, LLC 12
United Bank 12
Blenheim Capital Management, BV 12
RB Capital Management, LLC 12
Narus Financial Partners, LLC 12
GQG Partners LLC 12
Franklin, Parlapiano, Turner & Welch, LLC 12
Abbot Financial Management, Inc. 12
Pinnacle Family Advisors, LLC 12
Sompo Japan Nipponkoa Asset Management Co.,ltd. 12
Long Focus Capital Management, Llc 12
Affiance Financial, LLC 12
Ascension Asset Management LLC 12
Oppenheimer Capital Income Fund 12
Oppenheimer Capital Appreciation Fund 12
Franklin Universal Trust 12
Quadrant Private Wealth Management, LLC 12
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 12
Prudential Global Short Duration High Yield Fund, Inc. 12
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 12
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 12
Eaton Vance Risk-managed Diversified Equity Income Fund 12
Pcm Fund, Inc. 12
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 12
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 12
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 12
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 12
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 12
Credit Suisse Asset Management Income Fund Inc 12
Voss Capital, LLC 12
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares 12
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 12
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 12
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 12
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 12
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 12
Boston Income Portfolio - Boston Income Portfolio 12
Oppenheimer Series Fund 12
DVEAX - Voyageur Mutual Funds Iii - Delaware Select Growth Fund Class A 12
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 12
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 12
Kkr Income Opportunities Fund 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
Credit Suisse High Yield Bond Fund 12
Gai Agility Income Fund 12
Pioneer High Income Trust 12
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 12
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A 12
Crow Point Global Dividend Plus Fund 12
Biltmore Family Office, LLC 12
Hartford Funds Management Co LLC 12
Gifford Fong Associates 12
Rice Partnership, LLC 12
Altium Capital Management LP 12
Triodos Investment Management BV 12
Providence Wealth Advisors, LLC 12
SP Asset Management 12
Asset Advisors Investment Management, LLC 12
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 12
Ocean Capital Management, LLC 12
Econ Financial Services Corp 12
Genesee Capital Advisors, LLC 12
Bernardo Wealth Planning LLC 12
Jupiter Wealth Management LLC 12
Lantz Financial LLC 12
Tradition Asset Management Llc 12
Meyers Capital Investments Trust 12
Nuveen Equity Premium Opportunity Fund 12
Charles Schwab Trust Co 12
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 12
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 12
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 12
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 12
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 12
Jnl Series Trust - Jnl/rafi Fundamental Europe Fund (a) 12
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 12
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 12
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 12
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 12
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 12
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C 12
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 12
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 12
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 12
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 12
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I 12
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 12
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 12
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 12
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 12
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 12
Forethought Variable Insurance Trust - Global Atlantic American Funds Managed Risk Portfolio 12
BAFTX - Brown Advisory Funds - Brown Advisory Total Return Fund Institutional Shares 12
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 12
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 12
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 12
EQ ADVISORS TRUST - EQ/T. Rowe Price Growth Stock Portfolio Class IA 12
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 12
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 12
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 12
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 12
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 12
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 12
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 12
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 12
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 12
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 12
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 12
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 12
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 12
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 12
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 12
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 12
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 12
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 12
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 12
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 12
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 12
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 12
DYLS - WisdomTree Trust - WisdomTree Dynamic Long/Short U.S. Equity Fund N/A 12
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 12
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 12
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 12
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 12
EXI - iSHARES TRUST - iShares Global Industrials ETF 12
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 12
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 12
MJFOX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS JAPAN FUND Investor Class Shares 12
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 12
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 12
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 12
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 12
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 12
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 12
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 12
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 12
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 12
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 12
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 12
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 12
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 12
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 12
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 12
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 12
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A 12
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A 12
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 12
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II 12
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II 12
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 12
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 12
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 12
ULTRA SERIES FUND - Core Bond Fund Class I 12
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 12
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 12
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 12
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 12
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 12
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 12
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 12
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 12
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 12
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 12
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class 12
STESX - Bernstein Fund Inc - International Strategic Equities Portfolio SCB Class 12
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 12
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 12
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 12
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 12
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 12
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 12
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 12
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 12
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A 12
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 12
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 12
FDEM - FIDELITY COVINGTON TRUST - Fidelity Targeted Emerging Markets Factor ETF 12
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 12
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 12
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund 12
FJPNX - FIDELITY INVESTMENT TRUST - Fidelity Japan Fund 12
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 12
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 12
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 12
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 12
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 12
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class 12
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 12
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 12
JIHRX - JPMORGAN TRUST IV - JPMorgan International Hedged Equity Fund Class R6 12
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 12
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 12
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 12
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 12
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class 12
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 12
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 12
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 12
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 12
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 12
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 12
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 12
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 12
SCID - Global X Funds - Global X Scientific Beta Europe ETF 12
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 12
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 12
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 12
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A 12
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 12
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 12
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 12
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 12
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 12
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 12
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 12
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 12
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 12
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 12
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF 12
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 12
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 12
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 12
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 12
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 12
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 12
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 12
Compass Ion Advisors, LLC 12
MPIBX - BNY MELLON FUNDS TRUST - BNY Mellon Intermediate Bond Fund Class M Shares 12
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 12
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 12
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 12
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 12
Bay Rivers Group 12
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A 12
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 12
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 12
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 12
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 12
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 12
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 12
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 12
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 12
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 12
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional 12
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 12
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 12
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 12
VACVX - VALIC Co II - Large Cap Value Fund 12
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 12
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV 12
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 12
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 12
EWJ - iShares, Inc. - iShares MSCI Japan ETF 12
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 12
TAN - Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF 12
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 12
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 12
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 12
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 12
Seaport Global Asset Management Llc 12
Meadow Creek Wealth Advisors Llc 12
Ti-trust, Inc 12
Capital Square, LLC 12
Single Point Partners, LLC 12
Watson Rebecca 12
Vivid Financial Management, Inc. 12
No Street GP LP 12
Mission Creek Capital Partners, Inc. 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 12
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 12
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 12
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 12
Spotlight Asset Group, Inc. 12
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 12
Silver Bridge Capital Management LLC 12
Souders Financial Advisors 12
Atalaya Capital Management LP 12
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 12
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 12
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 12
Cunning Capital Partners, LP 12
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 12
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 12
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 12
ADOAX - NORTHERN LIGHTS FUND TRUST III - ACM Dynamic Opportunity Fund Class A Shares 12
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 12
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 12
LMRNX - Trust for Advised Portfolios - 1919 Socially Responsive Balanced Fund Class I 12
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 12
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 12
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 12
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 12
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 12
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 12
Am Investment Strategies Llc 12
Missouri Valley Partners, Inc. 12
StellarOne CORP 12
Winchester Group Inc. 12
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 12
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 12
Northstar Advisory Group, LLC 12
David J Yvars Group 12
IFS Advisors, LLC 12
McLean Asset Management Corp 12
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 12
IVC Wealth Advisors LLC 12
DB Wealth Management Group, LLC 12
Kaizen Financial Strategies 12
Alta Wealth Advisors LLC 12
Merrion Investment Management Co, LLC 12
Greystone Financial Group, LLC 12
Curated Wealth Partners LLC 12
Green Harvest Asset Management LLC 12
Ritter Daniher Financial Advisory, Llc 12
Urban Wealth Management, LLC 12
InTrack Investment Management Inc 12
SFFIX - FundVantage Trust - Sirios Focus Fund Series Institutional Class 12
Patron Partners Advisors, Llc 12
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 12
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 12
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 12
Bradley & Co. Private Wealth Management, LLC 12
Ridgecrest Wealth Partners, Llc 12
BlackRock Private Investments Fund 12
Mezzasalma Advisors, LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 12
NTSE - WisdomTree Trust - WisdomTree Emerging Markets Efficient Core Fund N/A 12
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 12
Amplify ETF Trust - Amplify Cleaner Living ETF 12
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF 12
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 12
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF 12
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 12
Vazirani Asset Management LLC 12
Aquila Investment Management LLC 12
Saxon Interests, Inc. 12
Axiom Advisory, LLC 12
Castle Financial & Retirement Planning Associates, Inc. 12
Lindenwold Advisors 12
Ardmore Road Asset Management LP 12
Gould Capital, LLC 12
Kraematon Investment Advisors, Inc 12
Monolith Advisors 12
Eagle Rock Investment Company, Llc 12
Pinnacle Wealth Management, LLC 12
UBND - Victory Portfolios II - VictoryShares ESG Core Plus Bond ETF 12
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 12
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 12
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF 12
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 12
Foresight Capital Management Advisors, Inc. 12
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6 12
MRND - IndexIQ ETF Trust - IQ U.S. Mid Cap R&D Leaders ETF 12
ROCI - EA Series Trust - ROC ETF 12
Greenfield Savings Bank 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y 12
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 12
Second Half Financial Partners, LLC 12
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 12
Essential Planning, LLC. 12
Troluce Capital Advisors LLC 12
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF 12
Western Financial Corp/CA 12
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 12
Breakwater Capital Group 12
Forge First Asset Management Inc. 12
Delta Financial Group, Inc. 12
Phillips Wealth Planners LLC 12
Wallace Advisory Group, LLC 12
IDMIX - LITMAN GREGORY FUNDS TRUST - iMGP Dolan McEniry Corporate Bond Fund Institutional Class 12
Werba Rubin Papier Wealth Management 12
McCarthy Grittinger Financial Group, LLC 12
ABLE Financial Group, LLC 12
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF 12
Werlinich Asset Management, LLC 12
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 12
Lewis Asset Management, LLC 12
Traveka Wealth, LLC 12
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 12
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 12
Sentry LLC 12
Opinicus Capital, Inc. 12
Breed's Hill Capital LLC 12
BayBridge Capital Group, LLC 12
Stablepoint Partners, LLC 12
Gold Investment Management Ltd. 12
Evernest Financial Advisors, LLC 12
SIH Partners, LLLP 12
Lummis Asset Management, LP 12
Clarity Capital Partners LLC 12
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 12
Accordant Advisory Group Inc 12
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 12
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares 12
Fiduciary Family Office, Llc 12
Wealth Group, Ltd. 12
Spirepoint Private Client, Llc 12
Watts Gwilliam & Co., LLC 12
Fiduciary Financial Group, Llc 12
Granite FO LLC 12
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF 12
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF 12
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 12
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 12
Clear Street Derivatives LLC 12
Arcadia Investment Advisors Llc 12
BlackRock ETF Trust - iShares Technology Opportunities Active ETF 12
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF 12
YANKCOM Partnership 12
Haven Private, LLC 12
Financially Speaking Inc 12
Broadway Wealth Solutions, Inc. 12
Grant Private Wealth Management Inc 12
Three Seasons Wealth, LLC 12
Parr Mcknight Wealth Management Group, Llc 12
Armis Advisers, LLC 12
Total Wealth Planning & Management, Inc. 12
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF 12
Tounjian Advisory Partners, Llc 12
Mb, Levis & Associates, Llc 12
Pandora Wealth, Inc. 12
NWF Advisory Services Inc. 12
Evelyn Partners Asset Management Ltd 12
Westerkirk Capital Inc. 12
Beacon Financial Advisory LLC 11
Oxinas Partners Wealth Management LLC 11
swisspartners Ltd. 11
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 11
Eq Wealth Advisors, Llc 11
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 11
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 11
Beutel, Goodman & Co Ltd. 11
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 11
AEGON USA Investment Management, LLC 11
Boys Arnold & Co Inc 11
Sheets Smith Investment Management 11
Terril Brothers, Inc. 11
Capital Advisors Wealth Management, LLC 11
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 11
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 11
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 11
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 11
Philip James Wealth Mangement, LLC 11
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 11
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 11
Regents Of The University Of California 11
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 11
GAMR - ETF Managers Trust - ETFMG Video Game Tech ETF 11
JXBAX - JPMorgan Trust I - JPMorgan Access Balanced Fund Class A 11
Wealthedge Investment Advisors, Llc 11
Dock Street Asset Management Inc 11
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 11
DB Fitzpatrick & Co, Inc 11
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 11
MRGR - PROSHARES TRUST - ProShares Merger ETF 11
FRNW - FIDELITY COVINGTON TRUST - Fidelity Clean Energy ETF 11
RIVSX - Oak Associates Funds - River Oak Discovery Fund 11
Wealth Alliance Advisory Group, LLC 11
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund 11
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 11
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 11
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 11
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 11
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 11
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 11
Mid Continent Capital Llc/il 11
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF 11
PSquared Asset Management AG 11
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 11
Blankinship & Foster, LLC 11
BIAIX - Brown Advisory Funds - Brown Advisory Intermediate Income Fund Investor Shares 11
VELA Funds - VELA Large Cap 130/30 Fund Class I 11
South Shore Capital Advisors 11
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 11
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 11
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 11
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 11
Centaur Capital Partners, L.P. 11
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 11
Lazari Capital Management, Inc. 11
Birinyi Associates Inc 11
First Financial Equity Corporation 11
JXGAX - JPMorgan Trust I - JPMorgan Access Growth Fund Class A 11
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 11
CAMG Solamere Management, LLC 11
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 11
Quattro Financial Advisors Llc 11
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 11
Two Roads Shared Trust - Conductor Global Equity Value ETF 11
Eaton Vance Tax-managed Diversified Equity Income Fund 11
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 11
Illumine Investment Management, LLC 11
Argentarii, LLC 11
Richard P Slaughter Associates Inc 11
Hara Capital LLC 11
Provident Wealth Management, LLC 11
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 11
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 11
Foster Victor Wealth Advisors, LLC 11
Holowesko Partners Ltd. 11
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 11
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 11
Financial Insights, Inc. 11
Investor Ab 11
Goldman Sachs Asset Management, L.p. 11
Middleton & Co Inc/ma 11
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 11
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 11
Seaport Global Advisors, LLC 11
Barlow Wealth Partners, Inc. 11
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 11
Meridian Investment Counsel Inc. 11
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 11
Dudley & Shanley, Inc. 11
PCJ Investment Counsel Ltd. 11
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 11
Fielder Capital Group LLC 11
Fayerweather Charles 11
Tide Point Capital Management, Lp 11
Generali Investments, Management Co LLC 11
Gleason Group, Inc. 11
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) 11
Runnymede Capital Advisors, Inc. 11
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF 11
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 11
Van Berkom & Associates Inc. 11
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 11
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 11
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 11
AssuredPartners Investment Advisors, LLC 11
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund 11
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 11
Conquis Financial Llc 11
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 11
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 11
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 11
Mendel Money Management 11
TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 11
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 11
Brucke Financial, Inc. 11
Laidlaw Group, LLC 11
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 11
Vision Capital Management, Inc. 11
FrontFour Capital Group LLC 11
MSH Capital Advisors LLC 11
Nearwater Capital Markets, Ltd 11
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 11
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 11
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF 11
American Assets Investment Management, LLC 11
Pine Haven Investment Counsel, Inc 11
Endowment Wealth Management, Inc. 11
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 11
Lincoln Capital Corp 11
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 11
PVG Asset Management 11
Bellevue Group AG 11
Boltwood Capital Management 11
Ursa Fund Management, LLC 11
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 11
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 11
MOTO - GUINNESS ATKINSON FUNDS - SmartETFs Smart Transportation & Technology ETF 11
Jat Capital Management, L.p. 11
EQ ADVISORS TRUST - EQ/UBS Growth and Income Portfolio Class IB 11
Palestra Capital Management LLC 11
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 11
GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund 11
Tema Etfs Llc 11
FIFTHDELTA Ltd 11
Trinity Legacy Partners, LLC 11
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF 11
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 11
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 11
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 11
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 11
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares 11
GAKAX - ADVISORS SERIES TRUST - Kellner Merger Fund Investor Class 11
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 11
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 11
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 11
Securian Funds Trust - SFT Core Bond Fund Class 1 11
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A 11
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 11
Goldstream Capital Management Ltd 11
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 11
Nauset Wealth Management. LLC 11
Ashmore Wealth Management Llc 11
Access Investment Management LLC 11
Aston Asset Management, LLC 11
IAFMX - M3Sixty Funds Trust - F/m Investments Large Cap Focused Fund Investor Class Shares 11
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 11
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 11
Hillcrest Asset Management LLC 11
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF 11
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A 11
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 11
Partnership Wealth Management, LLC 11
Prince Street Capital Management LLC 11
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 11
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 11
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 11
Means Investment Co., Inc. 11
C-J Advisory, Inc. 11
Verus Financial Partners, Inc. 11
Andesa Financial Management Inc. 11
Lafayette Investments, Inc. 11
Melvin Capital Management LP 11
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 11
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 11
Jensen Investment Management Inc 11
KEYWISE CAPITAL MANAGEMENT Ltd 11
Gq Asset Management, Llc 11
Kiely Wealth Advisory Group, Inc. 11
Grand Jean Capital Management Inc 11
Golden Green, Inc. 11
Smith Shellnut Wilson Llc /adv 11
Sea Otter Advisors LLC 11
SailingStone Capital Partners LLC 11
Center For Asset Management LLC 11
Drw Securities, L.l.c. 11
Darden Wealth Group Inc 11
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 11
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 11
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 11
Federated Mdt Large Cap Value Fund 11
Syntax Research, Inc. 11
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 11
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 11
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 11
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 11
Crew Capital Management, Ltd. 11
Fidelity Central Investment Portfolios LLC - Fidelity Information Technology Central Fund 11
Westhampton Capital, LLC 11
Tranquility Partners, LLC 11
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 11
Murphy Michael R 11
Seminole Management Co., Inc. 11
Columbus Hill Capital Management, L.P. 11
Victory Financial Group, Llc 11
Aurora Private Wealth, Inc. 11
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 11
Harbourvest Partners Llc 11
Burnham Asset Management Corp /ny/ 11
SMITH HAYES Advisers, Inc 11
Guidant Wealth Advisors 11
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 11
FLCH - Franklin Templeton ETF Trust - Franklin FTSE China ETF 11
BlackRock Variable Series Funds, Inc. - BlackRock International V.I. Fund Class I 11
Henssler Funds Inc 11
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 11
New England Private Wealth Advisors LLC 11
Veritas Investment Partners (UK) Ltd. 11
UFO - Procure ETF Trust II - Procure Space ETF 11
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 11
Capital Group Investment Management Pte. Ltd. 11
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 11
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 11
Progressive Investment Management Corp 11
Systematic Portfolios LLC 11
Hsbc Portfolios 11
Edinburgh Partners Ltd 11
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 11
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 11
Nuveen Global High Income Fund 11
Noesis Capital Mangement Corp 11
Gabelli Go Anywhere Trust 11
Hollow Brook Wealth Management LLC 11
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 11
Strategic Vision Investment Ltd 11
Taikang Asset Management (Hong Kong) Co Ltd 11
Franklin Templeton ETF Trust - Western Asset Bond ETF 11
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 11
Bach Investment Advisors Ltd 11
Brighthouse Funds Trust I - American Funds Balanced Allocation Portfolio Class B 11
Cadinha & Co Llc 11
Absher Wealth Management, Llc 11
NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 11
Mitchell & Pahl Private Wealth, Llc 11
Brown Shipley& Co Ltd 11
Winmill & Co. Inc 11
David R. Rahn & Associates Inc. 11
Brookfield Real Assets Income Fund Inc. 11
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 11
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 11
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 11
Oracle Alpha Inc. 11
Capstone Financial Advisors, Inc. 11
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 11
Foxby Corp. 11
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 11
Brighthouse Funds Trust I - American Funds Moderate Allocation Portfolio Class B 11
Donald Smith & Co., Inc. 11
Oppenheimer Integrity Funds 11
Corbett Road Capital Management, Llc 11
Lazard Global Total Return & Income Fund Inc 11
Principled Equity Market Fund 11
ENVRX - Advisers Investment Trust - Vontobel Global Environmental Change Fund Class I Shares 11
Cooper/haims Advisors, Llc 11
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 11
RIA Advisory Group LLC 11
Miller/Howard Funds Trust - Miller/Howard Income-Equity Fund Adviser Share Class 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
Hourglass Capital, Llc 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 11
Lorber David A 11
Barry Investment Advisors, LLC 11
Acorn Financial Advisory Services Inc /adv 11
Hamilton Capital, LLC 11
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 11
USRD - Themes ETF Trust - Themes US R&D Champions ETF 11
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 11
Morton Capital Management LLC/CA 11
Wealth Management Partners, LLC 11
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 11
Miller/howard High Income Equity Fund 11
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 11
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 11
Thornburg Income Builder Opportunities Trust 11
Contrarius Investment Management Ltd 11
Colrain Capital Llc 11
Ausbil Investment Management Ltd 11
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 11
QTR Family Wealth, LLC 11
Burgundy Asset Management Ltd. 11
Cion Ares Diversified Credit Fund 11
Private Capital Management, LLC 11
Gabelli Multimedia Trust Inc. 11
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 11
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 11
St. Louis Trust Co 11
CXI Advisors 11
Yeomans Consulting Group, Inc. 11
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 11
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 11
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 11
JSF Financial, LLC 11
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 11
Royce Global Value Trust, Inc. 11
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 11
CRA Financial Services, LLC 11
GDS Wealth Management 11
Catalyst Private Wealth, Llc 11
Anandar Capital Management LP 11
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 11
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 11
Daruma Capital Management Llc 11
GURU - Global X Funds - Global X Guru Index ETF 11
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 11
Xcel Wealth Management, LLC 11
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 11
Ballast, Inc. 11
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 11
Hutchens Investment Management Inc 11
Edmp, Inc. 11
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 11
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 11
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 11
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
Silicon Hills Wealth Management, LLC 11
Palmer Square Opportunistic Income Fund 11
CWS Financial Advisors, LLC 11
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 11
Aberdeen Wealth Management LLC 11
Advantage Alpha Capital Partners LP 11
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 11
Atlanta Consulting Group Advisors, LLC 11
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 11
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 11
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 11
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 11
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 11
Avenue 1 Advisors, LLC 11
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A 11
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 11
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 11
Fiduciary Management Inc /wi/ 11
Monarch Capital Management Inc/ 11
Monaco Asset Management SAM 11
Yiheng Capital Management, L.P. 11
Eaton Vance Enhanced Equity Income Fund 11
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 11
Alphadyne Asset Management, LLC 11
Washburn Capital Management, Inc. 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 11
Freedom Day Solutions, LLC 11
Keeler THomas Management LLC 11
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 11
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 11
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 11
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 11
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 11
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 11
Brighthouse Funds Trust I - American Funds Growth Allocation Portfolio Class B 11
Soundwatch Capital LLC 11
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares 11
Green Owl Capital Management, LLC 11
Cambridge Advisors Inc. 11
Garrison Bradford & Associates Inc 11
Oakwood Capital Management Llc/ca 11
Penn Davis Mcfarland Inc 11
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 11
Capital Management Corp /va 11
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 11
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 11
Hamlin Capital Management, LLC 11
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 11
DRIPX - MP63 FUND INC - MP63 Fund 11
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 11
Financial Advisory Service, Inc. 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 11
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 11
BRAMX - Blackrock Allocation Target Shares - Bats Series M 11
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 11
New Republic Capital, LLC 11
Southland Equity Partners LLC 11
TGSMX - TCW FUNDS INC - TCW Short Term Bond Fund I Class 11
Hengehold Capital Management Llc 11
Willner & Heller, Llc 11
Astoria Portfolio Advisors LLC. 11
TGDMX - TCW FUNDS INC - TCW Developing Markets Equity Fund Class I 11
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 11
BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares 11
F/M Funds Trust - F/m Investments Large Cap Focused Fund Institutional Class Shares 11
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 11
Kings Path Partners LLC 11
Northside Capital Management, LLC 11
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 11
13D Management LLC 11
BTG Pactual Asset Management US LLC 11
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 11
IAM Advisory, LLC 11
BFIX - Build Funds Trust - Build Bond Innovation ETF 11
Drucker Wealth 3.0, LLC 11
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 11
Blackrock Enhanced International Dividend Trust 11
FSIFX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Strategic Income II Fund Class A 11
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 11
Pettee Investors, Inc. 11
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 11
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF 11
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 11
Lederer & Associates Investment Counsel/ca 11
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF 11
Custom Portfolio Group LLC 11
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class 11
Lakewood Asset Management LLC 11
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class S 11
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 11
P.R. Herzig & Co. Inc. 11
Benin Management CORP 11
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 11
Athena Investment Management 11
Landaas & Co /wi /adv 11
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 11
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 11
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 11
Brown Capital Management Llc 11
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 11
Ninepoint Partners LP 11
Roc Capital Management, L.P. 11
Harrington Investments, INC 11
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund 11
Citizens & Northern Corp 11
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 11
Thematics Asset Management 11
LeConte Wealth Management, LLC 11
Steadfast Capital Management Lp 11
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 11
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 11
Paulson & Co. Inc. 11
Castellan Group, LLC 11
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 11
Meridian Financial Partners LLC 11
Callahan Advisors, LLC 11
HTAAX - HIGHLAND FUNDS II - Highland Total Return Fund Class A 11
Mar Vista Investment Partners Llc 11
SFYF - Tidal ETF Trust - SoFi 50 ETF 11
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF 11
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF 11
Goldstone Financial Group, LLC 11
Public Investment Fund 11
Cladis Investment Advisory, LLC 11
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 11
RAIIX - MANNING & NAPIER FUND, INC. - Rainier International Discovery Series Class I 11
Cloverfields Capital Group, Lp 11
Compton Wealth Advisory Group, LLC 11
Cue Financial Group, Inc. 11
GenTrust, LLC 11
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 11
Gs Investments, Inc. 11
Pickering Energy Partners Lp 11
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 11
Norman Fields, Gottscho Capital Management, LLC 11
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 11
Ascendant Capital Management, LLC 11
Aventail Capital Group, LP 11
VCHYX - VALIC Co II - High Yield Bond Fund 11
Elyxium Wealth, LLC 11
AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF 11
Butensky & Cohen Financial Security, Inc 11
RYVFX - ROYCE FUND - Royce Small-Cap Value Fund Service Class 11
Winthrop Advisory Group LLC 11
Paragon Private Wealth Management, LLC 11
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 11
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 11
Davidson & Garrard Inc 11
Ackerman Capital Advisors, LLC 11
Taylor & Morgan Wealth Management, LLC 11
FirstMerit Bank N A Trustee 11
Providence First Trust Co 11
TCHI - iSHARES TRUST - iShares MSCI China Multisector Tech ETF 11
Optimus Prime Fund Management Co., Ltd. 11
Beta Wealth Group, Inc. 11
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y 11
Fairhaven Wealth Management, LLC 11
Fic Capital Inc 11
Canvas Wealth Advisors, LLC 11
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 11
Valley National Bancorp 11
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 11
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 11
OIEAX - JPMORGAN TRUST II - JPMorgan International Research Enhanced Equity Fund Class I 11
Cypress Point Wealth Management, LLC 11
Kynikos Associates LP 11
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF 11
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 11
Paradice Investment Management LLC 11
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 11
PACIFIC SELECT FUND - Comstock Portfolio Class I 11
