Engineering, Accounting, Research, Management, And Related Services - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 128
UBS Group AG 128
Citadel Advisors Llc 126
Bank Of America Corp /de/ 122
Morgan Stanley 122
Jpmorgan Chase & Co 117
Wells Fargo & Company/mn 112
Susquehanna International Group, Llp 111
Tower Research Capital LLC (TRC) 110
Citigroup Inc 108
Millennium Management Llc 108
Royal Bank Of Canada 108
Goldman Sachs Group Inc 107
Barclays Plc 105
Geode Capital Management, Llc 104
Deutsche Bank Ag\ 104
BlackRock, Inc. 103
Vanguard Group Inc 102
Renaissance Technologies Llc 97
Northern Trust Corp 96
State Street Corp 93
Fmr Llc 92
Bank of New York Mellon Corp 92
Jane Street Group, Llc 90
Invesco Ltd. 89
Two Sigma Investments, Lp 88
Pnc Financial Services Group, Inc. 87
IFP Advisors, Inc 86
Bank Of Montreal /can/ 85
Credit Suisse Ag/ 85
Manufacturers Life Insurance Company, The 84
Bnp Paribas Arbitrage, Sa 83
New York State Common Retirement Fund 82
Charles Schwab Investment Management Inc 81
Ameriprise Financial Inc 81
Dimensional Fund Advisors Lp 81
D. E. Shaw & Co., Inc. 81
Hrt Financial Lp 80
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 80
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 80
Simplex Trading, Llc 79
American International Group, Inc. 79
Prelude Capital Management, Llc 79
Rhumbline Advisers 79
Virtu Financial LLC 78
California State Teachers Retirement System 78
Marshall Wace, Llp 77
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 77
Panagora Asset Management Inc 77
Verition Fund Management LLC 76
SG Americas Securities, LLC 76
Two Sigma Advisers, Lp 76
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 76
Legal & General Group Plc 74
Creative Planning 74
Us Bancorp \de\ 74
Advisor Group Holdings, Inc. 73
Cubist Systematic Strategies, LLC 73
BlackRock Fund Advisors 72
Walleye Trading LLC 72
Squarepoint Ops LLC 72
Voya Investment Management Llc 72
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 71
Strs Ohio 71
Gsa Capital Partners Llp 71
Price T Rowe Associates Inc /md/ 71
Group One Trading, L.p. 70
Federated Hermes, Inc. 70
Parametric Portfolio Associates Llc 70
Metropolitan Life Insurance Co/ny 70
Wolverine Asset Management Llc 70
Russell Investments Group, Ltd. 70
Aqr Capital Management Llc 69
Alliancebernstein L.p. 69
California Public Employees Retirement System 69
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 69
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 69
Acadian Asset Management Llc 68
Balyasny Asset Management Llc 68
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 68
Wellington Management Group Llp 68
Jefferies Group LLC 67
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 67
Northwestern Mutual Wealth Management Co 66
Nuveen Asset Management, LLC 66
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 66
BlackRock Investment Management, LLC 65
Victory Capital Management Inc 65
BlackRock Institutional Trust Company, N.A. 65
Stifel Financial Corp 65
Amalgamated Bank 64
Lazard Asset Management Llc 64
XTX Topco Ltd 64
Ubs Asset Management Americas Inc 64
Paloma Partners Management Co 64
Comerica Bank 64
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 63
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 63
Ameritas Investment Partners, Inc. 63
Wolverine Trading, Llc 63
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 63
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 63
Bessemer Group Inc 62
Walleye Capital LLC 62
Principal Financial Group Inc 62
Quantbot Technologies LP 61
Kcg Holdings, Inc. 61
BlackRock Advisors LLC 61
Ladenburg Thalmann Financial Services Inc 61
Macquarie Group Ltd 61
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 60
Nisa Investment Advisors, Llc 60
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 60
Ubs Ag 60
Qube Research & Technologies Ltd 60
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 60
Boothbay Fund Management, Llc 60
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 60
Cwm, Llc 59
Sei Investments Co 59
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 59
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 59
Prudential Financial Inc 59
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 58
Tudor Investment Corp Et Al 58
Zurcher Kantonalbank (Zurich Cantonalbank) 58
Captrust Financial Advisors 58
Quadrant Capital Group Llc 58
State Board Of Administration Of Florida Retirement System 58
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 58
First Trust Advisors Lp 58
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 58
Allianz Asset Management GmbH 58
LPL Financial LLC 58
Nationwide Fund Advisors 57
MetLife Investment Management, LLC 57
American Century Companies Inc 57
Trexquant Investment LP 56
Norges Bank 56
Hsbc Holdings Plc 56
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 56
Magnetar Financial LLC 56
ProShare Advisors LLC 56
Principal Funds Inc 56
Glenmede Trust Co Na 56
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 56
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 56
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 56
Man Group plc 56
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 56
Bridgeway Capital Management Inc 56
Jacobs Levy Equity Management, Inc 55
Vanguard Index Funds 55
Cutler Group LP 55
Raymond James & Associates 55
Fifth Third Bancorp 55
Dynamic Technology Lab Private Ltd 55
College Retirement Equities Fund 54
A.R.T. Advisors, LLC 54
Point72 Asset Management, L.P. 54
Swiss National Bank 54
Steward Partners Investment Advisory, Llc 54
Engineers Gate Manager LP 54
Teachers Advisors, Llc 54
Arrowstreet Capital, Limited Partnership 54
Tiaa Cref Investment Management Llc 54
Russell Frank Co/ 54
Envestnet Asset Management Inc 54
Nomura Holdings Inc 54
PDT Partners, LLC 54
O'shaughnessy Asset Management, Llc 54
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 54
Royce & Associates Lp 54
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 53
Two Sigma Securities, Llc 53
Teacher Retirement System Of Texas 53
Parallax Volatility Advisers, L.P. 53
Meeder Asset Management Inc 53
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 53
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 53
State Of Wisconsin Investment Board 53
Schonfeld Strategic Advisors LLC 53
Parallel Advisors, LLC 53
Oxford Asset Management Llp 53
ExodusPoint Capital Management, LP 53
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 53
Advisor Group, Inc. 53
Guggenheim Capital Llc 53
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 52
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 52
Signaturefd, Llc 52
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 52
Great West Life Assurance Co /can/ 52
Ancora Advisors, LLC 52
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 52
Public Employees Retirement System Of Ohio 52
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 52
Polar Asset Management Partners Inc. 52
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 52
State of Wyoming 51
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 51
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 51
Rockefeller Capital Management L.P. 51
Allworth Financial LP 51
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 51
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 51
BlueCrest Capital Management Ltd 51
Federation des caisses Desjardins du Quebec 51
Los Angeles Capital Management Llc 51
Huntington National Bank 51
Franklin Resources Inc 51
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 51
NOSGX - Northern Funds - Northern Small Cap Value Fund 50
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 50
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 50
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 50
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 50
Jump Financial, LLC 50
Janus Henderson Group Plc 50
IWV - iSHARES TRUST - iShares Russell 3000 ETF 50
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 50
EverSource Wealth Advisors, LLC 49
HighTower Advisors, LLC 49
Aperio Group, LLC 49
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 49
BlackRock Group LTD 49
Connor, Clark & Lunn Investment Management Ltd. 49
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 49
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 49
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 49
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 49
Public Employees Retirement Association Of Colorado 49
Allspring Global Investments Holdings, LLC 49
Blair William & Co/il 49
Putnam Investments Llc 49
Thrivent Financial For Lutherans 49
Advisory Services Network, LLC 49
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 48
Raymond James Financial Inc 48
First Horizon Advisors, Inc. 48
MUFG Americas Holdings Corp 48
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 48
PEAK6 Investments, L.P. 48
Point72 Hong Kong Ltd 48
Sterling Capital Management LLC 48
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 48
Highbridge Capital Management Llc 48
Centiva Capital, LP 48
Algert Global Llc 48
Alberta Investment Management Corp 48
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 48
ClariVest Asset Management LLC 48
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 48
Marshall Wace North America L.P. 47
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 47
Schroder Investment Management Group 47
Tfs Capital Llc 47
Neuberger Berman Group LLC 47
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 47
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 47
PEAK6 Investments LLC 47
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 46
Hudson Bay Capital Management LP 46
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 46
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 46
Acrospire Investment Management LLC 46
OMERS ADMINISTRATION Corp 46
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 46
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 46
EAM Investors, LLC 45
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 45
SBI Securities Co., Ltd. 45
Alpine Global Management, LLC 45
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 45
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 45
Axa S.a. 45
Spark Investment Management LLC 45
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 45
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 45
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 44
IWM - iSHARES TRUST - iShares Russell 2000 ETF 44
Lindbrook Capital, Llc 44
Winton Capital Group Ltd 44
Pacer Advisors, Inc. 44
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 44
DekaBank Deutsche Girozentrale 44
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 44
NSIDX - Northern Funds - Northern Small Cap Index Fund 44
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 44
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 44
TCI Wealth Advisors, Inc. 44
Css Llc/il 44
QS Investors, LLC 44
Driehaus Capital Management Llc 44
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 44
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 44
Arizona State Retirement System 44
Raymond James Financial Services Advisors, Inc. 44
KBC Group NV 44
GWM Advisors LLC 44
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 44
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 44
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 43
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 43
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 43
PENN SERIES FUNDS INC - Small Cap Index Fund 43
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 43
MetLife Securities, Inc 43
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 43
Piedmont Investment Advisors Llc 43
Lord, Abbett & Co. Llc 43
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 43
State Farm Variable Product Trust 43
State Farm Mutual Fund Trust 43
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 43
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 43
Parkside Financial Bank & Trust 43
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 43
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 43
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 43
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 43
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 43
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 43
M&t Bank Corp 43
Gotham Asset Management, LLC 43
Jones Financial Companies Lllp 43
Ergoteles LLC 43
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 43
New York State Teachers Retirement System 42
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 42
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 42
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 42
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 42
Ground Swell Capital, LLC 42
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 42
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 42
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 42
LMR Partners LLP 42
D.a. Davidson & Co. 42
Assetmark, Inc 42
Calamos Advisors LLC 42
Hillsdale Investment Management Inc. 42
Campbell & CO Investment Adviser LLC 42
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 42
Brown Brothers Harriman & Co 42
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 42
Y-Intercept (Hong Kong) Ltd 42
Gabelli Funds Llc 42
Vanguard World Fund 42
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 42
Tiaa-cref Funds 42
Truist Financial Corp 42
Global Retirement Partners, LLC 42
Cnh Partners Llc 42
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 42
Healthcare Of Ontario Pension Plan Trust Fund 42
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 42
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 42
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 42
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 42
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 41
Globeflex Capital L P 41
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 41
Capstone Investment Advisors, Llc 41
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 41
Laurion Capital Management LP 41
Emerald Acquisition Ltd. 41
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 41
Mackenzie Financial Corp 41
Quadrature Capital Ltd 41
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 41
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 41
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 41
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 41
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 41
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 41
Managed Account Advisors Llc 41
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 41
Canada Pension Plan Investment Board 41
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 41
Covestor Ltd 41
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 41
Martingale Asset Management L P 41
VDAFX - VALIC Co I - Dynamic Allocation Fund 41
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 41
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 41
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 41
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 41
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 40
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 40
Profunds - Profund Vp Ultrasmall-cap 40
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 40
State of Tennessee, Treasury Department 40
Profunds - Profund Vp Small-cap 40
Massmutual Trust Co Fsb/adv 40
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 40
Toronto Dominion Bank 40
GAMMA Investing LLC 40
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 40
Mirae Asset Global Investments Co., Ltd. 40
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 40
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 40
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 40
Janney Montgomery Scott LLC 40
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 40
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 40
Teachers Retirement System Of The State Of Kentucky 40
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 40
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 40
Eaton Vance Management 40
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 40
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 39
Asset Management One Co., Ltd. 39
Nordea Investment Management Ab 39
Dupont Capital Management Corp 39
Thompson Davis & Co., Inc. 39
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 39
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 39
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 39
Voloridge Investment Management, Llc 39
First Manhattan Co 39
NEXT Financial Group, Inc 39
Versant Capital Management, Inc 39
VCSLX - VALIC Co I - Small Cap Index Fund 39
Aquatic Capital Management LLC 39
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 39
Amalgamated Financial Corp. 39
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 39
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 39
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 39
Natixis 39
Wealthspire Advisors, L.P. 39
Tfs Capital Investment Trust 39
United Services Automobile Association 39
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 39
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 39
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 39
Cornerstone Capital Management Holdings Llc. 39
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 39
Farther Finance Advisors, LLC 39
CIBC Private Wealth Group, LLC 39
Hbk Investments L P 39
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 38
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 38
Occudo Quantitative Strategies Lp 38
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 38
Nine Chapters Capital Management LLC 38
Bogle Investment Management L P /de/ 38
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 38
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 38
Loomis Sayles & Co L P 38
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 38
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 38
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 38
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 38
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 38
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 38
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 38
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 38
Zacks Investment Management 38
PENN SERIES FUNDS INC - International Equity Fund 38
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 38
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 38
Hutchin Hill Capital, LP 38
Landscape Capital Management, L.l.c. 38
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 38
Intech Investment Management Llc 37
Graham Capital Management, L.P. 37
Susquehanna Fundamental Investments, Llc 37
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 37
Td Asset Management Inc 37
Mutual Of America Capital Management Llc 37
IWC - iSHARES TRUST - iShares Micro-Cap ETF 37
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 37
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 37
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 37
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 37
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 37
Bayesian Capital Management, LP 37
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 37
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 37
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 37
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 37
Exchange Traded Concepts, Llc 37
Advisors Asset Management, Inc. 37
National Bank Of Canada /fi/ 37
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 37
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 37
SLPIX - Profunds - Small-cap Profund Investor Class 37
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 37
Natixis Advisors, L.p. 37
Nuveen, LLC 37
Atria Investments Llc 37
Numeric Investors Llc 37
Airain ltd 36
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 36
BlackRock Japan Co. Ltd 36
Police & Firemen's Retirement System of New Jersey 36
Mariner, LLC 36
Caitong International Asset Management Co., Ltd 36
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 36
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 36
Oppenheimer Asset Management Inc. 36
Municipal Employees' Retirement System of Michigan 36
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 36
Skopos Labs, Inc. 36
Commonwealth Equity Services, Llc 36
Oregon Public Employees Retirement Fund 36
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 36
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 36
Ellington Management Group Llc 36
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 36
Kennedy Capital Management, Inc. 36
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 36
RidgeWorth Capital Management LLC 36
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 36
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 36
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 36
Jefferies Financial Group Inc. 35
First Mercantile Trust Co 35
Boston Partners 35
Alyeska Investment Group, L.P. 35
Skandinaviska Enskilda Banken AB (publ) 35
Geneos Wealth Management Inc. 35
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 35
Coldstream Capital Management Inc 35
Assenagon Asset Management S.A. 35
Essex Investment Management Co Llc 35
Amundi 35
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 35
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 35
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 35
Principal Securities, Inc. 35
Weiss Multi-Strategy Advisers LLC 35
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 35
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 35
Capital Fund Management S.a. 35
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 35
Private Trust Co Na 35
Sawtooth Solutions, LLC 35
Clear Street Markets Llc 34
Ronald Blue Trust, Inc. 34
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 34
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 34
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 34
FDx Advisors, Inc. 34
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 34
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 34
Corebridge Financial, Inc. 34
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 34
Oppenheimer Funds Inc 34
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 34
Caxton Associates Lp 34
True Wealth Design, LLC 34
Belpointe Asset Management LLC 34
Stevens Capital Management Lp 34
Vantagepoint Funds 34
MAI Capital Management 34
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 34
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 34
Guggenheim Active Allocation Fund 34
Grantham, Mayo, Van Otterloo & Co. LLC 34
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 34
Glassman Wealth Services 34
Fuller & Thaler Asset Management, Inc. 34
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 34
Virginia Retirement Systems Et Al 34
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 34
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 34
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 34
Petrus Trust Company, LTA 33
Mason Street Advisors, Llc 33
CENTRAL TRUST Co 33
Jennison Associates Llc 33
Eaton Vance Ltd Duration Income Fund 33
Brown Advisory Inc 33
Whittier Trust Co 33
Eagle Asset Management Inc 33
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 33
Cadence Capital Management Llc 33
Berman Capital Advisors, LLC 33
FNY Investment Advisers, LLC 33
Sowell Financial Services LLC 33
Quarry LP 33
Vanguard Horizon Funds 33
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 33
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 33
GAM Holding AG 33
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 33
Regions Financial Corp 33
Cornercap Investment Counsel Inc 33
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 33
Rothschild Investment Llc 33
Credit Agricole S A 33
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 33
Legato Capital Management LLC 33
Baird Financial Group, Inc. 33
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 33
Harbour Investments, Inc. 33
NumerixS Investment Technologies Inc 33
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 33
Dark Forest Capital Management Lp 33
Brevan Howard Capital Management LP 33
Quantamental Technologies LLC 33
Adage Capital Partners Gp, L.l.c. 32
Orion Portfolio Solutions, LLC 32
Ellevest, Inc. 32
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 32
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 32
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 32
C M Bidwell & Associates Ltd 32
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 32
First Quadrant L P/ca 32
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 32
AMP Capital Investors Ltd 32
Wipfli Financial Advisors Llc, 32
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 32
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 32
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 32
Larson Financial Group LLC 32
IndexIQ Advisors LLC 32
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 32
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 32
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
Handelsbanken Fonder AB 32
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 32
Suntrust Banks Inc 32
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 32
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 32
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 32
Oppenheimer & Co Inc 32
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 32
Jane Street Holding, LLC 32
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 32
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 32
JustInvest LLC 32
Cambridge Investment Research Advisors, Inc. 32
Amundi Pioneer Asset Management Inc 32
Hartland & Co., LLC 32
First Republic Investment Management, Inc. 32
Vestcor Inc 32
SRS Capital Advisors, Inc. 32
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 32
PineBridge Investments, L.P. 32
Old Mission Capital Llc 32
Tocqueville Asset Management L.p. 32
GIMFX - GMO TRUST - GMO Implementation Fund 32
Summit Global Investments 32
Smartleaf Asset Management LLC 32
Massachusetts Financial Services Co /ma/ 32
Cetera Investment Advisers 31
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 31
Synovus Financial Corp 31
Capital Performance Advisors Llp 31
Nomura Asset Management Co Ltd 31
Penserra Capital Management LLC 31
Point72 Asia (Singapore) Pte. Ltd. 31
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 31
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 31
HAP Trading, LLC 31
Ubs Oconnor Llc 31
Robeco Institutional Asset Management B.V. 31
Aigen Investment Management, Lp 31
Profund Advisors Llc 31
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 31
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 31
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 31
Seven Eight Capital, Lp 31
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 31
Picton Mahoney Asset Management 31
Clearbridge Investments, LLC 31
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 31
American Portfolios Advisors 31
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 31
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 31
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 31
Blackrock Ltd Duration Income Trust 31
Fred Alger Management, Llc 31
FIL Ltd 31
Farmers & Merchants Investments Inc 31
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 31
Shell Asset Management Co 31
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 31
Lsv Asset Management 31
Employees Retirement System of Texas 31
Advanced Series Trust - Ast Small-cap Growth Portfolio 31
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 31
AdvisorNet Financial, Inc 31
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 31
Mackay Shields Llc 30
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 30
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 30
Gemmer Asset Management LLC 30
Glazer Capital, Llc 30
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 30
Private Capital Group, LLC 30
Manchester Capital Management LLC 30
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 30
Blackrock Debt Strategies Fund, Inc. 30
Point72 (DIFC) Ltd 30
Humankind Benefit Corp - Humankind US Stock ETF 30
Public Sector Pension Investment Board 30
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 30
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 30
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 30
Eqis Capital Management, Inc. 30
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 30
Cresset Asset Management, LLC 30
BNP Paribas Asset Management Holding S.A. 30
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 30
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 30
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 30
Blackrock Corporate High Yield Fund, Inc. 30
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 30
Rice Hall James & Associates, Llc 30
Cullen/frost Bankers, Inc. 30
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 30
Alps Advisors Inc 30
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 30
Texas Permanent School Fund 30
Bell Investment Advisors, Inc 30
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 30
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 30
Benjamin F. Edwards & Company, Inc. 30
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 30
State of New Jersey Common Pension Fund D 30
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 30
Wedge Capital Management L L P/nc 30
Mercer Global Advisors Inc /adv 30
Sherbrooke Park Advisers Llc 30
Stone Ridge Asset Management LLC 29
Spire Wealth Management 29
Quest Partners LLC 29
Hancock Whitney Corp 29
Howe & Rusling Inc 29
Valeo Financial Advisors, LLC 29
EntryPoint Capital, LLC 29
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 29
Winslow, Evans & Crocker, Inc. 29
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 29
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 29
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 29
FORA Capital, LLC 29
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 29
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 29
Stratos Wealth Partners, LTD. 29
Stephens Inc /ar/ 29
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 29
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 29
Candriam Luxembourg S.C.A. 29
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 29
Proficio Capital Partners LLC 29
Convergence Investment Partners, LLC 29
Quantinno Capital Management LP 29
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 29
CIBC Asset Management Inc 29
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 29
VTL Associates, LLC 29
Ensign Peak Advisors, Inc 29
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 29
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 29
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 29
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 29
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 28
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 28
Patriot Financial Group Insurance Agency, LLC 28
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 28
Pictet Asset Management Ltd 28
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 28
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 28
Bank Of Nova Scotia 28
Versor Investments LP 28
Diversified Trust Co 28
Fisher Asset Management, LLC 28
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 28
Brinker Capital Investments, LLC 28
Menta Capital Llc 28
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 28
Jfs Wealth Advisors, Llc 28
State of Alaska, Department of Revenue 28
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 28
Catalyst Capital Advisors LLC 28
Venturi Wealth Management, LLC 28
AHL Partners LLP 28
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 28
Cetera Advisor Networks LLC 28