Legacy Wealth Management, LLC / MS 11
Northstar Asset Management Llc 11
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF 11
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 11
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares 11
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 11
Vantage Investment Partners, LLC 11
USVT - Ultimus Managers Trust - US VALUE ETF 11
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 11
Westmount Partners, LLC 11
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 11
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 11
Board of the Pension Protection Fund 11
Peloton Wealth Strategists 11
J. L. Bainbridge & Co., Inc. 11
Gillson Capital LP 11
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 11
Lynch & Associates/in 11
Ullmann Financial Group, Inc. 11
M.e. Allison & Co., Inc. 11
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 11
CHGX - EA Series Trust - Stance Sustainable Beta ETF 11
JAEVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Stock Trust NAV 11
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 11
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 11
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 11
Legacy Capital Partners, Inc. 11
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 11
Hudson Value Partners, LLC 11
NALFX - New Alternatives Fund - New Alternatives Fund Class A Shares 11
Key Client Fiduciary Advisors, LLC 11
GK Wealth Management LLC 11
Steigerwald, Gordon & Koch Inc. 11
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 11
Pring Turner Capital Group Inc 11
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 11
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 11
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 11
Keener Financial Planning LLC 11
Dudley Capital Management, Llc 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
Numen Capital LLP 11
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 11
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 11
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 11
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 11
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 11
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 11
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 11
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 11
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 10
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 10
Franklin Templeton ETF Trust - Franklin Income Focus ETF 10
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 10
WS Portfolio Advisory, LLC 10
Fidelity Multi-Strategy Credit Fund 10
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 10
Cox Capital Mgt LLC 10
Brand Asset Management Group, Inc. 10
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 10
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 10
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF 10
Arista Wealth Management, LLC 10
Sunflower Bank, Na Wealth Management 10
Delap Wealth Advisory, Llc 10
Dundas Partners LLP 10
Wimmer Associates 1, Llc 10
Blackrock Multi-sector Opportunities Trust 10
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 10
JHGEX - John Hancock Funds II - Global Equity Fund Class A 10
Lorem Ipsum Management, LLC 10
Rand Wealth, Llc 10
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 10
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 10
HIALX - Hartford Series Fund Inc - Hartford Global Growth Hls Fund Ia 10
Benedetti & Gucer, Inc. 10
Core Wealth Partners LLC 10
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 10
Avondale Wealth Management 10
FOINX - Tributary Funds, Inc. - Income Fund Institutional 10
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 10
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 10
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 10
Kavar Capital Partners Group, Llc 10
Qvr Llc 10
Genesis Wealth Advisors, LLC 10
Global Opportunities Portfolio - Global Opportunities Portfolio 10
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 10
John Hancock Tax-advantaged Global Shareholder Yield Fund 10
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 10
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 10
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 10
Titus Wealth Management 10
ETEC - iSHARES TRUST - iShares Breakthrough Environmental Solutions ETF 10
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 10
Columbia Capital Llc 10
BOS Asset Management, LLC 10
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 10
Sprucegrove Investment Management Ltd 10
Bridgecreek Investment Management, LLC 10
Oak Hill Wealth Advisors, Llc 10
TruWealth Advisors, LLC 10
Lgt Capital Partners Ltd. 10
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 10
Security National Bank Of So Dak 10
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 10
Northstar Group, Inc. 10
Financial Advisory Group 10
Root Financial Partners, LLC 10
Macguire, Cheswick & Tuttle Investment Counsel Llc 10
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 10
Brown Miller Wealth Management, LLC 10
Guardian Investment Management 10
Bmc Fund Inc 10
Unio Capital LLC 10
North Fourth Asset Management, LP 10
Greatmark Investment Partners, Inc. 10
ULTRA SERIES FUND - Diversified Income Fund Class I 10
ULTRA SERIES FUND - International Stock Fund Class I 10
NS Partners Ltd 10
SPRX - Listed Funds Trust - Spear Alpha ETF 10
Massachusetts Wealth Management 10
Oppenheimer Discovery Fund 10
John W. Brooker & Co., CPAs 10
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 10
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 10
Ttp Investments, Inc. 10
Graphene Investments SAS 10
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 10
Oppenheimer Global Strategic Income Fund 10
Doubleline Income Solutions Fund 10
Front Barnett Associates Llc 10
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 10
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 10
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 10
MSCFX - Mairs & Power Funds Trust - Mairs & Power Small Cap Fund Investor Class 10
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF 10
Putnam ETF Trust - Putnam ESG High Yield ETF - 10
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 10
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 10
BELSX - RBB FUND, INC. - Boston Partners Emerging Markets Long/Short Fund Institutional Class 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 10
Constellation Wealth Advisors, LLC 10
M. Kulyk & Associates, LLC 10
Peak Financial Advisors Llc 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 10
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 10
BlackRock ETF Trust - BlackRock Future Climate and Sustainable Economy ETF 10
Fisher Funds Management LTD 10
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 10
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 10
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 10
Corvex Management LP 10
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T 10
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 10
BIGTX - Monteagle Funds - The Texas Fund Class I 10
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 10
Corundum Group, Inc. 10
LRT Capital Management, LLC 10
Evergreen Wealth Solutions, LLC 10
Atlantic Private Wealth, LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - Templeton NVIT International Value Fund Class I 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3 10
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A 10
J2 Capital Management Inc 10
Cooperman Leon G 10
AGH Wealth Advisors, LLC 10
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 10
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 10
LeJeune Puetz Investment Counsel LLC 10
Autonomy Capital (Jersey) L.P. 10
MAKX - PROSHARES TRUST - ProShares S&P Kensho Smart Factories ETF 10
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 10
Bristol Advisors, LLC 10
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 10
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 10
SGNLX - Advisors' Inner Circle Fund III - SGA INTERNATIONAL EQUITY FUND Investor Shares 10
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 10
Cottonwood Capital Advisors, Llc 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
DMG Group, LLC 10
Marketfield Asset Management LLC 10
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 10
Putnam ETF Trust - Putnam Sustainable Leaders ETF - 10
Fairtree Asset Management (Pty) Ltd 10
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 10
Astrantus Ltd 10
JPMIX - JPMORGAN TRUST IV - JPMorgan Macro Opportunities Fund Class I 10
Sophrosyne Capital Llc 10
MPUSX - Gallery Trust - MONDRIAN U.S. SMALL CAP EQUITY FUND Mondrian U.S. Small Cap Equity Fund 10
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 10
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class 10
Valinor Management, Llc 10
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A 10
New Age Alpha Funds Trust - NAA Allocation Fund Class C 10
Eminence Capital, Lp 10
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND 10
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 10
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 10
Agur Provident & Training Funds Management Ltd 10
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 10
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 10
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - CTIVP - Lazard International Equity Advantage Fund Class 1 10
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 10
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 10
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 10
Rovida Advisors Inc. 10
Capital Market Strategies LLC 10
Dalton Investments LLC 10
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 10
LMYIX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global High Yield Fund Class I 10
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 10
Lodge Hill Capital, LLC 10
Martin Capital Advisors, LLP 10
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 10
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares 10
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 10
Northcape Wealth Management, Llc 10
CFVLX - COMMERCE FUNDS - The Value Fund Shares 10
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 10
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 10
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 10
Challenger Wealth Management 10
HDPSX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Cap Fund Retail Class 10
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 10
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 10
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 10
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 10
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 10
CBSE - Listed Funds Trust - Changebridge Capital Sustainable Equity ETF 10
PPM Funds - PPM Long Short Credit Fund (Inst) 10
17 Capital Partners, Llc 10
Pinney & Scofield, Inc. 10
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 10
Manager Directed Portfolios - Pemberwick Fund Shares 10
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 10
Integrity Capital Management (HK) Ltd 10
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 10
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 10
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 10
1248 Management, LLC 10
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 10
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 10
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class 10
Harbor Asset Planning, Inc. 10
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 10
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 10
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 10
Omega Advisors Inc. 10
Alliance Wealth Advisors, LLC 10
Fortress Private Ledger, Llc 10
Volterra Technologies LP 10
Chapman Financial Group, Llc 10
Tenere Capital LLC 10
Burling Wealth Partners, Llc 10
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 10
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 10
PUTNAM VARIABLE TRUST - Putnam VT International Value Fund Class IA Shares 10
Davidson Kempner Partners 10
Varenne Capital Partners 10
Sage Private Wealth Group, Llc 10
Petros Family Wealth, LLC 10
PBFDX - FORUM FUNDS - Payson Total Return Fund 10
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 10
Boit C F David 10
Guardian Variable Products Trust - Guardian International Value VIP Fund 10
TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 10
Katamaran Capital LLP 10
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 10
WMG Financial Advisors, LLC 10
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 10
Proxima Capital Management, LLC 10
Maridea Wealth Management LLC 10
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 10
Fortress Wealth Group, LLC 10
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 10
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF 10
Matrix Private Capital Group Llc 10
Jmac Enterprises Llc 10
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 10
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 10
Mill Capital Management, LLC 10
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 10
Blackston Financial Advisory Group, LLC 10
Oaktree Fund Advisors, LLC 10
Mak Capital One Llc 10
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares 10
TB Alternative Assets Ltd. 10
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 10
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 10
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity 10
Johnson Financial Group, LLC 10
Metatron Capital SICAV plc 10
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 10
ITEQ - ETF Managers Trust - BlueStar Israel Technology ETF 10
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 10
Apeiron RIA LLC 10
Folger Nolan Fleming Douglas Capital Management, Inc 10
Mid-American Wealth Advisory Group, Inc. 10
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 10
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 10
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 10
GEMIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Fund Institutional 10
Atlas Legacy Advisors, LLC 10
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 10
APSGX - Fiera Capital Series Trust - FIERA CAPITAL SMALL/MID-CAP GROWTH FUND Institutional Class 10
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 10
Blue Granite Capital, LLC 10
Titleist Asset Management, Ltd. 10
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 10
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 10
HDAVX - JANUS INVESTMENT FUND - Janus Henderson Dividend & Income Builder Fund Class A 10
BBR ALO Fund, LLC 10
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 10
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 10
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 10
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 10
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 10
Trust CO of the Ozarks 10
Capital One Financial Corp 10
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 10
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF 10
JACFX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Mid Cap Growth Fund Class NAV 10
Longboard Asset Management, LP 10
Tabor Asset Management, LP 10
Ws Management Lllp 10
Round Rock Advisors, LLC 10
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 10
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 10
Blue Barn Wealth, LLC 10
Aster Investment Management Co Inc 10
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A 10
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 10
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 10
South Georgia Capital, Llc 10
Signet Management Usa, Llc 10
Euclidean Technologies Management, LLC 10
Autus Asset Management, LLC 10
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 10
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 10
1623 Capital LLC 10
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF 10
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares 10
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 10
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 10
HASOX - HARBOR FUNDS - Harbor Small Cap Growth Opportunities Fund Institutional Class 10
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 10
Copley Financial Group, Inc. 10
Afton Capital Management Llc 10
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 10
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 10
Jacob Asset Management Of New York Llc 10
JFESX - JPMorgan Trust I - JPMorgan Europe Dynamic Fund Class I 10
Terra Nova Asset Management LLC 10
My Legacy Advisors, LLC 10
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 10
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 10
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 10
Summit Financial Group, Inc. 10
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 10
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class 10
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 10
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 10
Sage Capital Advisors,llc 10
Carlson Capital Management 10
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 10
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 10
Brophy Wealth Management, LLC 10
Heights Capital Management, Inc 10
Alpine Group Usvi, Llc 10
Diversified Enterprises, LLC 10
Iszo Capital Management Lp 10
Bouchey Financial Group Ltd 10
UMMA - Listed Funds Trust - Wahed Dow Jones Islamic World ETF 10
Uhlmann Price Securities, Llc 10
Cs Mckee Lp 10
Arena Investors LP 10
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 10
AMG Funds LLC 10
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 10
VANGUARD VARIABLE INSURANCE FUNDS - International Portfolio 10
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
Permanens Capital L.P. 10
Insight Inv LLC 10
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF 10
Washington Harbour Partners LP 10
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 10
Taylor, Cottrill, Erickson & Associates, Inc. 10
Old North State Wealth Management, LLC 10
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 10
Eagle Capital Management, LLC 10
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class 10
Country Club Bank /gfn 10
Redwood Financial Network Corp 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 10
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 10
Turim 21 Investimentos Ltda. 10
Ark Investment Management Llc 10
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 10
Amici Capital, LLC 10
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 10
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 10
Sicart Associates LLC 10
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF 10
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class 10
PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional 10
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 10
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 10
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 10
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 10
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 10
EVR Research LP 10
Parasol Investment Management, LLC 10
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 10
Nadler Financial Group, Inc. 10
L.m. Kohn & Company 10
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 10
Pratt Collard Advisory Partners LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 10
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 10
IPDP - Listed Funds Trust - Dividend Performers ETF 10
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a) 10
Jnl Series Trust - Jnl/wmc Value Fund (a) 10
Trust Co of Kansas 10
Titan Global Capital Management Usa Llc 10
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 10
TGMAX - TCW FUNDS INC - TCW Emerging Markets Multi-Asset Opportunities Fund Class I 10
Adams Street Partners Llc 10
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 10
Tybourne Capital Management (hk) Ltd 10
Candlestick Capital Management LP 10
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C 10
Breakwater Investment Management 10
ISRA - VanEck Vectors ETF Trust - VanEck Vectors Israel ETF 10
Forefront Wealth Partners, LLC 10
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 10
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 10
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 10
Consolidated Investment Group LLC 10
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 10
Voya International High Dividend Equity Income Fund 10
Greenwoods Asset Management Hong Kong Ltd. 10
Weaver Capital Management LLC 10
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 10
Joule Financial, LLC 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 10
Allianzgi Convertible & Income 2024 Target Term Fund 10
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. International Growth Fund Series II 10
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 10
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 10
MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A 10
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 10
Cedar Capital, Llc 10
Detalus Advisors, LLC 10
49 Wealth Management, Llc 10
Edmond De Rothschild Asset Management (luxembourg) 10
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 10
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 10
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 10
Fox Hill Wealth Management 10
North Run Capital, Lp 10
MGEMX - Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class I 10
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 10
Duncan Williams Asset Management, LLC 10
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 10
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 10
Meritage Group LP 10
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 10
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A 10
Bridge Creek Capital Management LLC 10
waypoint wealth counsel 10
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 10
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 10
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 10
FPA FUNDS TRUST - FPA International Value Fund 10
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 10
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 10
Mattern Wealth Management LLC 10
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 10
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 10
Berkeley Capital Partners, LLC 10
Cascadia Advisory Services, LLC 10
Ks Management Corp 10
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 10
Vima Llc 10
Atherton Lane Advisers, Llc 10
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 10
Franchise Capital Ltd 10
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 10
Ignis Investment Services Ltd 10
Maple Capital Management, Inc. 10
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 10
Accident Compensation Corp 10
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 10
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 10
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 10
Silver Coast Investments LLC 10
Bull Oak Capital, LLC 10
Steinberg Global Asset Management 10
Cambridge Financial Group, Inc. 10
JIRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF 10
Summit Place Financial Advisors, LLC 10
South Street Advisors LLC 10
Orser Capital Management, Llc 10
ARS Wealth Advisors Group, LLC 10
Monterey Private Wealth, Inc. 10
Townsend Asset Management Corp /nc/ /adv 10
ICW Investment Advisors LLC 10
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF 10
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 10
Schroder Capital Funds (delaware) 10
Dynamic Wealth Strategies, LLC 10
Cazenove Capital Management Ltd 10
HNCAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL GROWTH FUND Class A 10
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc. 10
IOO - iSHARES TRUST - iShares Global 100 ETF 10
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 10
FCG Investment Co 10
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 10
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 10
Jacobsen Capital Management 10
Orbis Holdings Ltd 10
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 10
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 10
eCIO, Inc. 10
BOCHK Asset Management Ltd 10
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 10
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares 10
Agran Libbie 10
Delta Capital Management Llc 10
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 10
Central Valley Advisors, Llc 10
Second Line Capital, LLC 10
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 10
Waddell & Associates, Llc 10
Moseley Investment Management Inc 10
VWIGX - VANGUARD WORLD FUND - Vanguard International Growth Fund Investor Shares 10
Advantage Trust Co 10
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 10
Ccm Investment Group, Llc 10
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 10
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A 10
SILAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified International Fund Class A 10
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 10
Grand Alliance Asset Management Ltd 10
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 10
New Century Advisors, LLC 10
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 10
Impax Asset Management LTD 10
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 10
D1 Capital Partners L.P. 10
Crestwood Capital Management, L.P. 10
American Financial Advisors, LLC 10
Significant Wealth Partners LLC 10
New World Advisors LLC 10
Insight Folios Inc 10
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 10
Collective Family Office Llc 10
First Bancorp, Inc /ME/ 10
Trilogy Global Advisors Lp 10
Stelliam Investment Management, Lp 10
Align Wealth Management, LLC 10
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 10
Frisch Financial Group, Inc. 10
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF 10
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 10
Bingham Osborn & Scarborough Llc 10
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 10
Susquehanna International Securities, Ltd. 10
American Capital Management Inc 10
Capital Management Associates, Inc 10
Toms Capital Investment Management Lp 10
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF 10
United Fire Group Inc 10
ERTS Wealth Advisors, LLC 10
Independent Wealth Network Inc. 10
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 10
Miller Lloyd I III 10
Silverberg Bernstein Capital Management LLC 10
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 10
Independent Investors Inc 10
AVPUX - American Century Variable Portfolios Inc - Vp Ultra Fund Class I 10
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 10
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 10
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 10
Truehand, Inc 10
Schear Investment Advisers, LLC 10
Hoxton Planning & Management, LLC 10
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 10
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund 10
Jackson Hole Capital Partners, LLC 10
MSAVX - Aim Sector Funds (invesco Sector Funds) - Invesco American Value Fund Class A 10
Vaughan David Investments Inc/il 10
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 10
Concentrum Wealth Management 10
Markston International Llc 10
Amtrust Financial Services, Inc. 10
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 10
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 10
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 10
New Vernon Capital Holdings II LLC 10
ZSC - USCF ETF Trust - USCF Sustainable Commodity Strategy Fund 10
R. G. Niederhoffer Capital Management Inc 10
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF 10
Revisor Wealth Management LLC 10
Exchange Bank 10
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 10
SP Asset Management LLC 10
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 10
Keating Investment Counselors Inc 10
Financial Security Advisor, Inc. 10
Payden & Rygel Investment Group 10
Roof Eidam & Maycock/adv 10
Centurion Wealth Management LLC 10
Asset Advisors Corp 10
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 10
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 10
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 10
Petredis Investment Advisors Llc 10
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 10
Elliott Investment Management L.P. 10
Loudon Investment Management, LLC 10
MSMBX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Emerging Markets Equity Portfolio Class II 10
Guggenheim Taxable Municipal Managed Duration Trust 10
Oppenheimer International Equity Fund 10
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 10
Yelin Lapidot Holdings Management Ltd. 10
Lokken Investment Group LLC 10
Parthenon Llc 10
ENVAX - VanEck Funds - Environmental Sustainability Fund Class A 10
Penn Mutual Asset Management, LLC 10
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 10
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 10
Pennsylvania Capital Management Inc /adv 10
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 10
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares 10
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 10
Artis Capital Management, L.p. 10
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 9
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 9
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 9
Portola Group Inc /ca 9
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 9
Auxano Advisors, LLC 9
Teilinger Capital Ltd. 9
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 9
First Farmers & Merchants Bank / Trust 9
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 9
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF 9
Bornite Capital Management LP 9
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Balanced Allocation Fund Standard Class 9
RUFF - ETF Opportunities Trust - Alpha Dog ETF 9
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF 9
Emerson Investment Management, Llc 9
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 9
Central Securities Corp 9
Mosaic Family Wealth Partners, Llc 9
YOKE - EA Series Trust - Yoke Core ETF 9
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 9
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 9
Vantage Financial Partners, LLC 9
Chescapmanager LLC 9
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares 9
Lannebo Fonder Ab 9
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 9
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares 9
JFG Wealth Management, LLC 9
Baltimore-Washington Financial Advisors Inc. 9
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 9
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 9
Endeavor Private Wealth, Inc. 9
SRS Investment Management, LLC 9
MML SERIES INVESTMENT FUND - MML Global Fund Class I 9
Intel Corp 9
Mkd Wealth Coaches, Llc 9
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 9
FFGX - FIDELITY COVINGTON TRUST - Fidelity Fundamental Global ex-U.S. ETF 9
New England Professional Planning Group Inc. 9
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 9
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 9
CALAMOS INVESTMENT TRUST/IL - Calamos Global Sustainable Equities Fund Class R6 9
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 9
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 9
Cypress Wealth Advisors LLC 9
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 9
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF 9
Willow Street Advisors LLC 9
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 9
SMART Wealth LLC 9
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 9
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 9
Clark Financial Services Group Inc /bd 9
Wellington Global Multi-Strategy Fund 9
Consilium Wealth Advisory, LLC 9
Amplify ETF Trust - Amplify CWP Growth & Income ETF 9
EagleClaw Capital Managment, LLC 9
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 9
Belmont Global Advisors, Inc. 9
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares 9
TEXN - iSHARES TRUST - iShares Texas Equity ETF 9
Act Ii Management, Lp 9
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 9
Tamar Securities, LLC 9
CGXU - Capital Group International Focus Equity ETF - Capital Group International Focus Equity ETF Share Class 9
Three Bays Capital Lp 9
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 9
Marque Millennium Capital Management Lcc 9
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 9
Long Run Wealth Advisors, LLC 9
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A 9
Engaged Capital LLC 9
Cohen Lawrence B 9
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF 9
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 9
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 9
Manteio Capital LLC 9
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares 9
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 9
Southpaw Asset Management LP 9
Marshwinds Advisory Co 9
Apertura Capital, LLC 9
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 9
FT Vest Hedged Equity Income Fund: Series A2 9
TIME - Capitol Series Trust - Clockwise Capital Innovation ETF 9
FT Vest Total Return Income Fund: Series A2 9
Cruiser Capital Advisors, Llc 9
SGL Investment Advisors, Inc. 9
VISEX - VALIC Co II - International Opportunities Fund 9
B&l Asset Management Llc 9
Cascades Capital Asset Management, LLC 9
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 9
Mitchell Sinkler & Starr/pa 9
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 9
Safe Harbor Fiduciary, LLC 9
Lattice Capital Management, LLC 9
Mount Vernon Associates Inc /md/ 9
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A 9
Trust Co of the South 9
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 9
SUGCX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Growth Fund : Class C 9
ETFis Series Trust I - Virtus Glovista Emerging Markets ETF 9
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A 9
Sterling Investment Counsel, LLC 9
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 9
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 9
Quartz Partners, LLC 9
Nepsis, Inc. 9
Concord Asset Management, LLC/VA 9
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 9
Milestone Advisory Partners 9
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 9
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 9
LVZ Advisors, Inc. 9
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 9
Rockline Wealth Management, LLC 9
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 9
Waycross Partners, Llc 9
Wills Financial Group, Inc. 9
TrueMark Investments, LLC 9
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class 9
TAX - EA Series Trust - Cambria Tax Aware ETF 9
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 9
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 9
Johnson Bixby & Associates, LLC 9
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 9
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A 9
SevenOneSeven Capital Management 9
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 9
Signature Wealth Management Partners, LLC 9
Argentiere Capital Ag 9
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares 9
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF 9
JHCB - John Hancock Exchange-Traded Fund Trust - John Hancock Corporate Bond ETF 9
Fairview Capital Investment Management, Llc 9
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 9
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 9
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 9
CWC Advisors, LLC. 9
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 9
Pembroke Management, LTD 9
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1 9
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 9
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 9
Alpha Square Group S, LLC 9
Point View Wealth Management, Inc. 9
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 9
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 9
MAEMX - VICTORY PORTFOLIOS - Victory Trivalent Emerging Markets Small-Cap Fund Class A 9
Commons Capital, Llc 9
Montage Investments, Llc 9
Artisan Partners Holdings Lp 9
Sylebra Capital Ltd 9
RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class 9
Cincinnati Insurance Co 9
BGVIX - BRANDES INVESTMENT TRUST - Brandes Global Equity Fund Class I 9
SS&H Financial Advisors, Inc. 9
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 9
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Fund VCT Portfolio : Class I 9
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class 9
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares 9
Kingsbury Capital Investment Advisors LLC 9
Spartan Planning & Wealth Management 9
Private Wealth Advisors, Inc. 9
Howard Capital Management 9
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 9
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 9
Heritage Oak Wealth Advisors Llc 9
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 9
Stewart & Patten Co Llc 9
Rubric Capital Management, LLC 9
Carrera Capital Advisors 9
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV 9
Pasadena Private Wealth, LLC 9
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 9
LJI Wealth Management, LLC 9
First Citizens Bancorporation Inc 9
Hoertkorn Richard Charles 9
Invenio Wealth Partners Llc 9
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 9
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 9
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 9
Sage Capital Management, LLC 9
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 9
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 9
Beacon Investment Advisors Llc 9
Hershey Financial Advisers, LLC 9
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 9
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 9
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A 9
Kopp Funds Inc 9
EGLBX - ELFUN INTERNATIONAL EQUITY FUND - ELFUN INTERNATIONAL EQUITY FUND Elfun International Equity Fund 9
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A 9
CLIA - Tidal Trust II - Veridien Climate Action ETF 9
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 9
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 9
Sound View Wealth Advisors, Llc 9
Fishman Jay A Ltd/mi 9
Jnl Series Trust - Jnl/american Funds Moderate Growth Allocation Fund (a) 9
Special Opportunities Fund, Inc. 9
Mhi Funds, Llc 9
Stableford Capital Ii Llc 9
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 9
VeraBank, N.A. 9
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 9
Salem Capital Management Inc 9
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 9
EdgePoint Investment Group Inc. 9
CacheTech Inc. 9
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 9
Consultiva Wealth Management, Corp. 9
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 9
Benedict Financial Advisors Inc 9
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 9
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 9
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 9
Oppenheimer Limited-term Bond Fund 9
Bank & Trust Co 9
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 9
Columbia Etf Trust 9
Oppenheimer International Growth Fund 9
FSSEX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable International Equity Fund 9
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF 9
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 9
Hamilton Wealth, LLC 9
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 9
Lipe & Dalton 9
Vancity Investment Management Ltd 9
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 9
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 9
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class 9
BlackRock ETF Trust - BlackRock Large Cap Core ETF 9
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 9
Monte Financial Group, LLC 9
FLC Capital Advisors 9
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 9
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 9
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 9
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 9
Garrison Point Advisors, Llc 9
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 9
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 9
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 9
Meridian Management Co 9
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 9
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 9
Armstrong Henry H Associates Inc 9
GUDB - Northern Lights Fund Trust IV - Sage ESG Intermediate Credit ETF 9
IBHA - iSHARES TRUST - iShares iBonds 2021 Term High Yield and Income ETF 9
EURZ - DBX ETF TRUST - Xtrackers Eurozone Equity ETF 9
Salzhauer Michael 9
Broadview Funds Trust 9
PLIAX - Aristotle Funds Series Trust - Aristotle Core Income Fund Class A 9
Egerton Capital (UK) LLP 9
Asset Allocation & Management Company, LLC 9
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 9
Asset Planning Services Inc /la/ /adv 9
Elefante Mark B 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 9
Semper Trust Co. 9
RW Investment Management LLC 9
Wallace Hart LLC 9
Master Focus Growth Llc - Master Focus Growth Llc 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 9
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 9
Vestpro Financial Partners, Inc. Dba Cpf Texas 9
Cushing Mlp Total Return Fund 9
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 9
Comgest Global Investors S.a.s. 9
Pinnacle Advisory Group, Inc. 9
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund 9
Cascade Financial Partners, LLC 9
Martin Investment Management, LLC 9
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 9
Advocate Group Llc 9
BlackRock ETF Trust - BlackRock Future Innovators ETF 9
Altegris Advisors, L.l.c. 9
International Private Wealth Advisors LLC 9
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 9
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 9
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 9
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 9
BEAM Asset Management, LLC 9
Gratus Wealth Advisors, LLC 9
Petra Financial Advisors Inc 9
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 9
Mattern Capital Management, Llc 9
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 9
Roffman Miller Associates Inc /pa/ 9
Viawealth, Llc 9
Glass Wealth Management Co LLC 9
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 9
Myriad Asset Management US LP 9
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A 9
Schwarz Dygos Wheeler Investment Advisors Llc 9
LIT - Global X Funds - Global X Lithium & Battery Tech ETF 9
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9
Whitaker-Myers Wealth Managers, LTD. 9
Crake Asset Management LLP 9
Summit Wealth & Retirement Planning, Inc. 9
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 9
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF 9
Strait & Sound Wealth Management LLC 9
Bensler, LLC 9
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 9
Miller Wealth Advisors, Llc 9