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 28
National Asset Management, Inc. 28
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 28
Hartford Mutual Funds Inc/ct 28
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 28
Smith Asset Management Group Lp 28
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 28
Vident Investment Advisory, LLC 28
Retirement Systems of Alabama 28
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 28
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 28
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 28
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 27
Ajo, Lp 27
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 27
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 27
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 27
Bokf, Na 27
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 27
Westpac Banking Corp 27
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 27
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 27
SAC Capital Advisors LP 27
Louisiana State Employees Retirement System 27
UMA Financial Services, Inc. 27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 27
Visium Asset Management, LP 27
Yakira Capital Management, Inc. 27
Private Advisor Group, LLC 27
FineMark National Bank & Trust 27
Rydex Etf Trust 27
Point72 Middle East FZE 27
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 27
Sofos Investments, Inc. 27
Capital Advisors, Ltd. LLC 27
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 27
William Blair Investment Management, Llc 27
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 27
Crossmark Global Holdings, Inc. 27
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 27
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 27
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 27
Klp Kapitalforvaltning As 27
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 27
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 27
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 27
Quantitative Systematic Strategies LLC 27
Daiwa Securities Group Inc. 27
Gamco Investors, Inc. Et Al 27
Deerfield Management Company, L.p. (series C) 27
Weiss Asset Management LP 27
Rehmann Capital Advisory Group 27
GABELLI & Co INVESTMENT ADVISERS, INC. 27
Oberweis Asset Management Inc/ 27
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 27
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 26
Alambic Investment Management, L.P. 26
Aviva Plc 26
Money Concepts Capital Corp 26
Shepherd Kaplan Krochuk, Llc 26
Riverhead Capital Management Llc 26
CI Private Wealth, LLC 26
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 26
Enterprise Financial Services Corp 26
LS Investment Advisors, LLC 26
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 26
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 26
New York Life Investment Management Llc 26
Vanguard Explorer Fund 26
Fox Run Management, L.l.c. 26
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 26
Keebeck Alpha, LP 26
Ci Investments Inc. 26
Fortitude Family Office, LLC 26
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 26
Castleark Management Llc 26
Twin Tree Management, LP 26
Element Capital Management Llc 26
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 26
Caption Management, LLC 26
Chicago Equity Partners Llc 26
Spot Trading L.L.C 26
Cornerstone Planning Group LLC 26
Assured Investment Management LLC 26
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 26
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 26
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 26
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
Weld Capital Management Llc 26
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 26
Pathstone Family Office, Llc 26
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 26
Toroso Investments, LLC 26
Toth Financial Advisory Corp 26
Yousif Capital Management, Llc 26
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 26
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 26
Plante Moran Financial Advisors, LLC 26
Townsquare Capital Llc 26
Pinnacle Wealth Planning Services, Inc. 26
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 26
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 26
Profunds - Profund Vp Oil & Gas 26
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 26
Umb Bank N A/mo 26
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 26
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 26
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 26
Linden Advisors Lp 26
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 26
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 26
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 25
Mml Investors Services, Llc 25
Sandy Spring Bank 25
Moore Capital Management, Lp 25
Commonwealth Bank Of Australia 25
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 25
Hantz Financial Services, Inc. 25
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 25
Sunbelt Securities, Inc. 25
Royce Value Trust Inc 25
Ameritas Investment Corp 25
CWM Advisors, LLC 25
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 25
NSGRX - Northern Funds - Northern Small Cap Core Fund 25
Carroll Financial Associates, Inc. 25
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 25
Wealth Enhancement Advisory Services, Llc 25
International Assets Investment Management, Llc 25
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 25
Avion Wealth 25
Van Eck Associates Corp 25
Princeton Alpha Management LP 25
Pictet Asset Management Sa 25
Capstone Asset Management Co 25
Pictet Asset Management Holding SA 25
TimesSquare Capital Management, LLC 25
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 25
Oppenheimer Etf Trust 25
QCVAX - Clearwater Investment Trust - Clearwater International Fund 25
Sciencast Management LP 25
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 25
Stanley-Laman Group, Ltd. 25
ETRADE Capital Management LLC 25
Altshuler Shaham Ltd 25
Old Mutual Global Investors (UK) Ltd. 25
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 25
Northern Trust Co Of Connecticut 25
Nebula Research & Development LLC 25
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 25
Kornitzer Capital Management Inc /ks 25
Blueshift Asset Management, LLC 25
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 25
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 25
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 25
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 25
Lombard Odier Asset Management (USA) Corp 25
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 25
RBB FUND, INC. - Adara Smaller Companies Fund 25
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 25
Pnc Funds 25
We Are One Seven, LLC 25
CIBC World Markets Inc. 25
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 25
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 25
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 24
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 24
Cigna Investments Inc /new 24
Navellier & Associates Inc 24
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 24
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 24
Aster Capital Management (DIFC) Ltd 24
Bb&t Securities, Llc 24
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 24
Analytic Investors, LLC 24
Erste Asset Management GmbH 24
Maverick Capital Ltd 24
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 24
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 24
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 24
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 24
Water Island Capital Llc 24
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 24
SECOR Capital Advisors, LP 24
Seizert Capital Partners, Llc 24
Schubert & Co 24
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 24
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 24
1832 Asset Management L.P. 24
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 24
Sumitomo Mitsui Trust Holdings, Inc. 24
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 24
Harbor Capital Advisors, Inc. 24
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 24
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 24
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 24
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 24
Summit Trail Advisors, Llc 24
Boston Private Wealth Llc 24
Bailard, Inc. 24
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 24
CoreCap Advisors, LLC 24
APG Asset Management N.V. 24
Catalyst Funds Management Pty Ltd 24
Kayne Anderson Rudnick Investment Management Llc 24
Systematic Financial Management Lp 24
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 24
Holocene Advisors, LP 24
SJS Investment Consulting Inc. 24
USA Financial Portformulas Corp 24
Prestige Wealth Management Group LLC 24
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 24
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 24
Deere & Co 24
TD Waterhouse Canada Inc. 24
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 24
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 24
Bartlett & Co. LLC 24
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 24
FLDFX - Meeder Funds - BALANCED FUND Retail Class 24
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 24
Keybank National Association/oh 24
Maryland State Retirement & Pension System 24
Great Lakes Advisors, Llc 24
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 24
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 24
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 24
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 24
Mckinley Capital Management Llc /delaware 24
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 24
Arkadios Wealth Advisors 24
Cibc World Markets Corp 24
Karp Capital Management Corp 24
Flagship Harbor Advisors, Llc 24
FNY Managed Accounts LLC 23
Independent Portfolio Consultants, Inc. 23
Paradigm Asset Management Co Llc 23
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 23
Johnson Financial Group, Inc. 23
Clinton Group Inc 23
Monashee Investment Management LLC 23
Cornerstone Advisors, Inc. 23
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 23
Mather Group, Llc. 23
Vanguard Whitehall Funds 23
K2 Principal Fund, L.p. 23
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 23
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
Financial Management Professionals, Inc. 23
Shay Capital LLC 23
Davidson Kempner Capital Management Lp 23
NewSquare Capital LLC 23
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 23
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 23
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 23
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 23
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 23
Ontario Teachers Pension Plan Board 23
Prescott Group Capital Management, L.l.c. 23
Invictus RG 23
Hanseatic Management Services Inc 23
BRYN MAWR TRUST Co 23
Woodline Partners LP 23
CAPROCK Group, Inc. 23
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 23
Pathstone Holdings, LLC 23
Palisade Capital Management Llc/nj 23
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 23
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 23
Illinois Municipal Retirement Fund 23
Innealta Capital, Llc 23
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 23
Zions Bancorporation, N.A. 23
Bowling Portfolio Management LLC 23
Empowered Funds, LLC 23
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 23
Duality Advisers, Lp 23
Evoke Wealth, Llc 23
Twinbeech Capital Lp 23
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 23
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 23
Boston Advisors Llc 23
Headlands Technologies LLC 23
Delpha Capital Management, Llc 23
First Hawaiian Bank 23
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 23
ArrowMark Colorado Holdings LLC 23
Rational Advisors Llc 23
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 23
Mirabella Financial Services Llp 23
Smithfield Trust Co 23
Financial Architects, Inc 23
Old Mutual Customised Solutions (proprietary) Ltd 23
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 23
Ieq Capital, Llc 22
Prospera Financial Services Inc 22
Wasatch Advisors Inc 22
Thompson Siegel & Walmsley Llc 22
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 22
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 22
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 22
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 22
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 22
Commonwealth Equity Services, Inc 22
General Motors Investment Management Corp 22
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 22
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 22
Ethic Inc. 22
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 22
Cerity Partners LLC 22
Maven Securities LTD 22
Teza Capital Management LLC 22
Avantax Planning Partners, Inc. 22
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 22
Blackrock Credit Allocation Income Trust 22
Blackrock Multi-sector Income Trust 22
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 22
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 22
Prudential Plc 22
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 22
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 22
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 22
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 22
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 22
Itau Unibanco Holding S.A. 22
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 22
Brandywine Global Investment Management, LLC 22
Capital World Investors 22
Fort, L.p. 22
Kestra Advisory Services, LLC 22
Invictus RG Pte. Ltd. 22
Citizens Financial Group Inc/ri 22
Hemington Wealth Management 22
Financial Gravity Companies, Inc. 22
Bridgefront Capital, LLC 22
Pitcairn Co 22
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 22
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 22
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 22
Guardian Wealth Advisors, LLC 22
Weiss Strategic Interval Fund 22
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 22
Blackrock Core Bond Trust 22
Northwest & Ethical Investments L.P. 22
Xponance, Inc. 22
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 22
Securian Asset Management, Inc 22
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 22
Pearl River Capital, LLC 22
FinTrust Capital Advisors, LLC 22
SOUTH STATE Corp 22
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 22
King Luther Capital Management Corp 22
Fiera Capital Corp 22
Steward Financial Group LLC 22
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 22
Ameritas Advisory Services, LLC 22
Contravisory Investment Management, Inc. 22
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 22
Alpha Windward Llc 22
GW&K Investment Management, LLC 22
Chartwell Investment Partners, Llc 22
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 22
Nicholas Investment Partners, LP 22
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 22
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 22
Universal- Beteiligungs- und Servicegesellschaft mbH 22
Tcwp Llc 21
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 21
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 21
EBI - RBB Fund Trust - Longview Advantage ETF 21
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 21
State Of Michigan Retirement System 21
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 21
Snowden Capital Advisors LLC 21
Stoneridge Investment Partners Llc 21
Mitsubishi UFJ Trust & Banking Corp 21
Twin Peaks Wealth Advisors, LLC 21
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 21
Clear Street Llc 21
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 21
FourThought Financial, LLC 21
Alphacrest Capital Management Llc 21
Utah Retirement Systems 21
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 21
United Capital Financial Advisers, Llc 21
Bartlett & Co. Wealth Management Llc 21
Rotella Capital Management, Inc. 21
EAM Global Investors LLC 21
Bridgewater Associates, LP 21
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 21
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 21
Creative Financial Designs Inc /adv 21
Segall Bryant & Hamill, Llc 21
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 21
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 21
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 21
One Wealth Advisors, LLC 21
Diametric Capital, LP 21
Yorktown Management & Research Co Inc 21
Cowen And Company, Llc 21
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 21
Advisory Research Inc 21
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 21
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 21
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 21
Icon Advisers Inc/co 21
Vantage Consulting Group Inc 21
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 21
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 21
World Asset Management Inc 21
Centaurus Financial, Inc. 21
Seacrest Wealth Management, Llc 21
R Squared Ltd 21
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 21
Sanctuary Advisors, LLC 21
Irish Life Investment Managers Ltd. 21
Silvercrest Asset Management Group Llc 21
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 21
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 21
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 21
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 21
RSSL - Global X Funds - Global X Russell 2000 ETF 21
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 21
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 21
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 21
Sei Trust Co 21
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 21
Harvest Fund Management Co., Ltd 21
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 21
Meadow Creek Investment Management LLC 21
Fieldpoint Private Securities, LLC 21
Csenge Advisory Group 21
Nuveen Floating Rate Income Opportunity Fund 21
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
Monarch Partners Asset Management LLC 21
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 21
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 21
Shelton Capital Management 21
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 21
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 21
Gradient Investments LLC 21
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 21
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 20
South Dakota Investment Council 20
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 20
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 20
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 20
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 20
Nuveen Floating Rate Income Fund 20
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 20
Royce Micro-cap Trust, Inc /md/ 20
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 20
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 20
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 20
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 20
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 20
Banque Cantonale Vaudoise 20
Bb&t Investment Services, Inc. 20
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 20
Glen Harbor Capital Management LLC 20
AE Wealth Management LLC 20
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 20
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 20
Elkfork Partners LLC 20
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 20
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 20
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 20
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 20
Rsm Us Wealth Management Llc 20
Disciplined Investments, LLC 20
Perceptive Advisors Llc 20
Qs Batterymarch Financial Management, Inc 20
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 20
Ing Groep Nv 20
Winton Diversified Opportunities Fund 20
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 20
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 20
Congress Asset Management Co /ma 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 20
Relative Value Fund 20
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 20
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 20
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
Absolute Return Capital, LLC 20
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 20
Hexagon Capital Partners LLC 20
Janus Capital Management Llc 20
Advisors Preferred, LLC 20
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 20
Wolff Wiese Magana Llc 20
NN Investment Partners Holdings N.V. 20
Veriti Management LLC 20
Hm Payson & Co 20
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 20
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 20
Concord Wealth Partners 20
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 20
Brinker Capital Inc 20
Dynamic Technology Lab Pte Ltd 20
Zebra Capital Management LLC 20
Optiver Holding B.V. 20
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 20
Liberty Mutual Group Asset Management Inc. 20
James Investment Research Inc 20
Soros Fund Management Llc 20
Newbridge Financial Services Group, Inc. 20
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 20
Numerai GP LLC 20
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 20
Salem Investment Counselors Inc 20
Moody National Bank Trust Division 20
Baker Avenue Asset Management, LP 20
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 20
Quantitative Investment Management, LLC 20
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 20
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 20
Vident Advisory, LLC 20
Tompkins Financial Corp 20
Checchi Capital Advisers, LLC 20
Commerce Bank 20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20
Pier Capital, LLC 20
Stephens Consulting, LLC 20
GV Financial Advisors 20
Calvert Investment Management, Inc. 20
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 20
Nuveen Senior Income Fund 19
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 19
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 19
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 19
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 19
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 19
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 19
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 19
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 19
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 19
Colony Group Llc 19
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 19
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 19
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 19
Entropy Technologies, LP 19
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 19
Private Wealth Management Group, LLC 19
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 19
Whittier Trust Co Of Nevada Inc 19
WPG Advisers, LLC 19
Global Financial Private Client, LLC 19
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 19
Motco 19
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 19
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 19
First Citizens Bank & Trust Co 19
Sawgrass Asset Management Llc 19
Penn Capital Management Co Inc 19
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 19
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 19
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 19
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 19
Reilly Financial Advisors, Llc 19
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 19
Parametrica Management Ltd 19
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 19
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 19
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF 19
Axq Capital, Lp 19
Dorsey Wright & Associates 19
Westchester Capital Management, LLC 19
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 19
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 19
Hussman Strategic Advisors, Inc. 19
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 19
Quent Capital, LLC 19
Barings Llc 19
CenterBook Partners LP 19
Denali Advisors Llc 19
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 19
Old National Bancorp /in/ 19
Claris Advisors, Llc / Mo / 19
Moors & Cabot, Inc. 19
Rivernorth Capital Management, Llc 19
Atom Investors LP 19
Avantax Advisory Services, Inc. 19
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 19
Harbor Investment Advisory, Llc 19
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 19
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 19
Interchange Capital Partners, LLC 19
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 19
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 19
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 19
National Planning Corp 19
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 19
Turner Investments, L.p. 19
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 19
Crewe Advisors LLC 19
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 19
Six Circles Trust - Six Circles Credit Opportunities Fund 19
Cordant, Inc. 19
Northwestern Mutual Investment Management Company, Llc 19
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 19
Edgestream Partners, L.P. 19
Earnest Partners Llc 19
Bamco Inc /ny/ 19
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 19
EverPoint Asset Management, LLC 19
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 19
Caisse De Depot Et Placement Du Quebec 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
Calamos Global Dynamic Income Fund 19
Placemark Investments, Inc. 19
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 19
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 19
Cable Hill Partners, LLC 19
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 19
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 19
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 19
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 19
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 19
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares 19
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 19
Claymore Exchange-traded Fund Trust 19
Invesco Senior Income Trust 19
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 19
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 19
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 19
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 19
Forum Funds 19
Agf Investments Inc. 18
Pentwater Capital Management LP 18
Pendal Group Ltd 18
Echo Street Capital Management LLC 18
Blackrock Floating Rate Income Strategies Fund, Inc. 18
Eaton Vance Floating-rate Income Trust 18
IWB - iSHARES TRUST - iShares Russell 1000 ETF 18
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 18
MARSHALL WACE ASIA Ltd 18
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 18
TFC Financial Management 18
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 18
Redmile Group, LLC 18
Golden State Wealth Management, LLC 18
Corton Capital Inc. 18
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 18
Associated Banc-corp 18
Meridian Wealth Partners, LLC 18
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 18
Sculptor Capital LP 18
Virtus Investment Advisers, Inc. 18
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 18
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 18
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 18
Anson Funds Management LP 18
Regentatlantic Capital Llc 18
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 18
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 18
Ashton Thomas Private Wealth, LLC 18
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 18
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 18
Highland Capital Management Fund Advisors, L.p. 18
nVerses Capital, LLC 18
DAACX - Adviser Managed Trust - Diversified Equity Fund 18
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 18
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 18
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 18
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 18
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 18
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 18
Rialto Wealth Management, LLC 18
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 18
IHT Wealth Management, LLC 18
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 18
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 18
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 18
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 18
Invesco Senior Loan Fund 18
Cowen Group, Inc. 18
Mv Capital Management, Inc. 18
Frontier Capital Management Co Llc 18
Scout Investments, Inc. 18
Eaton Vance Senior Floating Rate Trust 18
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 18
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 18
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 18
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 18
ORG Partners LLC 18
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 18
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 18
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 18
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 18
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 18
Pine River Capital Management L.P. 18
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 18
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 18
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 18
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 18
Rise Advisors, LLC 18
North Star Investment Management Corp. 18
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 18
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 18
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 18
Etf Managers Group, Llc 18
RBF Capital, LLC 18
MML Series Investment Fund II - MML Equity Rotation Fund Class II 18
Sutton Wealth Advisors Inc. 18
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 18
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 18
Vontobel Holding Ltd. 18
BlackRock Credit Strategies Fund 18
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 18
Nbc Securities, Inc. 18
Rothschild Asset Management Inc 18
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 18
Compagnie Lombard Odier SCmA 18
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 18
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 18
Blackrock Floating Rate Income Trust 18
Scientech Research LLC 18
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 18
MUFG Securities EMEA plc 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 18
Grandeur Peak Global Advisors, LLC 18
Pinz Capital Management, LP 18
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 18
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 18
Columbus Circle Investors 18
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 18
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 18
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 18
Friess Associates Llc 18
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 18
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 18
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 18
Resources Investment Advisors, LLC. 18
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 18
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 18
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 18
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 18
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 18
Treasurer of the State of North Carolina 18
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 17
DiNuzzo Private Wealth, Inc. 17
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 17
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 17
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 17
RMB Capital Management, LLC 17
Waddell & Reed Financial Inc 17
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 17
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 17