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 9
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 9
DLK Investment Management, LLC 9
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 9
Charter Research & Investment Group, Inc. 9
Oakmont Corp 9
AA Financial Advisors, LLC 9
Beacon Trust Co 9
Bank of Marin 9
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 9
Northern Financial Advisors Inc 9
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF 9
QQQN - Victory Portfolios II - VictoryShares Nasdaq Next 50 ETF 9
Brooks, Moore & Associates, Inc. 9
Cincinnati Financial Corp 9
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 9
Livelsberger Financial Advisory 9
Partners Group Holding AG 9
MIDSX - Midas Series Trust - Midas Fund 9
UG Investment Advisers Ltd. 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 9
Grisanti Capital Management LLC 9
Ashler Capital Llc 9
Gerber, Llc 9
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 9
Independence Advisors, LLC 9
QV Investors Inc. 9
Jordan Park Group LLC 9
UAV - AdvisorShares Trust - AdvisorShares Drone Technology ETF 9
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 9
Canoe Financial LP 9
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 9
CIC Wealth, LLC 9
FLXIX - Unified Series Trust - Absolute Flexible Fund Institutional Shares 9
VMAX - Lattice Strategies Trust - Hartford US Value ETF 9
Per Stirling Capital Management, LLC. 9
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio 9
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares 9
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 9
Alphinity Investment Management Pty Ltd 9
Retirement Planning Group 9
CNYA - iSHARES TRUST - iShares MSCI China A ETF 9
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 9
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 9
Findlay Park Partners LLP 9
Natixis ETF Trust - Natixis Gateway Quality Income ETF 9
Utah Peaks Capital Inc 9
Palisades Hudson Asset Management, L.P. 9
MIDF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Mid-Cap ETF 9
Indie Asset Partners, LLC 9
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares 9
Garrett Investment Advisors LLC 9
DLS Capital Management, LLC 9
PENN SERIES FUNDS INC - Large Growth Stock Fund 9
Harbour Investment Management Llc 9
Longer Investments Inc. 9
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 9
Eos Management, L.P. 9
Secured Retirement Advisors, Llc 9
American Beacon Advisors, Inc. 9
BCS Wealth Management 9
Tea Leaf Management Investment Trust 9
Cloverdale Capital Management, LLC 9
Croft Funds Corp 9
European Equity Fund, Inc / Md 9
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 9
Clarity Asset Management, Inc. 9
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 9
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 9
AMVAX - Columbia Funds Series Trust II - Columbia Small/Mid Cap Value Fund Class A 9
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 9
Veritas Investment Management LLP 9
Sarofim Fayez 9
Pioneer Diversified High Income Trust 9
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF 9
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 9
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 9
BlackRock Multi-Sector Opportunities Trust II 9
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 9
Marietta Wealth Management, LLC 9
QSV Equity Investors LLC 9
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 9
NEKIX - NUVEEN INVESTMENT TRUST II - Nuveen Emerging Markets Equity Fund Class I 9
Invesco Bldrs Index Funds Trust 9
SUIAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS CROCI International Fund Class A 9
Nuveen Tax-advantaged Dividend Growth Fund 9
Mango Five Family, Inc. 9
First Trust Enhanced Equity Income Fund 9
Nautilus Advisors LLC 9
Seed Wealth Management, Inc. 9
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 9
GEDTX - GMO TRUST - GMO Emerging Domestic Opportunities Fund Class II 9
Essex LLC 9
Legacy Wealth Partners, Inc. 9
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 9
Chimera Capital Management LLC 9
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 9
Drexel Morgan & Co. 9
Jessup Wealth Management, Inc 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 9
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 9
BULD - Pacer Funds Trust - Pacer BlueStar Engineering the Future ETF 9
Brahman Capital Corp. 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
Contrarian Capital Management, L.l.c. 9
NewGen Asset Management Ltd 9
New Capital Management LP 9
Elevated Capital Advisors, LLC 9
Lighthouse Financial Advisors, Inc. 9
Team Financial Group, LLC 9
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 9
Rothschild & Co Wealth Management UK Ltd 9
Summit Asset Management, LLC 9
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 9
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares 9
NexPoint Credit Strategies Fund 9
Oneamerica Funds Inc 9
Check Capital Management Inc/ca 9
EnRich Financial Partners LLC 9
Auto-Owners Insurance Co 9
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 9
CGMRX - CGM TRUST - CGM Realty Fund 9
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 9
Forbes J M & Co Llp 9
Archipel Asset Management AB 9
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 9
Concentric Wealth Management, Llc 9
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 9
Aspex Management (HK) Ltd 9
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 9
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 9
Ar Asset Management Inc 9
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 9
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 9
Oppenheimer Equity Income Fund 9
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 9
Barton Investment Management 9
Codex Capital, L.L.C. 9
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 9
Oppenheimer Global Multi-asset Income Fund 9
Simmons First Trust Co Na 9
Founders Capital Management, Llc 9
Kent Lake Capital LLC 9
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
Virtus Family Office LLC 9
Cohen & Steers Infrastructure Fund Inc 9
Smithwood Advisers, L.P. 9
Sentinus, LLC 9
Tyrus Capital S.A.M. 9
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 9
Maj Invest Holding A/S 9
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 9
Tanglewood Legacy Advisors, LLC 9
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 9
LEGGX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Small Cap Value Fund Class IS 9
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 9
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF 9
Kennedy Investment Group 9
Randolph Co Inc 9
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 9
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 9
Ccg Wealth Management, Llc 9
RDA Financial Network 9
Enterprise Bank & Trust Co 9
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 9
WATWX - WANGER ADVISORS TRUST - Wanger Select 9
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 9
Stearns Financial Services Group 9
Tax-managed Global Small-cap Portfolio 9
Samsung Asset Management (New York), Inc. 9
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 9
Palladiem, Llc 9
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 9
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 9
QLMICX - Trust for Advised Portfolios - 1919 Variable Socially Responsive Balanced Fund 9
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 9
Howard Capital Management Group, LLC 9
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N 9
Hobart Private Capital, LLC 9
Cardinal Point Capital Management, ULC 9
Summit Street Capital Management, LLC 9
BCR Wealth Strategies, LLC 9
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 9
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 9
Strategies Wealth Advisors, LLC 9
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 9
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Growth Fund Class C 9
Panoramic Capital, LLC 9
DEUTSCHE DWS VARIABLE SERIES I - DWS CROCI International VIP Class A 9
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 9
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF 9
SBB Research Group LLC 9
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 9
CPR Investments Inc. 9
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 9
Slate Path Capital LP 9
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 9
IFC Advisors LLC 9
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 9
Evolution Advisers, Inc. 9
CAMAX - Advisors' Inner Circle Fund - Cambiar Global Ultra Focus Fund Investor Class Shares 9
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 9
LifeWealth Investments, LLC 9
FT Vest Total Return Income Fund: Series A3 9
Cache Advisors, LLC 9
Atwater Malick LLC 9
RYDEX VARIABLE TRUST - Internet Fund Variable Annuity 9
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 9
PMV Capital Advisers, LLC 9
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 9
Silver Capital Management Llc 9
LeClair Wealth Partners LLC 9
Arrowgrass Capital Partners Llp 9
FT Vest Hedged Equity Income Fund: Series A3 9
Afg Fiduciary Services Limited Partnership 9
Aire Advisors, Llc 9
MML Series Investment Fund II - MML High Yield Fund Class II 9
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 9
Brooklands Fund Management Ltd 9
Lgl Partners, Llc 9
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 9
10-15 Associates, Inc. 9
Prospect Capital Advisors, LLC 9
SFG Wealth Management, LLC. 9
Windsor Group LTD 9
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 9
Top Ace Asset Management Ltd 9
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF 9
ADAPT Investment Managers SA 9
Navis Wealth Advisors, LLC 9
Patrick M Sweeney & Associates, Inc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 9
Altavista Wealth Management, Inc. 9
XTH - SPDR SERIES TRUST - SPDR S&P Technology Hardware ETF 9
Albar Capital Partners LLP 9
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares 9
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund 9
BlackDiamond Wealth Management Inc. 9
DOFAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Strategic Beta Emerging Markets Equity Fund Class A 9
Wisconsin Capital Management Llc 9
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 9
Resource Management, LLC 9
Foyston, Gordon, & Payne Inc 9
Trail Ridge Investment Advisors, LLC 9
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 9
AnglePoint Asset Management Ltd 9
626 Financial, LLC 9
Crux Wealth Advisors 9
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 9
BLCN - Reality Shares ETF Trust - REALITY SHARES NASDAQ NEXGEN ECONOMY ETF 9
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 9
AIZAX - BERNSTEIN SANFORD C FUND INC - International Portfolio AB International Class A 9
Forza Wealth Management, LLC 9
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 9
PUTNAM VARIABLE TRUST - Putnam VT Global Equity Fund Class IA Shares 9
RFG - Bristol Wealth Advisors, LLC 9
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 9
Keystone Wealth Services, LLC 9
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares 9
Valiant Capital Management, L.P. 9
ERn Financial, LLC 9
ABXAX - BERNSTEIN SANFORD C FUND INC - Tax-Managed International Portfolio AB Tax-Managed International Class A 9
CACG - Legg Mason ETF Investment Trust - ClearBridge All Cap Growth ETF 9
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 9
NF Trinity Capital (Hong Kong) Ltd 9
VALUX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Investor Class 9
Intracoastal Capital, Llc 9
PACIFIC FUNDS SERIES TRUST - PF International Large-Cap Fund CLASS P 9
CPG Cooper Square International Equity, LLC 9
FT Vest Hedged Equity Income Fund: Series A4 9
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 9
Andina Capital Management, LLC 9
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A 9
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A 9
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 9
Eagle Wealth Strategies Llc 9
Williams Financial, LLC 9
GNXAX - MUTUAL FUND SERIES TRUST - AlphaCentric Robotics and Automation Fund Class A 9
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 9
Mass Ave Global Inc. 9
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 9
FT Vest Total Return Income Fund: Series B1 9
BMDIX - BAIRD FUNDS INC - Baird MidCap Fund Institutional 9
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 9
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 9
Primoris Wealth Advisors, Llc 9
WAMCX - WASATCH FUNDS TRUST - Wasatch Ultra Growth Fund Investor Class shares 9
M & L Capital Management Ltd 9
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Capital Growth Fund Standard Class 9
Guerra Pan Advisors, Llc 9
Poinciana Advisors Group, Llc 9
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 9
Ayrton Capital LLC 9
Family Legacy, Inc. 9
Stralem & Co Inc 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Focused Discovery Growth ETF 9
Northstar Wealth Partners LLC 9
Jamison Eaton & Wood Inc /nj 9
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 9
SLT Holdings LLC 9
Wynn Capital, LLC 9
FT Vest Hedged Equity Income Fund: Series B1 9
Pinnacle Private Wealth, LLC 9
Graham Capital Wealth Management, Llc 9
Ring Mountain Capital, LLC 9
BKF - iShares, Inc. - iShares MSCI BRIC ETF 9
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 9
Crescent Park Management, L.P. 9
Sherman Asset Management, Inc. 9
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 9
Riverstone Advisors, LLC 9
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 9
Midwest Capital Advisors, LLC 9
Warren Street Wealth Advisors, LLC 9
RAYC - Advisors' Inner Circle Fund III - RAYLIANT QUANTAMENTAL CHINA EQUITY ETF 9
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 9
First Niagara Bank 9
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 9
Glenview State Bank Trust Dept. 9
Harvey Investment Co Llc 9
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 9
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 9
Miramar Capital, LLC 9
Morling Financial Advisors, LLC 9
FT Vest Total Return Income Fund: Series A4 9
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 9
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 9
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 9
Villere St Denis J & Co Llc 9
Gibson Wealth Advisors LLC 9
Chesapeake Asset Management Llc 9
FS Series Trust - FS Real Asset Fund Class A 9
USAdvisors Wealth Management, LLC 9
Go Etf Solutions Llp 9
Willis Johnson & Associates, Inc. 9
London & Capital Asset Management Ltd 9
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 9
Clean Energy Transition LLP 9
TigerOak Management, L.L.C. 9
Raine Capital LLC 9
TFR Capital, LLC. 9
Concorde Financial Corp 9
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 9
Capasso Planning Partners LLC 9
CMG Global Holdings, LLC 9
Miura Global Management, LLC 9
Hitchwood Capital Management LP 9
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 9
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 9
Btr Capital Management Inc 9
MTCGX - M FUND INC - M Large Cap Growth Fund 9
Family CFO Inc 9
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 9
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 9
FDTX - FIDELITY COVINGTON TRUST - Fidelity Disruptive Technology ETF 9
Regatta Capital Group, Llc 9
FirstPurpose Wealth LLC 9
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 9
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 9
Louisbourg Investments Inc. 9
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco US Large Cap Core ESG ETF 8
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 8
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 8
Willow Creek Wealth Management Inc. 8
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 8
Dunvegan Associates, Inc. 8
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 8
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 8
WMKGX - WESMARK FUNDS - WesMark Growth Fund 8
Cove Private Wealth, LLC 8
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 8
Skba Capital Management Llc 8
Ramsay, Stattman, Vela & Price, Inc. 8
Forethought Variable Insurance Trust - Global Atlantic PIMCO Tactical Allocation Portfolio 8
Goodnow Investment Group, Llc 8
Synergy Financial Group, LTD 8
HEDJ - WisdomTree Trust - WisdomTree Europe Hedged Equity Fund N/A 8
Riverloft Capital Management L.P. 8
MMNCX - Miller Investment Trust - Miller Market Neutral Income Fund Class C 8
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A 8
Madrona Financial Services, LLC 8
Sandbox Financial Partners, LLC 8
Brookmont Capital Management 8
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 8
Arbor Capital Management Inc /adv 8
Bond & Devick Financial Network, Inc. 8
Martin Capital Partners, LLC 8
TRANSAMERICA SERIES TRUST - Transamerica TS&W International Equity VP Initial 8
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 8
USCF Advisers LLC 8
Cassia Capital Partners, LLC 8
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 8
Zenit Asset Management AB 8
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 8
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 8
Anderson Financial Strategies, LLC 8
Life Planning Partners, Inc 8
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 8
Cura Wealth Advisors, Llc 8
Brio Consultants, LLC 8
Banque de Luxembourg S.A. 8
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 8
APBDX - Cavanal Hill Funds - Bond Fund Investor 8
Edgewood Management Llc 8
T2 Partners Management, LP 8
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 8
CALIFORNIA FIRST LEASING Corp 8
Robertson Opportunity Capital, LLC 8
North Dallas Bank & Trust Co 8
Union Square Park Capital Management, LLC 8
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 8
ADVMX - Investment Managers Series Trust - Vaughan Nelson Emerging Markets Opportunities Fund Institutional Class 8
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 8
Rezny Wealth Management, Inc. 8
Victrix Investment Advisors 8
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 8
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 8
Manitou Investment Management Ltd. 8
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 8
JOHIX - JOHCM Funds Trust - JOHCM International Select Fund Institutional Shares 8
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 8
Napa Wealth Management 8
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I 8
Rs Crum Inc. 8
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 8
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF 8
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 8
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 8
Eagle Capital Appreciation Fund 8
Horizon Family Wealth, Inc. 8
CSIGX - CARILLON SERIES TRUST - Carillon Scout International Fund Class A 8
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 8
Sapience Investments, LLC 8
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 8
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 8
Crumly & Associates Inc. 8
CFCV - ActiveShares ETF Trust - CLEARBRIDGE FOCUS VALUE ETF 8
NEIRG Wealth Management, LLC 8
Beacon Pointe Wealth Advisors, Llc 8
Burford Brothers, Inc. 8
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares 8
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 8
Towle & Co 8
Keystone Financial Planning, Inc. 8
Fairvoy Private Wealth, LLC 8
Triton Wealth Management, PLLC 8
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 8
DSG Capital Advisors, LLC 8
Cornerstone Select Advisors, LLC 8
Semper Augustus Investments Group Llc 8
Telligent Fund, LP 8
NATIONWIDE MUTUAL FUNDS - Nationwide International Equity Portfolio Class R6 8
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 8
Purus Wealth Management, LLC 8
Beach Point Capital Management LP 8
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund 8
Vivid Wealth Management, LLC 8
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 8
OMT Capital Management LLC 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 8
AWRIX - American Century Variable Portfolios Inc - Vp Growth Fund Class I 8
Avala Global LP 8
Peregrine Investment Management Inc 8
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 8
Carl Stuart Investment Advisor, Inc 8
LMG Wealth Partners, LLC 8
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 8
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 8
ZIG - ETF Series Solutions - The Acquirers Fund 8
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 8
Columbia Trust Co 01012016 8
MOTI - VanEck Vectors ETF Trust - VanEck Vectors Morningstar International Moat ETF 8
EETAX - Managed Portfolio Series - Ecofin Global Energy Transition Fund A Class 8
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 8
VCI Wealth Management LLC 8
Value Partners Investments Inc. 8
Firethorn Wealth Partners, Llc 8
Softbank Group Corp 8
Old Republic International Corp 8
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I 8
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 8
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 8
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF 8
Steamboat Capital Partners, LLC 8
Dillon & Associates Inc 8
EEMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Emerging Markets Fund Class A 8
Bill Few Associates, Inc. 8
Acas, Llc 8
Eagle Growth & Income Opportunities Fund 8
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 8
Lhm, Inc. 8
Greenwich Investment Management, Inc. 8
Cedar Hill Associates, Llc 8
Fund 1 Investments, LLC 8
Castlekeep Investment Advisors Llc 8
Armor Investment Advisors, LLC 8
Boothe Investment Group, Inc. 8
Integrity Financial Corp /WA 8
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 8
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 8
Ksa Capital Management, Llc 8
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 8
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 8
Braver Wealth Management, LLC 8
NWHZX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Small Cap Growth Fund Class A 8
Clarity Wealth Advisors, LLC 8
Genesis Private Wealth, Llc 8
Lountzis Asset Management, Llc 8
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 8
Dohj, Llc 8
SBHSX - Investment Managers Series Trust - Segall Bryant & Hamill International Small Cap Fund Class A 8
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class 8
Western Standard LLC 8
NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class 8
National Penn Investors Trust Co /pa 8
Institutional Capital Llc 8
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 8
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 8
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 8
Hilltop Partners LLC 8
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 8
RGEF - Tidal Trust III - Rockefeller Global Equity ETF 8
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 8
Valtura Capital Partners LLC 8
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 8
Jlb & Associates Inc 8
Klr Investment Advisors, Llc 8
Theleme Partners LLP 8
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 8
Blue Pool Management Ltd. 8
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 8
LST - Managed Portfolio Series - Leuthold Select Industries ETF 8
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 8
One Wealth Management Investment & Advisory Services, LLC 8
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 8
Sarbit Advisory Services Inc. 8
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 8
3G Capital Partners LP 8
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I 8
ETABX - MUTUAL FUND SERIES TRUST - Eventide Limited-Term Bond Fund Class A 8
WHGAX - Ultimus Managers Trust - Westwood Quality SmallCap Fund A Class Shares 8
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 8
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF 8
TGVAX - THORNBURG INVESTMENT TRUST - Thornburg International Value Fund - Class A 8
Wealth Dimensions Group, Ltd. 8
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 8
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 8
Locust Wood Capital Advisers, Llc 8
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 8
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 8
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 8
Napean Trading & Investment Co (Singapore) PTE Ltd 8
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 8
Elkhorn Investments, LLC 8
HF Advisory Group, LLC 8
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 8
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 8
Clark Asset Management, LLC 8
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 8
Impact Asset Management GmbH 8
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 8
CVAR - ETF Opportunities Trust - Cultivar ETF 8
JPMORGAN TRUST IV - JPMorgan International Equity Plus Fund Class I 8
Hsbc Advisor Funds Trust 8
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF 8
MXXIX - Marsico Investment Fund - Marsico 21st Century Fund 8
Royal Capital Wealth Management, LLC 8
William Harris Investors Inc 8
Advanced Investment Partners, LLC 8
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 8
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 8
Grant/GrossMendelsohn, LLC 8
TARKX - Clark Fork Trust - Tarkio Fund 8
Alpine Investment Management Ltd 8
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 8
Genworth Financial Inc 8
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 8
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 8
Fs Credit Income Fund 8
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 8
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I 8
Clarity Financial LLC 8
Oxbow Capital Management (HK) Ltd 8
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 8
Archon Partners LLC 8
Williams & Novak, LLC 8
FFLYX - AB CAP FUND, INC. - AB FlexFee Large Cap Growth Portfolio Advisor Class 8
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 8
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 8
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 8
JPAN - MATTHEWS INTERNATIONAL FUNDS - Matthews Japan Active ETF 8
Fortune Financial Advisors, LLC 8
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 8
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 8
PENN SERIES FUNDS INC - Large Cap Growth Fund 8
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 8
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 8
Madison Strategic Sector Premium Fund 8
Columbia Funds Variable Insurance Trust I 8
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 8
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 8
Oppenheimer Dividend Opportunity Fund 8
Evexia Wealth Llc 8
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 8
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 8
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 8
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 8
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 8
LGGAX - Legg Mason Global Asset Management Trust - ClearBridge International Growth Fund Class A 8
Lodestone Wealth Management LLC 8
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 8
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 8
Emerge ETF Trust - Emerge EMPWR Unified Sustainable Equity ETF 8
Beach Investment Management, LLC. 8
Altimeter Capital Management, LP 8
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 8
CWH Capital Management, Inc. 8
ADVANCED SERIES TRUST - AST AQR Emerging Markets Equity Portfolio 8
Wellesley Investment Partners, LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 8
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 8
Beddow Capital Management Inc 8
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 8
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 8
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 8
bLong Financial, LLC 8
Hefty Wealth Partners 8
Promethium Advisors,llc 8
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF 8
Kure Advisory, LLC 8
Crossvault Capital Management LLC 8
Pacific Sage Partners, LLC 8
Broad Peak Investment Holdings Ltd. 8
Thompson Rubinstein Investment Management Inc /or/ 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 8
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES 8
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A 8
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 8
Summit Wealth Group Llc / Co 8
Slocum, Gordon & Co LLP 8
Schroder Investment Management North America Inc/ De 8
Oppenheimer Main Street Mid Cap Fund 8
Serengeti Asset Management LP 8
Signet Investment Advisory Group, Inc. 8
Walkner Condon Financial Advisors LLC 8
Waterway Wealth Management, LLC 8
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 8
Innovative Portfolios 8
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class 8
PUTNAM VARIABLE TRUST - Putnam VT International Growth Fund Class IA Shares 8
Epic Trust Investment Advisors, LLC 8
LKFIX - LKCM Funds - LKCM Fixed Income Fund 8
Aspire Growth Partners LLC 8
Hartwell J M Limited Partnership 8
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 8
Global Alpha Capital Management Ltd. 8
ADVANCED SERIES TRUST - AST Bond Portfolio 2030 8
VCCAX - VALIC Co II - Capital Appreciation Fund 8
Par Capital Management Inc 8
Byrne Financial Freedom, Llc 8
Westshore Wealth, LLC 8
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 8
BlueMar Capital Management, LLC 8
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 8
Bravias Capital Group, LLC 8
SIEYX - SARATOGA ADVANTAGE TRUST - International Equity Portfolio Class A 8
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 8
Flippin Bruce & Porter Inc 8
Lincoln Capital LLC 8
Tripletail Wealth Management, LLC 8
Left Brain Wealth Management, LLC 8
Brooklyn FI, LLC 8
Forefront Wealth Management Inc. 8
Klein Pavlis & Peasley Financial, Inc. 8
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 8
Galvin, Gaustad & Stein, LLC 8
BOSS - Global X Funds - Global X Founder-Run Companies ETF 8
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 8
ARS Wealth Advisors, LLC 8
Investment Partners Asset Management, Inc. 8
Anomaly Capital Management, LP 8
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 8
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 8
Advance Capital Management, Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class 8
RIVGX - American Funds International Vantage Fund - American Funds International Vantage Fund Class R-6 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 8
Crestmont Private Wealth LLC 8
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 8
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares 8
Mason Investment Advisory Services, Inc. 8
Pacific Sun Financial Corp 8
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 8
NFP Retirement, Inc. 8
OEF - iSHARES TRUST - iShares S&P 100 ETF 8
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 8
Financial Partners Group, Inc 8
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 8
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 8
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 8
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 8
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 8
IEV - iSHARES TRUST - iShares Europe ETF 8
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 8
Kayne Anderson Capital Advisors Lp 8
Sage Investment Advisers LLC 8
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 8
Cfs, Llc 8
Blackrock 2022 Global Income Opportunity Trust 8
Mmbg Investment Advisors Co. 8
Barr E S & Co 8
Owen LaRue, LLC 8
Allium Financial Advisors, Llc 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Emerging Markets Fund Class 3 8
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 8
Noble Wealth Management PBC 8
TWEB - Tidal ETF Trust - SoFi Web 3 ETF 8
Wincap Financial Llc 8
FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 8
Tcfg Wealth Management, Llc 8
Ferox Capital LLP 8
PIMCO FUNDS - PIMCO Low Duration Portfolio 8
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 8
WISNX - WILLIAM BLAIR FUNDS - William Blair International Small Cap Growth Fund Class N 8
Capital Financial Services, LLC 8
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 8
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 8
Insight Wealth Partners, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 8
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund 8
TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A 8
Barrier Capital Management, LLC 8
Marshall & Sullivan Inc /wa/ 8
Zimmermann Investment Management & Planning Llc 8
JNL SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 8
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 8
Arbiter Partners Capital Management LLC 8
IronOak Wealth LLC. 8
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 8
Jones Road Capital Management, L.p. 8
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 8
FORH - ETF Opportunities Trust - Formidable ETF 8
Up Strategic Wealth Investment Advisors Llc 8
Falcon Wealth Planning 8
Mirabaud & Cie SA 8
BCS Private Wealth Management, Inc. 8
Altrinsic Global Advisors Llc 8
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 8
Flagship Private Wealth, LLC 8
Running Oak Capital LLC 8
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 8
Spectrum Financial Alliance Ltd LLC 8
Western Financial Corporation 8
Greater Midwest Financial Group, LLC 8
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 8
Aym Capital, Llc 8
Sanders Capital, LLC 8
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 8
Stone Run Capital, Llc 8
Smith Affiliated Capital Corp. 8
Ruane, Cunniff & Goldfarb Inc 8
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 8
Amiya Capital LLP 8
Glenview Capital Management, Llc 8
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A) 8
Jnl Series Trust - Jnl/american Funds Growth Allocation Fund (a) 8
Reliant Investment Partners, LLC 8
Home Federal Bank Of Tennessee 8
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 8
Grace & White Inc /ny 8
BRAGG CAPITAL TRUST - Queens Road Small Cap Value Fund 8
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 8
Northwest Bank & Trust Co 8
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 8
DKRB - Series Portfolios Trust - Subversive Decarbonization ETF 8
SLVYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Value Portfolio Class A 8
JOMEX - JOHCM Funds Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Class Z Shares 8
MASGX - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia ESG Fund Investor Class Shares 8
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 8
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 8
Lone Pine Capital Llc 8
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF 8
PACIFIC SELECT FUND - International Growth Portfolio Class P 8
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 8
MGRIX - Marsico Investment Fund - Marsico Growth Fund 8
LifePlan Financial, LLC 8
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 8
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 8
Hays Advisory Llc 8
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares 8
Adams Asset Advisors, LLC 8
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 8
IBVAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Core Equity Fund Class A 8
Hershey Trust Co 8
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 8
Gruss Capital Management LP 8
Johnson & White Wealth Management, LLC 8
DARP - Tidal Trust II - Grizzle Growth ETF 8
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 8
Sands Capital Management, Llc 8
Family Capital Trust Co 8
Birmingham Capital Management Co Inc/al 8
CONIX - LAZARD FUNDS INC - Lazard US Convertibles Portfolio Institutional Shares 8
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 8
OWSIX - OLD WESTBURY FUNDS INC - Old Westbury All Cap ESG Fund 8
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 8
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 8
PIUIX - Federated Adviser Series - Federated International Equity Fund Institutional Shares 8
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 8
Jnl Series Trust - Jnl/franklin Templeton International Small Cap Fund (a) 8
UVDV - Spinnaker ETF Series - UVA Dividend Value ETF 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 8
Innova Wealth Partners 8
Tower Wealth Partners, Inc. 8
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 8
FEMYX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Emerging Markets Fund 8
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 8
Allegiance Financial Group Advisory Services LLC 8
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 8
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 8
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 8
Wallington Asset Management, LLC 8
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 8
iAB Financial Bank 8
Financial & Investment Management Group Ltd 8
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Global Balanced Allocation Managed Risk Fund Standard Class 8
Robinson Value Management, Ltd. 8
ALPS ETF Trust - ALPS Electrification Infrastructure ETF 8
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 8
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 8
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 8
MITSUBISHI UFJ SECURITIES (USA), Inc. 8
Oppenheimer Main Street Small Cap Fund 8
Templeton Global Opportunities Trust 8
Avaii Wealth Management, Llc 8
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 8
WXCIX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets ex China Growth Fund Class I 8
PLADX - Aristotle Funds Series Trust - Aristotle Short Duration Income Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 8
RNEW - VanEck ETF Trust - VanEck Green Infrastructure ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 8
Port Capital LLC 8
Chris Bulman Inc 8
Fountainhead AM, LLC 8
PENN SERIES FUNDS INC - Large Core Value Fund 8
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 8
OneAscent Family Office, LLC 8
MSD Partners, L.P. 8
PUREfi Wealth, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 8
Long Wharf Investors, Inc. 8
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares 8
Harbor Advisory Corp /ma/ 8
Fulcrum Capital LLC 8
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 8
Godshalk Welsh Capital Management, Inc. 8
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 8
Pacholder High Yield Fund Inc 8
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 8
Cape Ann Savings Bank 8
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 8
Kite Lake Capital Management (uk) Llp 8
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 8
Stenahm Asset Managment Ltd 8
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 8
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 8
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 8
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 8
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 8
Finer Wealth Management, Inc. 8
Lau Associates Llc 8
WEHIX - WEITZ FUNDS - Hickory Fund 8
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 8
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 8
NCM Capital Management, LLC 8
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 8
Running Point Capital Advisors, LLC 8
Usca All Terrain Fund 8
Oppenheimer Main Street Funds 8
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R 8
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 8
Boston Research & Management Inc 8
BXM Wealth LLC 8
Horst & Graben Wealth Management LLC 8
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 8
Highfields Capital Management Lp 8
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 8
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF 8
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 8
Watermark Asset Management, Inc. 8
Bright Futures Wealth Management, LLC. 8
FSYMX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable International Equity Fund Fidelity Advisor Sustainable International Equity Fund: Class M 8
SUNAMERICA SERIES TRUST - SA WellsCap Aggressive Growth Portfolio Class 1 8
George Kaiser Family Foundation 8
Smith Chas P & Associates Pa Cpas 8
PRGIX - T. Rowe Price Growth & Income Fund, Inc. - T. Rowe Price Growth & Income Fund, Inc. 8
Scge Management, L.p. 8
Putnam ETF Trust - Putnam ESG Core Bond ETF - 8
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 8
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF 8
Hendley & Co Inc 8
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 8
SUNAMERICA SERIES TRUST - SA Putnam International Growth and Income Portfolio Class 1 8
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 8
Simplify Asset Management Inc. 8
GGESX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Institutional Service Class 8
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 8
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 8
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 8
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I 8
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 8
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 8
TEFQX - FIRSTHAND FUNDS - Firsthand Technology Opportunities Fund 8
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 8
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 8
Invictus Private Wealth, Llc 8
Cutler Investment Counsel Llc 8
Ironvine Capital Partners, LLC 8
Alterity Financial Group, LLC 8
Highwater Wealth Management, LLC 8
Q Fund Management (Hong Kong) Ltd 8
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A 8
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF 8
Suncoast Equity Management 8
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 8
CMT Asset Management Ltd 8
ASHX - DBX ETF TRUST - Xtrackers MSCI China A Inclusion Equity ETF 8
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1 8
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 8
PKS Advisory Services, LLC 8
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 8
Netols Asset Management, Inc. 8
IWTR - iSHARES TRUST - iShares MSCI Water Management Multisector ETF 8
Cohen & Steers Select Preferred & Income Fund, Inc. 8
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares 8
Riverpoint Wealth Management Holdings, LLC 8
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 8
Opes Wealth Management LLC 8
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 8
CANGX - PROFESSIONALLY MANAGED PORTFOLIOS - CAN SLIM(R) Select Growth Fund Investor Class 8
Train Babcock Advisors Llc 8
New Potomac Partners, LLC 8
TFSCX - TEMPLETON INSTITUTIONAL FUNDS - Foreign Smaller Companies Series Advisor Class 8
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 8
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 8
G2 Capital Management, Llc / Oh 8
BLACKROCK FUNDS - BlackRock China A Opportunities Fund Institutional 8
PP - Tidal Trust II - The Meet Kevin Pricing Power ETF 8
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 8
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF 8
King Investment Advisors Inc/tx 8
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 8
Monolith Management Ltd 8
Ellenbecker Investment Group 8
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6 8
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 8
Crown Wealth Group, LLC 8
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 8