Westfield Capital Management Co Lp 17
Raymond James Trust N.a. 17
Washington Trust Bank 17
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 17
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 17
WFG Advisors, LP 17
GeoWealth Management, LLC 17
Archford Capital Strategies, LLC 17
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 17
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 17
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 17
Isthmus Partners, Llc 17
Inceptionr Llc 17
Front Row Advisors LLC 17
Capital Asset Advisory Services LLC 17
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 17
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 17
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 17
Jupiter Asset Management Ltd 17
Hartford Series Fund Inc 17
Riggs Asset Managment Co. Inc. 17
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 17
Glenmede Investment Management, LP 17
Blackstone / Gso Strategic Credit Fund 17
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 17
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 17
Weaver C. Barksdale & Associates, Inc. 17
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 17
Evercore Wealth Management, LLC 17
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 17
Park Avenue Securities Llc 17
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 17
Mizuho Securities Usa Llc 17
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 17
Moneta Group Investment Advisors Llc 17
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 17
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17
Bryn Mawr Capital Management Inc 17
Koch Industries Inc 17
Brookstone Capital Management 17
Capital Research Global Investors 17
Zions Bancorporation 17
Advanced Series Trust - Ast Small-cap Value Portfolio 17
Eagle Bay Advisors LLC 17
GHP Investment Advisors, Inc. 17
Artisan Partners Limited Partnership 17
Standard Life Aberdeen plc 17
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 17
Jain Global LLC 17
Chevy Chase Trust Holdings, Inc. 17
CX Institutional 17
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 17
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 17
Bay Harbor Wealth Management, LLC 17
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 17
Shaolin Capital Management LLC 17
Lenox Wealth Advisors, LLC 17
Carolinas Wealth Consulting Llc 17
Cinctive Capital Management LP 17
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 17
Tarbox Family Office, Inc. 17
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 17
CVA Family Office, LLC 17
Ritholtz Wealth Management 17
Farallon Capital Management Llc 17
Scotia Capital Inc. 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
Stephens Investment Management Group LLC 17
Parkworth Wealth Management, Inc. 17
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 17
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 17
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 17
Sequoia Financial Advisors, LLC 17
Harvest Group Wealth Management, Llc 17
BI Asset Management Fondsmaeglerselskab A/S 17
High Income Opportunities Portfolio - High Income Opportunities Portfolio 17
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 17
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 17
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 17
Harel Insurance Investments & Financial Services Ltd. 17
Hennessy Advisors Inc 17
Colonial Trust Co / SC 17
Advisor Partners Ii, Llc 17
Kestra Investment Management, LLC 17
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 17
Lisanti Capital Growth, LLC 17
Wcm Investment Management, Llc 17
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 17
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 17
Simon Quick Advisors, Llc 17
Ramsey Quantitative Systems 17
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 17
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 17
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 17
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 17
Caas Capital Management Lp 17
Trust Co Of Vermont 17
Cipher Capital LP 17
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 17
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 17
Renaissance Group Llc 17
Wealthcare Advisory Partners LLC 17
Wedbush Securities Inc 17
Rivernorth Opportunities Fund, Inc. 17
BFOR - ALPS ETF Trust - Barron's 400 ETF 17
SYSTM Wealth Solutions LLC 17
Whitebox Advisors Llc 16
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 16
Thb Asset Management 16
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 16
Envestnet Portfolio Solutions, Inc. 16
Vestmark Advisory Solutions, Inc. 16
DnB Asset Management AS 16
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 16
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 16
Nuveen Short Duration Credit Opportunities Fund 16
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 16
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 16
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 16
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 16
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 16
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 16
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 16
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 16
Liberty All Star Growth Fund Inc. 16
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 16
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 16
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 16
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 16
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 16
Blackstone / Gso Long-short Credit Income Fund 16
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 16
Bogart Wealth, LLC 16
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 16
APBAX - Cavanal Hill Funds - Active Core Fund Investor 16
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 16
Eaton Vance Senior Income Trust 16
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 16
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 16
Gdl Fund 16
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 16
Nicholas Company, Inc. 16
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 16
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 16
Procyon Private Wealth Partners, LLC 16
VCAAX - VALIC Co I - Asset Allocation Fund 16
Tyers Asset Management LLC 16
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 16
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 16
JJJ Advisors Inc. 16
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 16
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 16
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 16
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 16
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 16
Xact Kapitalforvaltning AB 16
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 16
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 16
Lmcg Investments, Llc 16
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 16
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 16
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 16
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 16
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 16
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 16
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 16
Wesbanco Bank Inc 16
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 16
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 16
Index Management Solutions, LLC 16
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 16
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 16
BNP Paribas Investment Partners S.A. 16
CenterStar Fund, LLC 16
Advanced Series Trust - Ast Advanced Strategies Portfolio 16
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 16
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 16
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 16
Cantab Capital Partners LLP 16
Nuveen Credit Strategies Income Fund 16
Axiom International Investors Llc /de 16
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 16
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 16
Everence Capital Management Inc 16
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 16
People's United Financial, Inc. 16
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 16
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 16
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 16
AHIVX - American Century Investment Trust - High Income Fund Investor Class 16
Ardsley Advisory Partners Lp 16
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 16
Franklin Ltd Duration Income Trust 16
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 16
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 16
CSat Investment Advisory, L.P. 16
Alliancebernstein Global High Income Fund Inc 16
Lombard Odier Asset Management (Switzerland) SA 16
First Horizon Corp 16
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 16
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 16
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 16
361 Capital Llc 16
Janney Capital Management LLC 16
Agf Management Ltd 16
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 16
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 16
Pura Vida Investments, Llc 16
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
Azzad Asset Management Inc /adv 16
IBM Retirement Fund 16
Gideon Capital Advisors, Inc. 16
Atria Wealth Solutions, Inc. 16
Alpha Paradigm Partners, LLC 16
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 16
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 16
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 16
Granite Investment Partners, LLC 16
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 16
JNBA Financial Advisors 16
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 16
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 16
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 16
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 16
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 16
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 16
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 16
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 16
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 16
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 16
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 16
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 16
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 16
NewEdge Wealth, LLC 16
Continuum Advisory, LLC 16
Piermont Capital Management LLC 16
Sargent Bickham Lagudis LLC 16
Integrated Wealth Concepts LLC 16
Savant Capital, LLC 16
Segantii Capital Management Ltd 16
Carlson Capital L P 16
HighPoint Advisor Group LLC 16
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 16
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 16
Capital Guardian Trust Co 16
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 16
Advisor Resource Council 16
Td Private Client Wealth Llc 16
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 16
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 16
Lucus Advisors Llc 16
Sachetta, LLC 16
Cary Street Partner Investment Advisory Llc 16
Chicago Partners Investment Group LLC 16
E. Ohman J:or Asset Management AB 16
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 16
MCF Advisors LLC 16
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 16
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 16
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 16
J. Goldman & Co LP 16
Qtron Investments LLC 16
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 16
Transamerica Partners Funds Group Ii 15
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 15
Longfellow Investment Management Co Llc 15
Asset Dedication, LLC 15
Peregrine Capital Management Llc 15
Clark Capital Management Group, Inc. 15
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 15
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 15
Sheets Smith Wealth Management 15
Sound Income Strategies, LLC 15
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 15
Waratah Capital Advisors Ltd. 15
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 15
Fulton Bank, N.a. 15
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 15
Cetera Advisors LLC 15
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 15
Jpmorgan Trust Iii 15
Yarbrough Capital, LLC 15
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 15
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 15
Highland Capital Management Lp 15
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 15
Tucker Asset Management Llc 15
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 15
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 15
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 15
SkyView Investment Advisors, LLC 15
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 15
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 15
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 15
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 15
Flinton Capital Management LLC 15
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 15
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 15
Lee Financial Co 15
Semanteon Capital Management, LP 15
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 15
Tokio Marine Asset Management Co Ltd 15
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 15
Wbi Investments, Inc. 15
Valley National Advisers Inc 15
Capital Analysts, Inc. 15
Commerzbank Aktiengesellschaft /fi 15
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
Independent Advisor Alliance 15
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 15
Strategic Global Advisors, LLC 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 15
Samlyn Capital, Llc 15
Argent Capital Management Llc 15
Jaffetilchin Investment Partners, LLC 15
Symphony Asset Management Llc 15
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 15
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 15
Denver Investment Advisors Llc 15
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 15
Oakbrook Investments Llc 15
Intrinsic Edge Capital Management LLC 15
Neo Ivy Capital Management 15
Qrg Capital Management, Inc. 15
Blackrock Master Llc 15
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 15
Gyon Technologies Capital Management, LP 15
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 15
BDO Wealth Advisors, LLC 15
Annis Gardner Whiting Capital Advisors, LLC 15
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 15
Mesirow Financial Investment Management, Inc. 15
BBVA USA Bancshares, Inc. 15
MERVX - MERGER FUND VL - The Merger Fund VL 15
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 15
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 15
Saba Capital Management, L.P. 15
Raleigh Capital Management Inc. 15
Whipplewood Advisors, LLC 15
AlphaOne Investment Services, LLC 15
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 15
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 15
Oakworth Capital, Inc. 15
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 15
TENOR CAPITAL MANAGEMENT Co., L.P. 15
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 15
Transamerica Partners Funds Group 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 15
Leuthold Group, Llc 15
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 15
Alpine Associates Management Inc. 15
Barrow Hanley Mewhinney & Strauss Llc 15
WR Wealth Planners, LLC 15
Kula Investments, LLC 15
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 15
Signet Financial Management, Llc 15
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 15
Hotchkis & Wiley Capital Management Llc 15
HFM Investment Advisors, LLC 15
Baystate Wealth Management LLC 15
Natixis Investment Managers International 15
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 15
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 15
Cambridge Trust Co 15
New Mexico Educational Retirement Board 15
Bruce G. Allen Investments, LLC 15
Gardner Lewis Asset Management L P 15
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 15
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 15
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 15
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 15
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 15
Transamerica Partners Portfolios 15
Vigilant Capital Management, LLC 15
Tiverton Asset Management Llc 15
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 15
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 15
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 15
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 15
Rafferty Asset Management, LLC 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 15
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 15
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 15
Johnson Investment Counsel Inc 15
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 15
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 15
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 15
Icon Wealth Partners, LLC 15
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 15
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 15
Wall Street Associates 15
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 15
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 15
UniSuper Management Pty Ltd 15
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 15
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 15
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 15
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 15
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 15
Hartford Investment Management Co 15
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 15
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 15
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 15
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 15
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 15
Campbell Multi-strategy Trust 15
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 15
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 15
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 15
Congress Wealth Management LLC / DE / 15
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 15
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 15
STXG - EA Series Trust - Strive 1000 Growth ETF 15
HighVista Strategies LLC 15
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 15
Wealthfront Inc 14
Park Place Capital Corp 14
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 14
Edmond De Rothschild Holding S.a. 14
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 14
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 14
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 14
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 14
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 14
Vaughan Nelson Investment Management, L.p. 14
Cookson Peirce & Co Inc 14
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 14
Advent Capital Management /de/ 14
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 14
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 14
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 14
Epoch Investment Partners, Inc. 14
Brant Point Investment Management Llc 14
Chase Investment Counsel Corp 14
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 14
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 14
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 14
Pinnacle Associates Ltd 14
EULAV Asset Management 14
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 14
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 14
Sanctuary Wealth Advisors, LLC 14
Gupta Wealth Management LLC 14
Ranger Investment Management, L.P. 14
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 14
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 14
Mycio Wealth Partners, Llc 14
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 14
Cape Investment Advisory, Inc. 14
GPROX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Reach Fund Investor Class 14
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 14
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 14
Peak6 Llc 14
1st Global Advisors, Inc. 14
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 14
Foundry Partners, LLC 14
Next Financial Holdings 14
Comerica Securities,inc. 14
Sageworth Trust Co 14
Conestoga Capital Advisors, LLC 14
Copeland Capital Management, LLC 14
MQS Management LLC 14
B. Metzler seel. Sohn & Co. AG 14
Context Capital Management, LLC 14
Geneva Advisors, LLC 14
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 14
Liberty Wealth Management Llc 14
Machina Capital S.a.s. 14
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 14
Perritt Capital Management Inc 14
Voleon Capital Management Lp 14
Quest Capital Management Inc /adv 14
Copper Rock Capital Partners, LLC 14
Wetherby Asset Management Inc 14
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 14
First Eagle Investment Management, LLC 14
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 14
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 14
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares 14
Artemis Investment Management LLP 14
Punch & Associates Investment Management, Inc. 14
Next Capital Management LLC 14
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 14
Riverview Trust Co 14
American Capital Management Inc 14
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 14
Bare Financial Services, Inc 14
Burney Co/ 14
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 14
Wiley Bros.-aintree Capital, Llc 14
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 14
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 14
Capital One, National Association 14
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 14
I.g. Investment Management, Ltd. 14
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 14
Financial Network Wealth Advisors LLC 14
Counterpoint Mutual Funds LLC 14
Berkley W R Corp 14
Cromwell Holdings LLC 14
Harvest Management Llc 14
Freestone Capital Holdings, LLC 14
Dean Investment Associates, Llc 14
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 14
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 14
Telemetry Investments, L.L.C. 14
Hoxton Financial, Inc. 14
McIlrath & Eck, LLC 14
Childress Capital Advisors, Llc 14
B. Metzler seel. Sohn & Co. Holding AG 14
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 14
Grove Bank & Trust 14
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 14
Mint Tower Capital Management B.V. 14
Sandler Capital Management 14
Vivaldi Asset Management, LLC 14
SpiderRock Trading LLC 14
Matarin Capital Management, LLC 14
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 14
Optimum Investment Advisors 14
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 14
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 14
Coe Capital Management, LLC 14
First Allied Advisory Services, Inc. 14
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 14
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 14
SG Capital Management LLC 14
Putnam Premier Income Trust 14
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 14
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 14
Putnam Master Intermediate Income Trust 14
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 14
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 14
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 14
WASHINGTON TRUST Co 14
Ativo Capital Management LLC 14
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 14
Lincoln National Corp 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 14
Institutional & Family Asset Management, Llc 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 14
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 14
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 14
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 14
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 14
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 14
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 14
Calamos Convertible & High Income Fund 14
Calamos Convertible Opportunities & Income Fund 14
Calamos Global Total Return Fund 14
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 14
Premier Fund Managers Ltd 14
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 14
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 14
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 14
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 14
Man Investments Ltd 14
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 14
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 14
Societe Generale 14
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 14
AIEQ - ETF Managers Trust - AI Powered Equity ETF 14
MBEQX - M FUND INC - M International Equity Fund 14
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 14
AGF Investments LLC 14
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 14
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 14
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 14
Mason Street Advisors, Llc 14
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 14
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 14
Periscope Capital Inc. 14
Moloney Securities Asset Management, LLC 14
Global Income Builder Portfolio - Global Income Builder Portfolio 14
VCBCX - VALIC Co I - Blue Chip Growth Fund 14
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 14
VCGAX - VALIC Co I - Growth & Income Fund 14
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 14
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 14
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 14
VCSMX - VALIC Co I - Small Cap Fund 14
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 14
Pioneer Floating Rate Trust 14
Brookfield Asset Management Inc. 14
Oppenheimer Global Multi Strategies Fund 14
FEDERATED CORE TRUST - High Yield Bond Portfolio 14
Blackstone / Gso Senior Floating Rate Term Fund 14
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 14
Aristides Capital LLC 14
Venture Visionary Partners LLC 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 14
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 14
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 14
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 14
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 14
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 14
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 14
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 14
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 14
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 14
Voya Senior Income Fund 14
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 14
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 14
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 14
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 14
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 14
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 14
West Tower Group, LLC 14
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 13
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 13
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 13
TrimTabs Asset Management, LLC 13
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 13
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 13
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 13
Baird Robert W & Co Inc /wi/ 13
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 13
Cassady Schiller Wealth Management, LLC 13
Nuveen Core Equity Alpha Fund 13
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 13
Moody Aldrich Partners Llc 13
Timber Hill LLC 13
First Capital Advisors Group, LLC. 13
Koshinski Asset Management, Inc. 13
Usaa Etf Trust 13
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 13
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 13
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 13
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 13
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 13
Stonebridge Capital Advisors LLC 13
Ashton Thomas Securities, Llc 13
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 13
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 13
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 13
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 13
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 13
Impax Asset Management Group plc 13
Freestone Grove Partners LP 13
WUSAX - WANGER ADVISORS TRUST - Wanger USA 13
FNY Partners Fund LP 13
Calamos Dynamic Convertible & Income Fund 13
Lido Advisors, LLC 13
Andra AP-fonden 13
American Funds Insurance Series 13
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 13
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 13
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 13
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 13
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 13
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 13
Columbia Wanger Asset Management Llc 13
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 13
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 13
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 13
DRW Securities, LLC 13
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 13
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 13
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 13
Orbimed Advisors Llc 13
River & Mercantile Asset Management Llp 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
Crestline Management, LP 13
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 13
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 13
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 13
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 13
Truvestments Capital Llc 13
Worldquant Millennium Advisors Llc 13
Sit Investment Associates Inc 13
Perigon Wealth Management, LLC 13
Equitable Trust Co 13
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 13
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 13
First Personal Financial Services 13
Covington Capital Management 13
Norden Group Llc 13
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 13
Sigma Planning Corp 13
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 13
Gabelli Equity Trust Inc 13
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 13
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 13
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 13
Inspire Advisors, LLC 13
Sierra Ocean, Llc 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
Archer Investment Corp 13
Bank Julius Baer & Co. Ltd, Zurich 13
Emerald Advisers, Llc 13
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
Abound Wealth Management 13
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 13
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 13
Veritable, L.P. 13
Calamos Wealth Management LLC 13
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 13
Susquehanna Portfolio Strategies, LLC 13
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 13
Advantage Investment Management, Llc 13
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 13
Carillon Tower Advisers, Inc. 13
Jacobi Capital Management LLC 13
Portside Wealth Group, LLC 13
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 13
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 13
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 13
Fiduciary Trust Co 13
Hughes Financial Services, LLC 13
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 13
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 13
Kovitz Investment Group Partners, LLC 13
Elite Wealth Management, Inc. 13
Mount Yale Investment Advisors, LLC 13
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 13
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 13
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 13