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 8
Prairie Wealth Advisors, Inc. 8
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 8
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 8
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 8
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 8
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 8
SkyTop Capital Management LLC 8
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 8
MMSJX - Series Portfolios Trust - MProved Systematic Multi-Strategy Fund Investor Class 8
Lyrical Asset Management Lp 8
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 8
RYSEX - ROYCE FUND - Royce Special Equity Fund Investment Class 8
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 8
Beaumont Asset Management, L.L.C. 8
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 8
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 8
EZU - iShares, Inc. - iShares MSCI Eurozone ETF 8
Gardiner Nancy B 8
Steele Capital Management, Inc. 8
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6 8
Bigelow Investment Advisors, LLC 8
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 8
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 8
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 8
Professional Advisory Services Inc 8
Evergreen Quality Fund GP, Ltd. 8
Hall Capital Management Co Inc 8
Hillman Capital Management, Inc. 8
Moon Capital Management Lp 8
Berry Wealth Group, LP 8
Financial Advantage, Inc. 8
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A 8
Intrinsic Value Partners, LLC 8
Trajan Wealth LLC 8
VCCEX - VALIC Co I - Core Equity Fund 8
Passumpsic Savings Bank 8
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF 8
Oppenheimer Global Fund 8
BigSur Wealth Management LLC 8
Schneider Downs Wealth Management Advisors, LP 8
BridgePort Financial Solutions, LLC 8
Rockport Wealth LLC 8
Defender Capital, LLC. 8
RQSI Ltd 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6 8
Sound Financial Strategies Group, LLC 8
Burr Financial Services, Llc 8
TFAFX - Collaborative Investment Series Trust - Tactical Growth Allocation Fund Class I 8
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 8
Iat Reinsurance Co Ltd. 8
Iams Wealth Management, Llc 8
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 8
OHIO NATIONAL FUND INC - ON Foreign Portfolio 8
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 8
VLCGX - VALIC Co I - Large Capital Growth Fund 8
Charles Schwab Investment Advisory, Inc. 8
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 8
Oaktop Capital Management Ii, L.p. 8
Van Strum & Towne Inc. 8
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 8
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 8
Engine Capital Management, LP 8
TOWER TRUST & INVESTMENT Co 8
BSEA - ETF Managers Trust - ETFMG Breakwave Sea Decarbonization Tech ETF 8
M&G Investments (USA) Inc. 8
Seven Grand Managers, Llc 8
Annandale Capital, LLC 8
PYA Waltman Capital, LLC 8
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 8
Osher Van de Voorde Investment Management 8
Park Edge Advisors, LLC 8
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 8
EACBX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance 1-to-10 Year Laddered Corporate Bond Fund Class A 8
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 8
Nuveen Preferred & Income Opportunities Fund 8
Atlantic Investment Management Inc 8
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund 8
Paralel Advisors LLC 8
Embree Financial Group 8
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 8
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 8
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 8
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 8
Private Wealth Advisors, LLC 8
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 8
Capital Ventures International 8
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 8
Magnolia Capital Management Ltd 8
Next Level Private LLC 8
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 8
PORTX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Global Equity Fund Retail Class 8
WASIX - ALPS Series Trust - Seven Canyons Strategic Income Fund Investor Class 8
Horizon Wealth Management, LLC 8
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 8
Westbourne Investments, Inc. 8
Sonen Capital LLC 8
SBFCX - VICTORY PORTFOLIOS - Victory INCORE Investment Grade Convertible Fund Class A 8
MEMBERS Trust Co 8
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 8
Peak Financial Management, Inc. 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
St. Louis Financial Planners Asset Management, LLC 8
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF 8
Prakash Investment Advisors Llc 8
180 Degree Capital Corp. /ny/ 8
Security National Bank Of Sioux City Iowa /ia/ 8
Morgan Stanley Income Securities Inc 8
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A 8
Spectrum Advisory Services Inc 8
Arrowroot Family Office, LLC 8
TPG Financial Advisors, LLC 8
EQIAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Income Fund Class A 8
Accretive Wealth Partners, LLC 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 8
NovaPoint Capital, LLC 8
All Season Financial Advisors, Inc. 8
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 8
Bender Robert & Associates 8
Watchman Group, Inc. 8
Maripau Wealth Management Llc 8
Raub Brock Capital Management LP 8
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 8
EKOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Omega Growth Fund Class A 8
SNIEX - BNY Mellon Investment Funds I - BNY Mellon International Equity Fund Class I 8
GEBAX - GOLDMAN SACHS TRUST - Goldman Sachs ESG Emerging Markets Equity Fund Class A Shares 8
Ncm Capital Management Group Inc 8
Bedel Financial Consulting Inc 8
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 8
Threadgill Financial, Llc 8
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 8
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 8
PIGFX - PIONEER SERIES TRUST X - Pioneer Fundamental Growth Fund : Class A 8
JIG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF 7
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 7
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 7
MBA Advisors LLC 7
Elemental Capital Partners LLC 7
Wilkinson Global Asset Management LLC 7
TSDLX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short Duration Income Fund 7
FEVR - Northern Lights Fund Trust IV - Inspire Faithward Large Cap Momentum ESG ETF 7
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 7
Creegan & Nassoura Financial Group, LLC 7
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND 7
Facet Wealth, Inc. 7
CBTG - Listed Funds Trust - Cabot Growth ETF 7
WWOW - Direxion Shares ETF Trust - Direxion World Without Waste ETF 7
Altalis Capital Management LLC 7
Orbis Investment Management (U.S.), LLC 7
Investment Advisory Services Inc /tx /adv 7
RWQ Financial Management Services, Inc. 7
Alamar Capital Management, LLC 7
Vollero Beach Capital Partners LLC 7
Luken Investment Analytics, LLC 7
Managed Asset Portfolios, Llc 7
Taddei, Ludwig & Associates, Inc. 7
Red Wave Investments LLC 7
Redwood Grove Capital, LLC 7
Ararat Capital Management, LP 7
Hall Kathryn A. 7
LYFE - 2nd Vote Funds - 2ndVote Life Neutral Plus ETF 7
One Day In July LLC 7
Montanaro Asset Management Ltd 7
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund 7
Marble Arch Investments, LP 7
Touradji Capital Management, Lp 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 7
AWH Capital, L.P. 7
Baron Financial Group, LLC 7
Chubb Corp 7
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 7
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 7
Longitude (Cayman) Ltd. 7
Signator Financial Services, Inc. 7
Deimos Asset Management LLC 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3 7
Allegiant Private Advisors, LLC 7
Eliot Finkel Investment Counsel, LLC 7
KARIX - Series Portfolios Trust - Kayne Anderson Renewable Infrastructure Fund Class I 7
ETNRX - MUTUAL FUND SERIES TRUST - Eventide Core Bond Fund Class N Shares 7
Bluesphere Advisors, LLC 7
Boussard & Gavaudan Asset Management LP 7
Siphron Capital Management /ca/ 7
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 7
Montis Financial, LLC 7
Revelation Capital Management Ltd. 7
Connolly Sarah T. 7
Salvus Wealth Management, LLC 7
Caliber Wealth Management, Llc 7
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 7
Bennett Selby Investments Lp 7
Calypso Capital Management, LP 7
Sandell Investment Services LLC 7
Fusion Investment Group, LLC 7
PANTHERA INVESTMENT GmbH 7
Valley Forge Investment Consultants Inc Adv 7
RD Finance Ltd 7
Silver Rock Financial LP 7
Legal Advantage Investments, Inc. 7
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 7
Clear Perspectives Financial Planning, LLC 7
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 7
JAOSX - JANUS INVESTMENT FUND - Janus Henderson Overseas Fund Class T 7
HFEAX - JANUS INVESTMENT FUND - Janus Henderson European Focus Fund Class A 7
GROZ - Zacks Trust - Zacks Focus Growth ETF 7
HFOAX - JANUS INVESTMENT FUND - Janus Henderson International Opportunities Fund Class A 7
Tema ETF Trust - Tema Electrification ETF 7
North Berkeley Wealth Management, LLC 7
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF 7
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 7
FFDI - FIDELITY COVINGTON TRUST - Fidelity Fundamental Developed International ETF 7
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 7
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 7
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3 7
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 7
Fire Capital Management LLC 7
Tableaux Llc 7
EDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Emerging Markets Dividend ETF 7
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 7
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A 7
Lighthouse Financial LLC 7
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 7
OBCHX - OBERWEIS FUNDS - Oberweis China Opportunities Fund Investor Class 7
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 7
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 7
CXSE - WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund N/A 7
BNY MELLON VARIABLE INVESTMENT FUND - International Value Portfolio - Initial Shares 7
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF 7
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 7
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 7
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 7
TPYAX - Touchstone Funds Group Trust - Touchstone International Esg Equity Fund Class A 7
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 7
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 7
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 7
JHL Capital Group LLC 7
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 7
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 7
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 7
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 7
ARTKX - ARTISAN PARTNERS FUNDS INC - Artisan International Value Fund Investor Shares 7
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares 7
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares 7
Sunbeam Capital Management, LLC 7
Robotti Robert 7
Richmond Investment Services, LLC 7
Tinicum Inc 7
Pacific Point Advisors, LLC 7
JNMF - WisdomTree Trust - WisdomTree Japan Multifactor Fund N/A 7
Luminist Capital LLC 7
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 7
Investor's Fiduciary Advisor Network, LLC 7
4wealth Advisors, Inc. 7
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 7
Collar Capital Management, LLC 7
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 7
Topsail Wealth Management, LLC 7
Keyvantage Wealth, Llc 7
Hirzel Capital Management LLC 7
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 7
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 7
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A 7
Stenger Family Office, LLC 7
Kane Investment Management, Inc. 7
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class 7
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 7
Coign Capital Advisors LLC 7
Sharpepoint Llc 7
TGRHX - TRANSAMERICA FUNDS - Transamerica International Growth I2 7
TRANSAMERICA SERIES TRUST - Transamerica Greystone International Growth VP Initial 7
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 7
Guardian Partners Inc. 7
ZEGA Investments, LLC 7
Contrarius Group Holdings Ltd 7
North Forty Two & Co. 7
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 7
PSPPX - PRINCIPAL FUNDS INC - International Fund I R-2 7
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 7
JACKSON VARIABLE SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (A) 7
KBA - Krane Shares Trust - KraneShares Bosera MSCI China A Share ETF 7
Marshall Investment Management, Llc 7
Drum Hill Capital, LLC 7
BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares 7
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 7
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A 7
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 7
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 7
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 7
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 7
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 7
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 7
Fortress Financial Solutions, LLC 7
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 7
Lightrock Netherlands B.V. 7
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 7
McHugh Group, LLC 7
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 7
AMERICAN FUNDS INSURANCE SERIES - Portfolio Series - American Funds Growth and Income Portfolio Class 4 7
MYCL - SSGA Active Trust - SPDR SSGA My2032 Corporate Bond ETF 7
Avantra Family Wealth, Inc. 7
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class 7
Kaufman Rossin Wealth, LLC 7
Orca Wealth Management, LLC 7
AMERICAN FUNDS INSURANCE SERIES - Portfolio Series - American Funds Managed Risk Growth and Income Portfolio Class P2 7
AMERICAN FUNDS INSURANCE SERIES - Portfolio Series - American Funds Managed Risk Growth Portfolio Class P2 7
Clarendon Private LLC 7
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 7
HAISX - HARBOR FUNDS - Harbor International Small Cap Fund Institutional Class 7
PACIFIC SELECT FUND - International Value Portfolio Class I 7
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 7
JHKAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG All Cap Core Fund Class A 7
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 7
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 7
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 7
ADVANCED SERIES TRUST - AST Jennison Large-Cap Growth Portfolio 7
Advanced Series Trust - Ast J.p. Morgan International Equity Portfolio 7
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES 7
American Alpha Advisors, LLC 7
Cannon Advisors, Inc. 7
Taylor Hoffman Capital Management LLC 7
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2028 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Growth Portfolio Class A 7
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class 7
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund 7
PRIJX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Discovery Stock Fund 7
HNASX - HOMESTEAD FUNDS INC - Growth Fund 7
BNIEX - UBS FUNDS - UBS International Sustainable Equity Fund CLASS A 7
BNEQX - UBS FUNDS - UBS U.S. Sustainable Equity Fund Class A 7
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 7
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 7
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 7
HPEAX - HIGHLAND FUNDS II - Highland Socially Responsible Equity Fund Class A 7
Convergence Financial, LLC 7
von Borstel & Associates, Inc. 7
TRGSX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Focused Growth Equity Fund 7
TRCEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Core Equity Fund 7
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares 7
Eagle Capital Management Llc 7
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y 7
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 7
TCW ETF Trust - TCW Flexible Income ETF 7
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 7
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 7
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 7
ACLTX - American Century Mutual Funds, Inc. - Nt Growth Fund G Class 7
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF 7
Ted Buchan & Co 7
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 7
RFAP - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Asia Pacific ETF 7
William B. Walkup & Associates, Inc. 7
Raffles Associates Lp 7
Correct Capital Wealth Management 7
Jnl Series Trust - Jnl/causeway International Value Select Fund (a) 7
Brass Tax Wealth Management, Inc 7
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 7
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 7
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 7
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 7
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 7
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 7
CCEPX - AMERICAN BEACON FUNDS - American Beacon Continuous Capital Emerging Markets Fund Investor Class 7
Amplify ETF Trust - Amplify BlueStar Israel Technology ETF 7
Amplify ETF Trust - Amplify Video Game Tech ETF 7
Huber Capital Management LLC 7
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 7
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF 7
Oxford Wealth Group, LLC 7
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 7
CGAFX - CALVERT IMPACT FUND INC - Calvert Green Bond Fund Class A 7
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 7
Mosaic Financial Group, Llc 7
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 7
Umpqua Bank 7
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class 7
New Insight Wealth Advisors 7
Summerhill Capital Management lnc. 7
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 7
Guardian Asset Advisors, LLC 7
Avenir Corp 7
Aegis Financial Corp 7
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 7
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A 7
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 7
CHIK - Global X Funds - Global X MSCI China Information Technology ETF 7
Granite Group Advisors, LLC 7
AAEYX - Adviser Managed Trust - Core Fixed Income Fund 7
Napatree Capital Llc 7
WT Wealth Management 7
Bernzott Capital Advisors 7
Ariston Services Group 7
COMMERCE FUNDS - The MidCap Value Fund Shares 7
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 7
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 7
Rutabaga Capital Management Llc/ma 7
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF 7
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 7
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 7
Taylor Financial Group, Inc. 7
Estuary Capital Management LP 7
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 7
Optimist Retirement Group LLC 7
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A 7
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 7
SilverOak Wealth Management LLC 7
Canal Capital Management, LLC 7
Girard Securities, Inc. 7
WCMEX - Investment Managers Series Trust - WCM Focused Emerging Markets Fund Institutional Class 7
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I 7
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 7
Gw Capital Inc 7
Battery Global Advisors, LLC 7
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 7
Wellington Wealth Strategies, LLC. 7
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 7
Zega Financial, LLC 7
Bpv Family Of Funds 7
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 7
Martin & Co Inc /tn/ 7
Holistic Planning, LLC 7
FLTW - Franklin Templeton ETF Trust - Franklin FTSE Taiwan ETF 7
Christopher J. Hasenberg, Inc 7
Edgar Lomax Co/va 7
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 7
Swisher Financial Concepts, Inc. 7
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 7
Lincluden Management Ltd 7
ROI Financial Advisors, LLC 7
Rollins Financial Advisors, LLC 7
Provident Investment Management, Inc. 7
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 7
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 7
Raiff Partners Inc 7
Standard Pacific Capital Llc/ca 7
IMIOX - Voya INVESTORS TRUST - VY(R) T. Rowe Price International Stock Portfolio Class ADV 7
Hansen & Associates Financial Group, Inc. 7
Burkett Financial Services, Llc 7
Westport Advisers Llc 7
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 7
Wesleyan Assurance Society 7
Haverford Financial Services, Inc. 7
HTAB - Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF 7
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 7
Swaine & Leidel Wealth Services, Llc 7
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 7
Peachtree Investment Partners, LLC 7
Opus Investment Management Inc 7
Private Client Services, Llc 7
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 7
Harbour Trust & Investment Management Co 7
Greenvale Capital LLP 7
Arvest Investments, Inc. 7
Cedrus LLC 7
Cultivar Capital, Inc. 7
Invera Wealth Advisors, LLC 7
EELV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF 7
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 7
Pacific Wealth Strategies Group, Inc. 7
LongView Wealth Management 7
Leibman Financial Services, Inc. 7
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 7
IFOCX - Aim Sector Funds (invesco Sector Funds) - Invesco Technology Sector Fund Class C 7
MA Private Wealth 7
HICIX - Advisors' Inner Circle Fund II - Hancock Horizon International Small Cap Fund Institutional Class 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
Shulman DeMeo Asset Management LLC 7
West Chester Capital Advisors, Inc 7
Fidelity D & D Bancorp Inc 7
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class 7
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 7
Allen Mooney & Barnes Investment Advisors LLC 7
ECOW - Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF 7
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 7
Kickstand Ventures, Llc. 7
RK Capital Management, LLC/FL 7
BERIX - Chartwell Funds - Berwyn Income Fund 7
Shariaportfolio, Inc. 7
Reitz Capital Advisors LLC 7
Etesian Wealth Advisors, Inc. 7
Lineweaver Wealth Advisors, LLC 7
Rithm Capital Corp. 7
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 7
MXIGX - GREAT-WEST FUNDS INC - Great-West International Growth Fund Investor Class 7
Pennant Investors, Lp 7
Cantillon Capital Management Llc 7
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 7
Prosperity Financial Group, Inc. 7
Kays Financial Advisory Corp /adv 7
NCM Capital Advisers, Inc. 7
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I 7
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 7
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares 7
Aull & Monroe Investment Management Corp 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class 7
MPITX - BNY MELLON FUNDS TRUST - BNY Mellon International Fund Class M Shares 7
Schwab Charitable Fund 7
Loveless Wealth Management LLC 7
Hendershot Investments Inc. 7
Slagle Financial, LLC 7
Veritas Investment Management (UK) Ltd 7
BMATX - BMO FUNDS, INC. - BMO Alternative Strategies Fund Class A 7
Greenwoods Asset Management Ltd 7
Birch Grove Capital LP 7
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 7
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 7
BOTZ - Global X Funds - Global X Robotics & Artificial Intelligence ETF 7
Ofi Funds Trust 7
Hudson Canyon Capital Management 7
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 7
Performa Ltd (US), LLC 7
Thomaspartners, Inc. 7
Aurora Financial Advisors, Llc 7
Exor Capital LLP 7
Xai Octagon Floating Rate & Alternative Income Term Trust 7
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 7
Leonard Rickey Investment Advisors P.L.L.C. 7
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio 7
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 7
Weik Capital Management 7
IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF 7
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6 7
Harvest Investment Advisors, LLC 7
Santa Barbara Asset Management, Llc 7
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 7
Gradient Capital Advisors, LLC 7
RiverGlades Family Offices LLC 7
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 7
Silverleafe Capital Partners, LLC 7
Outfitter Advisors, Ltd. 7
COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A 7
Irving Magee Investment Management 7
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 7
Bell & Brown Wealth Advisors, Llc 7
Domani Wealth, LLC 7
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 7
KEMPER Corp 7
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A 7
Valley Forge Asset Management, Llc 7
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 7
Foresight Global Investors, Inc. 7
Brady Family Wealth, Llc 7
Legacy Trust 7
Somerset Group LLC 7
AMS Capital Ltda 7
ASHS - DBX ETF TRUST - Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 7
Hikari Power Ltd 7
Financial Partners Capital Management Llc 7
Dreyfus Manager Funds I 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
Kalmar Pooled Investment Trust 7
Jpmorgan China Region Fund, Inc. 7
Pineno Levin & Ford Asset Management, Inc. 7
Appleton Group, Llc 7
ADVLX - Investment Managers Series Trust - Vaughan Nelson International Small Cap Fund Institutional Class 7
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 7
PARUS FINANCE (UK) Ltd 7
MSDMX - MORGAN STANLEY INSTITUTIONAL FUND INC - Sustainable Emerging Markets Portfolio Class R6 7
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 7
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 7
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 7
Lesa Sroufe & Co 7
Tillman Hartley LLC 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
Boulder Wealth Advisors, LLC 7
FPPTX - FPA CAPITAL FUND INC - FPA Capital Fund, Inc. 7
Oppenheimer Master Loan Fund, Llc 7
Alpha Financial Partners, LLC 7
APFBX - Cavanal Hill Funds - Moderate Duration Fund Investor 7
Minerva Advisors LLC 7
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 7
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 7
Mcintyre Freedman & Flynn Investment Advisers Inc 7
Bourne Lent Asset Management Inc 7
CVMAX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Equity Fund Class A 7
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 7
Caz Investments Lp 7
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 7
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 7
Weybosset Research & Management Llc 7
SSEMX - SSGA FUNDS - State Street Defensive Emerging Markets Equity Fund Class N 7
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 7
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 7
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 7
VAMGX - VALIC Co II - Mid Cap Growth Fund 7
KFA Private Wealth Group, LLC 7
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 7
MGLBX - Marsico Investment Fund - Marsico Global Fund 7
MFOCX - Marsico Investment Fund - Marsico Focus Fund 7
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 7
Rooted Wealth Advisors, Inc. 7
Syntegra Private Wealth Group, LLC 7
Western Asset/claymore Inflation-linked Securities & Income Fund 7
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 7
Western Asset/claymore Inflation-linked Opportunities & Income Fund 7
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 7
Salient Midstream & Mlp Fund 7
Lwmg, Llc 7
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 7
Windward Capital Management Co /ca 7
Susquehanna Trust & Investment Co 7
Tortoise Energy Infrastructure Corp 7
WFGDX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Growth Fund Administrator Class 7
Tortoise Energy Independence Fund, Inc. 7
Guggenheim Credit Allocation Fund 7
KOKUSAI Asset Management Co., Ltd. 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A 7
EWT - iShares, Inc. - iShares MSCI Taiwan ETF 7
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc 7
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 7
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 7
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 7
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF 7
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 7
Apollo Senior Floating Rate Fund Inc. 7
NOPE - Tidal ETF Trust - Noble Absolute Return ETF 7
Unique Wealth, Llc 7
Lodestar Investment Counsel Llc/il 7
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 7
Sterling Investment Management, Inc. 7
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 7
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund 7
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 7
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class 7
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 7
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 7
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF 7
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 7
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 7
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 7
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 7
Cohen & Steers Reit & Preferred Income Fund Inc 7
Sunburst Financial Group, LLC 7
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund 7
WJ Wealth Management, LLC 7
Martin Currie Ltd 7
W.H. Cornerstone Investments Inc. 7
Cooperatieve Rabobank U.A. 7
Integrity Wealth Advisors, Inc. 7
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 7
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund 7
AOTG - EA Series Trust - AOT Growth and Innovation ETF 7
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 7
Royal Harbor Partners, LLC 7
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 7
PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional 7
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 7
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 7
Hummer Financial Advisory Services Inc 7
Nuveen High Income November 2021 Target Term Fund 7
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 7
Nuveen Real Asset Income & Growth Fund 7
Powell Investment Advisors, LLC 7
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 7
Madison Wealth Management 7
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares 7
Bridgewealth Advisory Group, LLC 7
Emerald Advisors, LLC 7
Nuveen Multi-market Income Fund 7
New Germany Fund Inc 7
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 7
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 7
Horizons Wealth Management 7
Dividend Builder Portfolio 7
W Advisors, Llc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Income Allocation Fund Standard Class 7
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund 7
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 7
Intrepid Financial Planning Group LLC 7
Plan Group Financial, LLC 7
Matterhorn Capital Management, LLC 7
Rothschild Capital Partners, LLC 7
Drake & Associates, LLC 7
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 7
Blackhill Capital Inc 7
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 7
Summit Financial Strategies, Inc. 7
Sculati Wealth Management, LLC 7
Oppenheimer Senior Floating Rate Plus Fund 7
Oppenheimer Corporate Bond Fund 7
Oppenheimer Senior Floating Rate Fund 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Global Growth Allocation Managed Risk Fund Standard Class 7
Petix & Botte Co 7
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 7
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2 7
Hyperion Capital Advisors LP 7
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 7
Stonehearth Capital Management, LLC 7
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 7
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund 7
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund 7
Stamina Capital Management Lp 7
Farmer Steven Patrick 7
Templeton Emerging Markets Fund 7
Mirova US LLC 7
EMBIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Blend Portfolio Institutional Shares 7
XHYD - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF 7
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 7
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 7
Davidson Trust Co 7
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 7
Pioneer Trust Bank N A/or 7
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 7
McCollum Christoferson Group LLC 7
Trellis Advisors, LLC 7
Wim Asset Management (hk) Ltd 7
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares 7
360 Financial, Inc. 7
Danda Trouve Investment Management, Inc. 7
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 7
Hightower 6M Holding, LLC 7
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 7
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 7
HRMEX - HARBOR FUNDS - Harbor Robeco Emerging Markets Active Equities Fund Retirement Class 7
Leeward Investments, LLC - MA 7
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 7
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund 7
Legacy CG, LLC 7
Van Cleef Asset Management,Inc 7
Trinity Street Asset Management LLP 7
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 7
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class 7
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 7
Stanley Capital Management, LLC 7
Aletheian Wealth Advisors LLC 7
Capstone Financial Group, Inc. 7
Ken Stern & Associates, Inc. 7
Otter Creek Management Inc 7
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 7
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 7
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 7
Retirement Solution Inc. 7
Meixler Investment Management, Ltd. 7
HYA Advisors, Inc 7
BetterWealth, LLC 7
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 7
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 7
Wharton Business Group, LLC 7
Berkshire Money Management, Inc. 7
Holland Capital Management Llc 7
Inverness Investment Group, LLC 7
Jacobson & Schmitt Advisors, Llc 7
Bristol Gate Capital Partners Inc. 7
Arbor Investment Advisors, LLC 7
Carmel Capital Management L.L.C. 7
Richwood Investment Advisors, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT AllianzGI International Growth Fund Class I 7
FBPBX - WILLIAMSBURG INVESTMENT TRUST - FBP Appreciation & Income Opportunities Fund 7
Mcrae Capital Management Inc 7
Letson Investment Management, Inc. 7
Blue Sky Asset Management, LLC 7
440 Investment Group, Llc 7
Biltmore Wealth Management, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Mondrian International Value Fund Standard Class 7
P-Solve Investments Ltd 7
Eagle Bluffs Wealth Management LLC 7
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 7
Spinnaker Investment Group, LLC 7
Gerry Farber, LLC 7
Capital Investment Services of America, Inc. 7
Eudaimonia Advisors Llc 7
Charter Bridge Capital Management, L.P. 7
Fundsmith LLP 7
Tetrem Capital Management Ltd. 7
Vetamer Capital Management, L.p. 7
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 7
Westwood Wealth Management 7
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 7
SAPEX - Advisors Preferred Trust - Spectrum Advisors Preferred Fund Investor Class Shares 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Growth Allocation Fund Standard Class 7
CTF Capital Management, LP 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
Intrepid Family Office Llc 7
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 7
Fiduciary Services Corp/ga 7
Kenfarb & Co. 7
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 7
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 7
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class 7
Key Group Holdings (cayman), Ltd. 7
Chemistry Wealth Management LLC 7
PMOM - Principal Exchange-Traded Funds - Principal Sustainable Momentum Index ETF 7
Flynn Zito Capital Management, Llc 7
Kellett Schaffner Wealth Advisors LLC 7
PENN SERIES FUNDS INC - High Yield Bond Fund 7
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 7
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 7
Monograph Wealth Advisors, Llc 7
Mount Capital Ltd 7
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 7
Abeille Asset Management Sa 7
Acadia Trust Na 7
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 7
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 7
VELA Investment Management, LLC 7
Silver Lake Group, L.L.C. 7
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 7
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 7
Jackson Thornton Asset Management, Llc 7
PagnatoKarp Partners LLC 7
Pear Tree Advisors Inc 7
Phraction Management LLC 7
ZEMIX - Advisors' Inner Circle Fund III - Ninety One Emerging Markets Equity Fund I Shares 7
Florence Capital Advisors, LLC 7
Tbp Advisors Ltd 7
KCIIX - Advisors' Inner Circle Fund III - Knights of Columbus International Equity Fund I Shares 7
Blodgett Wealth Advisors, Llc 7
Keystone Financial Services 7
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 7
Vantis Investment Advisers L.P. 7
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 7
IZRL - Ark ETF Trust - ARK Israel Innovative Technology ETF 7
Bowman & Co S.C. 7
Palogic Value Management, L.P. 7
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 7
TPG Group Holdings (SBS) Advisors, Inc. 7
Lee Johnson Capital Management, Llc 7
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 7
Arrow Investments Trust - Arrow DWA Country Rotation ETF 7
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 7
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 7
Straight Path Wealth Management 7
FNETX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Communications Fund 7
NSMVX - NORTHERN LIGHTS FUND TRUST II - North Star Micro Cap Fund Class I Shares 7
Virginia Wealth Management Group, Inc. 7
White Knight Strategic Wealth Advisors, LLC 7
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 7
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 7
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF 7
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund 7
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 7
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 7
PAJBX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM ESG Total Return Bond Fund Class R6 7
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 7
FBLUX - Managed Portfolio Series - Friess Brandywine Blue Fund Class I 7
KOIN - EXCHANGE TRADED CONCEPTS TRUST - Innovation Shares NextGen Protocol ETF 7
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 7
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 7
BRILLIANCE ASSET MANAGEMENT Ltd 7
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I 7
Marathon Asset Mgmt Ltd 7
Price Michael F 7
HYDR - Global X Funds - Global X Hydrogen ETF 7
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 7
PZINX - ADVISORS SERIES TRUST - Pzena International Value Fund Institutional 7
Hixon Zuercher, LLC 7
SPQQ - Siren ETF Trust - Siren Large Cap Blend Index ETF 7
Gavea Investimentos Ltda 7
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 7
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 7
VGI Partners Ltd 7
DW Partners, LP 7
Confluence Wealth Management LLC 7
FOURPOINTS Investment Managers, S.A.S. 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 7
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 7
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 7
Timberline Asset Management LLC 7
Dryden Capital, LLC 7
Border to Coast Pensions Partnership Ltd 7
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 7
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 7
IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I 7
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 7
Sagard Holdings Management Inc. 7
REDW Wealth LLC 7
Steel Partners Holdings L.p. 7
Cambridge Financial Group, LLC 7
Impax Asset Management (AIFM) Ltd 7
Corsicana & Co. 7
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 7
Wescott Financial Advisory Group, LLC 7
Roxbury Capital Management 7
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 7
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF 7
Feis Lawrence Michael 7
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 7
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 7
Lytton Laurence W 6
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 6
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 6
LWM Advisory Services, LLC 6
Enzi Wealth 6
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 6
POGSX - Oak Associates Funds - Pin Oak Equity Fund 6
CVRD - Madison ETFs Trust - Madison Covered Call ETF 6
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 6
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 6
Bankers Trust Co 6
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 6
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 6
Ceera Investments, Llc 6
QLVE - FlexShares Trust - FlexShares Emerging Markets Quality Low Volatility Index Fund 6
Galibier Capital Management Ltd. 6
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 6
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 6
Kinloch Capital, LLC 6
Fiera Capital Series Trust - FIERA CAPITAL EMERGING MARKETS FUND Investor Class 6
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 6
Riversville Capital, Inc. 6
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 6
Financial Consulate, Inc 6
Shayne & Co., Llc 6
MN Wealth Advisors, LLC 6
Ayrshire Capital Management LLC 6
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I 6
Jabodon Pt Co 6
Sanford Advisory Services, LLC 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
Hudson Portfolio Management LLC 6
GSIEX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity ESG Fund Institutional 6
CogentBlue Wealth Advisors, LLC 6
Swan Global Investments, LLC 6
GSAIX - GOLDMAN SACHS TRUST - Goldman Sachs China Equity Fund Institutional 6
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 6
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class 6
Compass Planning Associates Inc 6
Sasco Capital Inc / Ct/ 6
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 6
Saratoga Research & Investment Management 6
Wilsey Asset Management Inc 6
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF 6
Southernsun Asset Management, Llc 6
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 6
Pettinga Financial Advisors, LLC 6
Matauro, Llc 6
Oppenheimer & Close, LLC 6
Josh Arnold Investment Consultant, Llc 6
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 6
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 6
HDRO - ETF Series Solutions - Defiance Next Gen H2 ETF 6
BAFQX - Brown Advisory Funds - Brown Advisory Emerging Markets Select Fund Institutional Shares 6
EMJ Capital Ltd. 6
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 6
BGUIX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Discovery Fund Institutional Class 6
Partners Wealth Management, Llc 6
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 6
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 6
Prasad Wealth Partners, LLC 6
Newgate Capital Management Llc 6
SDVAX - SUNAMERICA SERIES, INC. - AIG Select Dividend Growth Fund A Shares 6
Purkiss Capital Advisors LLC 6
BlueStem Wealth Partners, LLC 6
Matthew Goff Investment Advisor, LLC 6
LKEQX - LKCM Funds - LKCM Equity Fund 6
DJE Kapital AG 6
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 6
Financial Strategy Network, LLC 6
Unified Investment Management 6
Cairn Investment Group, Inc. 6
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A 6
Bennicas & Associates, Inc. 6
Keystone Global Partners, LLC 6
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 6
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 6
Colton Groome Financial Advisors, Llc 6
XOVR - EntrepreneurShares Series Trust - ERShares Entrepreneur 30 ETF 6
RBNAX - Investment Managers Series Trust - Robinson Opportunistic Income Fund Class A Shares 6
Hurlow Wealth Management Group, Inc. 6
WCG Management, L.P. 6
Independence Trust CO 6
Precedent Wealth Partners, Llc 6
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF 6
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 6
CLTAX - MUTUAL FUND SERIES TRUST - Catalyst/Lyons Tactical Allocation Fund Class A 6
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 6
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 6
ASIA - MATTHEWS INTERNATIONAL FUNDS - Matthews Pacific Tiger Active ETF 6
CM Management, LLC 6
Postrock Partners Llc 6
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 6
Twin City Private Wealth, Llc 6
Yarger Wealth Strategies, Llc 6
Hill Island Financial Llc 6
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 6
Wilen Investment Management Corp. 6
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 6
Rudd International, Inc. 6
Realm Partners LLC 6
MAPTX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS PACIFIC TIGER FUND Investor Class Shares 6
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 6
Mizuho Bank, Ltd. 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 6
Haven Capital Group, Inc. 6
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 6
Absolute Gestao de Investimentos Ltda. 6
Joho Capital Llc 6
CMBEX - World Funds Trust - Curasset Capital Management Core Bond Fund Founders Class 6
CV Advisors LLC 6
DFA INVESTMENT TRUST CO - The Canadian Small Company Series 6
Maxwell Wealth Strategies Inc. 6
FDCF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Communications ETF 6
Gemsstock Ltd. 6
SageGuard Financial Group, LLC 6
Loup Funds, LLC 6
Harbor Group, Inc. 6
Acorns Advisers, LLC 6
IDMAX - LITMAN GREGORY FUNDS TRUST - iM Dolan McEniry Corporate Bond Fund Investor Class 6
Retirement Guys Formula Llc 6
Fiduciary Financial Services Of The Southwest Inc /tx 6
Blue Edge Capital, LLC 6
Hutchinson Capital Management/ca 6
PACIFIC FUNDS SERIES TRUST - PF Growth Fund CLASS P 6
Sante Capital Fund, LP 6
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 6
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 6
Disciplined Equity Management, Inc. 6
Settian Capital LP 6
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 6
James J. Burns & Company, LLC 6
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 6
Ern Llc 6
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 6
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 6
Black Creek Investment Management Inc. 6
Tree Line Advisors (Hong Kong) Ltd. 6
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 6
HFG Advisors, Inc. 6
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 6
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 6
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 6
HDV - iSHARES TRUST - iShares Core High Dividend ETF 6
Moment Partners, LLC 6
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 6
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 6
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 6
Raelipskie Partnership 6
Arvin Capital Management LP 6
Ewing Morris & Co. Investment Partners Ltd. 6
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 6
Multi-strategy Growth & Income Fund 6
CCRV - iShares U.S. ETF Trust - iShares Commodity Curve Carry Strategy ETF 6
APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class 6
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 6
Uniting Wealth Partners, LLC 6
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF 6
BGCWX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Choice Fund Class 2 6
Marion Wealth Management 6
Fcm Investments/tx 6
Certior Financial Group, Llc 6
Gratia Capital, Llc 6
Hongkou Capital LP 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
Board of Trustees of The Leland Stanford Junior University 6
Gator Capital Management, LLC 6
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF 6
Nuveen Global Equity Income Fund 6
Columbus Macro, LLC 6
Foresters Asset Management Inc. 6
Motiv8 Investments LLC 6
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 6
Blue Harbour Group, L.P. 6
FTSIX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund Institutional Shares 6
Consilio Wealth Advisors, Llc 6
Japan Smaller Capitalization Fund Inc 6
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 6
ECOZ - Listed Funds Trust - TrueShares ESG Active Opportunities ETF 6
Austin Wealth Management, LLC 6
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 6
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 6
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C 6
Polarity Investment Partners LP 6
Stillwater Capital Advisors, LLC 6
NEA Management Company, LLC 6
USCOX - US GLOBAL INVESTORS FUNDS - China Region Fund 6
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 6
Curran Financial Partners, LLC 6
Wulff, Hansen & Co. 6
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF 6
Blue Rock Advisors, Inc. 6
IMNAX - TRANSAMERICA FUNDS - Transamerica Global Equity A 6
Te Ahumairangi Investment Management Ltd 6
Bandera Partners LLC 6
IvyRock Asset Management (HK) Ltd 6
First Trust Bank, Ltd. 6
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 6
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 6
Wilkins Investment Counsel Inc 6
Spurstone Advisory Services, LLC 6
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 6
Bayberry Capital Partners LP 6
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF 6
Benchstone Capital Management LP 6
NWLEX - NATIONWIDE MUTUAL FUNDS - Nationwide Long/Short Equity Fund Class A 6
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 6
RHS Financial, LLC 6
Riverstone Holdings Llc 6
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 6
Para Advisors Llc 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 6
Fundsmith Investment Services Ltd. 6
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 6
Day & Ennis, LLC 6
SBBIX - Schroder Series Trust - Schroder Total Return Fixed Income Fund - Investor Class 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
APOIX - American Century Investment Trust - Short Duration Inflation Protection Bond Fund Investor Class 6
Sone Capital Management, LLC 6
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 6
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 6
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 6
D. E. Shaw & Co, L.p. 6
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 6
Everett Capital Advisors UK LLP 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 6
Bluepoint Investment Series Trust 6
Carleon Capital Partners LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 6
Sharp Financial Services, LLC 6
Vista Cima Wealth Management LLC 6
Community Bank of Raymore 6
CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares 6
Elser Financial Planning, Inc 6
Investment Advisory Group, LLC 6
BHTAX - Northern Lights Fund Trust - Beech Hill Total Return Fund Class A Shares 6
TGGWX - TCW FUNDS INC - TCW Enhanced Commodity Strategy Fund Class I 6
Shelter Mutual Insurance Co 6
CAMGX - Advisors' Inner Circle Fund - Cambiar Global Equity Fund Investor Class Shares 6
Caldwell Investment Management Ltd. 6
TGUSX - TCW FUNDS INC - TCW New America Premier Equities Fund Class I 6
TAPKX - TRANSAMERICA FUNDS - Transamerica Sustainable Bond I 6
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 6
Munro Partners 6
Allied Investment Advisors, LLC 6
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 6
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 6
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 6
LDMIX - LAZARD FUNDS INC - Lazard Developing Markets Equity Portfolio Institutional Shares 6
Cypress Advisory Group LLC 6
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class M Shares 6
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A 6
Litespeed Management, L.L.C. 6
Covey Capital Advisors, LLC 6
Mosley Wealth Management 6
Tiff Advisory Services Inc 6
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 6
Gallo Partners, LP 6
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 6
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 6
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth Portfolio Class IA 6
MY.Alpha Management HK Advisors Ltd 6
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 6
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 6
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 6
Strategic Planning, Inc. 6
Investment Management Corp /va/ /adv 6
Unionview, Llc 6
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 6
Hill City Capital, LP 6
Dymon Asia Capital Ltd 6
CORDA Investment Management, LLC. 6
Financial Council Asset Management Inc 6
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 6
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 6
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 6
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 6
Wormser Freres Gestion 6
Fusion Capital, LLC 6
ZVNBX - Trust for Advised Portfolios - Zevenbergen Growth Fund Investor Class 6
Codex Capital Asset Management L.L.C. 6
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF 6
PCG Wealth Advisors, LLC 6
Bonness Enterprises Inc 6
Mirabaud Asset Management Ltd 6
Bassett Hargrove Investment Counsel, Llc 6
SC&H Financial Advisors, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class 6
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 6
Voit & Company, Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century International Fund Service Class 6
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 6
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 6
Biondo Investment Advisors, LLC 6
Pinnacle Wealth Management Group, Inc. 6
AYAL Capital Advisors Ltd 6
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 6
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 6
Apollo Tactical Income Fund Inc. 6
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I 6
Zeke Lp /pa 6
Liberty Square Wealth Partners Llc 6
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A 6
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 6
National Investment Services of America, LLC 6
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I 6
Kazazian Asset Management, LLC 6
WIGTX - ALPS Series Trust - Seven Canyons World Innovators Fund Institutional Class 6
Pennant Capital Management, LLC 6
ADAR1 Capital Management, LLC 6
FEMR - FIDELITY COVINGTON TRUST - Fidelity Enhanced Emerging Markets ETF 6
National Mutual Insurance Federation of Agricultural Cooperatives 6
Sutton Place Investors Llc 6
Madison Wealth Partners, Inc 6
Basswood Capital Management, L.l.c. 6
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 6
Broadleaf Partners, LLC 6
Shore Point Advisors, LLC 6
Endicott Management Co 6
Hoplite Capital Management, L.p. 6
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 6
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 6
Scalar Gauge Management, Llc 6
Heritage Investment Group, Inc. 6
Smith Thornton Advisors LLC 6
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 6
Ecofi Investissements Sa 6
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares 6
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 6
Panview Asian Equity Master Fund 6
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 6
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class 6
Goodwin Investment Advisory 6
Zelman Capital LLC 6
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 6
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 6
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 6
Argent Trust Company, N.a. 6
Jnl Series Trust - Jnl/s&p Competitive Advantage Fund (a) 6
Jnl Series Trust - Jnl/pimco Real Return Fund (a) 6
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 6
Freshford Capital Management, LLC 6
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 6
Chesapeake Partners Management Co Inc/md 6
Space Summit Capital LLC 6
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 6
BGETX - BAILLIE GIFFORD FUNDS - Baillie Gifford EAFE Fund Class 2 6
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 6
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF 6
Keyes, Stange & Wooten Wealth Management, LLC 6
Access Financial Services, Inc. 6
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 6
Security Asset Management 6
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF 6
INVN - Alger ETF Trust - Alger Russell Innovation ETF 6
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 6
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 6
Gray Financial Group /ga /adv /adv 6
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 6
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 6
Financial Management Network Inc 6
BISIX - Blackrock Funds - Blackrock International Dividend Fund Institutional 6
HHBUX - Advisors' Inner Circle Fund II - HANCOCK HORIZON BURKENROAD SMALL CAP FUND INVESTOR CLASS SHARES 6
Millie Capital Management, Llc 6
BNY MELLON VARIABLE INVESTMENT FUND - International Equity Portfolio - Initial Shares 6
Clayton Financial Group LLC 6
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 6
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 6
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 6
American Investment Services, Inc. 6
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares 6
Lantern Wealth Advisors, LLC 6
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class 6
Guardian Variable Products Trust - Guardian International Growth VIP Fund 6
Glovista Investments LLC 6
Timelo Investment Management Inc. 6
Heritage Way Advisors, LLC 6
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 6
Elk River Wealth Management, LLC 6
Creekside Partners 6
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 6
Nantahala Capital Management, LLC 6
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund 6
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 6
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 6
Laurel Grove Capital, LLC 6
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 6
Vista Capital Partners, Inc. 6
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 6
Southern Capital Advisors, Llc 6
Bain Capital Public Equity Management Ii, Llc 6
CA Family Wealth, LLC 6
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 6
Alpha Wealth Funds, LLC 6
Trustco Bank Corp N Y 6
Scion Asset Management, LLC 6
HHR Asset Management, LLC 6
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 6
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 6
Wealth Management Solutions, LLC 6
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 6
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 6
Northstar Financial Companies, Inc. 6
BIIEX - BRANDES INVESTMENT TRUST - Brandes International Equity Fund Class I 6
MPEMX - Gallery Trust - MONDRIAN EMERGING MARKETS VALUE EQUITY FUND 6
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund 6
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 6
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 6
ASCAA - ANCHOR SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 6
O'Brien Greene & Co. Inc 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF 6
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 6
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 6
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 6
Curian Series Trust 6
TCW ETF Trust - TCW Corporate Bond ETF 6
PacWest Financial Management Inc 6
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
L1 Capital Global Opportunities Master Fund, Ltd. 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 6
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class 6
OneAscent Investment Solutions LLC 6
R.m.sincerbeaux Capital Management Llc 6
FPCGX - ADVISORS SERIES TRUST - Fort Pitt Capital Total Return Fund 6
Harrison & Co Wealth Management, LLC 6
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 6
IPOYX - IVY FUNDS - Ivy Emerging Markets Equity Fund Class Y 6
20/20 Capital Management, Inc. 6
Sarissa Consulting Llc 6
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF 6
Lodestar Private Asset Management Llc 6
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 6
Paladin Wealth, LLC 6
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A 6
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 6
Wealth Advisors, Inc. 6
PRCNX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Disciplined Equity Fund 6
PRJPX - T. Rowe Price International Funds, Inc. - T. Rowe Price Japan Fund 6
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 6
ALMMX - Allianz Funds Multi-Strategy Trust - AllianzGI Emerging Markets Small-Cap Fund Class A 6
Asset Management Resources, LLC 6
BluePointe Capital Management, LLC 6
Nicholson Wealth Management Group, LLC 6
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 6
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF 6
American Institute for Advanced Investment Management, LLP 6
Lewis Capital Management, Llc 6
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 6
ALGAX - ALGER FUNDS - Alger International Focus Fund Class A 6
Heritage Wealth Management, Inc. /CA/ 6
Advisor Consultant Network Inc 6
Fenimore Asset Management Trust 6
King Street Capital Management, L.p. 6
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF 6
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 6
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 6
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 6
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 6
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 6
Lockerman Financial Group, Inc. 6
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I 6
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 6
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 6
Goldman Capital Management Inc 6
Thl Credit Senior Loan Fund 6
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 6
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 6
WECCX - WELLS FARGO FUNDS TRUST - Wells Fargo Endeavor Select Fund Class C 6
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I 6
Integral Investment Advisors, Inc. 6
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class 6
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 6
Unisphere Establishment 6
Lowell Blake & Associates Inc. 6
JHCP - John Hancock Exchange-Traded Fund Trust - John Hancock Core Plus Bond ETF 6
JHCR - John Hancock Exchange-Traded Fund Trust - John Hancock Core Bond ETF 6
Commonwealth Retirement Investments LLC 6
Weitz Investment Management, Inc. 6
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 6
Powers Advisory Group, LLC 6
Leeward Financial Partners, LLC 6
VCVLX - VANGUARD MALVERN FUNDS - Vanguard Capital Value Fund Investor Shares 6
Greenhouse Wealth Management, LLC 6
FTEKX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Technology Fund 6
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF 6
Five Oceans Asset Management LTD 6
ZAP - Global X Funds - Global X U.S. Electrification ETF 6
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 6
Index Fund Advisors, Inc. 6
S.C. Financial Services, Inc. 6
Houlihan Financial Resource Group, Ltd. 6
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 6
Cooper Investors Pty Ltd 6
Destrier Capital Management Llc 6
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 6
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF 6
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 6
LGBT - Procure ETF Trust I - LGBTQ + ESG100 ETF 6
Altmfx Trust 6
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 6
united american securities inc. (d/b/a uas asset management) 6
Hansberger Growth Investors, Lp 6
Carter Financial Group, INC. 6
ZEMRX - AMERICAN BEACON FUNDS - American Beacon Ninety One Emerging Markets Equity Fund R6 Class 6
Marcus Capital, LLC 6
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 6
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 6
RAMSX - Starboard Investment Trust - Roumell Opportunistic Value Fund Institutional Class 6
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 6
One Charles Private Wealth Services, LLC 6
Howard Bailey Securities, Llc 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 6
Unterberg Capital LLC 6
Libra Wealth Llc 6
Eastover Investment Advisors LLC 6
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 6
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class 6
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 6
GFGF - EA Series Trust - Guru Favorite Stocks ETF 6
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y 6
IMPACTfolio, LLC 6
Enclave Advisors LLC 6
Prospect Financial Services LLC 6
Waterstone Capital Management, L.P. 6
Siren, L.L.C. 6
Dominick & Dominick LLC 6
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y 6
First Interstate Bancsystem Inc 6
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y 6
Shum Financial Group, Inc. 6
Paradigm, Strategies in Wealth Management, LLC 6
Karani Asset Management LLC 6
Novak & Powell Financial Services, Inc. 6
ADPV - Series Portfolios Trust - Adaptiv Select ETF 6
WFEAX - WELLS FARGO FUNDS TRUST - Wells Fargo International Equity Fund Class A 6
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 6
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I 6
Two Roads Shared Trust - Hypatia Women CEO ETF 6
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 6
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 6
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund 6
TrueWealth Advisors, LLC 6
Capstone Wealth Management Group LLC 6
Sanoor Capital Management LP 6
Tudor Financial Inc. 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor Intl Index Fund Institutional 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
Blossom Wealth Management 6
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 6
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 6
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 6
M. Kraus & Co 6
Leith Wheeler Investment Counsel Ltd. 6
Kingsman Wealth Management, Inc. 6
Connors Funds - Connors Hedged Equity Fund Institutional Class 6
Winton Series Trust 6
Nvest Financial, LLC 6
VNBTrust, National Association 6
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund 6
Western Asset Variable Rate Strategic Fund Inc. 6
ADVANCED SERIES TRUST - AST Neuberger Berman Long/Short Portfolio 6
Bingham Private Wealth, Llc 6
Brightworth 6
Bbjs Financial Advisors, Llc 6
Rench Wealth Management, Inc. 6
Foresight Wealth Management, LLC 6
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 6
Builder Investment Group Inc /adv 6
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 6
TigerShark Management, LLC 6
Prosperitas Financial LLC 6
Tortoise Power & Energy Infrastructure Fund Inc 6
Bank Of Edwardsville 6
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares 6
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 6
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 6
Biechele Royce Advisors 6
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T 6
Westchester Capital Management, Inc. 6
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB 6
Anb Bank 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares 6
Snider Financial Group 6
GCRIX - GOLDMAN SACHS TRUST - Goldman Sachs Concentrated Growth Fund Institutional 6
Shorepoint Capital Partners LLC 6
BHK Investment Advisors, LLC 6
Copperleaf Capital, LLC 6
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 6
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 6
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 6
Nikulski Financial, Inc. 6
VCFVX - VALIC Co I - International Value Fund 6
Acorn Advisory Capital L.p. 6
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A 6
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF 6
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF 6
HCMAX - HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST - Hillman Value Fund No Load Shares 6
JGP Global Gestao de Recursos Ltda. 6
Peak Capital Management Llc 6
Stillwater Investment Management, LLC 6
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 6
Lilley & Co 6
CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A 6
Murphy, Middleton, Hinkle & Parker, Inc. 6
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 6
VSL - ETF Series Solutions - Volshares Large Cap ETF 6
Proem Advisors LLC 6
Midwest Financial Group LLC 6
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 6
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 6
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 6
EOPS - Emles Trust - Emles Alpha Opportunities ETF 6
VLCCX - VALIC Co I - Large Cap Core Fund 6
Khp Capital, Llc 6
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 6
TYNE - Direxion Shares ETF Trust - Direxion Nanotechnology ETF 6
Kemper Corp Master Retirement Trust 6
Nwi Management Lp 6
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 6
Oak Asset Management, LLC 6
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A 6
Silicon Valley Community Foundation 6
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 6
Inspirion Wealth Advisors, Llc 6
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF 6
Talisman Wealth Advisors LLC 6
Diamant Asset Management, Inc. 6
Sanibel Captiva Investment Advisers, Inc. 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
Value Holdings Lp 6
Skye Global Management LP 6
Swiss Helvetia Fund, Inc. 6
Hamel Associates, Inc. 6
Sterling Manor Financial, LLC 6
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 6
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 6
Thomas Story & Son Llc 6
Think Investments LP 6
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 6
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 6
Midwest Wealth Management Inc. 6
OMNI 360 Wealth, Inc. 6
JFTAX - JPMorgan Trust I - JPMorgan International Advantage Fund Class A 6
Cohen & Steers Capital Management Inc 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 6
Boomfish Wealth Group, LLC 6
Red Cedar Capital, LLC 6
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 6
SHDIX - AMERICAN BEACON FUNDS - American Beacon Shapiro SMID Cap Equity Fund Institutional Class 6
Baskin Financial Services Inc. 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 6
Roundhill ETF Trust - Roundhill Humanoid Robotics ETF 6
Lauer Wealth, LLC 6
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 6
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 6
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF 6
Miller Investment Management, LP 6
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 6
Birch Capital Management, LLC 6
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 6
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF 6
Ruggaard & Associates LLC 6
Cohen Investment Advisors LLC 6
Millington Financial Advisors, LLC 6
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 6
Income Research & Management 6
Bell Asset Management Ltd 6
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 6
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 6
WAYEX - Ultimus Managers Trust - Waycross Long/Short Equity Fund 6
Gruss & Co., LLC 6
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 6
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 6
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A 6
Ensemble Capital Management, LLC 6
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 6
JBJ Investment Partners, LLC 6
First Trust Dynamic Europe Equity Income Fund 6
True Vision MN LLC 6
Madison Scottsdale, LC 6
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 6
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 6
Toronado Partners, LLC 6
Starr International Co Inc 6
North American Management Corp 6
Gould Asset Management Llc /ca/ 6
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio 6
United States Steel & Carnegie Pension Fund 6
Floyd Financial Group Llc 6
Secrest Blakey & Associates, LLC 6
Brady Martz Wealth Solutions, LLC 6
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio 6
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 6
Mason & Associates Inc 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
Lombard Odier & Cie (Bahamas) Ltd 6
Wedgewood Investors Inc /pa/ 6
Tlwm 6
MFA Wealth Services 6
KAIIX - Ultimus Managers Trust - KARNER BLUE ANIMAL IMPACT FUND Institutional Class 6
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 6
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class 6
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 6
Source Financial Advisors LLC 6
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 6
Rushmore Investment Advisors, Inc. 6
Insight Holdings Group, LLC 6
CWSIX - Chartwell Funds - Chartwell Small Cap Value Fund 6
PZVEX - ADVISORS SERIES TRUST - Pzena Emerging Markets Value Fund Investor Class 6
Oppenheimer Master International Value Fund, Llc 6
Whitford Management LLC 6
NewFocus Financial Group, LLC 6
Schrum Private Wealth Management LLC 6
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF 6
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 6
Betterment LLC 6
Empirical Capital Management, LLC 6
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 6
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 6
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund 6
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 6
Glassy Mountain Advisors, Inc. 6
IMZ Advisory Inc 6
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 6
Dash Acquisitions Inc. 6
John Hancock Investment Trust Iii 6
Michael S. Ryan, Inc. 6
BankPlus Wealth Management LLC 6
MSIQX - Morgan Stanley Institutional Fund Inc - International Equity Portfolio Class I 6
Efg Capital International Corp. 6
Price Jennifer C. 6
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares 6
Oppenheimer Small Cap Value Fund 6
Davis-rea Ltd. 6
Bain Capital Public Equity, LP 6
Coastwise Capital Group, LLC 6
HFKVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Tax-Aware Bond Fund Class SDR 6
Amplify Investments, Llc 6
Adams Hall Wealth Advisors, LLC 6
Woodburn R Robert Jr 6
AFS Financial Group, LLC 6
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares 6
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 6
Sonoma Private Wealth LLC 6
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 6
PFW Advisors LLC 6
Pacific Heights Asset Management Llc 6
Plustick Management Llc 6
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 6
Rit Capital Partners Plc 6
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 6
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 6
Winslow Asset Management Inc 6
Ategra Capital Management, LLC 6
Ulrich Consultants & Investment Group, LLC 6
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 6
MYCH - SSGA Active Trust - SPDR SSGA My2028 Corporate Bond ETF 6
Account Management LLC 6
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 6
Rivermont Capital Management LP 6
Echo45 Advisors LLC 6
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 6
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 6
Stony Point Capital LLC 6
AMERICAN FUNDS INSURANCE SERIES - Portfolio Series - American Funds Global Growth Portfolio Class 4 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
JHVIX - John Hancock Funds II - International Value Fund Class NAV 6
BDAQX - BMO FUNDS, INC. - BMO Disciplined International Equity Fund Class A 6
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares 6
Professional Planning 6
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares 6
Tahithromos, L.L.C. 6
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 6
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 6
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 6
Aj Wealth Strategies, Llc 6
Manchester Global Management (UK) Ltd 6
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 6
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 6
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 6
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares 6
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A 6
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 6
Pacific Financial Group Inc 6
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 6
White Square Capital Llp 6
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 6
QFFOX - Pear Tree Funds - Pear Tree Axiom Emerging Markets World Equity Fund Ordinary Shares 6
Keystone Financial Group, Inc. 6
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 6
Cora Capital Advisors Llc 6
Forest Avenue Capital Management LP 6
LOMMX - CGM TRUST - CGM Mutual Fund 6
Coombe, Bender & Co LLC 6
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 6
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 6
CGMFX - CGM TRUST - CGM Focus Fund 6
Nottingham Advisors, Inc. 6
Hammer Asset Management, LLC 6
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 6
Progeny 3, Inc. 6
Panoramic Capital Partners, LLC 6
FFQZX - FRANKLIN CUSTODIAN FUNDS - Franklin Focused Growth Fund Advisor Class 6
AECHX - American Century World Mutual Funds Inc - Emerging Markets Small Cap Fund C Class 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
Wealthstar Advisors, Llc 6
RP Investment Advisors LP 6
Members Capital Advisors Inc 6
StrongBox Wealth, LLC 6
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 6
Newton One Investments LLC 6
My Purposeful Wealth Corp. 6
Quadrant Capital Management, LLC 6
Weatherbie Capital, Llc 6
UPUPX - UPRIGHT INVESTMENTS TRUST - Upright Growth Fund 6
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 6
PLUAX - Aristotle Funds Series Trust - Aristotle Ultra Short Income Fund Class A 6
Hosking & Co Ltd 6
Warwick Investment Management, Inc. 6
Wealthcare Capital Partners, LLC 6
Silvia Mccoll Wealth Management, Llc 6
S.E.E.D. Planning Group LLC 6
Rex Capital Advisors, LLC 6
Toews Corp /adv 6
Investment Counsel Inc. 6
Arkfeld Wealth Strategies, L.L.C. 6
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 6
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 6
Elm Partners Management LLC 6
Aurora Investment Managers, LLC. 6
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 6
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I 6
Sloy Dahl & Holst, LLC 6
Patriot Wealth Management, Inc. 6
Peterson Wealth Management 6
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 6
Susquehanna Securities, Llc 6
STAR Financial Bank 6
Cincinnati Casualty Co 6
Park Capital Management, LLC / WI 6
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 6
Bullseye Investment Management, LLC 6
Figure 8 Investment Strategies Llc 6
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 6
American Beacon Apollo Total Return Fund 6
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 6
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund 6
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 6
Bracebridge Capital, LLC 6
Tortoise Pipeline & Energy Fund, Inc. 6
WICGX - WILLIAM BLAIR FUNDS - William Blair China Growth Fund Class I 6
Tema ETF Trust - Tema Monopolies and Oligopolies ETF 5
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 5
Fort Pitt Capital Group Inc 5
EMM - Global X Funds - Global X Emerging Markets ETF 5
Investors Trust Inc 5
Spinnaker ETF Series - Parabla Innovation ETF 5
Applied Capital LLC/FL 5
Vickerman Investment Advisors, Inc. 5
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 5
Wells Trecaso Financial Group, LLC 5
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF 5
Samjo Management, LLC 5
Sensible Financial Planning & Management, LLC. 5
Tnf Llc 5
Ashmore Group plc 5
Planning Directions Inc 5
Multisector Income Portfolio 5
Phillips Financial Management, Llc 5
RAM Investment Partners, LLC 5
MSILX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters International Fund Institutional Class 5
Vista Investment Management 5
Parker Investment Management, LLC 5
Stewardship Financial Advisors, LLC 5
Blue Chip Wealth Management, Inc. 5
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 5
Worth Financial Advisory Group, LLC 5
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class 5
Cherokee Insurance Co 5
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 5
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 5
Cohen & Steers Mlp Income & Energy Opportunity Fund 5
Northeast Financial Group, Inc. 5
Legacy Financial Strategies, LLC 5
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 5
Tejara Capital Ltd 5
Rappaport Reiches Capital Management, LLC 5
MLIMX - BNY MELLON FUNDS TRUST - BNY Mellon International Equity Income Fund Class M 5
Cognios Beta Neutral Large Cap Fund, Lp 5
Scott Investment Partners LLP 5
Landmark Bank 5
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 5
Clifford Group, LLC 5
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 5
Arrow Investment Advisors, LLC 5
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares 5
RPNIX - RIVERPARK FUNDS TRUST - Riverpark/Next Century Growth Fund Institutional Class Shares 5
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 5
GQETX - GMO TRUST - GMO Quality Fund Class III 5
Beacon Bridge Wealth Partners, LLC 5
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI 5
AWTM - Tidal ETF Trust - Aware Ultra-Short Duration Enhanced Income ETF 5
GOFIX - GMO TRUST - GMO Resources Fund Class III 5
Cypress Growth Fund Iii Lp 5
True Capital Management 5
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 5
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 5
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 5
Financial Partners Group, LLC 5
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 5
Exeter Financial, LLC 5
Adams Natural Resources Fund, Inc. 5
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 5
Prossimo Advisors, LLC 5
Deutsche Multi-market Income Trust 5
Benchmark Financial Wealth Advisors, LLC 5
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 5
Financial & Tax Architects, LLC 5
Deutsche Strategic Income Trust 5
Red Cedar Investment Management, Llc 5
BlackRock ETF Trust - BlackRock Large Cap Value ETF 5
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 5
Schulhoff & Co Inc 5
Schoolcraft Capital LLC 5
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 5
Tortoise Mlp Fund, Inc. 5
Financial Advisory Partners, Llc 5
Mitsubishi Ufj Financial Group Inc 5
Cleary Gull Holdings Inc. 5
Paragon Advisors, LLC 5
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 5
Perennial Investment Partners LTD 5
Riverview Capital Advisers, LLC 5
Waycross Investment Management Co 5
Strategic Wealth Management Group, LLC 5
Integris Wealth Management, LLC 5
Minneapolis Portfolio Management Group, LLC 5
Shelter Ins Retirement Plan 5
Rainier Family Wealth Inc 5
EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF 5
MWA Asset Management 5
GSG Advisors LLC 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
Great Waters Wealth Management 5
EWQ - iShares, Inc. - iShares MSCI France ETF 5
Academy Capital Management Inc/tx 5
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 5
Disciplina Capital Management LLC 5
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 5
Heathbridge Capital Management Ltd. 5
Waller Financial Planning Group, Inc 5
Meredith Wealth Planning 5
American Beacon Sound Point Enhanced Income Fund 5
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 5
Granite Harbor Advisors, Inc. 5
Fiduciary Asset Management Llc 5
ABSOX - MSS Series Trust - Footprints Discover Value Fund 5
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 5
United Income, Inc. 5
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 5
Emerson Wealth Management, LLC 5
Sabal Capital Management, LLC 5
HORAN Wealth, LLC 5
Elwood & Goetz Wealth Advisory Group, LLC 5
Bruni J V & Co /co 5
Dreyfus Funds Inc 5
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 5
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 5
AACFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Greater China Fund Class A 5
IAOPX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Opportunities Fund Class A 5
Verum Partners LLC 5
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 5
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 5
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 5
Traverso Chambers Private Wealth Management, LLC 5
VFGAX - VICTORY PORTFOLIOS - Victory NewBridge Large Cap Growth Fund Class A 5
White Pine Investment CO 5
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 5
SMRI - EA Series Trust - Bushido Capital US Equity ETF 5
First National Bank & Trust Co Of Newtown 5
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 5
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 5
Wolff Financial Management Llc 5
Unified Trust Company, N.A. 5
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5
Stonehill Capital Management Llc 5
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 5
Act Two Investors Llc 5
StoneCrest Wealth Management, Inc. 5
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 5
Financial Advisors, LLC 5
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class 5
Visionary Horizons, LLC 5
Lam Group, Inc. 5
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 5
Elliott Associates, L.P. 5
Northern Lights Fund Trust IV - Brookstone Value Stock ETF 5
Chickasaw Capital Management Llc 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 5
Mrj Capital Inc 5
Trust & Fiduciary Management Services Inc 5
Forest Hill Capital, LLC 5
Black Diamond Financial, LLC 5
JMG Financial Group, Ltd. 5
Gray Wealth Management Inc. 5
HSBC FUNDS - HSBC Strategic Income Fund Class A 5
Callodine Capital Management, LP 5
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
Optima Capital Llc 5
CMC Financial Group 5
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 5
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2 5
Covalent Partners LLC 5
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 5
Droms Strauss Advisors Inc /mo/ /adv 5
Muzinich & Co., Inc. 5
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 5
EWEAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic World Equity Fund Class A 5
AIA - iSHARES TRUST - iShares Asia 50 ETF 5
Fund Evaluation Group, LLC 5
Summa Corp. 5
Tolleson Wealth Management, Inc. 5
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 5
Anthracite Investment Company, Inc. 5
Davide Leone & Partners Investment Co Ltd. 5
Morgan Stanley Asia-pacific Fund, Inc. 5
SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
Ramsey Asset Management 5
FLXIX - FORUM FUNDS - Absolute Flexible Fund Institutional Shares 5
TORYX - Torray Fund - The Torray Fund Torray Fund 5
Weber Alan W 5
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 5
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 5
Bridges Investment Counsel Inc/ 5
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 5
Lucas Capital Management 5
Reik & Co., Llc 5
Summit Capital Management Llc 5
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 5
CAP Partners, LLC 5