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 13
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 13
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 13
CLARET ASSET MANAGEMENT Corp 13
CPSIX - Unified Series Trust - Fci Bond Fund 13
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 13
Colony Group, LLC 13
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 13
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 13
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 13
Redwood Investment Management, Llc 13
Knight Capital Group, Inc. 13
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 13
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 13
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 13
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 13
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 13
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 13
Kore Private Wealth LLC 13
Baillie Gifford & Co 13
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 13
Cortina Asset Management, LLC 13
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 13
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 13
Cvi Holdings, Llc 13
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 13
D'Orazio & Associates, Inc. 13
Voya Prime Rate Trust 13
Eagle Global Advisors Llc 13
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 13
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 13
Eaton Vance Floating-rate 2022 Target Term Trust 13
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 13
Financial Advocates Investment Management 13
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 13
Pzena Investment Management Llc 13
Levin Capital Strategies, L.p. 13
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 13
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 13
Rockefeller Financial Services Inc 13
Pallas Capital Advisors LLC 13
Griffin Institutional Access Credit Fund 13
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 13
Regal Investment Advisors LLC 13
Formula Growth Ltd 13
Redwood Investments, LLC 13
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 13
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 13
LRI Investments, LLC 13
New England Securities Corp /MA/ 13
Evergreen Capital Management Llc 13
Wealthcare Capital Management Llc 13
Tortoise Investment Management, LLC 13
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 13
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 13
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 13
Jackson Creek Investment Advisors LLC 13
Kestra Private Wealth Services, Llc 13
Founders Financial Alliance, LLC 13
Castleview Partners, Llc 13
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 13
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 13
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 13
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 13
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 13
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 13
Ibex Investors LLC 13
Calton & Associates, Inc. 13
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 13
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 13
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 13
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 13
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 13
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 13
Opal Wealth Advisors, LLC 13
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 13
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 13
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 13
Tibra Equities Europe Ltd 13
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 13
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 13
WealthPLAN Partners, LLC 13
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 13
Strategic Wealth Partners, Ltd. 13
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 13
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 13
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
LGT Financial Advisors LLC 12
Horizon Investments, LLC 12
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 12
Gts Securities Llc 12
Genesee Valley Trust Co 12
Ostrum Asset Management 12
1492 Capital Management LLC 12
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 12
Nfj Investment Group, Llc 12
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 12
Bellevue Group AG 12
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 12
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 12
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 12
Hawk Ridge Capital Management Lp 12
Pensionmark Financial Group, Llc 12
Cantor Fitzgerald, L. P. 12
Polar Capital LLP 12
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 12
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 12
Verdence Capital Advisors LLC 12
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 12
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 12
Swedbank AB 12
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 12
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 12
Blackstone / Gso Floating Rate Enhanced Income Fund 12
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 12
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 12
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 12
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 12
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 12
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 12
Kerrisdale Advisers, LLC 12
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 12
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 12
GLG Partners LP 12
Key FInancial Inc 12
Spring Creek Capital Llc 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
Nvwm, Llc 12
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 12
Addison Advisors LLC 12
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 12
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 12
Lloyd Advisory Services, LLC. 12
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 12
Beacon Capital Management, LLC 12
Forsta Ap-fonden 12
Brighton Jones Llc 12
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 12
J.Safra Asset Management Corp 12
Owl Creek Asset Management, L.P. 12
Xai Octagon Floating Rate & Alternative Income Term Trust 12
Capital Impact Advisors, LLC 12
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 12
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 12
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 12
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 12
Tekla Capital Management LLC 12
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 12
Beryl Capital Management LLC 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 12
Prime Capital Investment Advisors, LLC 12
Private Ocean, LLC 12
Athanor Capital, Lp 12
Solstein Capital, LLC 12
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 12
Gilder Gagnon Howe & Co Llc 12
Thornburg Investment Management Inc 12
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 12
Tradition Wealth Management, LLC 12
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 12
Avestar Capital, LLC 12
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 12
Exos Asset Management LLC 12
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 12
Royal London Asset Management Ltd 12
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 12
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 12
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 12
Emerald Mutual Fund Advisers Trust 12
Column Capital Advisors, LLC 12
Atlantic Trust, LLC 12
GPRIX - Grandeur Peak Global Trust - Grandeur Peak Global Reach Fund Institutional Class 12
Ballentine Partners, LLC 12
Arrowgrass Capital Partners (us) Lp 12
Magnus Financial Group LLC 12
Westside Investment Management, Inc. 12
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 12
HHM Wealth Advisors, LLC 12
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 12
Greenleaf Trust 12
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 12
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 12
Lecap Asset Management Ltd 12
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 12
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 12
Anchor Investment Management, LLC 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 12
Advisor Partners Llc 12
Level Four Advisory Services, Llc 12
Apollon Wealth Management, LLC 12
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 12
Gladius Capital Management LP 12
Total Clarity Wealth Management, Inc. 12
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 12
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 12
Exencial Wealth Advisors, Llc 12
Symmetry Partners, LLC 12
Argent Trust Co 12
SLIM - Janus Detroit Street Trust - The Obesity ETF 12
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 12
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 12
Arabesque Asset Management Ltd 12
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 12
Highstreet Asset Management Inc. 12
Shine Investment Advisory Services Inc 12
Balentine LLC 12
Global X Management CO LLC 12
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 12
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 12
Jnl Variable Fund Llc - Jnl/mellon Healthcare Sector Fund (a) 12
Cowen Prime Services LLC 12
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 12
IMA Wealth, Inc. 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 12
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 12
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 12
Schechter Investment Advisors, LLC 12
Connor Clark & Lunn Investment Management Ltd 12
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 12
Dakota Wealth Management 12
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 12
Clark Estates Inc/ny 12
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 12
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 12
Kepos Capital LP 12
Perkins Coie Trust Co 12
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 12
HealthCor Management, L.P. 12
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF 12
Claro Advisors LLC 12
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 12
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 12
Enlightenment Research, LLC 12
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 12
Allred Capital Management, LLC 12
Wilmington Funds Management Corp 12
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 12
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 12
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 12
Trust Point Inc. 12
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 12
Linden Thomas Advisory Services, LLC 12
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 12
Kilter Group LLC 12
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 12
Forum Financial Management, LP 12
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 12
Wells Fargo Multi-sector Income Fund 12
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 12
IEHS - iShares U.S. ETF Trust - iShares Evolved U.S. Healthcare Staples ETF 12
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 12
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 12
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 12
Nachman Norwood & Parrott, Inc 12
Zions Bancorporation, National Association /ut/ 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 12
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 12
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 12
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 12
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 12
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 12
DAVENPORT & Co LLC 12
Delta Asset Management Llc/tn 12
Calamos Strategic Total Return Fund 12
FSSFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Small Cap Fund 12
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 12
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 12
T. Rowe Price Investment Management, Inc. 12
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 12
Dynamic Advisor Solutions LLC 12
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 12
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 12
Trustcore Financial Services, Llc 12
Sectoral Asset Management Inc 12
Korea Investment CORP 12
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 12
Caxton Associates Llp 12
Resona Asset Management Co.,Ltd. 12
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 12
Endurant Capital Management LP 12
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 12
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 12
Amerivest Investment Management LLC 12
New Age Alpha Advisors, LLC 12
NatWest Group plc 12
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 12
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 12
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 12
Capula Management Ltd 12
Northwest Investment Counselors, Llc 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 12
Coastal Investment Advisors, Inc. 12
Vanguard Morgan Growth Fund 12
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 12
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 12
Ropes Wealth Advisors Llc 12
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 12
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 12
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 12
Triasima Portfolio Management inc. 12
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 12
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Explorer Fund Institutional Class 12
S. Muoio & Co. Llc 12
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 12
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 12
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 12
Allstate Corp 12
WealthTrust-Arizona, LLC 12
Lombard Odier Asset Management (Europe) Ltd 12
Tradewinds Capital Management, LLC 12
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 12
PENN SERIES FUNDS INC - Flexibly Managed Fund 12
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 12
Bleakley Financial Group, LLC 12
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 12
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 12
Kb Financial Partners, Llc 12
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 12
Principia Wealth Advisory, LLC 11
Gulf International Bank (UK) Ltd 11
Tobam 11
WealthTrak Capital Management LLC 11
EP Wealth Advisors, Inc. 11
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 11
Oak Thistle LLC 11
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 11
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 11
BBT Capital Management, LLC 11
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 11
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 11
Zweig-DiMenna Associates LLC 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 11
River Road Asset Management, LLC 11
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 11
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 11
Ssi Investment Management Llc 11
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 11
Twin Capital Management Inc 11
Sonora Investment Management, LLC 11
Qsemble Capital Management, LP 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 11
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 11
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 11
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 11
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 11
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 11
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 11
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 11
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 11
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 11
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 11
Apollo Senior Floating Rate Fund Inc. 11
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 11
Activest Wealth Management 11
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 11
Frazier Financial Advisors, LLC 11
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 11
Hudock, Inc. 11
P Schoenfeld Asset Management Lp 11
Integrated Wealth Management 11
Wakefield Asset Management LLLP 11
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 11
Livforsakringsbolaget Skandia, Omsesidigt 11
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 11
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 11
Dean Capital Management 11
Ionic Capital Management LLC 11
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 11
Virtus Global Dividend & Income Fund Inc. 11
Unigestion Holding SA 11
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 11
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 11
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 11
Tygh Capital Management, Inc. 11
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 11
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 11
First Interstate Bank 11
Change Path, LLC 11
Gitterman Wealth Management, LLC 11
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 11
Highland Capital Management, Llc 11
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 11
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 11
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 11
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 11
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 11
USS Investment Management Ltd 11
Boston Private Bank & Trust Co 11
Davy Global Fund Management Ltd 11
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 11
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 11
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 11
Coppell Advisory Solutions LLC 11
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 11
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 11
Jag Capital Management, Llc 11
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 11
NorthCoast Asset Management LLC 11
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 11
Standard Family Office LLC 11
Ghisallo Capital Management LLC 11
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 11
M&g Investment Management Ltd 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 11
Integre Asset Management, LLC 11
Moisand Fitzgerald Tamayo, LLC 11
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 11
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 11
Heck Capital Advisors, LLC 11
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 11
Bck Capital Management Lp 11
Blackstone Group Inc 11
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 11
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 11
Investors Research Corp 11
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 11
GPS Wealth Strategies Group, LLC 11
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 11
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 11
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 11
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 11
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 11
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 11
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 11
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 11
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 11
Park West Asset Management LLC 11
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 11
Cooper Creek Partners Management Llc 11
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 11
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 11
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 11
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 11
Paces Ferry Wealth Advisors, Llc 11
Claraphi Advisory Network, LLC 11
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 11
Capital International Investors 11
Underlying Funds Trust 11
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 11
Ab Pooling Portfolios 11
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 11
Apollo Tactical Income Fund Inc. 11
Tsfg, Llc 11
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 11
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 11
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 11
BTEC - Principal Exchange-Traded Funds - Principal Healthcare Innovators Index ETF 11
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 11
Groupe la Francaise 11
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 11
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 11
WealthCollab, LLC 11
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 11
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 11
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 11
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 11
Allianzgi Diversified Income & Convertible Fund 11
Creekmur Asset Management LLC 11
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 11
Kanaly Trust Co 11
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 11
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 11
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 11
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 11
Central Pacific Bank - Trust Division 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 11
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 11
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 11
Clearline Capital LP 11
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 11
Profunds - Profund Vp Health Care 11
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 11
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 11
Rathbone Brothers plc 11
Advanced Series Trust - Ast Mid-cap Growth Portfolio 11
BerganKDV Wealth Management, LLC 11
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 11
Falcon Point Capital, Llc 11
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 11
Balter Liquid Alternatives, LLC 11
Cion Ares Diversified Credit Fund 11
Gateway Investment Advisers Llc 11
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 11
Rothschild Investment Corp /il 11
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia 11
St Germain D J Co Inc 11
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 11
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 11
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 11
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 11
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 11
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 11
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 11
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 11
tru Independence LLC 11
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 11
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 11
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 11
Santa Fe Partners LLC 11
Credential Qtrade Securities Inc. 11
Glen Eagle Advisors, LLC 11
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 11
Mark Sheptoff Financial Planning, Llc 11
HBK Sorce Advisory LLC 11
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 11
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 11
Brewin Dolphin Ltd 11
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 11
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
HighMark Wealth Management LLC 11
Pimco Dynamic Income Fund 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 11
John Hancock Funds II - Health Sciences Fund Class NAV 11
TIMOTHY PLAN - Timothy Strategic Variable 11
Oppenheimer Quest For Value Funds 11
Neuburgh Advisers LLC 11
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 11
Intellectus Partners, LLC 11
Aristeia Capital Llc 11
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 11
Fortis Advisors, LLC 11
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 11
Almanack Investment Partners, LLC. 11
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
YorkBridge Wealth Partners, LLC 11
Center for Financial Planning, Inc. 11
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 11
Rock Springs Capital Management LP 11
Heritage Wealth Advisors 11
Aua Capital Management, Llc 11
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 11
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV 11
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 11
Curian Capital Llc 11
HGC Investment Management Inc. 11
Guggenheim Strategic Opportunities Fund 11
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 11
RFP Financial Group LLC 11
Donoghue Forlines LLC 11
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 11
Edge Advisors, Llc 11
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 11
San Francisco Sentry Investment Group (ca) 11
Perpetual Ltd 11
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 11
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 11
Redwood Wealth Management Group, LLC 11
Angelo Gordon & Co., L.p. 11
SG3 Management, LLC 11
DC Investments Management, LLC 11
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 11
Rhenman & Partners Asset Management AB 11
American National Bank 11
HB Wealth Management, LLC 11
City Holding Co 11
Parkwood LLC 11
STXV - EA Series Trust - Strive 1000 Value ETF 11
Zeke Capital Advisors, Llc 11
Eventide Asset Management, Llc 11
Quotient Investors, LLC 11
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 11
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares 11
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 11
Boulder Hill Capital Management Lp 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Confluence Wealth Services, Inc. 11
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 11
Integrated Quantitative Investments LLC 11
Simplicity Wealth,LLC 11
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 11
Bryce Point Capital, LLC 11
Wilbanks Smith & Thomas Asset Management Llc 11
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 11
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 11
VisionPoint Advisory Group, LLC 11
GPGEX - Grandeur Peak Global Trust - Grandeur Peak Global Explorer Fund Institutional Class 11
AMG National Trust Bank 11
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
Plato Investment Management Ltd 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
Capital Investment Advisory Services, LLC 10
NJ State Employees Deferred Compensation Plan 10
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 10
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 10
Warren Averett Asset Management, LLC 10
AlphaMark Advisors, LLC 10
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 10
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 10
Mn Services Vermogensbeheer B.V. 10
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 10
Montag A & Associates Inc 10
Wagner Wealth Management, Llc 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 10
CNB Bank 10
Advent Claymore Convertible Securities & Income Fund 10
U.S. Capital Wealth Advisors, LLC 10
Byrne Asset Management LLC 10
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 10
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 10
Timpani Capital Management LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc. 10
Polymer Capital Management (US) LLC 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 10
Horizon Investment Services, LLC 10
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 10
Tributary Capital Management, LLC 10
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 10
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 10
Hood River Capital Management LLC 10
Meritage Portfolio Management 10
Oaktree Capital Management Lp 10
Three Peaks Capital Management, LLC 10
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 10
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 10
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 10
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 10
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 10
Profunds - Profund Vp Small-cap Growth 10
Fort Washington Investment Advisors Inc /oh/ 10
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 10
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio 10
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 10
Profunds - Profund Vp Mid-cap Growth 10
Cornerstone Investment Partners, LLC 10
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 10
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 10
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 10
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 10
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 10
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 10
S&t Bank/pa 10
Profunds - Profund Vp Ultramid-cap 10
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 10
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 10
BTG Pactual Global Asset Management Ltd 10
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 10
Ziegler Capital Management, LLC 10
Squar Milner Financial Services Llc 10
Millrace Asset Group, Inc. 10
Callan Family Office, LLC 10
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 10
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 10
First Bank & Trust 10
Accurate Wealth Management, LLC 10
Retirement Group, LLC 10
Polar Capital Holdings Plc 10
Kowal Investment Group, LLC 10
Desjardins Global Asset Management Inc. 10
BRC Investment Management LLC 10
First Command Advisory Services, Inc. 10
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 10
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 10
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 10
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 10
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 10
First Financial Corp /in/ 10
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 10
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 10
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 10
Credit Suisse High Yield Bond Fund 10
Ninety One UK Ltd 10
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 10
Century Capital Management, LLC 10
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 10
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 10
Apex Capital Management 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 10
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class 10
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 10
V Wealth Advisors LLC 10
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 10
Pittenger & Anderson Inc 10
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 10
RWM Asset Management, LLC 10
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 10
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 10
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 10
Ledyard National Bank 10
GPGOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Opportunities Fund Investor Class 10
Macroview Investment Management Llc 10
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 10
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 10
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 10
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 10
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 10
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 10
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 10
PLFRX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Floating Rate Income CLASS I 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
West Paces Advisors Inc. 10
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 10
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 10
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 10
Cambiar Investors Llc 10
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 10
Alpha DNA Investment Management LLC 10
Evolution Wealth Advisors, LLC 10
Portolan Capital Management, LLC 10
Belvedere Trading LLC 10
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 10
Satuit Capital Management Trust 10
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 10
Castle Creek Arbitrage, LLC 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 10
JHMH - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Healthcare ETF 10
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 10
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 10