NorthStar Asset Management LLC /NJ/ 5
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 5
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 5
Morgan Stanley Emerging Markets Fund Inc 5
Stapp Wealth Management, Pllc 5
OV Management LLC 5
Clear Rock Advisors, LLC 5
O'Keefe Stevens Advisory, Inc. 5
Apollon Financial, LLC 5
ACT Advisors, LLC. 5
Pavion Blue Capital, LLC 5
Welch Capital Partners Llc/ny 5
Heartwood Wealth Advisors LLC 5
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 5
Pfc Capital Group, Inc. 5
Dakota Community Bank & Trust NA 5
RIOIX - RBC FUNDS TRUST - RBC International Opportunities Fund Class I 5
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 5
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 5
Portland Investment Counsel Inc. 5
Daxor Corp 5
Rfg Holdings, Inc. 5
Tyro Capital Management LLC 5
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 5
Ssa Swiss Advisors Ag 5
Barber Financial Group, Inc. 5
Putnam High Yield Trust 5
Riversedge Advisors, Llc 5
Halsey Associates Inc/ct 5
Tang Capital Management Llc 5
PHLOX - World Funds Trust - Philotimo Focused Growth and Income Fund 5
Wynnefield Capital Inc 5
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF 5
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 5
Appaloosa Management Lp 5
Pragma Gestao De Patrimonio Ltd 5
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 5
Aufman Associates Inc 5
Aft, Forsyth & Sober, LLC 5
Sollinda Capital Management LLC 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 5
Lakeridge Wealth Management LLC 5
Boxwood Ventures, Inc. 5
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 5
Alliancebernstein Income Fund Inc 5
Fieldpoint Private Advisors, Inc 5
Inspire Trust Co, N.a. 5
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 5
Managed High Yield Plus Fund Inc 5
Foresight Group Ltd Liability Partnership 5
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 5
Regis Management CO LLC 5
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 5
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF 5
Franklin Templeton ETF Trust - Franklin Liberty International Opportunities ETF 5
MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I 5
WCMGX - Investment Managers Series Trust - WCM Focused Global Growth Fund Institutional Class 5
Aip Series Trust 5
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 5
Rivernorth Marketplace Lending Corp 5
ATFPX - ALGER FUNDS - Alger 25 Fund Class P 5
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 5
SNWAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Small Cap Value Fund - Class A Shares 5
Sonnipe Ltd 5
Junson Asset Management (Hong Kong) Ltd 5
Telemus Investment Management, LLC 5
IFG Advisors, LLC 5
Nuveen Dow 30sm Dynamic Overwrite Fund 5
Kuhn & Co Investment Counsel 5
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares 5
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6 5
Bennett Associates Wealth Management 5
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 5
Sterling Wealth Management, Inc. 5
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 5
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund 5
Davidson Kempner Capital Management LLC 5
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF 5
CIVQX - World Funds Trust - Clifford Capital International Value Fund Super Institutional Class 5
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 5
FLFR - Franklin Templeton ETF Trust - Franklin FTSE France ETF 5
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 5
Arthur Zaske & Associates, LLC 5
Mayfair Advisory Group, LLC 5
KWB Wealth 5
RBCRX - RBC FUNDS TRUST - RBC China Equity Fund Class R6 5
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 5
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class 5
Seneca Capital Investments, L.p. 5
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 5
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 5
Franklin Templeton ETF Trust - Franklin Focused Growth ETF 5
American Century Investment Management Inc 5
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 5
Golden Gate Private Equity, Inc. 5
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 5
Brighthouse Funds Trust I - PIMCO Inflation Protected Bond Portfolio Class A 5
Montchanin Asset Management, Llc 5
Loeb King Trust 5
Blackstart Capital LP 5
BlueChip Wealth Advisors LLC 5
Papamarkou Wellner Asset Management inc. 5
Wheatland Advisors Inc 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
Corbin Capital Partners, L.P. 5
Winning Points Advisors, LLC 5
ECEIX - LAZARD FUNDS INC - Lazard Emerging Markets Core Equity Portfolio Institutional Shares 5
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 5
Intermede Investment Partners Ltd 5
Essex Private Wealth Management, LLC 5
Pine Harbor Wealth Management, LLC 5
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class 5
Client 1st Advisory Group, Llc 5
Financial Strategies Group, Inc. 5
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P 5
Blue Whale Capital LLP 5
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class 5
Emprise Bank 5
CHIQ - Global X Funds - Global X MSCI China Consumer Discretionary ETF 5
HC Advisors, LLC 5
Foguth Wealth Management, LLC. 5
JBR Co Financial Management Inc 5
ACT Capital Management, LLLP 5
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 5
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 5
Daniel Devine & Co 5
Argent Wealth Management LLC 5
Oppenheimer Ultra-short Duration Fund 5
AAFCPAs Wealth Management, LLC 5
Mason & Associates, LLC 5
VR - Global X Funds - Global X Metaverse ETF 5
Mittelman Wealth Management 5
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 5
New South Capital Management Inc 5
Applied Research Investments, Llc 5
Iron Park Capital Partners, LP 5
Provident Co of the Employees of the Hebrew University LTD 5
De Lisle Partners LLP 5
Oppenheimer Main Street All Cap Fund 5
V2 Financial group LLC 5
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 5
FDDAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy II Fund A Shares 5
FDSAX - SUNAMERICA SERIES, INC. - AIG Focused Dividend Strategy Fund Class A 5
Trinity Financial Advisors LLC 5
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 5
Berry Group, Llc 5
Mason Capital Fund Trust - Fundamentals First ETF 5
Sequent Planning LLC 5
BRLIX - BRIDGEWAY FUNDS INC - Blue Chip Fund Class N 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 5
Carlton Hofferkamp & Jenks Wealth Management, LLC 5
Kirtland Hills Capital Management, Llc 5
Partners Capital Investment Group Llc 5
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 5
Edmond De Rothschild (monaco) 5
Riverpark Capital Management Llc 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 5
Hickory Lane Capital Management LP 5
Night Owl Capital Management, LLC 5
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
Roberts Wealth Advisors, LLC 5
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 5
Fairbanks Capital Management, Inc. 5
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 5
Milestones Administradora de Recursos Ltda. 5
Highline Capital Management, L.p. 5
Franklin Templeton Variable Insurance Products Trust - Templeton Foreign Vip Fund Class 1 5
Hayek Kallen Investment Management 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1 5
IAUF - iShares U.S. ETF Trust - iShares Gold Strategy ETF 5
Ami Asset Management Corp 5
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF 5
Cadent Capital Advisors, LLC 5
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 5
ZVGIX - Advisor Managed Portfolios - Zevenbergen Genea Fund Institutional Class 5
Old Well Partners, LLC 5
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 5
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 5
Victory Variable Insurance Funds II - Victory Pioneer Mid Cap Value VCT Portfolio Class I 5
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II 5
Oppenheimer International Small-mid Co Fund 5
EAFG - Pacer Funds Trust - Pacer Developed Markets Cash Cows Growth Leaders ETF 5
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 5
Anglepoint Asset Management, Ltd. 5
Lombard Odier & Cie (Canada), Limited Partnership 5
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 5
Presidio Capital Management, LLC 5
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 5
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A 5
Arlington Financial Advisors, LLC 5
ZynergyRetirementPlanningLLC 5
Sage Capital Management, LLC 5
Kerntke Otto McGlone Wealth Management Group 5
Epstein & White Financial LLC 5
Avenir Tech Ltd 5
JNL SERIES TRUST - JNL/Vanguard International Fund (A) 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 5
Symphony Financial Services, Inc. 5
Chinook Capital Management 5
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 5
Bredin Investment Llc 5
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 5
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 5
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 5
Sequoia China Equity Partners (Hong Kong) Ltd 5
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R 5
Iroquois Capital Management, LLC 5
White Lighthouse Investment Management Inc. 5
Nixon Capital, LLC 5
AAMOX - ALGER PORTFOLIOS - Alger Weatherbie Specialized Growth Portfolio Class I-2 5
Oak Point Wealth Management 5
DIDEX - DRIEHAUS MUTUAL FUNDS - Driehaus International Developed Equity Fund 5
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 5
Emerging Global Advisors, LLC 5
R.H. Dinel Investment Counsel, Inc. 5
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF 5
LETB - AdvisorShares Trust - AdvisorShares Let Bob AI Powered Momentum ETF 5
ICDAX - IVY FUNDS - Delaware Ivy International Value Fund Class A 5
Jnl Series Trust - Jnl/ppm America Small Cap Value Fund (a) 5
Stokes & Hubbell Capital Management, LLC 5
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 5
Wealth Enhancement & Preservation of GA, LLC 5
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF 5
Culbertson A N & Co Inc 5
Brown Financial Advisors 5
Jnl Series Trust - Jnl/crescent High Income Fund (a) 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 5
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 5
Filament LLC 5
PEMSX - PIONEER SERIES TRUST XIV - Pioneer Emerging Markets Equity Fund : Class Y 5
Tipp Hill Capital Management LLC 5
Summit Wealth Partners, LLC 5
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 5
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 5
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
JOGIX - Advisers Investment Trust - JOHCM Global Equity Fund Institutional Shares 5
Axiom Financial Strategies, LLC 5
Vista Equity Partners Management, Llc 5
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 5
Wisconsin Wealth Advisors, LLC 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
RSMSX - VICTORY PORTFOLIOS - Victory Sophus Emerging Markets Small Cap Fund Class A 5
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 5
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund 5
HRETX - HARBOR FUNDS - Harbor Robeco Emerging Markets Conservative Equities Fund Institutional Class 5
2Xideas AG 5
IEMFX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Equity Fund 5
PRMSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Stock Fund 5
BGBKX - BAILLIE GIFFORD FUNDS - Baillie Gifford Multi Asset Fund Class K 5
Itau USA Asset Management Inc. 5
Gagnon Advisors, LLC 5
Integrity Advisory, LLC 5
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class 5
Kurv ETF Trust - Kurv Technology Titans Select ETF 5
Blake Schutter Theil Wealth Advisors, LLC 5
Carnegie Lake Advisors LLC 5
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 5
Alcosta Capital Management, Inc. 5
Westfuller Advisors, LLC 5
ZGEN - EA Series Trust - The Gen Z ETF 5
Northcape Capital Pty Ltd 5
Solas Capital Management, LLC 5
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 5
Vontobel Asset Management Inc 5
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 5
Conway Capital Management, Inc. 5
SBIEX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Value Fund Class A 5
Solidarilty Wealth, LLC 5
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 5
Affinity Capital Advisors, LLC 5
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 5
TOWER TRUST Co 5
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 5
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Anchorage Capital Group, L.L.C. 5
Grassi Investment Management Llc 5
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 5
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 5
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 5
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A 5
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund 5
Wealth Advisors of Iowa, LLC 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 5
Cacti Asset Management Llc 5
Mubadala Investment Co PJSC 5
IUAEX - JPMorgan Trust I - JPMorgan International Unconstrained Equity Fund Class A 5
VSIEX - JPMorgan Trust I - JPMorgan International Equity Fund Class I 5
JOMMX - Advisers Investment Trust - JOHCM Emerging Markets Small Mid Cap Equity Fund Institutional Shares 5
Mader & Shannon Wealth Management, Inc. 5
Compass Efficient Model Portfolios, LLC 5
IEMSX - NORTHERN LIGHTS FUND TRUST III - ABS Insights Emerging Markets Fund Super Institutional Class Shares 5
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 5
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF 5
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 5
SkyBridge Capital II, LLC 5
FFG Partners, LLC 5
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class 5
Domini Social Investments Llc 5
Private Harbour Investment Management & Counsel, LLC 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
First International Bank & Trust 5
JIEIX - abrdn Funds - abrdn International Sustainable Leaders Fund Institutional Class 5
One Wealth Capital Management, Llc 5
RWWM, Inc. 5
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A 5
Montz Harcus Wealth Management LLC 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
Headwater Capital Co Ltd 5
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 5
Tiger Eye Capital LLC 5
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 5
Security Financial Services, INC. 5
Aspiring Ventures, LLC 5
Capital Planning LLC 5
Lakeside Advisors, INC. 5
AMERICAN FUNDS INSURANCE SERIES - Portfolio Series - American Funds Managed Risk Global Allocation Portfolio Class P2 5
Wolf Hill Capital Management, LP 5
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 5
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 5
Evolution Capital Management LLC 5
Wilkinson Ogrady & Co Inc /ny 5
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 5
Diversified Portfolios, Inc. 5
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF 5
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 5
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 5
MEME - Listed Funds Trust - Roundhill MEME ETF 5
BlackRock ETF Trust - BlackRock International Dividend ETF 5
Scotia Asset Management L.P. 5
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 5
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 5
GLIF - AGF Investments Trust - AGFiQ Global Infrastructure ETF 5
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 5
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 5
MYCG - SSGA Active Trust - SPDR SSGA My2027 Corporate Bond ETF 5
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 5
Oceanic Investment Management LTD 5
Wellington Capital Management, Inc. 5
Elevate Capital Advisors, LLC 5
United Maritime Capital Llc 5
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 5
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 5
Sippican Capital Advisors 5
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional 5
UNICOM Systems, Inc. 5
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 5
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 5
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 5
Mfg Wealth Management, Inc. 5
Ronit Capital LLP 5
Summit Partners L P 5
Gibson Capital, LLC 5
Vance Wealth, Inc. 5
Palacios Wealth Management, LLC 5
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 5
Union Heritage Capital, LLC 5
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 5
Next Level Wealth Planning, LLC 5
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 5
Rinkey Investments 5
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 5
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 5
Brinton Eaton, Llc 5
BSN Capital Partners Ltd 5
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 5
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund 5
Hunt Lane Capital LP 5
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 5
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 5
MOKAN Wealth Management Inc. 5
BIAGX - Brown Advisory Funds - Brown Advisory Growth Equity Fund Investor Shares 5
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 5
Compass Capital Corp /ma/ /adv 5
O'ROURKE & COMPANY, Inc 5
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund 5
Meros Investment Management, LP 5
Brian Low Financial Group, Llc 5
Wealth Management Nebraska 5
Post Resch Tallon Group Inc. 5
KFYP - Krane Shares Trust - KraneShares CICC China Leaders 100 Index ETF 5
Daner Wealth Management, LLC 5
Impact Investors, Inc 5
Kingstown Capital Management L.p. 5
Platinum Grove Asset Management, LP 5
SYG - SSGA Active Trust - SPDR MFS Systematic Growth Equity ETF 5
Wallace Capital Management Inc. 5
BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International 5
Permanent Capital Management, LP 5
Axis Wealth Partners, LLC 5
Meriwether Wealth & Planning, LLC 5
Riverbend Wealth Management, LLC 5
LIV - Emles Trust - Emles @Home ETF 5
Global View Capital Management LLC 5
Intelligent Financial Strategies 5
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 5
HT Partners LLC 5
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 5
Morris Financial Concepts, Inc. 5
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 5
Troy Asset Management Ltd 5
NSI Retail Advisors, LLC 5
Jb Capital Partners Lp 5
TRANSAMERICA SERIES TRUST - Transamerica Jennison Growth VP Initial 5
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 5
BMVSX - BAIRD FUNDS INC - Baird Small/Mid Cap Value Fund Investor Class 5
Blue Door Asset Management, LLC 5
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 5
RD Lewis Holdings, Inc. 5
CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class 5
SRTGX - SMA RELATIONSHIP TRUST - Series G 5
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares 5
Gyrus Investment Management Inc. 5
VCLO - Simplify Exchange Traded Funds - Simplify Volt Cloud and Cybersecurity Disruption ETF 5
CIVVX - Causeway Capital Management Trust - Causeway International Value Fund - Investor Class 5
ICTEX - ICON FUNDS - ICON Information Technology Fund Class S 5
Motive Wealth Advisors 5
IOCCX - ICON FUNDS - ICON Risk-Managed Balanced Fund Class C 5
Xn Lp 5
BlueSky Wealth Advisors, LLC 5
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 5
Intellus Advisors LLC 5
Mountain Hill Investment Partners Corp. 5
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 5
H. L. Ormond & Company, LLC 5
Morey & Quinn Wealth Partners, LLC 5
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 5
Prudent Man Investment Management, Inc. 5
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A 5
RMBBX - RMB INVESTORS TRUST - RMB Small Cap Fund Class I 5
Elwood Capital Partners Lp 5
William Allan, Llc 5
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 5
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 5
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class 5
Rahlfs Capital, Llc 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
Equity Investment Corp 5
Arrow Capital Pty Ltd 5
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 5
SIG North Trading, ULC 5
Delta Accumulation, LLC 5
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional 5
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares 5
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 5
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 5
Virtus Wealth Solutions LLC 5
ARSLX - Investment Managers Series Trust - Aristotle Core Equity Fund Class I Shares 5
SHLD - Victory Portfolios II - VictoryShares Protect America ETF 5
Tanager Wealth Management LLP 5
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 5
MUSYX - Natixis Funds Trust I - Mirova U.S. Sustainable Equity Fund Class Y 5
Yost Capital Management, L.L.C. 5
Herbst Group, Llc 5
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 5
HSIEX - HUSSMAN INVESTMENT TRUST - Hussman Strategic International Fund 5
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 5
TACE - Collaborative Investment Series Trust - Trend Aggregation Conservative ETF 5
Dilation Capital Management LP 5
Wilson & Boucher Capital Management, LLC 5
Science & Technology Partners, L.P. 5
MKT Advisors LLC 5
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A 5
Bastion Asset Management Inc. 5
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 5
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 5
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 5
KDT Advisors, LLC 5
GAADX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Asia Pacific Dividend Builder Fund 5
IASMX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Asia Focus Fund 5
GROW Partners, LLC 5
GAINX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Dividend Builder Fund 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 5
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 5
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares 5
AADGX - ADVISORS SERIES TRUST - Aasgard Small & Mid-Cap Fund No Load Class 5
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB 5
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares 5
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 5
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 5
EQ ADVISORS TRUST - EQ/Lazard Emerging Markets Equity Portfolio Class IB 5
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 5
PUTNAM FUNDS TRUST - Putnam Multi-Asset Absolute Return Fund Class A 5
EQ ADVISORS TRUST - EQ/Invesco International Growth Portfolio Class IB 5
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 5
Thomist Capital Management, LP 5
NFDAX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Sectors Fund Class A Shares 5
Navigoe, LLC 5
Indaba Capital Management, L.P. 5
Ithaka Group Llc 5
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N 5
PPM Funds - PPM Small Cap Value Fund (Inst) 5
Warm Springs Advisors Inc. 5
Linden Capital L.P. 5
Harraden Circle Investments, LLC 5
MAWNX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. All Cap Fund Investor Class 5
ZVGNX - Trust for Advised Portfolios - Zevenbergen Genea Fund Investor Class 5
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund 5
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class 5
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF 5
Peak Retirement Planning, Inc. 5
NB Crossroads Private Markets Access Fund LLC 5
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 5
Griffith & Werner, Inc. 5
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
Baer Investment Advisory LLC 5
Discovery Group I, LLC 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
Chokshi & Queen Wealth Advisors, Inc 5
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
EASAX - 360 Funds - Timber Point Alternatives Fund Investor Class Shares 5
Reaves W H & Co Inc 5
UPRIGHT INVESTMENTS TRUST - Upright Assets Allocation Plus Fund 5
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF 5
Caerus Investment Advisors, LLC 5
Infinitum Asset Management, Llc 5
Firefly Value Partners, LP 5
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 5
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 5
Udine Wealth Management, Inc. 5
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 5
Greenup Street Wealth Management Llc 5
Leverty Financial Group, LLC 5
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
Anchor Bolt Capital, LP 5
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund 5
MML Series Investment Fund II - MML Special Situations Fund Class II 5
Fractal Investments LLC 5
Enhancing Capital LLC 5
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 5
FT Vest Rising Dividend Achievers Total Return Fund 5
TIABX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark International Core Equity Fund Institutional Class 5
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF 5
Sachem Head Capital Management LP 5
JAIGX - JANUS ASPEN SERIES - Janus Henderson Overseas Portfolio Service Shares 5
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 5
Hedges Asset Management LLC 5
Carlyle Group Inc. 5
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 5
Coulter & Justus Financial Services, LLC 5
Hall Private Wealth Advisors 5
Investment Management Associates Inc /adv 5
Waypoint Capital Advisors, LLC 5
Biegel & Waller Llc 5
Cross Staff Investments Inc 5
Barrington Strategic Wealth Management Group LLC 5
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 5
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 5
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 5
Pecaut & Co. 5
QEELX - AQR Funds - AQR Emerging Multi-Style Fund Class I 5
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 5
Fortress Wealth Management, Inc. 5
Brighthouse Funds Trust II - MFS Value Portfolio Class A 5
Voce Capital Management LLC 5
PGIM Short Duration High Yield Opportunities Fund 5
Wood Asset Management Inc 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
Resource Consulting Group Inc 5
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class 5
Chancellor Financial Group WB LP 5
HCMAX - ALPS Series Trust - Hillman Value Fund 5
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 5
Rollins Financial 5
Lynch Asset Management, Inc. 5
Antipodean Advisors LLC 5
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 5
Cherrydale Wealth Management, Llc 5
Renaissance Capital LLC 5
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 5
SWRLX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Equity Fund Class A 5
BlueSpruce Investments, LP 5
ARKK - Ark ETF Trust - ARK Innovation ETF 5
Del-Sette Capital Management, LLC 5
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 5
Franklin Mutual Advisers Llc 5
CCLA Investment Management Ltd 5
RAALX - Two Roads Shared Trust - Conductor Global Equity Value Fund Class A 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Select Growth ETF 5
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A 5
Pura Vida Investments, Llc 5
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - 5
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 5
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A 5
Knott David M 5
MILK - Pacer Funds Trust - Pacer US Cash Cows Bond ETF 5
MEFOX - Ultimus Managers Trust - Meehan Focus Fund 5
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 5
PHSWX - MSS Series Trust - Parvin Hedged Equity Solari World Fund 5
ARIEX - Allianz Funds Multi-Strategy Trust - AllianzGI Floating Rate Note Fund Institutional Class 5
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 5
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund 5
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II 5
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 5
Landmark Wealth Management, LLC 5
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 5
Buttonwood Financial Advisors Inc. 5
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF 5
JMCGX - Jacob Funds Inc. - Jacob Micro Cap Growth Fund Investor Class 5
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 5
FFEM - FIDELITY COVINGTON TRUST - Fidelity Fundamental Emerging Markets ETF 5
Brenner West Capital Advisors, LLC 5
Cornerstone Planning, LLC 5
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor 5
Columbia Advisory Partners Llc 5
Surience Private Wealth Llc 5
Clg Llc 5
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 5
Good Steward Wealth Advisors,LLC 5
MFSI - MFS Active Exchange Traded Funds Trust - MFS Active International ETF 5
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF 5
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 5
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 5
Agate Pass Investment Management, LLC 5
EMCG - WisdomTree Trust - WisdomTree Emerging Markets Consumer Growth Fund N/A 5
AFIX - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Broad Market Core Bond ETF 5
DG Capital Management, LLC 5
Foundation Asset Management, LP 5
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 5
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF 5
Campion Asset Management LLC 5
Del Mar Asset Management, LP 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement Emerging Markets Equity Portfolio Service Shares 5
KKR Credit Opportunities Portfolio 5
Profunds - Profund Vp Consumer Goods 5
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 5
STBFX - SATURNA INVESTMENT TRUST - Sextant Short-Term Bond Fund 5
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 5
Carl P. Sherr & Co., LLC 5
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A 5
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I 5
Nuveen Flexible Investment Income Fund 5
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 5
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 5
SXUS - Janus Detroit Street Trust - Janus Henderson International Sustainable Equity ETF 5
Morgan Creek Global Equity Long/short Institutional Fund 5
Psg Capital Management Trust 5
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I 5
Friedberg Investment Management 5
Spf Beheer Bv 5
Cascade Investment Group, Inc. 5
Karpas Strategies, Llc 5
Western Asset Corporate Loan Fund Inc. 5
JMCRX - James Advantage Funds - James Micro Cap Fund 5
PENN SERIES FUNDS INC - Emerging Markets Equity Fund 5
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 5
ULTRA SERIES FUND - Large Cap Value Fund Class I 5
Cravens & Co Advisors, LLC 5
ASHR - DBX ETF TRUST - Xtrackers Harvest CSI 300 China A-Shares ETF 5
Salient Private Client, Llc 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
Nicollet Investment Management, Inc. 5
Nova R Wealth, Inc. 5
Bitwise Funds Trust - Bitwise Web3 ETF 5
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 5
BGLTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Long Term Global Growth Fund Class 2 5
Eii Capital Management, Inc. 5
GEMHX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity ex. China Fund Class A Shares 5
Ironwood Wealth Management, LLC. 5
EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF 5
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 5
Baugh & Associates, LLC 5
FNGG - Direxion Shares ETF Trust - Direxion Daily Select Large Caps & FANGs Bull 2X Shares 5
Deutsche High Income Opportunities Fund, Inc. 5
Profunds - Profund Vp Asia 30 5
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares 5
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 5
Turiya Advisors Asia Ltd 5
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 5
Worm Capital, Llc 5
Ivy High Income Opportunities Fund 5
WCMWX - Investment Managers Series Trust - WCM Focused Emerging Markets ex China Fund Institutional Class 5
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 5
BCHI - 2023 ETF Series Trust II - GMO Beyond China ETF 5
Pegasus Asset Management, Inc. 5
MVEBX - Capitol Series Trust - Meritage Value Equity Fund Institutional Shares 5
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF 5
DIP - ETF Series Solutions - BTD Capital Fund 5
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 5
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 5
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI 5
LAFAX - COLUMBIA ACORN TRUST - Columbia Acorn International Select Class A 5
Talbot Financial, LLC 5
Kraft, Davis & Associates, LLC 5
VCTPX - VALIC Co I - Inflation Protected Fund 5
Strata Wealth Advisors, LLC 5
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 5
Kapstone Financial Advisors LLC 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
Northstar Capital Management Llc 5
Putnam Funds Trust - Putnam Emerging Markets Equity Fund Class A 5
CSU Producer Resources, Inc. 5
Pinnacle West Asset Management, Inc. 5
Texan Capital Management 5
Centenus Global Management, Lp 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
Cincinnati Specialty Underwriters Insurance CO 5
Eley Financial Management, Inc 5
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 5
Foursixthree Capital Lp 5
Stellar Capital Management, LLC 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
NGCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Greater China Fund Class A 5
Sebold Capital Management, Inc. 5
Inr Advisory Services Llc 5
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 5
Cerrano Capital Management Lp 5
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 5
Terrapin Asset Management, LLC 5
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods 5
DURAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG International Core Equity Fund Class A 5
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A 5
Planning Alternatives Ltd /adv 5
ForthRight Wealth Management, LLC 5
Newport Wealth Strategies, Inc. 5
CWVGX - CALVERT WORLD VALUES FUND INC - Calvert International Equity Fund Class A 5
Towerpoint Wealth, LLC 5
Aberdeen Global Income Fund Inc 5
Aberdeen Japan Equity Fund, Inc. 5
Smart Money Group LLC 5
Valueworks Llc 5
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 5
TEMFX - TEMPLETON FUNDS - Templeton Foreign Fund Class A 5
APCM Wealth Management for Individuals 5
Mogy Joel R Investment Counsel Inc 5
Atlas Wealth LLC 5
Entrustpermal Partners Offshore Lp 5
CTPFX - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND - CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND Class F-2 5
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 5
AZENTUS CAPITAL MANAGEMENT Ltd 5
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF 5
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 5
Peterson Wealth Advisors, LLC 5
Values Added Financial LLC 5
Permian Investment Partners, LP 5
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
PENN SERIES FUNDS INC - Large Core Growth Fund 4
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R 4
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 4
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 4
Securian Funds Trust - SFT Ivy Growth Fund 4
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 4
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth II VP Initial 4
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 4
Barings Funds Trust - Barings Global High Yield Fund Class A Shares 4
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 4
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 4
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 4
IJEAX - Voya INVESTORS TRUST - VY(R) JPMorgan Emerging Markets Equity Portfolio Class ADV 4
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 4
WBELX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Leaders Fund Class I 4
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 4
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio 4
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 4
BGSSX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Stewardship Equities Fund Institutional Class 4
BGEHX - BAILLIE GIFFORD FUNDS - Baillie Gifford Emerging Markets Equities Fund Class 2 4
BGPTX - BAILLIE GIFFORD FUNDS - Baillie Gifford Developed EAFE All Cap Fund Class 2 4
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class 4
LCOAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge International Small Cap Fund Class A 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT International Equity Fund Class 2 4
LZOEX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Portfolio Open Shares 4
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 4
TGRNX - TIAA-CREF FUNDS - TIAA-CREF Green Bond Fund Institutional Class 4
PHSKX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Growth Fund Class A 4
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 4
BGAFX - BARON SELECT FUNDS - Baron Global Advantage Fund 4
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 4
SBHVX - Investment Managers Series Trust - Segall Bryant & Hamill Small Cap Value Fund 4
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 4
REMVX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class I 4
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1 4
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 4
JAQAX - JANUS INVESTMENT FUND - Janus Henderson Asia Equity Fund Class A 4
Profunds - Profund Vp Emerging Markets 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Equity Select Portfolio Service Shares 4
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Managed American Funds Asset Allocation Fund Class II 4
MML SERIES INVESTMENT FUND - MML American Funds Core Allocation Fund Service Class I 4
THDAX - THORNBURG INVESTMENT TRUST - Thornburg Developing World Fund Class A 4
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 4
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF 4
SIESX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional International Equity Fund Service Class 4
SSPGX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Premier Growth Equity Fund Investment Class 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 4
DEUTSCHE DWS VARIABLE SERIES II - DWS International Growth VIP Class A 4
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 4
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 4
WAIGX - WASATCH FUNDS TRUST - Wasatch International Growth Fund Investor Class shares 4
WAAEX - WASATCH FUNDS TRUST - Wasatch Small Cap Growth Fund Investor Class shares 4
TPAIX - TIMOTHY PLAN - Timothy Israel Common Values Fund Class A 4
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 4
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 4
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 4
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 4
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 4
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y 4
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 4
MMAAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Growth Opportunities Fund Class A 4
SCEC - Capitol Series Trust - Sterling Capital Enhanced Core Bond ETF 4
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
GHQIX - AMERICAN BEACON FUNDS - American Beacon Garcia Hamilton Quality Bond Fund Institutional Class 4
EVBAX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Multisector Income Fund Class A 4
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IA 4
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
AWWIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS INTERNATIONAL GROWTH FUND Institutional Class Shares 4
CAMFX - Advisors' Inner Circle Fund - Cambiar International Small Cap Fund Institutional Class Shares 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 4
DGEAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Global Emerging Markets Fund Class A 4
WFSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Intrinsic Small Cap Value Fund Administrator Class 4
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 4
AEMTX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Equity A 4
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional 4
HLREX - HARDING LOEVNER FUNDS INC - Emerging Markets Research Portfolio Institutional Class 4
GIGAX - Aberdeen Funds - Aberdeen International Equity Fund Class A 4
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 4
Aberdeen Funds - Aberdeen Income Builder Fund Class A 4
BJBIX - ABERDEEN INVESTMENT FUNDS - Aberdeen Select International Equity Fund Class A 4
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 4
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 4
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 4
CTVAX - MUTUAL FUND SERIES TRUST - Catalyst Small-Cap Insider Buying Fund Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
KALL - Krane Shares Trust - KraneShares MSCI All China Index ETF 4
Dfa Investment Trust Co - The Asia Pacific Small Company Series 4
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares 4
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 4
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 4
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 4
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 4
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A 4
WOGSX - Oak Associates Funds - White Oak Select Growth Fund 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund 4
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 4
FISZX - FIDELITY INVESTMENT TRUST - Fidelity SAI International SMA Completion Fund 4
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares 4
QISRX - Pear Tree Funds - Pear Tree Polaris International Opportunities Fund R6 Shares 4
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 4
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 4
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 4
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class 4
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 4
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 4
PACIFIC SELECT FUND - International Large-Cap Portfolio Class I 4
JEMSX - JPMorgan Trust I - JPMorgan Emerging Markets Equity Fund Class I 4
CIGYX - AB CAP FUND, INC. - AB Concentrated International Growth Portfolio Advisor Class 4
Advanced Series Trust - Ast Mfs Global Equity Portfolio 4
Advanced Series Trust - Ast Mfs Growth Portfolio 4
ADVANCED SERIES TRUST - AST Franklin Templeton K2 Global Absolute Return Portfolio 4
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 4
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 4
PWJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison International Opportunities Fund Class A 4
AFFEX - AMG Funds IV - AMG Managers Fairpointe ESG Equity Fund Class I 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 4
APCTX - AMG Funds IV - AMG Managers Pictet International Fund Class I Shares 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
UEMPX - UBS FUNDS - UBS Emerging Markets Equity Opportunity Fund CLASS P 4
DELPX - DELAWARE POOLED TRUST - Macquarie Labor Select International Equity Portfolio DPT CLASS 4
DPEMX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio DPT CLASS 4
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 4
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 4
TRAOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Asia Opportunities Fund 4
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 4
RPICX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Disciplined Equity Fund 4
PRASX - T. Rowe Price International Funds, Inc. - T. Rowe Price New Asia Fund 4
BSCAX - BRANDES INVESTMENT TRUST - Brandes Small Cap Value Fund Class A 4
Jnl Series Trust - Jnl/franklin Templeton Global Fund (a) 4
TWGTX - American Century Mutual Funds, Inc. - All Cap Growth Fund Investor Class 4
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 4
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 4
HISF - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Strategic Income ETF 4