Atlantic Union Bankshares Corp 10
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 10
Bayforest Capital Ltd 10
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 10
Park Square Financial Group, LLC 10
Clean Yield Group 10
Clearbridge, Llc 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
Zurich Insurance Group Ltd/FI 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
Bahl & Gaynor Inc 10
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 10
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 10
Brasada Capital Management, Lp 10
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 10
Virtus ETF Advisers LLC 10
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 10
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 10
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 10
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 10
iA Global Asset Management Inc. 10
Arlington Partners LLC 10
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 10
Tlp Group Llc 10
Ossiam 10
Syon Capital Llc 10
Hollencrest Capital Management 10
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 10
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 10
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 10
UMPIX - Profunds - Ultramid-cap Profund Investor Class 10
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 10
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 10
Benjamin Edwards Inc 10
Cannon Global Investment Management, LLC 10
Krilogy Financial LLC 10
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 10
VitalStone Financial, LLC 10
RPIFX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Floating Rate Fund 10
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 10
Sierra Capital LLC 10
IBB - iSHARES TRUST - iShares Nasdaq Biotechnology ETF 10
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 10
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 10
Elk Creek Partners, LLC 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
Community Bank, N.A. 10
Tekla Healthcare Opportunities Fund 10
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
Meiji Yasuda Asset Management Co Ltd. 10
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 10
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund 10
Oppenheimer Variable Account Funds 10
Westover Capital Advisors, LLC 10
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 10
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 10
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 10
Psagot Investment House Ltd. 10
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 10
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 10
Columbia Partners L L C Investment Management 10
STXK - EA Series Trust - Strive Small-Cap ETF 10
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 10
Thurston, Springer, Miller, Herd & Titak, Inc. 10
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I 10
Westwood Holdings Group Inc 10
CTC Alternative Strategies, Ltd. 10
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 10
Oarsman Capital, Inc. 10
Breton Hill Capital Ltd. 10
Spdr S&p Midcap 400 Etf Trust 10
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 10
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 10
EA Series Trust 10
Bellwether Advisors, LLC 10
PFM Health Sciences, LP 10
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 10
Polen Capital Management Llc 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
RXL - PROSHARES TRUST - ProShares Ultra Health Care 10
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 10
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 10
John Hancock Hedged Equity & Income Fund 10
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 10
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 10
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 10
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 10
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 10
PRFRX - T. Rowe Price Floating Rate Fund, Inc. - T. Rowe Price Floating Rate Fund, Inc. 10
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 10
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 10
Alera Investment Advisors, LLC 10
Marks Group Wealth Management, Inc 10
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 10
Intrust Bank Na 10
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 10
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 10
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
Curi Wealth Management, LLC 10
Fidelis Capital Partners, LLC 10
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 10
Fiduciary Alliance LLC 10
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 10
Heritage Wealth Management, Llc 10
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 10
Phocas Financial Corp. 10
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 10
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 10
RBB FUND, INC. - Aquarius International Fund 10
VGLSX - VALIC Co I - Global Strategy Fund 10
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10
Parkman Healthcare Partners LLC 10
Price Capital Management, Inc. 10
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 10
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 10
Tcw Group Inc 10
Cna Financial Corp 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
Tfo-tdc, Llc 10
Clear Harbor Asset Management, LLC 10
La Banque Postale Asset Management SA 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 10
Legacy Wealth Managment, LLC/ID 10
Trust For Advisor Solutions 10
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 10
Kistler-Tiffany Companies, LLC 10
Farringdon Capital, Ltd. 10
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
Origin Asset Management LLP 10
ACK Asset Management LLC 10
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 10
Duncker Streett & Co Inc 10
Islet Management, LP 10
Exane Derivatives 10
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 10
Knights of Columbus Asset Advisors LLC 10
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 10
Regent Peak Wealth Advisors LLC 10
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 10
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 10
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 10
Basso Capital Management, L.p. 10
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 10
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 10
Hilltop Holdings Inc. 10
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 10
Peapack Gladstone Financial Corp 10
Global X Funds 10
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 10
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 10
ISAM Funds (UK) Ltd 10
TradeLink Capital LLC 10
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF 10
W.G. Shaheen & Associates DBA Whitney & Co 10
Foresters Investment Management Company, Inc. 10
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 10
American Trust 10
Savior LLC 10
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 10
Marino, Stram & Associates Llc 10
Aaron Wealth Advisors LLC 10
Providence Capital Advisors, LLC 10
Albion Financial Group /ut 10
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 10
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 10
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 10
MDPIX - Profunds - Mid-cap Profund Investor Class 10
Edge Wealth Management LLC 10
Bollard Group LLC 10
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A 10
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 10
Radcliffe Capital Management, L.P. 10
Pembroke Management, LTD 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
Woodmont Investment Counsel Llc 10
Rakuten Securities, Inc. 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
Wealthspire Advisors, LLC 10
Americafirst Capital Management, Llc 10
Highline Wealth Partners Llc 10
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 10
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 10
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 10
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 10
Vertex One Asset Management Inc. 10
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 10
Winfield Associates, Inc. 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
Migdal Insurance & Financial Holdings Ltd. 10
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 10
Summit Creek Advisors LLC 10
Banque Transatlantique SA 10
Thomas White International Ltd 10
Joel Isaacson & Co., LLC 10
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 10
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 10
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 9
Beaird Harris Wealth Management, LLC 9
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 9
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 9
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 9
Howard Hughes Medical Institute 9
Atlas Capital Advisors Llc 9
Legacy Financial Advisors, Inc. 9
RK Capital Management, LLC 9
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 9
Fortitude Advisory Group L.L.C. 9
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 9
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 9
Fernwood Investment Management, LLC 9
Dana Investment Advisors, Inc. 9
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 9
CenterStar Asset Management, LLC 9
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 9
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 9
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 9
Blume Capital Management, Inc. 9
Elequin Capital Lp 9
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
Integrated Investment Consultants, LLC 9
Cornerstone Wealth Management, LLC 9
Pinkerton Retirement Specialists, LLC 9
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 9
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 9
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 9
Chilton Investment Co Llc 9
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 9
Baldwin Brothers Inc/ma 9
Advanced Series Trust - Ast High Yield Portfolio 9
PENN SERIES FUNDS INC - Small Cap Value Fund 9
Elo Mutual Pension Insurance Co 9
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 9
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 9
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 9
Groupama Asset Managment 9
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
Crestwood Advisors Group LLC 9
Hennion & Walsh Asset Management, Inc. 9
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 9
Chilton Capital Management Llc 9
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 9
Kiwi Wealth Investments Limited Partnership 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 9
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 9
Intrepid Capital Management Inc 9
Planning Capital Management Corp 9
Logan Capital Management Inc 9
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 9
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 9
Mbb Public Markets I Llc 9
Ruggie Capital Group 9
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity 9
Tekla Healthcare Investors 9
Aureus Asset Management, LLC 9
Ada Investment Management, LP 9
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 9
AdvisorShares Investments LLC 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
MBOVX - M FUND INC - M Large Cap Value Fund 9
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 9
Hilltop National Bank 9
IPOS - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance International IPO ETF 9
Pineridge Advisors LLC 9
Atlanta Capital Management Co L L C 9
Personal Cfo Solutions, Llc 9
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 9
Atlas Private Wealth Advisors 9
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 9
Mosaic Family Wealth, LLC 9
Sio Capital Management, LLC 9
Kingsview Wealth Management, LLC 9
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9
JS Capital Management LLC 9
First National Bank Of Omaha 9
Trustmark National Bank Trust Department 9
Dubuque Bank & Trust Co 9
Banque Pictet & Cie Sa 9
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 9
Ramius Advisors Llc 9
Avitas Wealth Management LLC 9
Cynosure Management, Llc 9
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 9
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 9
Confluence Investment Management Llc 9
Fifth Lane Capital, Lp 9
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 9
Schonfeld Group Holdings LLC 9
Kapitalo Investimentos Ltda 9
Barnett & Company, Inc. 9
Bbva Usa 9
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 9
Oppenheimer Discovery Fund 9
Tamarack Advisers, LP 9
Lebenthal Asset Management, LLC 9
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 9
DeepCurrents Investment Group LLC 9
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 9
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 9
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 9
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 9
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 9
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 9
AIA Group Ltd 9
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 9
Teton Advisors, Inc. 9
Axxcess Wealth Management, Llc 9
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 9
Green Arrow Capital Management Llc 9
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
Arlington Trust Co LLC 9
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 9
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 9
Guardian Capital Lp 9
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 9
Caldwell Securities, Inc 9
Washington Trust Advisors, Inc. 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 9
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 9
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 9
IMC-Chicago, LLC 9
Webster Bank, N. A. 9
Wells Fargo Income Opportunities Fund 9
Metis Global Partners, LLC 9
Mawer Investment Management Ltd. 9
Lansforsakringar Fondforvaltning AB (publ) 9
Triad Wealth Partners, LLC 9
Jackson, Grant Investment Advisers, Inc. 9
Clough Global Dividend & Income Fund 9
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 9
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 9
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 9
Dfa Investment Trust Co - The Continental Small Company Series 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 9
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 9
China Universal Asset Management Co., Ltd. 9
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 9
Legacy Investment Solutions, LLC 9
K.J. Harrison & Partners Inc 9
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 9
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 9
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 9
Bremer Trust National Association 9
Integral Derivatives, LLC 9
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 9
Concurrent Investment Advisors, LLC 9
Destination Wealth Management 9
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 9
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 9
Eudaimonia Partners, LLC 9
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 9
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 9
Teton Westwood Funds 9
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 9
Fifth Third Wealth Advisors LLC 9
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 9
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 9
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 9
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 9
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 9
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 9
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 9
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 9
Winton Capital Management Ltd 9
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 9
Manatuck Hill Partners, LLC 9
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 9
Northeast Financial Consultants Inc 9
Brown Advisory Securities, LLC 9
Calamos Long/Short Equity & Dynamic Income Trust 9
683 Capital Management, LLC 9
Clear Investment Research, Llc 9
Private Wealth Asset Management, LLC 9
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 9
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 9
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 9
Eaton Vance Short Duration Diversified Income Fund 9
Applied Finance Capital Management, LLC 9
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 9
Aptus Capital Advisors, LLC 9
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 9
Arden Investment Series Trust 9
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 9
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 9
Smith Group Asset Management, LLC 9
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 9
Pimco Corporate & Income Strategy Fund 9
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 9
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 9
Leap Investments Lp 9
Channing Capital Management, LLC 9
BKM Wealth Management, LLC 9
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 9
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 9
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 9
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 9
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 9
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 9
Dai-Ichi Life Insurance Company, Ltd 9
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
NOLCX - Northern Funds - Northern Large Cap Core Fund 9
Boston Income Portfolio - Boston Income Portfolio 9
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 9
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 9
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 9
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 9
Worth Venture Partners, LLC 9
PRNHX - T. Rowe Price New Horizons Fund, Inc. - T. Rowe Price New Horizons Fund, Inc. 9
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 9
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 9
Great Lakes Retirement, Inc. 9
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 9
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 9
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 9
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 9
Mfs Charter Income Trust 9
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 9
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 9
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 9
Executive Wealth Management, LLC 9
Trellus Management Company, LLC 9
Hl Financial Services Llc 9
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 9
Sterling Investment Advisors, Ltd. 9
Next Century Growth Investors Llc 9
Armstrong Advisory Group, Inc 9
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 9
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Floating Rate Multi-Sector Account Portfolio 9
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 9
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 9
Avidity Partners Management LP 9
HYLD - Exchange Listed Funds Trust - High Yield ETF 9
Banco Bilbao Vizcaya Argentaria, S.a. 9
Gabelli Healthcare & Wellnessrx Trust 9
Eaton Vance Floating-rate Income Plus Fund 9
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 9
Nuveen Diversified Dividend & Income Fund 9
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 9
Gabelli Dividend & Income Trust 9
Intercontinental Wealth Advisors, LLC 9
Burgundy Asset Management Ltd. 9
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 9
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 9
BOK Financial Private Wealth, Inc. 9
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 9
Capital Bank & Trust Co 9
Wealth Alliance 9
Raiffeisen Bank International AG 9
Kingdon Capital Management, L.l.c. 9
Seeyond 9
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class 9
Granahan Investment Management Inc/ma 9
Icon Wealth Advisors, LLC 9
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 9
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 9
Wright Investors Service Inc 9
Credit Suisse Asset Management Income Fund Inc 9
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 9
Fortaleza Asset Management Inc/ 9
Quaker Wealth Management, LLC 9
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 9
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 9
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 9
GGBFX - GuideStone Funds - Global Bond Fund Investor 9
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 9
Cerebellum GP, LLC 9
Nuveen Multi-Asset Income Fund 9
Mendota Financial Group, LLC 9
Investment Management Corp of Ontario 9
Banco de Sabadell, S.A 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 9
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 9
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 9
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 9
TRUE Private Wealth Advisors 9
Safeguard Investment Advisory Group, LLC 9
Moran Wealth Management, LLC 9
Mazama Capital Management Inc 9
PENN SERIES FUNDS INC - Small Cap Growth Fund 9
Handelsinvest Investeringsforvaltning 9
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 9
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 9
Premia Global Advisors, Llc 9
TIG Advisors, LLC 9
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 9
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 9
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 9
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 9
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 9
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 9
Certified Advisory Corp 9
EHP Funds Inc. 9
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 9
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 9
Merit Financial Group, LLC 9
Wexford Capital Lp 9
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 9
Pinnacle Financial Partners Inc 9
Ophir Asset Management Pty Ltd 9
Mangrove Partners 9
Shapiro Robert N 9
Usa Mutuals Advisors, Inc. 9
Alphasimplex Group, Llc 9
Meitav Dash Investments Ltd 9
Sentry Investment Management Llc 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 9
PointState Capital LP 9
Tradeworx Inc. 9
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 9
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 9
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 9
TradeLink Global Equity LLC 9
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 9
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 9
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 9
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 9
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 9
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 9
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 9
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 9
GoalVest Advisory LLC 9
Legacy Wealth Asset Management, LLC 9
J.w. Cole Advisors, Inc. 9
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 9
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 9
Baader Bank INC 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
Eversept Partners, LP 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 9
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 9
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 9
Wetzel Investment Advisors, Inc. 8
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 8
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 8
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 8
Rtw Investments, Lp 8
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
Mizuho Trust & Banking Co., Ltd. 8
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 8
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
Mutual Advisors, LLC 8
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 8
Buckingham Strategic Partners 8
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 8
Gladstone Institutional Advisory LLC 8
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 8
Advance Capital I Inc 8
NMIEX - Northern Funds - Active M International Equity Fund 8
R&F Capital Advisors LP 8
Syverson Strege & Co 8
Wells Fargo Utilities & High Income Fund 8
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 8
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 8
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 8
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 8
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 8
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 8
Mill Creek Capital Advisors, LLC 8
IFM Investors Pty Ltd 8
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 8
Calvert Impact Fund Inc 8
Sapient Capital Llc 8
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 8
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 8
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 8
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 8
Bleichroeder LP 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 8
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 8
Rakuten Investment Management, Inc. 8
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 8
Kendall Capital Management 8
Clarius Group, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 8
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 8
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 8
Ifrah Financial Services, Inc. 8
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 8
NorthCrest Asset Manangement, LLC 8
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 8
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 8
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 8
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 8
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 8
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 8
Transamerica Financial Advisors, Inc. 8
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 8
Gryphon Financial Partners LLC 8
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 8
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 8
Barrett Asset Management, LLC 8
Abich Financial Wealth Management LLC 8
Tuttle Tactical Management LLC 8
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 8
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 8
Gerstein Fisher 8
PenderFund Capital Management Ltd. 8
Smallcap World Fund Inc 8
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 8
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 8
Harvest Investment Services, LLC 8
Pimco Corporate & Income Opportunity Fund 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
Vise Technologies, Inc. 8
Mfs Intermediate High Income Fund 8
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 8
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF 8
Lynx Investment Advisory 8
Bernzott Capital Advisors 8
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 8
Richardson Financial Services Inc. 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Achmea Investment Management B.V. 8
Engine Capital Management, LP 8
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 8
PRW Wealth Management LLC 8
Cordasco Financial Network 8
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 8
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 8
Financiere des Professionnels - Fonds d,investissement inc. 8
Kiley Juergens Wealth Management, Llc 8
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 8
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 8
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 8
SGPIX - Profunds - Small-cap Growth Profund Investor Class 8
Cupps Capital Management, LLC 8
Beaconlight Capital, Llc 8
Binnacle Investments Inc 8
Bruderman Asset Management, LLC 8
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 8
Qci Asset Management Inc/ny 8
Prudential Short Duration High Yield Fund, Inc. 8
Tredje AP-fonden 8
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 8
Adams Diversified Equity Fund, Inc. 8
Financial Synergies Wealth Advisors, Inc. 8
Mediolanum International Funds Ltd 8
Nuveen Nasdaq 100 Dynamic Overwrite Fund 8
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 8
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 8
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 8
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 8
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 8
Capstone Series Fund Inc 8
Gallacher Capital Management LLC 8
Financial Counselors Inc 8
Kaizen Advisory, Llc 8
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 8
Spectrum Management Group, LLC 8
Hanson & Doremus Investment Management 8
Phoenix Holdings Ltd. 8
Bedel Financial Consulting, Inc. 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 8
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 8
BlackRock ETF Trust - BlackRock Future Health ETF 8
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 8
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 8
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 8
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 8
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 8
Covenant Partners, LLC 8
Oak Ridge Investments Llc 8
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 8
Psagot Value Holdings Ltd. / (Israel) 8
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 8
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 8
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 8
Bremer Bank National Association 8
Havens Advisors Llc 8
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 8
Anfield Capital Management, LLC 8
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 8
ASR Vermogensbeheer N.V. 8
Zimmer Partners, LP 8
Voya Financial Advisors, Inc. 8
Forward Management, LLC 8
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 8
Insight Capital Research & Management Inc 8
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Wealthfront Advisers Llc 8
West Oak Capital, LLC 8
North Star Asset Management Inc 8
GFG Capital, LLC 8
Sunriver Management LLC 8
Opus Capital Group, LLC 8
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 8
Legacy Advisors, LLC 8
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 8
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 8
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 8
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 8
Bluefin Trading, LLC 8
Continental Advisors Llc 8
Cherry Tree Wealth Management, LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 8
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 8
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 8
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 8
Tekla World Healthcare Fund 8
Minichmacgregor Wealth Management, Llc 8
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 8
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 8
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 8
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 8
Householder Group Estate & Retirement Specialist, LLC 8
Integrated Advisors Network LLC 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 8
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 8
Crow Point Partners, LLC 8
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 8
Arden Trust Co 8
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 8
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 8
Junto Capital Management LP 8
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 8
Nkcfo Llc 8
Clough Global Opportunities Fund 8
Kings Point Capital Management 8
Colonial Trust Advisors 8
ZPR Investment Management 8
Sabby Management, Llc 8
Horizons Etf Trust I 8
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 8
Clough Global Equity Fund 8
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
GGSOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Stalwarts Fund Investor Class 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 8
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 8
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 8
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 8
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 8