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A 4
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class 4
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 4
LOPPTY - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Opportunity Fund 4
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 4
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 4
TGESX - TEMPLETON INSTITUTIONAL FUNDS - Global Equity Series Advisor Class 4
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 4
FIUSX - First Investors Equity Funds - First Investors Opportunity Fund Class A 4
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 4
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 4
IYE - iSHARES TRUST - iShares U.S. Energy ETF 4
EDFAX - SunAmerica Specialty Series - AIG ESG Dividend Fund A Shares 4
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y 4
RCSAX - RUSSELL INVESTMENT CO - Commodity Strategies Fund Class A 4
Blackrock Dividend Income Trust 4
Bull Street Advisors, LLC 4
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 4
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 4
EUMV - iSHARES TRUST - iShares Edge MSCI Min Vol Europe ETF 4
Dms Funds 4
Mfs Intermarket Income Trust I 4
AAEMX - ALGER FUNDS II - Alger Emerging Markets Fund Class A 4
SHEH - Precidian ETFs Trust - Shell plc ADRhedged 4
WCMIX - Investment Managers Series Trust - WCM Focused International Growth Fund Institutional Class 4
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A 4
EEMD - ETF Series Solutions - AAM S&P Emerging Markets High Dividend Value ETF 4
INDAX - FINANCIAL INVESTORS TRUST - ALPS/Kotak India Growth Fund Investor Shares 4
Westport Funds 4
Purisima Funds 4
Corsair Opportunity Fund 4
Motley Fool Funds Trust 4
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 4
Deutsche High Income Trust 4
Harold Davidson & Associates Inc. 4
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A 4
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class 4
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 4
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 4
FCEQX - FRANKLIN STRATEGIC SERIES - Franklin Select U.S. Equity Fund CLASS A 4
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 4
SCVEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Stock Fund Class A 4
Fdp Series Ii, Inc. 4
SFGIX - FINANCIAL INVESTORS TRUST - Seafarer Overseas Growth and Income Fund Investor 4
H&H International Investment, LLC 4
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 4
WFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Asia Pacific Fund Class A 4
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class 4
Pacific Edge Advisors, LLC 4
Ionic Ventures, LLC 4
Archetype Wealth Partners 4
Ogborne Capital Management, Llc 4
BT Wealth Management LLC 4
HSBC FUNDS - HSBC High Yield Fund Class A 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
Planning Solutions Group Llc 4
Great Point Wealth Advisors, LLC 4
UUPIX - Profunds - Ultraemerging Markets Profund Investor Class 4
Claris Financial LLC 4
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco International Select Equity Fund Class A 4
Jeneq Management, LP 4
Complex Capital Management, Llc 4
Geo Capital Gestora de Recursos Ltd 4
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 4
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 4
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I 4
Discovery Value Fund 4
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 4
Strategic Family Wealth Counselors, L.L.C. 4
ABIAX - AB TRUST - AB International Value Fund Class A 4
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 4
B. Riley Fbr, Inc. 4
Virginia National Bank 4
GPM Growth Investors, Inc. 4
TRH Financial, LLC 4
First Citizens Financial Corp 4
Causeway Etmf Trust 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
Shakespeare Wealth Management, Inc. 4
Pwmco Llc 4
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 4
DISAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon International Stock Fund Class A 4
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A 4
WealthBridge Investment Counsel Inc. 4
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 4
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 4
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF 4
Lara, May & Associates, Llc 4
MGRAX - MFS SERIES TRUST X - MFS International Growth Fund A 4
Peninsula Wealth, LLC 4
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 4
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional 4
FSAIX - FIDELITY SELECT PORTFOLIOS - Air Transportation Portfolio 4
Corriente Advisors, LLC 4
Stony Point Wealth Management Inc. 4
First Sabrepoint Capital Management Lp 4
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio 4
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 4
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 4
SGQAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS International Growth Fund Class A 4
Clifford Capital Partners Llc 4
TIFUX - MORGAN STANLEY PATHWAY FUNDS - International Fixed Income Fund 4
MayTech Global Investments, LLC 4
DGGAX - DELAWARE GROUP GLOBAL & INTERNATIONAL FUNDS - Delaware International Small Cap Fund Class A 4
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 4
Retirement Income Solutions, Inc 4
Blackrock Cori Funds 4
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 4
Lyons Funds 4
Virtus Total Return Fund 4
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 4
Finance Co Of Pennsylvania 4
Grand Prix Investors Trust 4
SEG Partners Long/Short Equity Fund 4
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged 4
NYSAX - NYSA SERIES TRUST - NYSA Fund 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
VAVAX - VALIC Co I - Value Fund 4
Oaktree Funds 4
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 4
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 4
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 4
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 4
John Hancock Tax-advantaged Dividend Income Fund 4
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 4
John Hancock Premium Dividend Fund 4
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 4
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 4
NHMSX - John Hancock Funds II - Mid Cap Stock Fund Class NAV 4
EWC - iShares, Inc. - iShares MSCI Canada ETF 4
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 4
Oppenheimer Global High Yield Fund 4
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 4
EWGS - iSHARES TRUST - iShares MSCI Germany Small-Cap ETF 4
EIS - iShares, Inc. - iShares MSCI Israel ETF 4
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 4
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund 4
Staar Investment Trust 4
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 4
NIOAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Small Cap Fund Class A 4
CFIMX - Clipper Funds Trust - Clipper Funds Trust 4
India Fund Inc 4
EVGBX - Evermore Funds Trust - Evermore Global Value Fund Investor Class 4
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 4
Templeton Global Income Fund 4
Arbor Trust Wealth Advisors, Llc 4
Hilltop Wealth Advisors, Llc 4
Cardinal Strategic Wealth Guidance 4
Altus Wealth Management, LLC 4
Chronos Wealth Management, LLC 4
Sentinel Pension Advisors Inc 4
Gill Capital Partners, Llc 4
Barings Participation Investors 4
Epiq Partners, Llc 4
Growth Portfolio 4
Tortoise Essential Assets Income Term Fund 4
BRGIX - BRIDGES INVESTMENT FUND INC - Bridges Investment Fund, Inc. 4
Nuveen High Income December 2018 Target Term Fund 4
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 4
Nuveen Credit Opportunities 2022 Target Term Fund 4
Jdc-jsc L.p. 4
Large-cap Value Portfolio 4
Bulwark Capital Corp 4
Legacy Wealth Planning, LLC 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
MIK Capital, LP 4
Nuveen Preferred & Income 2022 Term Fund 4
Nuveen Preferred & Income Term Fund 4
LH Capital Markets, LLC 4
Fure Financial Corp 4
TCWAX - TEMPLETON CHINA WORLD FUND - Templeton China World Fund Class A 4
Private Wealth Strategies, L.L.C. 4
Comprehensive Financial Management LLC 4
Atlas Principals, LLC 4
Huber Financial Advisors, Llc 4
Francis Financial, Inc. 4
Neumann Advisory Hong Kong Ltd 4
Subin Neil S 4
Hudson Capital Management LLC 4
Milestone Resources Group Ltd 4
Maltin Wealth Management, Inc. 4
FIISX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Global Equity Fund Class A 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
Adams Chetwood Wealth Management LLC 4
Brooktree Capital Management 4
Saya Management Lp 4
Newport Trust Co 4
Fintrust Investment Advisory Services, Llc 4
swisspartners Advisors Ltd 4
HRIRX - HARBOR FUNDS - Harbor Robeco International Conservative Equities Fund Retirement Class 4
Algebris (uk) Ltd 4
Staton Financial Advisors, Llc 4
Allianz Global Investors U.S. LLC 4
OEUR - OSI ETF Trust - O'Shares FTSE Europe Quality Dividend ETF 4
Paul John Balson 4
DDDAX - Northern Lights Fund Trust - 13D Activist Fund Class A 4
MFLDX - TRUST FOR PROFESSIONAL MANAGERS - Marketfield Fund - Class I 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 4
LKINX - LKCM Funds - LKCM INTERNATIONAL EQUITY FUND LKCM International Equity Fund 4
RWCIX - Advisors' Inner Circle Fund III - RWC Global Emerging Equity Fund Class I Shares 4
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class 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
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares 4
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 4
ARSOX - Investment Managers Series Trust - Aristotle/Saul Global Equity Fund Class I 4
Alexander Randolph Advisory Inc 4
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 4
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 4
ANSIX - ANCORA TRUST - Ancora Special Opportunity Fund Class I 4
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class 4
MISEX - Midas Series Trust - Midas Magic 4
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 4
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C 4
HDSMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small-Mid Cap Fund Retail Class 4
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares 4
EPIQ Capital Group, LLC 4
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares 4
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 4
RFIMX - Ranger Funds Investment Trust - Ranger Micro Cap Fund Institutional Class 4
HJIGX - Manager Directed Portfolios - Hardman Johnston International Growth Fund Institutional Shares 4
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 4
WCLGX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES 4
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 4
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 4
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund 4
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 4
ThornTree Capital Partners LP 4
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A 4
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 4
CCOR - Listed Funds Trust - Core Alternative ETF 4
BUNRX - BULLFINCH FUND INC - Unrestricted Series 4
LGNHX - ADVISORS SERIES TRUST - Logan Capital Large Cap Growth Fund Investor Class 4
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 4
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares 4
MPGIX - Capitol Series Trust - Meritage Growth Equity Fund Institutional Shares 4
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class 4
Bcm Advisors, Llc 4
Dumac, Inc. 4
ATAFX - ADVISORS SERIES TRUST - American Trust Allegiance Fund Investor Class 4
Bowie Capital Management, LLC 4
BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund 4
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 4
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 4
Hapanowicz & Associates Financial Services, Inc 4
Tandem Investment Advisors, Inc. 4
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 4
Wittenberg Investment Management, Inc. 4
FACTORIAL MANAGEMENT Ltd 4
MEGMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Fund Investor Class Shares 4
Scotia Institutional Investments US, LP 4
Collaborative Investment Series Trust - TFA Multidimensional Tactical Fund Class I 4
Pachira Investments Inc. 4
Two Seas Capital LP 4
Country Fund Management 4
Gems Management Ltd 4
InView Investment Management LLC 4
TELEMUS BEACON INVESTMENT Co LLC 4
Mark Morris Et Al 4
FS Global Credit Opportunities Fund 4
BLACKROCK FUNDS - BlackRock International Impact Fund Class K 4
XXEC, Inc. 4
Levitt Capital Management LLC 4
Baring International Investment Ltd 4
Windmill Hill Asset Management Ltd 4
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C 4
KESG - Krane Shares Trust - KraneShares MSCI China ESG Leaders Index ETF 4
EMSQX - SCM Trust - Shelton Emerging Markets Fund Institutional Shares 4
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class 4
Open Field Capital LLC 4
Wilson, Kemp & Associates, Inc. 4
Wood Investment Counsel LLC 4
Bmi Capital Corp 4
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares 4
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 4
S.a.c. Global Investors, Llp 4
4J Wealth Management LLC 4
Eclectic Associates Inc /adv 4
Solitude Financial Services 4
Eleva Capital SAS 4
B, B, H, & B Inc. 4
Longview Financial Advisors LLC 4
Chubb Ltd 4
APEIRON CAPITAL Ltd 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
Lehman Brothers Holdings Inc. 4
Mill Road Capital Management LLC 4
Raptor Capital Management Lp 4
Fiduciary Wealth Partners, LLC 4
Act Wealth Management, Llc 4
Gca Investment Management, Llc 4
TAM Capital Management Inc. 4
Rocky Mountain Private Wealth Management, L.L.C. 4
Signpost Capital Advisors, LP 4
Goepper Burkhardt LLC 4
Financial Planning & Information Services, Inc. 4
Crystal Rock Capital Management 4
Idaho Trust Bank 4
Proquility Private Wealth Partners, LLC 4
Rempart Asset Management Inc. 4
Oakwell Private Wealth Management, LLC 4
Orin Green Financial, LLC 4
McQueen, Ball & Associates Inc. 4
Eos Focused Equity Management, L.P. 4
Sitrin Capital Management LLC 4
October Effect Ltd 4
Alley Co LLC 4
Trevor Stewart Burton & Jacobsen Inc 4
Gardner Russo & Quinn Llc 4
B&D White Capital Company, LLC 4
BCGM Wealth Management, LLC 4
Warlander Asset Management, LP 4
Yarra Square Partners LP 4
Asset Planning Corporation 4
Bontempo Ohly Capital Mgmt Llc 4
Mitra Capital LLC 4
Archer Capital Management, L.P. 4
Rede Wealth, LLC 4
Swmg, Llc 4
Sourcerock Group LLC 4
EGIS - 2nd Vote Funds - 2ndVote Society Defended ETF 4
Satovsky Asset Management Llc 4
Teewinot Capital Advisers, L.L.C. 4
Athena Global Investors LLC 4
Trybe Capital Management LP 4
WC Walker & Associates, Inc. 4
Asturias Capital Llc 4
Banbury Partners Llc 4
Wedgewood Partners Inc 4
DEFN - Emles Trust - Emles Protective Allocation ETF 4
Adi Capital Management LLC 4
Tranquilli Financial Advisor LLC 4
AFOEX - Advisors' Inner Circle Fund III - Aperture International Equity Fund Class X Shares 4
12th Street Asset Management Company, LLC 4
KFVG - Krane Shares Trust - KraneShares CICC China 5G and Semiconductor Index ETF 4
Absoluto Partners Gestao de Recursos Ltda 4
Geier Asset Management, Inc. 4
Streeterville Capital LLC 4
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 4
Windacre Partnership Llc 4
High Pines Wealth Management, LLC 4
Asset Management Group, Inc. 4
Mosaic Advisors LLC 4
New Age Alpha Trust - AVDR US LargeCap Leading ETF 4
New Age Alpha Trust - AVDR US LargeCap ESG ETF 4
SMI Advisory Services, LLC 4
Camden National Corp 4
Truxt Investmentos Ltda. 4
Monumental Financial Group Inc. 4
Turtle Creek Asset Management Inc. 4
Giverny Capital Inc. 4
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund 4
Scharf Investments, Llc 4
Sound Point Capital Management, LP 4
Leonetti & Associates, LLC 4
ADIV - GUINNESS ATKINSON FUNDS - SmartETFs Asia Pacific Dividend Builder ETF 4
Argyle Capital Partners, LLC 4
Bow Street, Llc 4
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF 4
Rivulet Capital, Llc 4
Newport Capital Group, LLC 4
ParenteBeard Wealth Management, LLC 4
Laurus Investment Counsel Inc. 4
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 4
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 4
VHYLX - VALIC Co I - High Yield Bond Fund 4
Cohen & Co Financial Management, LLC 4
Penobscot Wealth Management 4
RiverTree Advisors, LLC 4
Klk Capital Management Llc 4
ARMIX - Advisors' Inner Circle Fund III - ARGA EMERGING MARKETS VALUE FUND Institutional Shares 4
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Yorkville Capital Management, Llc 4
DODEX - DODGE & COX FUNDS - Dodge & Cox Emerging Markets Stock Fund 4
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 4
Tower Square Investment Management, Llc 4
Kiltearn Partners LLP 4
Saddle Road Partners, LLC 4
Youngs Advisory Group, Inc. 4
Darrell & King Llc 4
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF 4
ATQIX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class I 4
FEBEX - FIDELITY INCOME FUND /MA/ - Fidelity Environmental Bond Fund Fidelity Advisor Environmental Bond Fund: Class M 4
ODonnell Financial Services, LLC 4
ALPS ETF Trust - ALPS Hillman Active Value ETF 4
Knott David M Jr 4
JOPSX - JOHCM Funds Trust - JOHCM International Opportunities Fund Class Z Shares 4
TFAMX - Tactical Investment Series Trust - Tactical Moderate Allocation Fund Class A 4
Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class I 4
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 4
Silver Rock Financial LLC 4
JW Asset Management, LLC 4
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 4
Lake Hills Wealth Management, LLC 4
Spring Capital Management, Llc 4
Wick Capital Partners, LLC 4
Austin Asset Management Co Inc 4
OND - PROSHARES TRUST - ProShares On-Demand ETF ProShare On-Demand ETF 4
Potomac Capital Management Llc 4
Evermore Global Advisors, LLC 4
Ml & R Wealth Management Llc 4
Tirschwell & Loewy Inc 4
Barden Capital Management, Inc. 4
Boyd Wealth Management, LLC 4
Sovereign Investment Advisors, LLC 4
Keb Asset Management, Llc 4
Stegent Equity Advisors, Inc. 4
Lloyd Park, LLC 4
Peg Capital Management Inc /nh/ 4
Sage Financial Group Inc 4
NTB Financial Corp 4
Difesa Capital Management, Lp 4
Stone Point Wealth LLC 4
Joseph Group Capital Management 4
Weatherstone Capital Management 4
Lombard Odier Transatlantic, Limited Partnership 4
Laraway Financial Inc 4
Palliser Capital (UK) Ltd 4
SAL Trading, LLC 4
Paragon Financial Partners, Inc. 4
Bill & Melinda Gates Foundation Trust 4
Ami Investment Management Inc 4
Andalusian Capital Partners, Lp 4
Octahedron Capital Management L.P. 4
Odey Holdings AG 4
Metavasi Capital LP 4
Efficient Advisors, LLC 4
Dravo Bay Llc 4
Magnolia Wealth Management, LLC 4
SPRINGS CAPITAL (HONG KONG) Ltd 4
Intergy Private Wealth, LLC 4
Channing Global Advisors, Llc 4
Garcia Hamilton & Associates Lp/de 4
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 4
SBFYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Diversified Income Fund Class K 4
Makena Capital Management Llc 4
BancFirst Trust & Investment Management 4
First Houston Capital, Inc. 4
jvl associates llc 4
apricus wealth, LLC 4
Clay Northam Wealth Management, LLC 4
AILG - Listed Funds Trust - Alpha Intelligent - Large Cap Growth ETF 4
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 4
GRZZ - Listed Funds Trust - Grizzle Growth ETF 4
Hikari Tsushin, Inc. 4
Coatue Innovative Strategies Fund 4
Brandywine Managers, Llc 4
Greenspring Advisors, LLC 4
Mayport, Llc 4
EisnerAmper Wealth Management Corporate Benefits, LLC 4
Objective Capital Management, LLC 4
Needelman Asset Management Inc 4
Nexus Investment Management ULC 4
Parkside Advisors LLC 4
Baker Boyer National Bank 4
BKA Wealth Consulting, Inc. 4
West Wealth Group, LLC 4
Triad Financial Advisors, Inc. 4
BMS Financial Advisors, LLC 4
Moon Capital Management, LLC 4
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF 4
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 4
WGMI - Valkyrie ETF Trust II - Valkyrie Bitcoin Miners ETF 4
ESG Planning 4
TFADX - Tactical Investment Series Trust - TFA Multidimensional Tactical Fund Class A 4
Chautauqua Capital Management 4
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 4
Obsidian Personal Planning Solutions LLC 4
Bridgewater Wealth & Financial Management, LLC 4
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 4
Landmark Financial Advisors, LLC 4
Altrius Capital Management Inc 4
St. James Investment Company, LLC 4
Akuna Securities Llc 4
Tricadia Capital Management, LLC 4
Midwest Investment Management Llc 4
WAUSX - WASATCH FUNDS TRUST - Wasatch U.S. Select Fund Investor Class 4
Stadion Money Management, LLC 4
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I 4
Longbow Capital Partners, L.P. 4
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 4
Kovitz Investment Group, LLC 4
Atlas Merchant Capital LLC 4
Ares Management Llc 4
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares 4
Charles Stewart Mott Foundation 4
MGO Private Wealth, LLC 4
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 4
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 4
CWSDX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration Bond Fund Class Chartwell 4
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF 4
MEM - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Equity Active ETF 4
HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class 4
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 4
DIVD - EA Series Trust - Altrius Global Dividend ETF 4
C WorldWide Group Holding A/S 4
CIRC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Consumption ETF 4
Emerge ETF Trust - Emerge EMPWR Sustainable Emerging Markets Equity ETF 4
EVAV - Direxion Shares ETF Trust - Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares 4
Shira Ridge Wealth Management 4
United Bank, Inc. 4
Crescent Sterling, Ltd. 4
Family Investment Center, Inc. 4
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 4
Macnealy Hoover Investment Management Inc 4
GEM Asset Management, LLC 4
WPWealth LLP 4
Phoenix Investment Adviser LLC 4
Flood Gamble Associates Inc 4
Vertex Planning Partners, LLC 4
Paul Damon & Associates, Inc. 4
Windle Wealth, LLC 4
Brainard Capital Management LLC 4
River Street Advisors LLC 4
Semus Wealth Partners LLC 4
Gritstone Asset Management Llc 4
Northstar Asset Management Inc 4
WealthSpring Partners, LLC 4
Gryphon International Investment CORP 4
Watershed Private Wealth Llc 4
Heritage Wealth Partners, LLC 4
Red Lighthouse Investment Management, Llc 4
Ipsen Advisor Group LLC 4
Dominguez Wealth Management Solutions, Inc. 4
HTG Investment Advisors, Inc. 4
Cinque Partners Llc 4
Horan Capital Management 4
Evergreen Wealth Management, LLC 4
Templeton & Phillips Capital Management, LLC 4
Riposte Capital Llc 4
Kinetic Partners Management, LP 4
Sequent Asset Management, LLC 4
StonePine Asset Management Inc. 4
Hokanson Associates, Inc. 4
Compass Capital Management, Inc 4
Equity Investment Corp/ga 4
Global Thematic Partners, LLC 4
Tandem Wealth Advisors LLC 4
Cortland Associates Inc/mo 4
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF 4
TORYX - RBB Fund Trust - Torray Fund 4
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund 4
Rebalance, Llc 4
Continuum Wealth Advisors, Llc 4
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF 4
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 4
Banta Asset Management Lp 4
ACBEX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EM CoreBuilder Shares Series EM 4
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 4
HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class 4
Luts & Greenleigh Group, Inc 4
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares 4
Hyperion Partners, LLC 4
Sonata Capital Group Inc 4
Resolute Wealth Strategies, LLC 4
Sustainable Growth Advisers, LP 4
Poplar Point Capital Management Llc 4
Snow Lake Management LP 4
VR Advisory Services Ltd 4
EMDM - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Emerging Market Democracies ETF 4
MEMX - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets ex China Active ETF 4
Montgomery Investment Management Inc 4
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares 4
Courage Capital Management Llc 4
Sweeney & Michel, Llc 4
ValueAct Holdings, L.P. 4
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 4
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 4
Prairie Sky Financial Group LLC 4
Rockwood Wealth Management, LLC 4
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 4
Tema ETF Trust - Tema American Reshoring ETF 4
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 4
Arcataur Capital Management LLC 4
Zeff Capital, LP 4
Odey Asset Management LLP 4
Armstrong, Fleming & Moore, Inc 4
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 4
Seven Bridges Advisors LLC 4
Sterling Financial Group, Inc. 4
HM Capital Management, LLC 4
ECML - EA Series Trust - Euclidean Fundamental Value ETF 4
PLEBX - Aristotle Funds Series Trust - Aristotle ESG Core Bond Fund Class I 4
Corrigan Financial, Inc. 4
Putnam ETF Trust - Putnam Emerging Markets ex-China ETF - 4
Greystone Investment Management Llc 4
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C 4
MUSQ - EXCHANGE TRADED CONCEPTS TRUST - MUSQ Global Music Industry ETF 4
Cobblestone Asset Management LLC 4
Lubar & Co., Inc 4
Sloane Robinson LLP 4
Cisco Systems, Inc. 4
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 4
Symons Capital Management Inc 4
Evercore Trust Company, N.A. 4
Ballast Asset Management, LP 4
Calvert Management Series - Calvert Global Equity Fund Class I 4
RELIANCE TRUST Co 4
GUNN & Co INVESTMENT MANAGEMENT, INC. 4
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 4
Pantechnicon Advisors LLP 4
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 4
Spero-smith Investment Advisers Inc /oh 4
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 4
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF 4
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares 4
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 4
Sylebra Capital Llc 4
First Fiduciary Investment Counsel, Inc. 4
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF 4
Amplify ETF Trust - Amplify Cash Flow High Income ETF 4
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF 4
BUXX - EA Series Trust - Strive Enhanced Income Short Maturity ETF 4
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 4
FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund 4
Windsor Financial Group Llc 4
YA II PN, Ltd. 4
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF 4
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 4
New Generation Advisors, Llc 4
Hugh Johnson Advisors LLC 4
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class 4
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 4
Saxony Capital Management, LLC 4
Dupree Financial Group, LLC 4
Madison Park Capital Advisors, LLC 4
Power Wealth Management Llc 4
One Degree Advisors Inc 4
Wealth Group Ltd 4
NDVR, Inc. 4
Stack Financial Management, Inc 4
Hoge Financial Services, Llc 4
Firetrail Investments Pty Ltd 4
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 4
Halter Ferguson Financial Inc. 4
JPL Wealth Management, LLC 4
Kdi Capital Partners Llc 4
MSF Capital, LLC 4
ORBA Wealth Advisors, L.L.C. 4
Avanda Investment Management Pte. Ltd. 4
J. Stern & Co. LLP 4
Mustard Seed Financial, LLC 4
Seamount Financial Group Inc 4
SurgoCap Partners LP 4
Alternative Investment Advisors, LLC. 4
Allen Wealth Management, Llc 4
English Capital Management Llc 4
BRIGHT VALLEY CAPITAL Ltd 4
Aragon Global Management, LP 4
Hawkeye Capital Management, LLC 4
Eight 31 Financial Llc 4
KKM Financial LLC 4
Leviticus Partners LP 4
Family Wealth Group, LLC 4
Vinland Capital Management Gestora de Recursos LTDA. 4
BINV - 2023 ETF Series Trust - Brandes International ETF 4
FTHF - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Emerging Markets Human Flourishing ETF 4
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 4
Redwood Capital Management, Llc 4
Counterweight Ventures, LLC 4
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I 4
Cornerstone Capital Management Llc 4
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF 4
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 4
Processus Wealth & Capital Management, LLC 4
Red Mountain Financial, LLC 4
Tamarack Advisers, LP 4
VanderPol Investments L.L.C. 4
Skyline Advisors, Inc. 4
M3 Advisory Group, LLC 4
Acuta Capital Partners, Llc 4
ECSQX - Harbor Funds II - Embark Commodity Strategy Fund Retirement Class 4
Promethos Capital, LLC 4
Lane & Associates LLC 4
Strategic Planning Group, Llc 4
Criteria Caixa, S.a.u. 4
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF 4
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF 4
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 4
Davies Financial Advisors, Inc. 4
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 4
Allianz Global Investors U.S. Holdings LLC 4
Concord Investment Counsel Inc. 4
Tompkins Mark N. 4
Columbus Capital Management Llc 4
Spear Holdings RSC Ltd 4
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 4
Alexander Labrunerie & Co., Inc. 4
NUSB - Nushares ETF Trust - Nuveen Ultra Short Income ETF 4
Eton Park Capital Management, L.P. 4
Alden Global Capital LLC 4
Rockingstone Advisors LLC 4
Cyr Financial Inc. 4
Rps Advisory Solutions Llc 4
GGM Financials LLC 4
Leslie Global Wealth, LLC 4
Ping Capital Management, Inc. 4
Tremblant Capital Group 4
Robocap Asset Management Ltd 4
Orbis Investment Management Ltd 4
Mirabaud Asset Management (France) SAS 4
Makaira Partners LLC 4
Sheffield Asset Management, L.L.C. 4
Capital Investment Counsel, LLC 4
Orion Investment Co 4
GRIN - Victory Portfolios II - VictoryShares International Free Cash Flow Growth ETF 4
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 4
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 4
BWDIX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class I Shares 4
RVER - Advisor Managed Portfolios - Trenchless Fund ETF 4
Brookfield Public Securities Group LLC 4
Gates Capital Management, Inc. 4
FSGJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Global ex U.S. Low Volatility Index Fund 4
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND 4
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 4
Praesidium Investment Management Company, LLC 4
BlackRock ETF Trust II - BlackRock High Yield ETF 4
BlackRock ETF Trust - BlackRock Large Cap Growth ETF 4
BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF 4
Pacific Grove Capital LP 4
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF 4
Accelerate Investment Advisors LLC 4
Fmb Wealth Management 4
Axecap Investments, LLC 4
ILOW - AB Active ETFs, Inc. - AB International Low Volatility Equity ETF 4
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class 4
Proactive Wealth Strategies LLC 4
Canandaigua National Trust Co of Florida 4
WIM INVESTMENT MANAGEMENT Ltd 4
Parkwoods Wealth Partners, LLC 4
Optivise Advisory Services LLC 4
Cannon Wealth Management Services, LLC 4
Everstar Asset Management, LLC 4
Trafelet Brokaw Capital Management, L.p. 4
BIECX - Datum One Series Trust - BRANDES INTERNATIONAL EQUITY FUND Class C 4
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A 4
SCUS - SCHWAB STRATEGIC TRUST - Schwab Ultra-Short Income ETF 4
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 4
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB 4
Advent International Corp/ma 4
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF 4
GUCPX - GUGGENHEIM FUNDS TRUST - Guggenheim Active INvestment Series (GAINS)-Core Plus Fund SMA Class 4
Clark & Stuart, Inc 4
Founders Grove Wealth Partners, Llc 4
Tallon Kerry Patrick 4
TABR Capital Management, LLC 4
LifePlan Investment Advisors, Inc. 4
Fiduciary Advisors, Inc. 4
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 4
Oregon Pacific Wealth Management, LLC 4
Elm3 Financial Group, LLC 4
BostonPremier Wealth LLC 4
Hidden Cove Wealth Management, LLC 4
Peapod Lane Capital LLC 4
CFC Planning Co LLC 4
Hickory Asset Management, Inc. 4
Centerpoint Advisory Group 4
Lord & Richards Wealth Management, LLC 4
DMKC Advisory Services, LLC 4
Magnolia Private Wealth, LLC 4
Hamilton Capital Partners, Llc 4
Vista Investment Partners Ii, Llc 4
Miller Financial Services LLC 4
Warburton Capital Management, LLC 4
Ascent Capital Management, LLC 4
Saiph Capital, LLC 4
Antonelli Financial Advisors, LLC 4
BHR Capital LLC 4
Potentia Wealth 4
Situational Awareness LP 4
NBZ Investment Advisors LLC 4
Disciplined Investors, L.L.C. 4
Pamalican Asset Management Ltd 4
Nutshell Asset Management Ltd 4
Hayman Capital Management, L.p. 4
U S Wealth Group, Llc. 4
Hobbs Wealth Management, LLC 4
Broyhill Asset Management 4
Defined Financial Planning LLC 4
Alexis Investment Partners, LLC 4
Agp Franklin, Llc 4
Stadium Capital Management Llc 4
Stonehaven Wealth & Tax Solutions, Llc 4
Everest Management Corp. 4
Sovereign's Capital Management, LLC 4
Bearing Point Capital, Llc 4
Expect Equity LLC 4
Strive Asset Management, LLC 4
Blue Capital, Inc. 4
BLKBRD Asset Management, LP 4
Guerra Advisors Inc 4
Bolthouse Investments, LLC 4
Goodlander Investment Management, LLC 4
Leigh Baldwin & Co., Llc 4
Lionshead Wealth Management, LLC 4
Parkshore Wealth Management, Inc. 4
Immersion Corp 4
Blue Rock Wealth Management LLC 4
10Elms LLP 4
City National Bank Of Florida /msd 4
Helium Advisors LLC 4
Retirement Planning Group, Llc / Ny 4
Black Diamond Capital Management, L.l.c. 4
Wilkins Miller Wealth Management, LLC 4
Paragon Associates & Paragon Associates Ii Joint Venture 4
PACIFIC SELECT FUND - Large-Cap Plus Bond Alpha Portfolio Class P 4
PACIFIC SELECT FUND - Bond Plus Portfolio Class P 4
PACIFIC SELECT FUND - QQQ Plus Bond Alpha Portfolio Class I 4
PACIFIC SELECT FUND - International Equity Plus Bond Alpha Portfolio Class I 4
Elkhorn Partners Limited Partnership 4
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV 4
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 4
JNL SERIES TRUST - JNL/American Funds Moderate Allocation Fund (I) 4
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF 4
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares 4
Thoma Capital Management LLC 4
TCW ETF Trust - TCW High Yield Bond ETF 4
M1 Capital Management LLC 4
Mhr Fund Management Llc 4
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 4
Milestone Asset Management Group, LLC 4
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF 4
Ledgewood Wealth Advisors, LLC 4
Fischer Financial Services, Inc. 4
Sfm, Llc 4
Greenbush Financial Group, LLC 4
TXUE - Thornburg ETF Trust - Thornburg International Equity ETF 4
Nicholson Meyer Capital Management, Inc. 4
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class 4
EGGS - Tidal Trust III - NestYield Total Return Guard ETF 4
EGGY - Tidal Trust III - NestYield Dynamic Income ETF 4
Bosman Wealth Management, LLC 4
Seek First Inc. 4
V. M. Manning & Co., Inc. 4
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS International Growth Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class 4
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Preservation Fund Standard Class 4
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 4
MSMLX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA SMALL COMPANIES FUND Investor Class Shares 4
MAPIX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIA DIVIDEND FUND Investor Class Shares 4
THRIVENT SERIES FUND INC - Thrivent Partner Growth Stock Portfolio Class A 4
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 4
MFS VARIABLE INSURANCE TRUST II - MFS International Growth Portfolio Initial Class 4
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 4
TQEZX - AMG FUNDS - AMG TimesSquare Emerging Markets Small Cap Fund Class Z 4
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 4
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF 4
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
WCHN - WisdomTree Trust - WisdomTree ICBCCS S&P China 500 Fund N/A 4
AZENX - AQR Funds - AQR Emerging Defensive Style Fund Class N 4
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 4
NSBDX - NORTHERN LIGHTS FUND TRUST II - North Star Bond Fund Class I Shares 3
Jericho Financial, Llp 3
Charles Carroll Financial Partners, LLC 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 3
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A 3
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 3
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 3
White Wing Wealth Management 3
FIEUX - FIDELITY INVESTMENT TRUST - Fidelity Europe Fund 3
American Economic Planning Group Inc /adv 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 3
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 3
Integrity Wealth Solutions LLC 3
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 3
Fort Dearborn Income Securities Inc 3
Cobler Capital Management, LLC 3
Amerigo Asset Management 3
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 3
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
Forester Capital Management, LTD 3
Resonate Capital, LLC 3
Four Tree Island Advisory LLC 3
PGVFX - FORUM FUNDS - Polaris Global Value Fund 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
Kfg Wealth Management, Llc 3
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class 3
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
FF Advisors,LLC 3
VCINX - VALIC Co I - International Growth Fund 3
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class 3
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 3
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 3
Wright Private Asset Management 3
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 3
OMC Financial Services LTD 3
David Wealth Management LLC 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
GoalFusion Wealth Management, LLC 3
Ceros Financial Services Inc. 3
Plaisance Capital LLC 3
FOOLX - RBB FUND, INC. - MFAM Global Opportunities Fund Investor Shares 3
Viewpoint Capital Management LLC 3
Ridgeline Wealth Planning, LLC 3
Trees Investment Counsel Llc 3
Parus Finance SA 3
Farrow Financial Inc. 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 3
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 3
Littlejohn Financial Services, Inc. 3
CNXT - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC SME-ChiNext ETF 3
Pearl Innovations Llc 3
Holt-smith Advisors Inc 3
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 3
RCKSX - Oak Associates Funds - Rock Oak Core Growth Fund 3
APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares 3
Reilly Herbert Faulkner III 3
Hubbell Strickland Wealth Management, LLC 3
MHOAX - MFS SERIES TRUST III - MFS Global High Yield Fund A 3
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I 3
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 3
FAMEX - FENIMORE ASSET MANAGEMENT TRUST - FAM Dividend Focus Fund Investor Class 3
GFFIX - Gator Series Trust - Gator Financial Fund 3
TCP Asset Management, LLC 3
AQWA - Global X Funds - Global X Clean Water ETF 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Stratton Mid Cap Value Fund, Inc. 3
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 3
Santa Monica Partners Lp 3
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I 3
Oak Management Corp 3
Centerbridge Partners, L.P. 3
Alleghany Corp /de 3
Steben Alternative Investment Funds 3
Legacy Solutions, Llc 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
S.H.N. Financial Investments Ltd. 3
SCMVX - Rbb Fund, Inc. - Schneider Small Cap Value Fund 3
BXQIX - MassMutual Advantage Funds - MassMutual Global Emerging Markets Equity Fund Class I 3
BIADX - Brown Advisory Funds - Brown Advisory Equity Income Fund Investor Shares 3
HOLBX - HOLLAND SERIES FUND INC - Holland Balanced Fund 3
Financial Harvest, LLC 3
RMBMX - RMB INVESTORS TRUST - RMB SMID Cap Fund Class I 3
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 3
BIABX - Brown Advisory Funds - Brown Advisory Strategic Bond Fund Institutional Shares 3
Grove Street Fiduciary, LLC 3
Union Capital, Llc 3
Gallagher Benefit Services, Inc. 3
Optifour Integrated Wealth Management, Llc 3
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 3
AdviceOne Advisory Services, LLC 3
Turning Point Benefit Group, Inc. 3
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund 3
Winebrenner Capital Management Llc 3
BAFHX - Brown Advisory Funds - Brown Advisory - WMC Strategic European Equity Fund Institutional Shares 3
Gabelli Nextshares Trust 3
MGNR - AMERICAN BEACON SELECT FUNDS - American Beacon GLG Natural Resources ETF 3
CCSB - Tidal Trust II - Carbon Collective Short Duration Green Bond ETF 3
KEMQ - Krane Shares Trust - KraneShares Emerging Markets Consumer Technology Index ETF 3
KGRN - Krane Shares Trust - KraneShares MSCI China Environment Index ETF 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
Weinberger Asset Management, Inc 3
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 3
Engle Capital Management, L.P. 3
FMIJX - FMI FUNDS INC - International Fund Investor Class 3
Red Crane Wealth Management, Llc 3
Mcmorgan & Co Llc 3
Blackrock Resources & Commodities Strategy Trust 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
Nuveen High Income 2023 Target Term Fund 3
Fjell Capital, LLC 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
Rbo & Co Llc 3
DDFG, Inc 3
Prentice Capital Management, LP 3
Brueske Advisory Services, LLC 3
Generali Powszechne Towarzystwo Emerytalne 3
Boyar Asset Management Inc. 3
Veridan Wealth LLC 3
HNICX - HARBOR FUNDS - Harbor International Compounders Fund Retirement Class 3
BABFX - Bread & Butter Fund Inc. - Bread & Butter Fund Inc. 3
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF 3
Applied Capital LLC 3
Alliance Trust PLC 3
Mfs Institutional Money Market Portfolio, A Series Of The Mfs Series Trust Xiv 3
Bares Capital Management, Inc. 3
JACKSON VARIABLE SERIES TRUST - JNL/FAMCO Flex Core Covered Call Fund (A) 3
Hickory Point Bank & Trust 3
Navalign, LLC 3
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C 3
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 3
Sage Asset Management, L.P. 3
RIERX - RBC FUNDS TRUST - RBC International Equity Fund Class R6 3
Curtis Advisory Group, LLC 3
One Madison Group Llc 3
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF 3
Invesco Dynamic Credit Opportunity Fund 3
IEVIX - LAZARD FUNDS INC - Lazard International Equity Value Portfolio Institutional Shares 3
Newmark Risk-managed Opportunistic Fund 3
Discipline Wealth Solutions, LLC 3
Breithorn Capital Management 3
Korea Fund Inc 3
RISRX - RBC FUNDS TRUST - RBC International Small Cap Equity Fund Class R6 3
APG Investment Services NV 3
Union Investments & Development Ltd. 3
Arxis Securities Llc 3
Energy Income Partners, LLC 3
Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares 3
SYE - SSGA Active Trust - SPDR MFS Systematic Core Equity ETF 3
Financial Alternatives, Inc 3
Catalyst Wealth Management, LLC 3
CGIE - Capital Group International Equity ETF - Capital Group International Equity ETF Share Class 3
Gabelli Healthcare & Wellnessrx Trust 3
Sagace Wealth Management LLC 3
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class 3
Coordinated Financial Services, Inc. 3
RK Asset Management, LLC 3
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class 3
TGICX - TCW FUNDS INC - TCW International Small Cap Fund Class I 3
Ranger International Management, LP 3
Gallagher Capital Advisors, LLC 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