Equitec Proprietary Markets, Llc 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 8
JPHAX - JPMorgan Trust I - JPMorgan Floating Rate Income Fund Class A 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 8
Gf Fund Management Co. Ltd. 8
Saturna Capital CORP 8
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 8
Weaver Consulting Group 8
Harbour Capital Advisors, LLC 8
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 8
Redmond Asset Management, LLC 8
FormulaFolio Investments, LLC 8
Van Hulzen Asset Management, LLC 8
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 8
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 8
Meteora Capital, LLC 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 8
Bardin Hill Management Partners Lp 8
CFAGX - COMMERCE FUNDS - The MidCap Growth Fund Shares 8
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 8
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 8
Beacon Pointe Advisors, LLC 8
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 8
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 8
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 8
Primecap Management Co/ca/ 8
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 8
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 8
PSCH - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF 8
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 8
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 8
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 8
Kelly Financial Services LLC 8
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 8
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
BlackRock Health Sciences Trust II 8
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 8
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 8
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 8
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 8
AJOVista, LLC 8
Independence Capital Asset Partners, LLC 8
Oliver Lagore Vanvalin Investment Group 8
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 8
Dalton Greiner Hartman Maher & Co 8
Pennsylvania Trust Co 8
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 8
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 8
Clarkston Capital Partners, LLC 8
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class 8
Williams Jones Wealth Management, LLC. 8
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 8
KAMES CAPITAL plc 8
Perbak Capital Partners LLP 8
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 8
National Pension Service 8
FAINX - MSS Series Trust - Fallen Angels Income Fund 8
Mfs Multimarket Income Trust 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
Morton Brown Family Wealth, LLC 8
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 8
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 8
Dreman Value Management, L L C 8
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 8
111 Capital 8
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 8
Country Trust Bank 8
Lighthouse Investment Partners, LLC 8
Brandes Investment Partners, Lp 8
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 8
Golden State Equity Partners 8
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 8
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 8
Camarda Financial Advisors, LLC 8
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 8
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 8
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 8
Malaga Cove Capital, LLC 8
Chiron Investment Management, LLC 8
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 8
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 8
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 8
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 8
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 8
Reuter James Wealth Management, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 8
Impact Partnership Wealth, LLC 8
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 8
Oddo Bhf Asset Management Sas 8
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 8
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 8
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 8
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 8
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8
XT - iSHARES TRUST - iShares Exponential Technologies ETF 8
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 8
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 8
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 8
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 8
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 8
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 8
Delta Lloyd Nv 8
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 8
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 8
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF 8
J. Safra Sarasin Holding AG 8
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 8
Profunds - Profund Vp Small-cap Value 8
O'Shares Investment Advisers, LLC 8
Union Bancaire Privee, UBP SA 8
Laurel Wealth Advisors, Inc. 8
Profunds - Profund Vp Mid-cap Value 8
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 8
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 8
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 8
Sivik Global Healthcare LLC 8
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 8
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 8
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 8
Baker Tilly Financial, Llc 8
Cowen Investment Management LLC 8
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 8
Pimco High Income Fund 8
Capital A Wealth Management, LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 8
First New York Securities Llc /ny 8
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund 8
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 8
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 8
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 8
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 8
GPGIX - Grandeur Peak Global Trust - Grandeur Peak Global Opportunities Fund Institutional Class 8
Investment Counselors Of Maryland Llc 8
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 8
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 8
Kassirer Asset Management Corp 8
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8
Chicago Capital, LLC 8
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund 8
Signition Lp 8
Oribel Capital Management, LP 8
Invesco Dynamic Credit Opportunities Fund 8
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 8
DLD Asset Management, LP 8
Empirical Finance, LLC 8
Aberdeen Asset Management Plc/uk 8
American Capital Advisory, LLC 8
Concentric Capital Strategies, LP 8
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 8
Pcm Fund, Inc. 8
Wayfinding Financial, LLC 8
RMR Wealth Builders 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
Cim Investment Mangement Inc 8
Flow Traders U.s. Llc 8
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 8
Virtue Capital Management, LLC 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
Brown Capital Management Llc 8
MLPIX - Profunds - Mid-cap Value Profund Investor Class 8
OneAscent Financial Services LLC 8
Cumberland Partners Ltd 8
Sheaff Brock Investment Advisors, LLC 8
Armistice Capital, Llc 8
L & S Advisors Inc 8
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 8
Nissay Asset Management Corp /japan/ /adv 8
Invesco Bond Fund 8
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 8
QCM Cayman, Ltd. 8
HIPAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INFLATION PLUS FUND Class A 8
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 8
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 8
Gluskin Sheff & Assoc Inc 8
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 8
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 8
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 8
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 8
Vulcan Value Partners, LLC 8
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 8
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 8
VCULX - VALIC Co I - Growth Fund 8
Vectors Research Management, LLC 7
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 7
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A 7
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 7
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 7
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 7
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 7
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 7
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 7
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 7
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 7
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 7
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 7
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 7
Profunds - Profund Vp Biotechnology 7
MASSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Growth Fund Class 7
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 7
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 7
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 7
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A 7
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 7
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 7
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 7
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 7
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 7
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 7
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 7
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 7
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 7
Voisard Asset Management Group, Inc. 7
LM Advisors LLC 7
Degroof Petercam Asset Management 7
Pacific Alternative Asset Management Company, Llc 7
Modern Wealth Management, LLC 7
Lenox Wealth Management, Inc. 7
Buckhead Capital Management Llc 7
Alpine Woods Capital Investors, Llc 7
SummitTX Capital, L.P. 7
Vanguard Specialized Funds 7
Gilliland Jeter Wealth Management LLC 7
Naples Money Management LLC 7
Ingalls & Snyder Llc 7
Turtle Creek Wealth Advisors, LLC 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
GGSOX - Grandeur Peak Global Trust - Grandeur Peak Global Stalwarts Fund Investor Class 7
Bradley Foster & Sargent Inc/ct 7
Van Berkom & Associates Inc. 7
Evermay Wealth Management Llc 7
Knollwood Investment Advisory, LLC 7
Advisory Alpha, LLC 7
Reinhart Partners, Inc. 7
Bourgeon Capital Management Llc 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
Jana Partners Llc 7
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 7
Birch Grove Capital LP 7
Dunhill Financial, LLC 7
Robeco Schweiz AG 7
Us Financial Advisors, Llc 7
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 7
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 7
Meiji Yasuda Life Insurance Co 7
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 7
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 7
Select Equity Group, L.P. 7
Welch & Forbes Llc 7
Ewa, Llc 7
Mizuho Asset Management Co.,Ltd. 7
Vinva Investment Management Ltd 7
Cm Wealth Advisors Llc 7
Heartland Advisors Inc 7
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 7
RVRB - ADVISORS SERIES TRUST - Reverb ETF 7
Connable Office Inc 7
Readystate Asset Management Lp 7
Fortis Capital Advisors, LLC 7
Washington Capital Management Inc 7
Sii Investments Inc/wi 7
Northpointe Capital Llc 7
Central Bank & Trust Co 7
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 7
Insigneo Advisory Services, Llc 7
YHB Investment Advisors, Inc. 7
Alliance Wealth Advisors, LLC /UT 7
Cassaday & Co Wealth Management LLC 7
Trust Co Of Toledo Na /oh/ 7
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 7
Dogwood Wealth Management LLC 7
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 7
PGGM Investments 7
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 7
Osborn Rohs Williams & Donohoe Ltd 7
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 7
STRV - EA Series Trust - Strive 500 ETF 7
Maple Securities Usa Inc 7
Endurance Wealth Management, Inc. 7
Nikko Asset Management Americas, Inc. 7
AMID - EA Series Trust - Argent Mid Cap ETF 7
Camelot Portfolios, LLC 7
Castle Wealth Management Llc 7
Riverbridge Partners Llc 7
Fieldview Capital Management, LLC 7
Avalon Advisors, Llc 7
Quantum Capital Management 7
Laffer Investments 7
Empirical Asset Management, LLC 7
Buckingham Strategic Wealth, Llc 7
Cary Street Partners Financial Llc 7
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 7
Conning Inc. 7
Anchor Capital Advisors Llc 7
Strengthening Families & Communities, LLC 7
DT Investment Partners, LLC 7
Ascent Group, LLC 7
EFG Asset Management (North America) Corp. 7
Rossby Financial, LCC 7
Tilia Fiduciary Partners, Inc. 7
Cheyne Capital Management (UK) LLP 7
Red Tortoise LLC 7
Industrial Alliance Investment Management Inc. 7
Pilgrim Partners Asia Pte Ltd 7
Wunderlich Securities, Inc. 7
CHICAGO TRUST Co NA 7
Dixon Hughes Goodman Wealth Advisors LLC 7
Invesco Dynamic Credit Opportunity Fund 7
CT Financial Advisors LLC 7
Riverwater Partners LLC 7
Absolute Capital Management, LLC 7
EVNT - AltShares Trust - AltShares Event-Driven ETF 7
Generali Asset Management SPA SGR 7
ACG Wealth 7
Polaris Wealth Advisory Group, LLC 7
Focused Wealth Management, Inc 7
York Capital Management Global Advisors, LLC 7
STFBX - Advisers Investment Trust - State Farm Balanced Fund 7
Alexandria Capital, LLC 7
AllSquare Wealth Management LLC 7
McElhenny Sheffield Capital Management, LLC 7
Partnervest Advisory Services LLC 7
Ninety One North America, Inc. 7
Amica Retiree Medical Trust 7
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 7
Mission Wealth Management, Lp 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
Atw Spac Management Llc 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 7
Usca Ria Llc 7
Capital International Inc /ca/ 7
PNC Managed Account Solutions, Inc. 7
Silphium Asset Management Ltd 7
PISMX - PRINCIPAL FUNDS INC - International Small Company Fund Institutional 7
Siemens Fonds Invest GmbH 7
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 7
Richard Bernstein Advisors LLC 7
AXS Investments LLC 7
Oak Associates Ltd /oh/ 7
Better Money Decisions, LLC 7
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 7
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 7
Kohlberg Kravis Roberts & Co. L.P. 7
Boston Trust Walden Corp 7
Mcdonald Partners Llc 7
Legacy Capital Wealth Partners, LLC 7
Distillate Capital Partners LLC 7
Charter Oak Capital Management, LLC 7
Gerber Kawasaki Wealth & Investment Management 7
Privium Fund Management (UK) Ltd 7
IAG Wealth Partners, LLC 7
Annapolis Financial Services, LLC 7
Liontrust Investment Partners LLP 7
Ellsworth Advisors, LLC 7
High Note Wealth, LLC 7
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 7
Cavalier Investments, LLC 7
NorthRock Partners, LLC 7
Southpoint Capital Advisors LP 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
Granite Point Capital Management, L.P. 7
BlackRock Capital Allocation Trust 7
BlueMar Capital Management, LLC 7
Dynamic Capital Management Ltd 7
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 7
First Trust High Yield Opportunities 2027 Term Fund 7
Axiom Investment Management LLC 7
TCTC Holdings, LLC 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
Scholtz & Company, Llc 7
Hatteras Funds, LLC 7
Partner Investment Management, L.P. 7
Stifel Nicolaus & Co Inc \mo\ 7
Dai-ichi Life Holdings, Inc. 7
Perkins Capital Management Inc 7
Cahill Financial Advisors Inc 7
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 7
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 7
Casdin Capital, LLC 7
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 7
Spears Abacus Advisors LLC 7
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 7
CWA Asset Management Group, LLC 7
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 7
THBIX - ADVISORS' INNER CIRCLE FUND - THB Asset Management MicroCap Fund Institutional Class Shares 7
Decade Capital Management Llc 7
Catapult Capital Management Llc 7
Mill Road Capital Management LLC 7
Core Alternative Capital 7
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 7
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
Legg Mason Investment Counsel, LLC 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 7
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 7
LaSalle Street Capital Management, LLC 7
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 7
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 7
Bellwether Investment Group, LLC 7
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 7
Jackson Square Capital, Llc 7
Ibex Wealth Advisors 7
Spouting Rock Asset Management, LLC 7
HMS Capital Management, LLC 7
StoneX Group Inc. 7
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 7
First Command Bank 7
First Command Financial Services, Inc. 7
Mascoma Wealth Management LLC 7
Consolidated Planning Corp 7
Polianta Ltd 7
ARK Investment Management LLC 7
Meridian Wealth Management, LLC 7
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 7
Point72 Europe (London) LLP 7
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 7
Transcend Wealth Collective, Llc 7
Wealth Quarterback LLC 7
Omnia Family Wealth, LLC 7
Pinnacle Bancorp, Inc. 7
Sun Life Financial Inc 7
Israel Discount Bank of New York 7
Bellevue Asset Management, Llc 7
Invenomic Capital Management LP 7
Ovata Capital Management Ltd 7
Americana Partners, LLC 7
Tiaa, Fsb 7
Ahrens Investment Partners LLC 7
Mountain Capital Investment Advisors, Inc 7
CBIZ Investment Advisory Services, LLC 7
Pacifica Partners Inc. 7
Atticus Wealth Management, Llc 7
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 7
Invesco High Income Trust Ii 7
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 7
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 7
Sugarloaf Wealth Management, LLC 7
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 7
Voya Global Advantage & Premium Opportunity Fund 7
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 7
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 7
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 7
Red Door Wealth Management, LLC 7
Pimco Income Strategy Fund Ii 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 7
Discovery Capital Management, Llc / Ct 7
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 7
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 7
Gabelli Global Small & Mid Cap Value Trust 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 7
Nuveen Tax Advantaged Total Return Strategy Fund 7
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 7
Waddell & Reed Advisors Funds 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 7
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 7
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 7
AMCPX - AMCAP FUND - AMCAP FUND Class A 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 7
Pimco Dynamic Credit & Mortgage Income Fund 7
Pimco Global Stocksplus & Income Fund 7
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 7
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 7
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 7
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 7
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 7
Hound Partners, LLC 7
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 7
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 7
Blackrock Health Sciences Trust 7
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 7
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 7
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 7
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 7
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 7
Delaware Enhanced Global Dividend & Income Fund 7
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 7
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
VCHSX - VALIC Co I - Health Sciences Fund 7
VBCVX - VALIC Co I - Systematic Value Fund 7
John Hancock Income Securities Trust 7
First Trust High Income Long/short Fund 7
Net Worth Advisory Group 7
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 7
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 7
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 7
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 7
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 7
Kkr Income Opportunities Fund 7
Wells Fargo Global Dividend Opportunity Fund 7
Century Capital Management Trust 7
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 7
Rs Investment Management Co Llc 7
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 7
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 7
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 7
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 7
First Light Asset Management, LLC 7
Tekla Life Sciences Investors 7
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 7
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 7
MASTER BOND LLC - Master Total Return Portfolio 7
Monument Capital Management 7
Carmichael Hill & Associates, Inc. 7
Sumitomo Life Insurance Co 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
Santori & Peters, Inc. 7
Lunia Capital Lp 7
Truewealth Llc 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
Measured Wealth Private Client Group, LLC 7
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 7
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 7
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 7
Centerpoint Advisors, LLC 7
Varma Mutual Pension Insurance Co 7
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A 7
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 7
Emerald Investment Partners, Llc 7
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 7
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 7
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 7
Aviso Financial Inc. 7
Platinum Investment Management Ltd 7
Cadian Capital Management, Lp 7
Canton Hathaway, LLC 7
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 7
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 7
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 7
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 7
Dfpg Investments, Llc 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 7
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 7
Old North State Trust, LLC 7
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 7
Maseco Llp 7
Sepio Capital, LP 7
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A 7
Mirova 7
BIPIX - Profunds - Biotechnology Ultrasector Profund Investor Class 7
Strategic Blueprint, LLC 7
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 7
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 7
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 7
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 7
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 7
Aegon Asset Management Uk Plc 7
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 7
Inscription Capital, LLC 7
Kent Lake Capital LLC 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 7
Cramer Rosenthal Mcglynn Llc 7
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 7
GPMCX - FINANCIAL INVESTORS TRUST - Grandeur Peak Global Micro Cap Fund Institutional Class 7
Alaska Permanent Fund Corp 7
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 7
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 7
Prosight Management, LP 7
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 7
IEIH - iShares U.S. ETF Trust - iShares Evolved U.S. Innovative Healthcare ETF 7
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 7
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 7
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 7
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 7
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 7
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 7
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 7
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 7
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 7
STXM - EA Series Trust - Strive Mid-Cap ETF 7
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 7
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 7
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 7
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 7
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 7
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 7
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 7
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 7
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 7
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 7
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 7
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 7
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 7
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 7
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 7
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 7
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 7
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 7
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 7
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 7
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 7
Amica Mutual Insurance Co 7
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 7
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 7
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 7
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 7
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 7
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 7
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 7
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 7
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 7
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 7
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 7
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 7
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 7
Cribstone Capital Management, LLC 7
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 7
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 7
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IA 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 7
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 7
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 7
DRIOX - DRIEHAUS MUTUAL FUNDS - Driehaus International Small Cap Growth Fund 7
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 7
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 7
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 7
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 7
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 7
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 7
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares 7
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 7
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 7
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 7
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 7
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 7
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 7
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 7
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 7
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class 7
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 7
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 7
HLRGX - HARDING LOEVNER FUNDS INC - Global Equity Research Portfolio Institutional Class 7
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 7
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 7
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 7
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial 7
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 6
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 6
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 6
AllianzGI Artificial Intelligence & Technology Opportunities Fund 6
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 6
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 6
VCTPX - VALIC Co I - Inflation Protected Fund 6
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
PPM Funds - PPM Floating Rate Income Fund (Inst) 6
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 6
Allianzgi Convertible & Income Fund 6
Allianzgi Convertible & Income Fund Ii 6
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 6
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 6
L2 Asset Management, LLC 6
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 6
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 6
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 6
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 6
JDERX - PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC. - PGIM JENNISON MID-CAP GROWTH FUND Class R 6
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 6
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 6
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 6
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 6
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 6
Clough Capital Partners L P 6
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 6
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 6
BlueCrest Capital Management LLP 6
Voya Global Equity Dividend & Premium Opportunity Fund 6
Geduld E E 6
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 6
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 6
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
Dagco, Inc. 6
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 6
Sphera Funds Management Ltd. 6
First City Capital Management, Inc. 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
Horizon Kinetics LLC 6
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 6
Nemes Rush Group LLC 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 6
Corsair Capital Management, L.p. 6
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 6
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 6
Franklin Universal Trust 6
Peoples Financial Services Corp. 6
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 6
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 6
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 6
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 6
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 6
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 6
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 6
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 6
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF 6
Third Avenue Management Llc 6
UXI - PROSHARES TRUST - ProShares Ultra Industrials 6
GMEZX - GuideStone Funds - Impact Equity Fund Investor 6
Perkins Investment Management, LLC 6
Price Wealth Management, Inc. 6
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 6
Eagle Boston Investment Management Inc 6
Trillium Asset Management, Llc 6
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 6
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 6
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 6
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C 6
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 6
Salomon & Ludwin, LLC 6
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 6
Df Dent & Co Inc 6
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 6
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 6
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 6
William Harris Investors Inc 6
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF 6
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 6
Graves-Light Private Wealth Management, Inc. 6
Modera Wealth Management, LLC 6
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 6
22nw, Lp 6
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 6
Northwestern Mutual Investment Services Llc 6