AGIHX - Allianz Funds Multi-Strategy Trust - AllianzGI Global High Yield Fund Institutional Class 3
Iyo Bank, Ltd. 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 3
Stockbridge Partners LLC 3
Independent Order of Foresters 3
Cushing Capital Partners, LLC 3
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3
Doman Group, LLC 3
Toro 18 Holdings Llc 3
ADHVX - Advisors' Inner Circle Fund III - Aegon Short Duration High Yield Fund Investor Shares 3
Cornerstone Enterprises, Llc 3
FHSRX - Federated Adviser Series - Federated Hermes Global Small Cap Fund Class C Shares 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 3
Dfa Investment Trust Co - The United Kingdom Small Company Series 3
GTAGX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Mid Cap Core Equity Fund Class A 3
Raven Rock Credit Master Fund L.P. 3
Integras Partners LLC 3
FRIEX - Federated Adviser Series - Federated Emerging Markets Equity Fund Class C Shares 3
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 3
HMV Wealth Advisors, LLC 3
HIEIX - Federated Adviser Series - Federated Hermes International Equity Fund Institutional Shares 3
NBCE - Neuberger Berman ETF Trust - Neuberger Berman China Equity ETF 3
Cornerstone Progressive Return Fund 3
OAIM - UNIFIED SERIES TRUST - OneAscent International Equity ETF 3
First Financial Group Corp 3
Monimus Capital Management, Lp 3
OAEM - UNIFIED SERIES TRUST - OneAscent Emerging Markets ETF 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - International Emerging Markets Account Class 1 3
WESGX - Investment Managers Series Trust - WCM Focused ESG International Fund Investor Class Shares 3
HSIDX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable International Core Fund Class SDR 3
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 3
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 3
Sio Capital Management, LLC 3
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 3
Cadence Wealth Management LLC 3
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 3
Independent Family Office, LLC 3
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 3
Hummingbird Management Llc 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
Sterling Capital Variable Insurance Funds 3
J Hagan Capital, Inc. 3
Huntington Steele LLC 3
Priebe Wealth Holdings LLC 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
Cevian Capital II GP LTD 3
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 3
Marathon Asset Management Lp 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 High Yield Corporate Bond ETF 3
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 3
Gutierrez Wealth Advisory, LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity Industrials Central Fund 3
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 3
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 3
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 3
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I 3
Spectrum Wealth Advisory Group, LLC 3
CN - DBX ETF TRUST - Xtrackers MSCI All China Equity ETF 3
Candlewood Investment Group, LP 3
BSJL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 High Yield Corporate Bond ETF 3
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 3
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 3
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 3
Friday Financial 3
IOECX - ICON FUNDS - ICON Equity Income Fund Class C 3
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 3
Prospect Financial Group LLC 3
Tillar-Wenstrup Advisors, LLC 3
Bay Capital Advisors, LLC 3
NRI Wealth Management LC 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 3
Morgan Creek Series Trust 3
Sellwood Investment Partners LLC 3
Rodgers Thurman J 3
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 3
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 3
Two West Capital Advisors LLC 3
McAlister, Sweet & Associates, Inc. 3
ICNCX - ICON FUNDS - ICON Fund Class C 3
Kraft Asset Management, Llc 3
HLMEX - HARDING LOEVNER FUNDS INC - Harding Loevner Institutional Emerging Markets Portfolio Institutional 3
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class 3
Horizon Funds - Centre American Select Equity Fund Investor Class 3
HLEMX - HARDING LOEVNER FUNDS INC - Harding Loevner Emerging Markets Portfolio Advisor 3
Kcg Americas Llc 3
Melfa Wealth Management, Llc 3
TradeWell Securities, LLC. 3
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A) 3
BKIS - BNY Mellon ETF Trust - BNY Mellon Sustainable International Equity ETF 3
Jnl Series Trust - Jnl/s&p Intrinsic Value Fund (a) 3
Kore Advisors LP 3
Hardin Capital Partners, LLC 3
Aberdeen Global Select Opportunities Fund Inc. 3
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 3
Audent Global Asset Management, LLC 3
Broad Peak Investment Advisers Pte Ltd 3
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 3
Amazon Com Inc 3
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares 3
Zeal Asset Management Ltd 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Select ETF 3
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
Brightline Capital Management, Llc 3
Zeno Equity Partners LLP 3
Financial Consulate Inc. 3
Eldridge Investment Advisors, Inc. 3
Stuyvesant Capital Management 3
Carrhae Capital LLP 3
Dynamo Internacional Gestao De Recursos Ltda. 3
Black Point Wealth Management 3
Relational Investors Llc 3
Chartist Inc /ca/ 3
Fort Vancouver Investment Management, LLC 3
CGRO - Tidal Trust II - CoreValues Alpha Greater China Growth ETF 3
Harvest Capital Management Inc 3
ICONX - ICON FUNDS - ICON Opportunities Fund 3
Acorn Creek Capital Llc 3
FreeGulliver LLC 3
VPVRRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Real Return Portfolio Administrative 3
Lg Capital Funding, Llc 3
FPA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Asia Pacific ex-Japan AlphaDEX Fund 3
Straightline Group Llc 3
FCA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust China AlphaDEX Fund 3
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 3
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF 3
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I 3
Meridian Financial, LLC 3
TPG Advisors LLC 3
AJ Advisors, LLC 3
Polunin Capital Partners Ltd 3
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 3
Gouws Capital LLC 3
Seneschal Advisors, LLC 3
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 3
O'Connor Financial Group LLC 3
MCSE - Franklin Templeton ETF Trust - Martin Currie Sustainable International Equity ETF 3
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund 3
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I) 3
Eldred Rock Partners, LLC 3
SHLD - Global X Funds - Global X Defense Tech ETF 3
Sanchez Wealth Management Group 3
Taylor, Cottrill LLC 3
Robertson Stephens Advisors Llc 3
Kades & Cheifetz LLC 3
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 3
Goldentree Asset Management Lp 3
FKO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust South Korea AlphaDEX Fund 3
Piper Jaffray Companies 3
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 3
Frederick Financial Consultants, LLC 3
ETF Store, Inc. 3
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF 3
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund 3
MXXVX - Matthew 25 Fund - Matthew 25 Fund 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Finward Bancorp 3
Element Wealth, LLC 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Growth Equity Fund - Institutional Shares 3
MKIEX - Advisors' Inner Circle Fund - Mckee International Equity Portfolio Institutional Class Shares 3
Benefit Street Partners LLC 3
Eversept Partners, LP 3
National Rural Electric Cooperative Association 3
IVSBX - IVY FUNDS - Ivy Global Bond Fund Class B 3
BTLSX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Concentrated Growth Equities Fund Institutional Class 3
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 3
Palmer Knight Co 3
Jnl Series Trust - Jnl/s&p Total Yield Fund (a) 3
Lifelong Wealth Advisors, Inc. 3
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 3
JFWD - Jacob Funds Inc. - Jacob Forward ETF 3
DMAT - Global X Funds - Global X Disruptive Materials ETF 3
Steinberg Asset Management Llc 3
Mendel Capital Management LLC 3
ISRYX - AB CAP FUND, INC. - AB International Low Volatility Equity Portfolio Advisor Class 3
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 3
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF 3
ZGEIX - Advisors' Inner Circle Fund III - NINETY ONE GLOBAL ENVIRONMENT FUND I Shares 3
Bryant Woods Investment Advisors, LLC 3
AMID - EA Series Trust - Argent Mid Cap ETF 3
DYAPX - BNY MELLON STOCK FUNDS - BNY Mellon International Small Cap Fund Class A 3
Tweedy, Browne Co LLC 3
Helen Stephens Group, LLC 3
Apex Wealth Management, LLC 3
RPMYX - Managed Portfolio Series - Reinhart International PMV Fund Advisor Class 3
EICGX - EATON VANCE GROWTH TRUST - Eaton Vance Greater China Growth Fund Class I 3
FBOTX - FIDELITY SUMMER STREET TRUST - Fidelity Disruptive Automation Fund 3
Consolidated Capital Management, Llc 3
LTS One Management LP 3
Schwerin Boyle Capital Management Inc 3
Capital Wealth Management, Llc 3
ACFOX - American Century Growth Funds, Inc. - Focused Dynamic Growth Fund Investor Class 3
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF 3
Bpifrance Participations SA 3
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 3
EXCRX - MANNING & NAPIER FUND, INC. - Core Bond Series Class S 3
St. James Investment Advisors, LLC 3
Welch Investments, LLC 3
Manulife Financial Corp 3
EXITX - MANNING & NAPIER FUND, INC. - International Series Class S 3
North Ridge Wealth Advisors, Inc. 3
Legion Partners Asset Management, LLC 3
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 3
Real Talk Capital, LLC 3
Blue Investment Partners LLC 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
MYIFX - MONETTA TRUST - Monetta Core Growth Fund 3
Frontier Asset Management, LLC 3
Kaydan Wealth Management, Inc. 3
Manchester Management Co Llc 3
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 3
ALNRX - American Century Capital Portfolios Inc - Ac Alternatives Income Fund R Class 3
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 3
Red Granite Advisors LLC 3
Bromfield Sneider Wealth Advisors 3
MDE Group 3
Retirement Capital Strategies 3
Franklin U.s. Government Money Fund 3
Marotta Asset Management 3
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 3
CAPOX - FORUM FUNDS - Absolute Capital Opportunities Fund Institutional Shares 3
WSCIX - Advisors' Inner Circle Fund - Westwood Strategic Convertibles Fund Institutional Shares 3
KilterHowling LLC 3
HS Management Partners, LLC 3
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 3
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF 3
Swedbank Robur Fonder AB 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable International Equity Fund - Class K Shares 3
Westend Partners Lp 3
Highland Peak Capital, LLC 3
BGIAX - BRANDES INVESTMENT TRUST - Brandes Global Equity Income Fund Class A 3
BISMX - BRANDES INVESTMENT TRUST - Brandes International Small Cap Equity Fund Class I 3
BLVD Private Wealth, LLC 3
IDVGX - Copeland Trust - Copeland International Risk Managed Dividend Growth Fund Class A 3
Adamsbrown Wealth Consultants Llc 3
Brightwater Advisory LLC 3
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class 3
Morgan Jess S & Co Inc 3
NIIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select International Equity Fund Class A 3
Palo Alto Wealth Advisors, Llc 3
Robinson Smith Wealth Advisors Llc 3
QERIX - AQR Funds - AQR Emerging Relaxed Constraint Equity Fund Class I 3
SIEAX - SUNAMERICA EQUITY FUNDS - AIG International Dividend Strategy Fund Class A 3
MXMCX - GREAT-WEST FUNDS INC - Great-West Ariel Mid Cap Value Fund Investor Class 3
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 3
SW Investment Management LLC 3
HAGOX - Hartford Hls Series Fund Ii Inc - Hartford Growth Opportunities Hls Fund Ia 3
St. Clair Advisors, LLC 3
Von Berge Wealth Management Group, LLC 3
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 3
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 3
Evelyn Partners Investment Management (Europe) Ltd 3
Shelter Ins Profit Sharing 3
NBSD - Neuberger Berman ETF Trust - Neuberger Berman Short Duration Income ETF 3
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 3
Vista Finance, Llc 3
Paradoxiom Capital L.P. 3
Bmt Investment Funds 3
Parsifal Capital Management, LP 3
Kehrs Ridge Capital,LLC 3
4D Advisors, LLC 3
Sky-mountain Capital Management, Inc. 3
Aspen Wealth Strategies, LLC 3
Strategic Capital Advisers, Inc. 3
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF 3
Source Etf Trust 3
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
OEQIX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class I 3
PBCay One RSC Ltd 3
EMXIX - Ashmore Funds - Ashmore Emerging Markets Equity ex China Fund Institutional Class 3
Oskie Capital Management, Llc 3
Three Bridge Wealth Advisors, LLC 3
Round Hill Asset Management 3
Mizuho Financial Group Inc 3
Pennington Partners & Co., Llc 3
Deer Park Road Corp 3
Wise Wealth Partners 3
Putnam Funds Trust - Putnam Capital Spectrum Fund Class A 3
Headland Capital, LLC 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
Sulzberger Capital Advisors, Inc. 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
Davidson Kahn Capital Management, LLC 3
Lane Generational LLC 3
Arcadia Wealth Management, LLC 3
Swp Financial Llc 3
Soma Equity Partners Lp 3
Pinnacle Investment Management Ltd 3
TEMPLETON GLOBAL INVESTMENT TRUST - Franklin Templeton SMACS: Series EM Series EM 3
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 3
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares 3
Clovis Capital Management Lp 3
Folketrygdfondet 3
Dow 30 Enhanced Premium & Income Fund Inc. 3
TEMMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Small Cap Fund Class A 3
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 3
Presilium Private Wealth, Llc 3
Yoder Wealth Management, Inc. 3
NERD - Listed Funds Trust - Roundhill BITKRAFT Esports & Digital Entertainment ETF 3
BIP Alliance, LLC 3
Birch Run Capital Advisors, LP 3
Rain Capital Management, LLC 3
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF 3
NUBAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Unconstrained Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 3
Stewardship Advisors, LLC 3
Philadelphia International Advisors Lp 3
JNL SERIES TRUST - JNL/WCM Focused International Equity Fund (I) 3
Financial Symmetry Inc 3
Pelham Capital Ltd. 3
Columbia River Financial Group, LLC 3
GIAX - Tidal Trust II - Nicholas Global Equity and Income ETF 3
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF 3
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 3
Herr Investment Group LLC 3
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 3
Deep Basin Capital LP 3
Michels Family Financial, LLC 3
Integrity Investment Advisors, LLC 3
WealthCare Investment Partners, LLC 3
Spreng Capital Management, Inc. 3
GEME - 2023 ETF Series Trust - Pacific NoS Global EM Equity Active ETF 3
Fonville Wealth Management LLC 3
Genoa Capital Gestora de Recursos Ltda. 3
Aurdan Capital Management, LLC 3
Dow 30 Premium & Dividend Income Fund Inc. 3
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 3
Grunden Financial Advisory, Inc. 3
Divergent Wealth Advisors, Llc 3
IDJAX - Voya VARIABLE PORTFOLIOS INC - Voya Euro STOXX 50(R) Index Portfolio Class ADV 3
Martel Wealth Advisors Inc 3
Northern Lights Fund Trust - Power Dividend Mid-Cap Index Fund Class A 3
VAIGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select International Growth Fund Admiral Shares 3
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6 3
BWM Planning, LLC 3
Fox Point Capital Management LLC 3
Code Waechter LLC 3
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF 3
DMRE - Transamerica ETF Trust - DeltaShares S&P EM 100 & Managed Risk ETF 3
PRFEX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional International Growth Equity Fund 3
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF 3
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class 3
Lpwm Llc 3
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class 3
Pale Fire Capital SE 3
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 3
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y 3
TABOX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Anti-Benchmark US Core Equity Fund Institutional Class 3
TPI Fund Managers Ltd 3
Prudent Investors Network 3
Pactiv General Employee Benefit Trust 3
Lakeshore Capital Group, Inc. 3
AINP - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Income Plus ETF 3
Hansberger Global Investors Inc/fl 3
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 3
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 3
WorthPointe, LLC 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 3
RIGZ - Alpha Architect ETF Trust - Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 3
XY Planning Network, Inc. 3
St George Investments LLC 3
PACIFIC SELECT FUND - Small-Cap Plus Bond Alpha Portfolio Class P 3
Pure Portfolios Holdings Llc 3
EUMF - WisdomTree Trust - WisdomTree Europe Multifactor Fund N/A 3
Cooksen Wealth, LLC 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
One + One Wealth Management, Llc 3
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 3
TSFAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Small Cap Fund Class A 3
Cresta Advisors, Ltd. 3
RGM Capital, LLC 3
Money Market Portfolios 3
Institutional Fiduciary Trust 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
Karamaan Group, LLC 3
Prudence Asset Management Ltd 3
Dockyard Capital Management Lp 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
DPDEX - DELAWARE POOLED TRUST - Macquarie Large Cap Value Portfolio DPT CLASS 3
Coury Firm Asset Management LLC 3
CBSE - Elevation Series Trust - Clough Select Equity ETF 3
Patrick Mauro Investment Advisor, INC. 3
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
FPOMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Payout 2021 Fund Advisor Class 3
Highmount Capital, LLC 3
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF 3
Samjo Capital LLC 3
Ehrlich Financial Group 3
Capstone Wealth Management Group, Llc 3
Spectrum Planning & Advisory Services Inc. 3
HHDTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INTERNATIONAL FUND INSTITUTIONAL CLASS SHARES 3
Typenex Co-Investment, LLC 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
DHK Financial Advisors, Inc. 3
Eq Llc 3
AMVIX - American Century Mutual Funds, Inc. - Adaptive Equity Fund Investor Class 3
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 3
R.P. Boggs & Co. 3
Milestones Private Investment Advisors LLC 3
Cherry Creek Investment Advisors, Inc. 3
Probabilities Fund Management, LLC 3
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Derbend Asset Management 3
Barings Corporate Investors 3
RKSAX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class A 3
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund 3
American Funds Global High-income Opportunities Fund 3
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares 3
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 3
REVAX - RBC FUNDS TRUST - RBC Emerging Markets Value Equity Fund Class A 3
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF 3
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 3
ADVANCED SERIES TRUST - AST American Funds Growth Allocation Portfolio 3
Mane Global Capital Management Lp 3
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF 3
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D 3
Latko Wealth Management, Ltd. 3
EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I 3
JDVI - John Hancock Exchange-Traded Fund Trust - John Hancock Disciplined Value International Select ETF 3
LAIAX - COLUMBIA ACORN TRUST - Columbia Acorn International Class A 3
Roth Financial Partners LLC 3
GRNR - Global X Funds - Global X Green Building ETF 3
Lone Star Value Investors GP LLC 3
Alaska Permanent Capital Management 3
FPAG - NORTHERN LIGHTS FUND TRUST III - FPA Global Equity ETF 3
CALEX - CUTLER TRUST - Cutler Equity Fund 3
Morton Community Bank 3
Mfs Government Markets Income Trust 3
Northwestern Mutual Life Insurance Co 3
Guardcap Asset Management Ltd 3
Saybrook Capital /nc 3
Black Arch Opportunity Fund Lp 3
Small Cap Value Fund, Inc. 3
Wade Financial Advisory, Inc 3
Osprey Private Wealth LLC 3
Round Table Investment Management Company, Lp 3
ShearLink Capital, LLC 3
Kissinger Financial Services LLC 3
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 3
Portfolio Strategies Inc 3
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A 3
Newman & Schimel, LLC 3
Tiedemann Trust Co 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
CONAX - COLUMBIA FUNDS SERIES TRUST I - Columbia U.S. Social Bond Fund Class A 3
Gimbal Financial 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
Rayner & Haynor 3
WIEFX - BOSTON TRUST WALDEN FUNDS - Walden International Equity Fund 3
Sage Financial Management Group, Inc. 3
Oppenheimer Emerging Markets Innovators Fund 3
Rudman Errol M 3
FLSW - Franklin Templeton ETF Trust - Franklin FTSE Switzerland ETF 3
Adamcapital Gestao De Recursos Ltda. 3
Gordian Advisors LLC 3
Hutchinson Financial Advisors, INC 3
GIC Private Ltd 3
V2 Capital, LLC 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
QSM Asset Management Ltd 3
Prairiewood Capital, LLC 3
Tiger Veda Management Llc 3
PEAPX - PRINCIPAL FUNDS INC - International Emerging Markets Fund R-3 3
PISEX - Columbia Funds Series Trust II - Columbia Pyrford International Stock Fund Class C 3
James Alpha, Llc 3
BNP Paribas Asset Management UK Ltd 3
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 3
Once Capital Management, LLC 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
Forefront Analytics, LLC 3
TSP Capital Management Group, LLC 3
Timucuan Asset Management Inc/fl 3
Colony Family Offices, LLC 3
Clover Partners, L.P. 3
DSPC - Investment Managers Series Trust II - AXS De-SPAC ETF 3
Lansdowne Partners Limited Partnership 3
Parameter Capital Management LLC 3
DGSMX - World Funds Trust - DGHM V2000 SmallCap Value Fund Investor Class 3
Omega Financial Group, LLC 3
Stewart Asset Management, LLC 3
Underhill Investment Management Llc 3
ACVT - RBB Fund Trust - Advent Convertible Bond ETF 3
TMD Wealth Management, LLC 3
DFND - Reality Shares ETF Trust - REALITY SHARES DIVCON DIVIDEND DEFENDER ETF 3
THIBX - THORNBURG INVESTMENT TRUST - Thornburg High Income Bond Managed Account Fund Class SMA 3
Rainsberger Wealth Advisors, Inc. 3
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 3
Flaherty & Crumrine Total Return Fund Inc 3
Flaherty & Crumrine Preferred Income Fund Inc 3
Pelorus Jack Capital, L.p. 3
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 3
Wiser Wealth Management, Inc 3
Bwcp, Lp 3
McNaughton Wealth Management, LLC 3
LJIM - Northern Lights Fund Trust IV - Long Cramer Tracker ETF 3
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I 3
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 3
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C 3
TL Private Wealth 3
First Trust Portfolios Lp 3
Washington Growth Strategies Llc 3
New Silk Road Investment Pte Ltd 3
DSC Meridian Capital LP 3
Flaherty & Crumrine Preferred Securities Income Fund Inc 3
Western Asset Diversified Income Fund 3
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A 3
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 3
Eac Management Lp 3
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 3
ATDAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Endeavor Fund Class A 3
CMIFX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Founders Class 3
Endurant Capital Management LP 3
Charter Oak Partners Management, L.P. 3
Blackrock Ecosolutions Investment Trust 3
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 3
Profit Funds Investment Trust 3
Luzich Partners Llc 3
Horiko Capital Management Llc 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
Choice Wealth Advisors, LLC 3
DGMMX - World Funds Trust - DGHM MicroCap Value Fund Investor Class 3
Plotkin Financial Advisors, LLC 3
Edge Financial Advisors LLC 3
FIGDX - FIDELITY SALEM STREET TRUST - Fidelity Series Sustainable Investment Grade Bond Fund 3
Aviva Holdings Ltd. 3
EMC - Global X Funds - Global X Emerging Markets Great Consumer ETF 3
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 3
TMFS - RBB FUND, INC. - MFAM Small-Cap Growth ETF 3
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 3
Capital Group KKR Multi-Sector (plus) 3
Wells Financial Advisors INC 3
CNJFX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Japan Fund 3
Cypress Capital Advisors, LLC 3
Uncommon Investment Funds Trust - Uncommon Portfolio Design Core Equity ETF 3
Franklin Templeton Money Fund Trust 3
Templeton Dragon Fund Inc 3
Nabity-Jensen Investment Management Inc 3
Blackstone Holdings III L.P. 3
Anthion Management, Llc 3
Kingdom Financial Group LLC. 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco SMA High Yield Bond Fund 3
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 3
ARSQX - Investment Managers Series Trust - Aristotle Value Equity Fund Class I Shares 3
Guardian Financial Partners, LLC 3
Tonaquint, Inc. 3
Copeland Trust - COPELAND INTERNATIONAL SMALL CAP FUND Class A Shares 3
AREX Capital Management, LP 3
GLBNX - Managed Portfolio Series - Great Lakes Bond Fund Institutional Class Shares 3
EQOP - Natixis ETF Trust II - Natixis U.S. Equity Opportunities ETF 3
FACT Capital, LP 3
MAVF - EA Series Trust - Matrix Advisors Value ETF 3
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 3
Arctis Global LLC 3
BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A 3
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF 3
Sarver Vrooman Wealth Advisors 3
UEPIX - Profunds - Europe 30 Profund Investor Class 3
MAS Advisors LLC 3
Parker Financial LLC 3
Perseverance Asset Management International 3
Fischer Investment Strategies, Llc 3
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 3
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 3
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 3
Merion Investment Management LP 3
Keystone Wealth Partners 3
MMIN - IndexIQ Active ETF Trust - IQ MacKay Municipal Insured ETF 3
Conrad Siegel Investment Advisors, Inc. 3
Share Andrew L. 3
Custos Family Office, LLC 3
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 3
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 3
McGinn Investment Management, Inc. 3
ULTRA SERIES FUND - High Income Fund Class I 3
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 3
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I 3
Jnl Strategic Income Fund Llc 3
Sls Management Llc 3
SpringVest Wealth Management LLC 3
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class 3
OEUR - ALPS ETF Trust - ALPS | O'Shares Europe Quality Dividend ETF Shares 3
JTRAX - John Hancock Funds II - Disciplined Alternative Yield Fund Class NAV 3
Asher Enterprises Inc 3
Kanen Wealth Management LLC 3
Money Market Obligations Trust 3
Buckingham Capital Management Inc 3
Lebenthal Wealth Advisors, LLC 3
Travelers Companies, Inc. 3
SPCZ - Listed Funds Trust - RiverNorth Enhanced Pre-Merger SPAC ETF 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
Short Duration High Income Portfolio - Short Duration High Income Portfolio 3
Requisite Energy Fund I Lp 3
Logan Stone Capital, LLC 3
North Sound Trading, LP 3
ESIGX - Ashmore Funds - Ashmore Emerging Markets Equity ESG Fund Institutional Class 3
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF 3
Boothbay Absolute Return Strategies, LP 3
Marlowe Partners LP 3
TYWIX - AMG FUNDS - AMG GW&K Trilogy Emerging Wealth Equity Fund Class Z 3
Innovative Wealth Building LLC 3
Anqa Management Llc 3
Medina Singh Partners, LLC 3
Cohen & Steers Quality Income Realty Fund Inc 3
GDVD - Principal Exchange-Traded Funds - Principal Active Global Dividend Income ETF 3
NSB Advisors LLC 3
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A 3
SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class 3
PENN SERIES FUNDS INC - Quality Bond Fund 3
Edmond De Rothschild Private Merchant Banking Llp 3
NFO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Insider Sentiment ETF 3
Wood River Capital, LLC 3
ISARX - AB CAP FUND, INC. - AB International Strategic Core Portfolio Class A 3
Waterford Advisors, LLC 3
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares 3
Lagoda Investment Management, L.P. 3
Asset Management Advisors, LLC 3
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 3
Untitled Investments Lp 3
STFGX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Growth Fund 3
MFAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Advantage Portfolio Class I 3
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF 3
Wooster Corthell Wealth Management, Inc. 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 3
Caxton Corp 3
Pathlight Investors Llc 3
Pitti Group Wealth Management, LLC 3
FEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) EURO STOXX 50(R) ETF 3
FFCYX - AB CAP FUND, INC. - AB FlexFee Core Opportunities Portfolio Advisor Class 3
Eachwin Capital, Lp 3
Hofer & Associates. Inc 3
Independence Financial Advisors, LLC 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
Roaring Blue Lion Capital Management, L.P. 3
FFEYX - AB CAP FUND, INC. - AB FlexFee Emerging Markets Growth Portfolio Advisor Class 3
Allianz Life Insurance Co Of North America 3
Irenic Capital Management LP 3
Heard Capital LLC 3
International Value Advisers, LLC 3
Quantitative Value Technologies, Llc 3
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF 3
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 3
Claar Advisors LLC 3
Naya Capital Management Uk Ltd 3
RCTIX - Advisers Investment Trust - River Canyon Total Return Bond Fund Institutional Shares 3
DPUAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon U.S. Equity Fund Class A 3
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF 3
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF 3
EQ ADVISORS TRUST - EQ/MFS International Growth Portfolio Class IB 3
JEMQX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Emerging Markets Equity Fund Class A 3
Satterfield Thomas A Jr 3
Chardan NexTech Investments 2 LLC 3
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 3
ROPE - EA Series Trust - Coastal Compass 100 ETF 3
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 3
Ault Global Holdings, Inc. 3
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB 3
Dixon Fnancial Services, Inc. 3
Baltimore Capital Management, Inc 3
Vanguard Money Market Reserves 3
Sunriver Management LLC 3
Radoff Bradley Louis 3
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF 3
Archvest Wealth Advisors, Inc. 3
TWMIX - American Century World Mutual Funds Inc - Emerging Markets Fund Investor Class 3
Compass Financial Advisors Llc 3
WAADX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - WESTERN ASSET SMASh SERIES CORE COMPLETION FUND SMASh SERIES CORE COMPLETION FUND 3
Ridgepath Capital Management LLC 3
Ghe, Llc 3
OCMPX - LAZARD FUNDS INC - Lazard International Quality Growth Portfolio Open Shares 3
Tri Locum Partners LP 3
Alley Investment Management Company, LLC 3
JOEMX - JOHCM Funds Trust - JOHCM Emerging Markets Opportunities Fund Class Z Shares 3
EMS Capital LP 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
Teramo Advisors, LLC 3
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 3
Gemini Master Fund Ltd 3
AIFG Consultants Ltd. 3
Numina Capital Management, LLC 3
ANTUX - American Century World Mutual Funds Inc - Non-u.s. Intrinsic Value Fund Investor Class 3
Pantheon Investment Group, LLC 3
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 3
FLHK - Franklin Templeton ETF Trust - Franklin FTSE Hong Kong ETF 3
Profunds - Profund Vp Europe 30 3
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 3
Orgel Wealth Management, LLC 3
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares 3
OHIO NATIONAL FUND INC - ON Bond Portfolio 3
John Hancock Preferred Income Fund 3
BNIVX - Perpetual Americas Funds Trust - Barrow Hanley International Value Fund Institutional Shares 3
PIMCO Dynamic Income Opportunities Fund 3
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 3
Clayton Partners LLC 3
Peninsula Asset Management Inc 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
BDGS - EA Series Trust - Bridges Capital Tactical ETF 3
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares 3
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF 3
JOCEX - JOHCM Funds Trust - JOHCM Credit Income Fund Class Z Shares 3
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A 3
Clearfield Capital Management Lp 3
EFGIX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Global Opportunities Fund Class I 3
Elevation Etf Trust 3
Acacia Research Corp 3
Vector Wealth Management, Llc 3
EEMGX - MFS SERIES TRUST VII - MFS Emerging Markets Equity Research Fund R4 3
Wealth & Pension Services Group, Inc. 3
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
Keane Capital Partners, LLC 3
MCSMX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS CHINA SMALL COMPANIES FUND Investor Class Shares 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
Crestone Asset Management LLC 3
Lanham O'Dell & Company, Inc. 3
HNFIX - HARBOR FUNDS - Harbor Focused International Fund Investor Class 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
PGBPX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund I-2 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3 3
Orchard Capital Managment, LLC 3
SSSFX - Advisors' Inner Circle Fund III - SouthernSun Small Cap Fund Class N Shares 3
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R 3
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF 3
MHNAX - MADISON FUNDS - Madison High Income Fund High Income Fund Class A 3
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares 3
Waterfront Capital Partners, LLC 3
3D/L Capital Management, LLC 3
ELCV - Strategy Shares - Eventide High Dividend ETF 3
Blackcrane Capital, Llc 3
Opes Advisors Inc 3
Compass Wealth Management, LLC/GA 3
Cabot-Wellington, LLC 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Multisector Income VIP Class A 3
Affinia Financial Group, Llc 3
CJM Wealth Advisers, Ltd. 3
Oppenheimer Global Value Fund 3
BINUX - BARON SELECT FUNDS - Baron New Asia Fund R6 Shares 3
Ambs Investment Counsel Llc 3
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 3
ABIG - EA Series Trust - Argent Large Cap ETF 3
Foundation Capital, LLC 3
Uptown Financial Advisors LLC 3
THOAX - THORNBURG INVESTMENT TRUST - Thornburg Global Opportunities Fund - Class A 3
MIIBX - MADISON FUNDS - Madison High Quality Bond Fund High Quality Bond Fund Class Y 3
PPGVX - Datum One Series Trust - Phaeacian Global Value Fund Institutional Class Shares 3
PPIVX - Datum One Series Trust - Phaeacian Accent International Value Fund Institutional Class Shares 3
Vickerman & Driscoll Financial Advisors Inc 3
Ycg, Llc 3
Awm Capital, Llc 3
Douglas Kevin 3
Yukon Wealth Management, Inc. 3
Greytown Advisors Inc. 3
FOCAX - SunAmerica Specialty Series - AIG Focused Growth Fund Class A 3
John Hancock Preferred Income Fund Iii 3
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 3
Deutsche Global High Income Fund, Inc. 3
Philosophy Capital Management LLC 3
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I 3
InvesTrust 3
IBHJ - iSHARES TRUST - iShares iBonds 2030 Term High Yield and Income ETF 3
Raymond James Trust Co. Of Nh 3
Caledonia Investments Plc 3
Algebris Investments (UK) LLP 3
Capricorn Investment Group LLC 3
VSDB - VANGUARD MALVERN FUNDS - Vanguard Short Duration Bond ETF ETF Shares 3
JOHN HANCOCK VARIABLE INSURANCE TRUST - International Growth Stock Trust Series I 3
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 3
Persium Advisors, LLC 3
Bridge Advisory, LLC 3
John Hancock Preferred Income Fund Ii 3
FOCUS Wealth Advisors, LLC 3
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 3
Kopernik Global Investors, LLC 3
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 3
VELA Funds - VELA International Fund Class I 3
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I 3
Avant Capital LLC 3
Foundation Resource Management Inc 3
MCDWX - MANNING & NAPIER FUND, INC. - Credit Series Class W 3
Constant Guidance Financial LLC 3
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 3
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 3
VELA Funds - VELA Income Opportunities Fund Class A 3
Flywheel Private Wealth LLC 3
VTUIX - Advisers Investment Trust - Vontobel U.S. Equity Institutional Fund Class I Shares 3
EGGQ - Tidal Trust III - NestYield Visionary ETF 3
Armor Advisors, L.l.c. 3
PZVIX - ADVISORS SERIES TRUST - Pzena International Small Cap Value Fund Investor Class 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
H&H Retirement Design & Management INC 3
Yale University 3
China Fund Inc 3
Shah Capital Management 3
Park Presidio Capital Llc 3
Reaves Utility Income Fund 3
James Alpha Small Cap Master Fund, L.p. 3
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF 3
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV 3
Lonestar Capital Management LLC 3
Steadfast Advisors Lp 3
Finley Financial, LLC 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 3
RKSYX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller US Small Cap Core Fund Class Y 3
Highlander Partners, L.P. 3
KBUY - Krane Shares Trust - KraneShares CICC China Consumer Leaders Index ETF 3
Seros Financial, LLC 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Perissos Private Wealth Management, LLC 3
Broad Bay Capital Management, LP 3
Coltrane Asset Management L.P. 3
SPRNX - Advisors' Inner Circle Fund II - Sprucegrove International Equity Master Fund 3
Coho Partners, Ltd. 3
Grange Capital, LLC 3
Draper Asset Management, LLC 3
Jacksonville Wealth Management, LLC 3
Elite Financial, Inc. 3
ABVAX - AB TRUST - AB Value Fund Class A 3
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 3
Gabalex Capital Management LLC 3
Vernier Capital Partners, Lp 3
NFC Investments, LLC 3
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 3
Brogan Financial, Inc. 3
Envoi LLC 3
AltraVue Capital, LLC 3
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 3
PELAX - PIMCO FUNDS - PIMCO Emerging Markets Local Currency and Bond Fund Class A 3
JDH Wealth Management, LLC 3
Charter Capital Management, LLC\DE 3
DTAN - EA Series Trust - Sparkline International Intangible Value ETF 3
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 3
Reynolds Investment Management, Inc. 3
Citadel Securities GP LLC 3
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 3
Boston Mountain Money Management Inc 3
Titan Capital Management, LLC /CA 3
SMEZ - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR EURO STOXX Small Cap ETF 3
Colorado Capital Management, Inc. 3
Claren Road Asset Management, LLC 3
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A 3
MACRO Consulting Group 3
Cleary Gull Inc. 3
Lorne Steinberg Wealth Management Inc. 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Developing Markets Fund Class R6 3
Gr Financial Group, Llc 3
Bmt Investment Advisors 3
Whelan Financial 3
Incline Global Management LLC 3
Northroad Capital Management Llc 3
VERITY Wealth Advisors 3
DHQAX - MUTUAL FUND SERIES TRUST - Day Hagan Logix Tactical Dividend Fund Class A 3
Selkirk Management LLC 3
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Mid Cap Value Fund Class A 3
Garland Capital Management Inc 3
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 3
Pacific Wealth Management 3
DELAWARE VIP TRUST - Delaware VIP International Series Standard 3
Stratus Fund Inc 3
Brickley Wealth Management 3
Burk Holdings LLC 3
Neumann Capital Management, LLC 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
JZRO - Janus Detroit Street Trust - Janus Henderson Net Zero Transition Resources ETF 3
BWNYX - BULLFINCH FUND INC - Greater Western New York Series 3
Mercer Investment Management, Inc. 3
Legacy Wealth Management, Inc 3
PCGRX - Victory Portfolios IV - Victory Pioneer Mid Cap Value Fund Class A 3
OSEA - Harbor ETF Trust - Harbor International Compounders ETF 3
Triad Investment Management 3
Cook Wealth Management Group Llc 3
Lakeshore Financial Planning, Inc. 3
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF 3
Legacy Financial Group, Inc. 3
ACR Alpine Capital Research, LLC 3
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares 3
Matthew 25 Management Corp 3
Marest Capital, LLC 3
ISMIX - FORUM FUNDS - LMCG International Small Cap Fund Institutional Shares 3
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 3
PISJX - Columbia Funds Series Trust II - Columbia Pyrford International Stock Fund Class R 3
RBB FUND, INC. - SGI Enhanced Market Leaders ETF 3
CSH - Listed Funds Trust - Morgan Creek-Exos Active SPAC Arbitrage ETF 3
DELAWARE VIP TRUST - Delaware VIP Covered Call Strategy Series Standard 3
CIBC Capital Markets (Europe) S.A. 3
DXGE - WisdomTree Trust - WisdomTree Germany Hedged Equity Fund N/A 3
Brave Warrior Advisors, LLC 3
Lomas Capital Management, LLC 3
Meehan Mutual Funds, Inc. 3
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class 3
Praetorian Wealth Management, Inc. 3
TCW ETF Trust - TCW Multisector Credit Income ETF 3
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 3
Wealthspan Partners, Llc 3
Conscious Wealth Investments, Llc 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
FSA Advisors, Inc. 3
Ako Capital Llp 3
Chessman Wealth Strategies Ria 3
MYCI - SSGA Active Trust - SPDR SSGA My2029 Corporate Bond ETF 3
LYRWX - Ultimus Managers Trust - Lyrical International Value Equity Fund Institutional Class 3
Boulegeris Investments, Inc. 3
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A 3
Giovine Capital Group Llc 3
Mcdonald Capital Investors Inc/ca 3
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 3
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 3
ADVE - MATTHEWS INTERNATIONAL FUNDS - Matthews Asia Dividend Active ETF 3
Sparta Asset Management, LLC 3
Tesco Pension Investment Ltd 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
Conservest Capital Advisors, Inc. 3
Market Street Wealth Management Advisors Llc 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
RIVEX - Investment Managers Series Trust - Riverbridge Eco Leaders Fund Institutional Class 3
EMSF - MATTHEWS INTERNATIONAL FUNDS - Matthews Emerging Markets Sustainable Future Active ETF 3
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 3
Prudence Investment Management (Hong Kong) Ltd. 3
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 3
Gabelli ETFs Trust - Gabelli Asset ETF 3
Security Investors Llc 3
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF 3
EUCG - Tidal ETF Trust - Euclid Capital Growth ETF 3
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 3
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 3
Vantage Point Financial LLC 3
KNG - ETF Series Solutions - CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF 3
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF 3
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF 3
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 3
FXTAX - Northern Lights Fund Trust - PSI Tactical Growth Fund Class A Shares 3
Vintage Capital Management LLC 3
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 3
Barings Global Short Duration High Yield Fund 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3