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 6
FLBL - Franklin Templeton ETF Trust - Franklin Liberty Senior Loan ETF 6
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 6
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 6
Jamison Private Wealth Management, Inc. 6
Ellis Investment Partners, LLC 6
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional 6
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 6
Brandywine Oak Private Wealth Llc 6
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 6
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 6
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 6
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 6
IronBridge Capital Management LP 6
John G Ullman & Associates Inc 6
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 6
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 6
Pensionfund DSM Netherlands 6
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 6
Advanced Series Trust - Ast International Growth Portfolio 6
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 6
Virtus Alternative Investment Advisers, Inc. 6
Hilton Capital Management, LLC 6
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
DWAQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA NASDAQ Momentum ETF 6
Winnow Wealth Llc 6
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 6
Trust Department Mb Financial Bank N A 6
GraniteShares Advisors LLC 6
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 6
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund 6
Sageworth Trust Co of South Dakota 6
Todd Asset Management Llc 6
Cypress Capital, LLC 6
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 6
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 6
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 6
Ameliora Wealth Management Ltd. 6
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 6
Allegis Investment Advisors, LLC 6
Intact Investment Management Inc. 6
Surevest, LLC 6
Grey Fox Wealth Advisors, LLC 6
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 6
Princeton Global Asset Management LLC 6
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 6
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 6
Harwood Advisory Group, LLC 6
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 6
Ab Multi-manager Alternative Fund 6
Hunting Hill Global Capital, LLC 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 6
Atika Capital Management LLC 6
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 6
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 6
Garrett Wealth Advisory Group, LLC 6
Gierl Augustine Investment Management Inc 6
CrestPoint Capital Management, LLC 6
Kentucky Retirement Systems 6
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 6
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 6
Herndon Capital Management Llc 6
Carmignac Gestion 6
First PREMIER Bank 6
Syquant Capital Sas 6
aeris Capital Holding GmbH 6
Telemus Capital, Llc 6
ID Management A/S 6
VCIEX - VALIC Co I - International Equities Index Fund 6
Nair Vinay 6
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 6
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 6
Asher Enterprises Inc 6
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 6
SevenBridge Financial Group, LLC 6
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 6
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
Sagefield Capital LP 6
Operose Advisors LLC 6
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 6
Power Corp of Canada 6
Stone House Investment Management, LLC 6
Franklin Street Advisors Inc /nc 6
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 6
Piper Sandler & Co. 6
F&C Asset Management plc 6
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 6
Dfa Investment Trust Co - The U.s. Large Cap Value Series 6
Gq Asset Management, Llc 6
Custom Index Systems, Llc 6
Ckw Financial Group 6
Arcadia Investment Management Corp/mi 6
Transce3nd, LLC 6
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 6
Halpern Financial, Inc. 6
HEAL - Global X Funds - Global X Telemedicine & Digital Health ETF 6
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 6
WealthStone, Inc. 6
Eastern Bank 6
Cambria Investment Management, L.P. 6
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 6
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 6
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 6
Principal Street Partners, LLC 6
Davide Leone & Partners Investment Co Ltd. 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 6
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 6
Philadelphia Trust Co 6
Rainier Investment Management Llc 6
EFG Asset Management (Americas) Corp. 6
First National Corp /ma/ /adv 6
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 6
UNIVEST FINANCIAL Corp 6
Leavell Investment Management, Inc. 6
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 6
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 6
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 6
Integrated Core Strategies (us) Llc 6
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 6
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 6
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 6
G2 Investment Partners Management LLC 6
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 6
Winch Advisory Services, LLC 6
Shinko Asset Management Co., Ltd. 6
VVSCX - VALIC Co I - Small Cap Value Fund 6
Redpoint Investment Management Pty Ltd 6
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 6
Bloom Tree Partners, Llc 6
Amplify ETF Trust - Amplify AI Powered Equity ETF 6
Lapides Asset Management, LLC 6
Karpus Management, Inc. 6
Highlander Capital Management, LLC 6
RWC Asset Management LLP 6
Jump Trading, Llc 6
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 6
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 6
EGWAX - WELLS FARGO FUNDS TRUST - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 6
CenturyLink Investment Management Co 6
Ten Capital Wealth Advisors, LLC 6
Unique Wealth Strategies, LLC 6
Marathon Asset Management Llp 6
Wealthsource Partners, Llc 6
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 6
Cim, Llc 6
Guggenheim Variable Funds Trust - SERIES F (FLOATING RATE STRATEGIES SERIES) A 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
AlphaCentric Advisors LLC 6
Coastal Capital Group, Inc. 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
Decatur Capital Management, Inc. 6
AtonRa Partners 6
Lingohr & Partner Asset Management GmbH 6
Reynolds Capital Management Llc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 6
Capitolis Advisors LLC 6
Meeder Advisory Services, Inc. 6
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 6
Costello Asset Management, INC 6
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 6
Northwest Financial Advisors 6
Hartford Financial Management Inc. 6
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 6
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 6
Values First Advisors, Inc. 6
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 6
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 6
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 6
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 6
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 6
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF 6
Sphinx Trading, Lp 6
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 6
BlackRock ETF Trust II - BlackRock Flexible Income ETF 6
PACIFIC SELECT FUND - Health Sciences Portfolio Class I 6
Mfs Special Value Trust 6
Steel Peak Wealth Management LLC 6
Pin Oak Investment Advisors Inc 6
Perpetual Investment Management Ltd 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 6
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 6
RPg Family Wealth Advisory, LLC 6
Signature Estate & Investment Advisors Llc 6
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class 6
GPIOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Opportunities Fund Investor Class 6
Shamrock Asset Management LLC 6
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 6
Clarus Wealth Advisors 6
Ares Dynamic Credit Allocation Fund, Inc. 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 6
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 6
Foundations Investment Advisors, LLC 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
Cooke & Bieler Lp 6
Texas Capital Bank Wealth Management Services Inc 6
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 6
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 6
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 6
Investment Management Of Virginia Llc 6
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 6
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 6
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 6
Walthausen & Co., LLC 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
Frontier Wealth Management LLC 6
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 6
Vivaldi Capital Management, LLC 6
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 6
Morningstar Investment Services LLC 6
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 6
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 6
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6
Signal Advisors Wealth, LLC 6
Garde Capital, Inc. 6
Obermeyer Wood Investment Counsel, Lllp 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Integral Health Asset Management, LLC 6
Ilmarinen Mutual Pension Insurance Co 6
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 6
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 6
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 6
Profunds - Profund Vp Industrials 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 6
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 6
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 6
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 6
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 6
NWK Group, Inc. 6
Cannell Capital Llc 6
Kellner Capital, LLC 6
Myriad Asset Management Ltd. 6
Kestrel Investment Management Corp 6
Connors Investor Services Inc 6
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 6
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 6
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 6
Institute for Wealth Management, LLC. 6
My Personal CFO, LLC 6
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 6
Bluestein R H & Co 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
Independence Bank of Kentucky 6
LGT Fund Management Co Ltd. 6
Proffitt & Goodson Inc 6
Solaris Asset Management Llc 6
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 6
Robertson Stephens Wealth Management, LLC 6
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 6
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 6
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 6
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares 6
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 6
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 6
Hazlett, Burt & Watson, Inc. 6
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 6
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 6
Willis Investment Counsel 6
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 6
Optimal Asset Management, Inc. 6
AustralianSuper Pty Ltd 6
Marathon Trading Investment Management LLC 6
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 6
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 6
Verity Asset Management, Inc. 6
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A 6
Lansing Street Advisors 6
Champlain Investment Partners, LLC 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 6
Veracity Capital LLC 6
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 6
Neuberger Berman High Yield Strategies Fund Inc. 6
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 6
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 6
Banco Santander, S.A. 6
Covenant Asset Management, LLC 6
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 6
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 6
NINE MASTS CAPITAL Ltd 6
Royal Fund Management, LLC 6
Iron Triangle Partners LP 6
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 6
Quest Investment Management Llc 6
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 6
Symphony Financial, Ltd. Co. 6
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 6
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 6
DUAL - EXCHANGE TRADED CONCEPTS TRUST - North Shore Dual Share Class ETF 6
Bridge City Capital, LLC 6
Miles Capital, Inc. 6
Atomi Financial Group, Inc. 6
Quadcap Wealth Management, LLC 6
Stephenson National Bank & Trust 6
FJ Investments, LLC 6
Broadview Advisors Llc 6
SpiderRock Advisors, LLC 6
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A 6
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 6
Sage Mountain Advisors LLC 6
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 6
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 6
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 6
MBM Wealth Consultants, LLC 6
Avanza Fonder AB 6
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 6
Saudi Central Bank 6
Reliance Trust Co Of Delaware 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
Arete Wealth Advisors, LLC 6
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 6
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 6
Murchinson Ltd. 6
Vantage Investment Advisors, LLC 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 6
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 6
Fayez Sarofim & Co 6
Accel Wealth Management 6
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 6
Personal Capital Advisors Corp 6
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
Visionary Asset Management, Inc. 6
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 6
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Heritage Financial Services, LLC 6
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 6
Magee Thomson Investment Partners Llc 6
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 6
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 6
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 6
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 6
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 6
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 6
Wrapmanager Inc 6
FINANCIAL INVESTORS TRUST - Grandeur Peak US Stalwarts Fund Institutional Class 6
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 6
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 6
Rosenberg Matthew Hamilton 6
Morgan Stanley India Investment Fund, Inc. 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
CBOE Vest Financial, LLC 6
Well Done, LLC 6
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
Geneva Capital Management Llc 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Lebenthal Global Advisors, LLC 6
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 6
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 6
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 6
Gw Henssler & Associates Ltd 6
Cfm Wealth Partners Llc 6
EMRGX - EMERGING MARKETS GROWTH FUND INC - EMERGING MARKETS GROWTH FUND INC Class M 6
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A 6
Shanda Payment Holdings Ltd. 6
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 6
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 6
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A 6
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 6
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 6
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 6
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF 6
Rock Creek Group, LP 6
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 6
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 6
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 6
Barometer Capital Management Inc. 6
MYDA Advisors LLC 6
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 6
Wellington Shields Capital Management, LLC 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
ACHAX - AMERICAN BEACON FUNDS - American Beacon Crescent Short Duration High Income Fund A CLASS 6
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 6
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 6
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 6
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 6
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 6
CHURCHILL MANAGEMENT Corp 6
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 6
New America High Income Fund Inc 6
Norris Perne & French Llp/mi 6
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 6
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 6
STFGX - Advisers Investment Trust - State Farm Growth Fund 6
FIXT - Procure ETF Trust II - Procure Disaster Recovery Strategy ETF 6
Provenance Wealth Advisors, LLC 6
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 6
Vega Investment Solutions 6
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 6
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 6
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 6
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 6
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 6
ORG Wealth Partners, LLC 6
Loews Corp 6
GLIN - VanEck Vectors ETF Trust - VanEck Vectors India Small-Cap Index ETF 6
Counsel Portfolio Services Inc. 6
ICA Group Wealth Management, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 6
MFCPX - M FUND INC - M Capital Appreciation Fund 6
First National Bank of Hutchinson 6
Romano Brothers And Company 6
Ameriflex Group, Inc. 6
Ascend Capital, Llc 6
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 6
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 6
Asahi Life Asset Management Co., Ltd. 6
Global X Japan Co., Ltd. 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 6
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C 6
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 6
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 6
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 6
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 6
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 6
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 6
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
Berry Street Capital Management LLP 6
Rivernorth Marketplace Lending Corp 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 6
Athena Capital Advisors Llc 6
Ofi Invest Asset Management 6
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 6
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 6
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 6
PENN SERIES FUNDS INC - Developed International Index Fund 6
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 6
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 6
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 6
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 6
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 6
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 6
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 6
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 6
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 6
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 6
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 6
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 6
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 6
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 6
Bell Asset Management Ltd 6
Capital International Sarl 6
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 6
Thomas J. Herzfeld Advisors, Inc. 6
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 6
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 6
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 6
PENN SERIES FUNDS INC - Smid Cap Growth Fund 6
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 6
Trifecta Capital Advisors, LLC 6
Chicago Capital Management, LLC 6
TFLR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF 6
Pacific Ridge Capital Partners, LLC 6
Canandaigua National Bank & Trust Co 6
RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class 6
Pinnacle Summer Investments, Inc. 6
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 6
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 6
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 6
Israel Discount Bank Of New York /gfn 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
V-Square Quantitative Management LLC 6
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 6
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 6
New York Life Investments Alternatives 6
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
Redhawk Wealth Advisors, Inc. 6
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 6
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 6
EPG Wealth Management LLC 6
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 6
Skylands Capital, LLC 6
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 6
Lake Street Advisors Group, Llc 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 6
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 6
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 6
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 6
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 6
Precision Wealth Strategies, LLC 6
Kentucky Retirement Systems Insurance Trust Fund 6
Pfs Investments Inc. 6
Friedenthal Financial 6
Folger Hill Asset Management LP 6
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 6
FSA Wealth Management LLC 6
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 6
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 6
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 6
F/M Investments LLC 6
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 6
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 6
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 6
American Financial Network Advisory Services Llc 6
SVPIX - Profunds - Small-cap Value Profund Investor Class 6
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 6
Price Michael F 6
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 6
AQGNX - AQR Funds - AQR Global Equity Fund Class N 6
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 6
Mitchell Capital Management Co 6
Virginia Retirement System 6
Snyder Capital Management L P 6
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 6
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 6
Thematics Asset Management 6
American Beacon Apollo Total Return Fund 6
IHDG - WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund N/A 6
Atwood & Palmer Inc 6
Pimco Income Strategy Fund 6
Fort Baker Capital Management LP 6
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 6
Wintrust Investments Llc 6
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 6
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 6
Seelaus Asset Management LLC 6
Manchester Financial Inc 5
ENDW - EA Series Trust - Cambria Endowment Style ETF 5
Quinn Opportunity Partners LLC 5
New England Research & Management, Inc. 5
Daiwa SB Investments Ltd. 5
Avidian Wealth Solutions, LLC 5
Bfsg, Llc 5
D1 Capital Partners L.P. 5
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 5
Haber Trilix Advisors, Lp 5
Privium Fund Management B.V. 5
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
Oppenheimer Discovery Mid Cap Growth Fund 5
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A 5
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 5
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 5
Trinity Street Asset Management LLP 5
Pure Financial Advisors, Inc. 5
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO 5
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 5
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 5
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 5
Opseu Pension Plan Trust Fund 5
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 5
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 5
Knowledge Leaders Capital, LLC 5
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 5
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 5
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 5
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 5
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 5
Blue Sky Asset Management, LLC 5
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 5
Journey Strategic Wealth Llc 5
Incline Global Management LLC 5
Xtx Markets Llc 5
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 5
State of New Jersey Common Pension Fund A 5
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 5
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 5
VanEck Funds 5
Sendero Wealth Management, LLC 5
Ellsworth Growth & Income Fund Ltd 5
Blue Bell Private Wealth Management, Llc 5
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 5
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
GLLAX - Aberdeen Funds - Aberdeen Global Equity Fund Class A 5
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 5
Pier 88 Investment Partners Llc 5
Canada Post Corp Registered Pension Plan 5
Zullo Investment Group, Inc. 5
First Pacific Financial 5
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 5
FMIJX - FMI FUNDS INC - International Fund Investor Class 5
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 5
Patton Fund Management, Inc. 5
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 5
FDHT - FIDELITY COVINGTON TRUST - Fidelity Digital Health ETF 5
Options Solutions, Llc 5
MidWestOne Financial Group, Inc. 5
Clear Creek Financial Management, LLC 5
Stonehage Fleming Financial Services Holdings Ltd 5
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 5
GlobalBridge, Inc. 5
Bluefin Capital Management, Llc 5
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
WAIGX - WASATCH FUNDS TRUST - Wasatch International Growth Fund Investor Class shares 5
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 5
Hexavest Inc. 5
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 5
BXFCX - MassMutual Advantage Funds - MassMutual Global Floating Rate Fund Class C 5
Camden Asset Management L P /ca 5
Jarislowsky, Fraser Ltd 5
Ogorek Anthony Joseph /ny/ /adv 5
Bnc Wealth Management, Llc 5
RiverPark Advisors, LLC 5
Fortis Group Advisors, LLC 5
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 5
Meritage Group LP 5
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 5
Mitsubishi UFJ Securities Holdings Co., Ltd. 5
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 5
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 5
Winslow Capital Management, LLC 5
Dms Funds 5
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 5
Bray Capital Advisors 5
Manning & Napier Group, LLC 5
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 5
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 5
GISOX - FINANCIAL INVESTORS TRUST - Grandeur Peak International Stalwarts Fund Investor Class 5
Keeley-Teton Advisors, LLC 5
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 5
Wellesley Asset Management 5
Munder Series Trust 5
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 5
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 5
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 5
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 5
Baker Bros. Advisors Lp 5
Keebeck Wealth Management, LLC 5
Mufg Securities Americas Inc. 5
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 5
Acuta Capital Partners, Llc 5
Cutter & CO Brokerage, Inc. 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
Northwest Capital Management Inc 5
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 5
MPS Loria Financial Planners, LLC 5
Glacier Peak Capital LLC 5
Harbor Advisors LLC 5
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 5
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 5
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 5
Bank Of Hawaii 5
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 5
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 5
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 5
FT Options LLC 5
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 5
CI Global Investments Inc. 5
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 5
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 5
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 5
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 5
Close Asset Management Ltd 5
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 5
Kalmar Investments Inc /de/ 5
DAINX - Dunham Funds - Dunham International Stock Fund Class A 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Norway Savings Bank 5
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 5
LMR Master Fund Ltd 5
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 5
Bridger Management, Llc 5
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 5
Hohimer Wealth Management, Llc 5
Crawford Investment Counsel Inc 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 5
Guardian Life Insurance Co Of America 5
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 5
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 5
Morse Asset Management, Inc 5
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 5
Resurgent Financial Advisors LLC 5
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Empyrean Capital Partners, LP 5
WCMSX - Investment Managers Series Trust - WCM International Small Cap Growth Fund Institutional Class Shares 5
Fullcircle Wealth Llc 5
Legg Mason Asset Management (Japan) Co., Ltd. 5
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 5
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 5
ALSRX - ALGER INSTITUTIONAL FUNDS - Alger SmallCap Growth Institutional Fund Class I 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5
ALSAX - ALGER FUNDS - Alger SmallCap Growth Fund Class A 5
Fwl Investment Management, Llc 5
Godshalk Welsh Capital Management, Inc. 5
Ford Financial Group, LLC 5
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 5
ABASX - AB TRUST - AB Discovery Value Fund Class A 5
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 5
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 5
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 5
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Ridgewood Investments LLC 5
XHYH - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Healthcare Sector ETF 5
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 5
Warberg Asset Management LLC 5
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 5
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5
Parisi Gray Wealth Management 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 5
TD Capital Management LLC 5
McClarren Financial Advisors, Inc. 5
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 5
Dumont & Blake Investment Advisors Llc 5
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 5
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 5
E Fund Management Co., Ltd. 5
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 5
Samson Rock Capital LLP 5
OneAscent Wealth Management LLC 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
Chartwell Investment Partners/pa 5
Mitchell & Pahl Private Wealth, Llc 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
Allegheny Financial Group LTD 5
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 5
Humankind Investments LLC 5
Bridges Investment Management Inc 5
Marshall & Sterling Wealth Advisors Inc. 5
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 5
Scarborough Advisors, LLC 5
Ritter Daniher Financial Advisory LLC / DE 5
Dendur Capital Lp 5
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 5
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 5
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 5
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 5
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 5
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 5
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 5
Fiduciary Management Associates Llc 5
Exane Asset Management 5
Jnl Series Trust - Jnl/mellon International Index Fund (a) 5
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 5
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 5
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 5
Stuart Chaussee & Associates, Inc. 5
Stux Capital Management, LLC 5
6 Meridian 5
MANA Advisors LLC 5
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 5
Blue Harbour Group, L.P. 5
Ikos Cif Ltd 5
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 5
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 5
Haafor (Singapore) Pte. Ltd. 5
Czech National Bank 5
MU Investments Co., Ltd. 5
Smith, Graham & Co., Investment Advisors, LP 5
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio 5
Brown, Lisle/cummings, Inc. 5
Torray Llc 5
Dividend Asset Capital, Llc 5
Mesirow Institutional Investment Management, Inc. 5
Sea Otter Advisors LLC 5
Alta Advisers Ltd 5
Tiedemann Advisors, Llc 5
NOSIX - Northern Funds - Northern Stock Index Fund 5
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 5
NOINX - Northern Funds - Northern International Equity Index Fund 5
WestEnd Advisors, LLC 5
Putnam ETF Trust - Putnam BioRevolution ETF - 5
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 5
High Pointe Capital Management Llc 5
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 5
High Point Bank & Trust Co 5
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 5
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 5
Wsfs Capital Management, Llc 5
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 5
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 5
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 5
Botty Investors LLC 5
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 5
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 5
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 5
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 5
Kempen Capital Management N.v. 5
Essex Financial Services, Inc. 5
Franklin Templeton International Trust 5
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 5
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
Davidson Kempner Partners 5
Oliver Luxxe Assets LLC 5
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 5
YOKE - EA Series Trust - Yoke Core ETF 5
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 5
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 5
QQQS - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Future Gen 200 ETF 5
Hallmark Capital Management Inc 5
Shufro Rose & Co Llc 5
Miller Howard Investments Inc /ny 5
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 5
Glass Jacobson Investment Advisors llc 5
300 North Capital, Llc 5
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 5
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 5
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 5
McGlone Suttner Wealth Management, Inc. 5
VSTIX - VALIC Co I - Stock Index Fund 5
Koesten, Hirschmann & Crabtree, INC. 5
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 5
Heron Bay Capital Management 5
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 5
Montanaro Asset Management Ltd 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
Pillar Pacific Capital Management Llc 5
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 5
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 5
NinePointTwo Capital 5
Oversea-Chinese Banking CORP Ltd 5
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 5
Cardinal Capital Management 5
Cornerstone Advisory, LLC 5
Longboard Asset Management, LP 5
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 5
Allstate Investment Management Co 5
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 5
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 5
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 5
Lord Abbett Developing Growth Fund, Inc. 5
Osterweis Capital Management Inc 5
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 5
Burt Wealth Advisors 5
Pacific Center for Financial Services 5
Investment House Llc 5
DDFAX - DELAWARE GROUP INCOME FUNDS - Delaware Floating Rate Fund Class A 5
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 5
Phillips Wealth Planners LLC 5
Deltec Asset Management Llc 5
Strategy Asset Managers Llc 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
Spdr S&p 500 Etf Trust 5
EMC Capital Management 5
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5
AlphaQ Advisors LLC 5
Hgk Asset Management Inc 5
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 5
Family Firm, Inc. 5
Cranbrook Wealth Management, LLC 5
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 5
SYM FINANCIAL Corp 5
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 5
Stevens First Principles Investment Advisors 5
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 5
Flaharty Asset Management, LLC 5
Acrisure Capital Management, LLC 5
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 5
Equitec Specialists, Llc 5
Delphi Private Advisors LLC 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 5
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 5
Baron Wealth Management LLC 5
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5
Newtyn Management, LLC 5
Greenhouse Funds LLLP 5
PENN SERIES FUNDS INC - Index 500 Fund 5
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 5
Bangor Savings Bank 5
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 5
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 5
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 5
PACIFIC SELECT FUND - Equity Index Portfolio Class I 5
Boston Financial Mangement Llc 5
Encompass Wealth Advisors, Llc 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Delphi Management Inc /ma/ 5
Zrc Wealth Management, Llc 5
Harvey Partners, LLC 5
STMGX - AMERICAN BEACON FUNDS - American Beacon Stephens Mid-Cap Growth Fund Investor Class 5
SOA Wealth Advisors, LLC. 5
GBSAX - AMERICAN BEACON FUNDS - American Beacon Bahl & Gaynor Small Cap Growth Fund A Class 5
25 Llc 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
Grey Street Capital, LLC 5
Avalon Trust Co 5
Uniplan Investment Counsel, Inc. 5
Klr Investment Advisors, Llc 5
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 5
Bbr Partners, Llc 5
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 5
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 5
Cabot Wealth Management Inc 5
Shaker Investments Llc/oh 5
National Penn Investors Trust Co /pa 5
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 5
Staley Capital Advisers Inc 5
Winthrop Partners - Wny, Llc 5
IronBridge Private Wealth, LLC 5
APG Asset Management US Inc. 5
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 5
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 5
RHJ International SA 5
Choate Investment Advisors 5
Taconic Capital Advisors LP 5
Burleson & Company, LLC 5
Rs Investment Trust 5
Dorsey & Whitney Trust CO LLC 5
Azimuth Capital Management LLC 5
Advisors Capital Management, LLC 5
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 5
Silverback Asset Management Llc 5
Militia Capital Partners, LP 5
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 5
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 5
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 5
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 5
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 5
Mayflower Financial Advisors, LLC 5
Systematic Alpha Investments, LLC 5
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 5
WMKSX - WESMARK FUNDS - WesMark Small Company Growth Fund 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 5
Abn Amro Investment Solutions 5
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 5
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 5
Telluride Asset Management LLC 5
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 5
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 5
NuWave Investment Management, LLC 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
CPI - IndexIQ ETF Trust - IQ Real Return ETF 5
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 5
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 5
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A 5
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 5
Braun Stacey Associates Inc 5
Genus Capital Management Inc. 5
Cypress Capital Group 5
Beacon Capital Management, Inc. 5
HWG Holdings LP 5
Security National Trust Co 5
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 5
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 5
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 5
West Branch Capital LLC 5
Kcg Americas Llc 5
Acuitas Investments, LLC 5
Corrado Advisors, Llc 5
Claybrook Capital, LLC 5
Institutional Investment Strategy Fund 5
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 5
DecisionPoint Financial, LLC 5
Alpine Series Trust 5
Antonetti Capital Management LLC 5
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 5
Harbert Fund Advisors, Inc. 5
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 5
Ra Capital Management, L.p. 5
Carnegie Capital Asset Management, LLC 5
Sachem Head Capital Management LP 5
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 5
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 5
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 5
Penobscot Investment Management Company, Inc. 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
Princeton Capital Management Llc 5
Tiaa Trust, National Association 5
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 5
Perimeter Capital Partners, LLC 5
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares 5
TAX - EA Series Trust - Cambria Tax Aware ETF 5
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 5
Cidel Asset Management Inc 5
PFRNX - PENN Capital Funds Trust - Penn Capital Defensive Floating Rate Income Fund Institutional Class 5
Tectonic Advisors Llc 5
Sandhill Capital Partners LLC 5
Busey Wealth Management 5
Braun-Bostich & Associates Inc. 5
NEOS Investment Management LLC 5
Ramirez Asset Management, Inc. 5
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 5
BlackRock Private Investments Fund 5
Tealwood Asset Management Inc 5
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 5
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 5
GATEX - Gateway Trust - Gateway Fund Class A Shares 5
FIIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Intermediate Duration Investment Grade Corporate ETF 5
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 5
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 5
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 5
PIMCO Dynamic Income Opportunities Fund 5
S-Bank Fund Management Ltd 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
Beutel, Goodman & Co Ltd. 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 5
Bell Bank 5
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class 5
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 5
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 5
GUSYX - Grandeur Peak Global Trust - Grandeur Peak US Stalwarts Fund Institutional Class 5
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 5
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 5
Aurora Investment Counsel 5
Glenview Capital Management, Llc 5
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A 5
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 5
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 5
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 5
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 5
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 5
GPIIX - Grandeur Peak Global Trust - Grandeur Peak International Opportunities Fund Institutional Class 5
GPGCX - Grandeur Peak Global Trust - Grandeur Peak Global Contrarian Fund Institutional Class 5
Investors Capital Advisory Services 5
VestGen Advisors, LLC 5
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 5
Hirtle Callaghan & Co LLC 5
Icc Capital Management Inc/ 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
Douglass Winthrop Advisors, LLC 5
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 5
Holderness Investments Co 5
Gen-Wealth Partners Inc 5
PLIAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Core Income CLASS A 5
Chescapmanager LLC 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 5
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 5
Altium Capital Management LP 5
Adirondack Trust Co 5
Laurus Investment Counsel Inc. 5
Rowland Carmichael Advisors Inc /adv 5
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 5
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 5
Oppenheimer Global Multi-asset Growth Fund 5
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 5
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 5
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 5
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 5
Onefund, Llc 5
Wealth Preservation Advisors, LLC 5
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 5
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 5
Bancroft Fund Ltd 5
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 5
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 5
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 5
FRFEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Floating Rate II Fund Institutional Class 5
ESL Trust Services, LLC 5
FUKOKU MUTUAL LIFE INSURANCE Co 5
WFEIX - WELLS FARGO FUNDS TRUST - Wells Fargo Enterprise Fund Institutional Class 5
Railway Pension Investments Ltd 5
Andina Capital Management, LLC 5
Jnl Variable Fund Llc - Jnl/mellon Information Technology Sector Fund (a) 5
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 5
Everpar Advisors Llc 5
General Electric Co 5
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 5
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 5
Greenwood Capital Associates Llc 5
VIOPX - VALIC Co I - International Opportunities Fund 5
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 5
Tidemark, LLC 5
Bellecapital International Ltd. 5
Fairpointe Capital LLC 5
Great Diamond Partners, LLC 5
VVMCX - VALIC Co I - Mid Cap Value Fund 5
VAPPX - VALIC Co I - Capital Appreciation Fund 5
Girard Partners Ltd. 5
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 5
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF 5
Mowery & Schoenfeld Wealth Management, LLC 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
Somerset Trust Co 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
Omni Partners Llp 5
ICONIQ Capital, LLC 5
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 5
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 5
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 5
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 5
Kessler Investment Group, LLC 5
Bank Of Nova Scotia Trust Co 5
Fenimore Asset Management Inc 5
QSV Equity Investors LLC 5
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
AASOX - ALGER PORTFOLIOS - Alger Small Cap Growth Portfolio Class I-2 5
Rock Point Advisors, LLC 5
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 5
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S 5
Aspect Partners, LLC 5
Delaware Investments Dividend & Income Fund, Inc 5
Sivia Capital Partners, LLC 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 5
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 5
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 5
Kensico Capital Management Corp 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 5
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 5
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 5
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 5
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 5
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 5
AIA Investment Management Private Ltd 5
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 5
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 5
Delos Wealth Advisors, LLC 5
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 5
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 5
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 5
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 5
Resources Management Corp /ct/ /adv 5
Otter Creek Advisors, LLC 5
New York Life Trust Co 5
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 5
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 5
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 5
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 5
Harding Loevner Lp 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 5
WATWX - WANGER ADVISORS TRUST - Wanger Select 5
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 5
Ofi Carlyle Private Credit Fund 5
Neumeier Poma Investment Counsel Llc 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 5
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 5
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 5
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 5
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 5
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 5
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 5
JNL SERIES TRUST - JNL International Index Fund (I) 5
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 5
Cooper Financial Group 5
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 5
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Equity Fund Class R6 5
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 5
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 5
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 5
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class 5
Sage Rock Capital Management LP 5
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 5
BWAFX - AMG Funds I - AMG Managers Brandywine Advisors Mid Cap Growth Fund Class N 5
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 5
Cleararc Capital Inc 5
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 5
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 5
Klingman & Associates, LLC 5
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 5
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional 5
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 5
LZSMX - LAZARD FUNDS INC - Lazard International Small Cap Equity Portfolio Open Shares 5
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 5
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 5
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 5
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 5
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 5
Olstein Capital Management, L.P. 5
Roosevelt Investment Group Llc 5
Roberts Glore & Co Inc /il/ 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 5
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 5
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 5
Nantahala Capital Management, LLC 5
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5
SFY - Tidal ETF Trust - SoFi Select 500 ETF 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
M&G Plc 5
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 5
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 5
Grandview Asset Management LLC 5
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 5
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 5
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 5
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 5
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 5
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 5
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 5
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 5
Running Oak Capital LLC 5
PWS - Pacer Funds Trust - Pacer WealthShield ETF 5
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 5
S&co Inc 5
Kathmere Capital Management, LLC 5
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 5
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 5
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 5
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 5
Securian Funds Trust - SFT Index 500 Fund Class 1 5
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 5
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 5
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 5
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 5
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 5
Laurel Wealth Advisors LLC 5
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF 5
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 5
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 5
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 5
Mizuho Securities Usa Llc 5
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 5
Ferguson Wellman Capital Management, Inc 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 5
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 5
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 5
Nations Financial Group Inc, /ia/ /adv 5
Jackson Square Partners, LLC 5
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 5
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 5
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 5
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 5
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
Profunds - Profund Vp Large-cap Value 5
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5
MINDX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS INDIA FUND Investor Class Shares 5
Spot Trading L.l.c. 5
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 5
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 5
Profunds - Profund Vp Large-cap Growth 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
Diversify Advisory Services, LLC 5
Weatherbie Capital, Llc 5
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 5
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 5
Profunds - Profund Vp Bull 5
Profunds - Profund Vp Ultrabull 5
Arrow Financial Corp 5
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 5
Knott David M Jr 5
Dfa Investment Trust Co - The Emerging Markets Series 5
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T 5
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 5
Fairman Group, LLC 5
Fortis Capital Management LLC 5
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 5
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 5
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 5
TrinityPoint Wealth, LLC 5
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 5
Bowen Hanes & Co Inc 5
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 5
Capital International Ltd /ca/ 5
Hartline Investment Corp/ 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 5
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 5
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 5
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 5
Kera Capital Partners, Inc. 5
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 5
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 5
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 5
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 5
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 5
PTIAX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Strategic Bond Fund - Institutional Class 5
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 5
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 5
Pimco Flexible Credit Income Fund 5
Bares Capital Management, Inc. 5
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 5
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 5
Willingdon Wealth Management 5
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 5
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 5
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 5
Thoroughbred Financial Services, Llc 5
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 5
JIHDX - John Hancock Funds II - High Yield Fund Class 1 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 5
Financial Advisors Network, Inc. 5
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 5
PAILX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 5
BSW Wealth Partners 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 5
AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth Fund Class A 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 5
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 5
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 5
Norinchukin Bank, The 5
Gargoyle Investment Advisor L.L.C. 5
BKF - iShares, Inc. - iShares MSCI BRIC ETF 5
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 5
Rocky Mountain Advisers, Llc 5
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 5
ERTS Wealth Advisors, LLC 5
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 5
Credo Capital Management, LLC 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 5
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 5
Boussard & Gavaudan Investment Management LLP 5
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 5
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 5
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 5
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 5
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 5
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 5
JISOX - John Hancock Funds II - New Opportunities Fund Class 1 5
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 5
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 5
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 5
Rockbridge Investment Management, LCC 5
Allianzgi Equity & Convertible Income Fund 5
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 5
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 5
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 5
Starboard Value LP 5
BLACKROCK EUROFUND - BLACKROCK EUROFUND Investor A 5
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 5
Dfa Investment Trust Co - The Japanese Small Company Series 5
Wedmont Private Capital 5
BLPIX - Profunds - Bull Profund Investor Class 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 5
Prudential Global Short Duration High Yield Fund, Inc. 5
LRT Capital Management, LLC 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 5
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 5
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 5
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 5
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 5
Gagnon Securities Llc 5
MRGR - PROSHARES TRUST - ProShares Merger ETF 5
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 5
Cortina Funds, Inc. 5
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 5
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 5
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 5
Kolinsky Wealth Management, LLC 5
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 5
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 5
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 5
Ssga Master Trust 5
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 5
Global Wealth Management Investment Advisory, Inc. 5
Coatue Management Llc 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
Deutsche Multi-market Income Trust 5
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 5
VASCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Small Cap Discovery Fund Class A 5
Glenview Trust Co 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
Swiss Helvetia Fund, Inc. 5
McAdam, LLC 5
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 5
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 5
WHV Investments, Inc. 5
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 5
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 5
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 5
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 5
ULPIX - Profunds - Ultrabull Profund Investor Class 5
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 5
Fortem Financial Group, Llc 5
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 5
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 5
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 5
PFG Advisors 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
Kcm Investment Advisors Llc 5
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 5
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 5
Global Trust Asset Management, LLC 5
Millstone Evans Group, LLC 5
IFG Advisory, LLC 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 5
Skyline Asset Management Lp 5
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 5
SSO - PROSHARES TRUST - ProShares Ultra S&P500 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
Sessa Capital IM, L.P. 5
Nwam Llc 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
Strategic Investment Management, Llc 5
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 5
denkapparat Operations GmbH 5
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 5
Perella Weinberg Partners Capital Management LP 5
Palo Capital, Inc. 5
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 5
Ariel Investments, Llc 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Aristotle Capital Boston, LLC 5
MorganRosel Wealth Management, LLC 5
Carmel Capital Partners, LLC 5
Camber Capital Management LP 5
Alpha Quant Advisors, Llc 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 5
Pensionfund Sabic 5
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 5
Private Advisors, LLC 5
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 5
Wealthbridge Capital Management, Llc 5
Sapphire Star Partners LP 5
Gyl Financial Synergies, Llc 5
Advisor OS, LLC 5
Kathleen S. Wright Associates Inc. 5
Dixon Hubard Feinour & Brown Inc/va 5
Mid Atlantic Financial Management Inc/adv 5
Quantedge Capital Pte Ltd 5
WoodTrust Financial Corp 4
SkyOak Wealth, LLC 4
Samalin Investment Counsel, LLC 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Carolina Wealth Advisors, LLC 4
Principal Diversified Select Real Asset Fund 4
Voss Capital, LLC 4
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
Camden Capital, LLC 4
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 4
Firestone Capital Management 4
Summit Wealth Group, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 4
Bramshill Investments, LLC 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 4
Ferris Capital, Llc 4
Madison Asset Management, LLC 4
AlphaStar Capital Management, LLC 4
Marcum Wealth, LLC 4
Delta Lloyd Asset Management N.v. 4
AMCIX - Allianz Funds Multi-Strategy Trust - AllianzGI Micro Cap Fund Institutional Class 4
Athos Capital Ltd 4
Menard Financial Group LLC 4
Soleus Capital Management, L.P. 4
N.E.W. Advisory Services LLC 4
Clear Perspective Advisors, LLC 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
Optas, LLC 4
Growth Fund Of America 4
Deseret Mutual Benefit Administrators 4
Teachers Insurance & Annuity Association Of America 4
Argent Advisors, Inc. 4
Capital World Growth & Income Fund 4
Bullseye Asset Management LLC 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 4
VSSVX - VALIC Co I - Small Cap Special Values Fund 4
Bishop Rock Capital, L.P. 4
Cove Street Capital, LLC 4
Sapience Investments, LLC 4
Black Creek Investment Management Inc. 4
Credential Securities Inc. 4
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 4
Oppenheimer Small Cap Value Fund 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
Western Standard LLC 4
Verus Capital Partners, Llc 4
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 4
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 4
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 4
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 4
Precept Management LLC 4
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 4
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
Total Investment Management Inc 4
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares 4
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class 4
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 4
Kettle Hill Capital Management, Llc 4
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 4
Tourbillon Capital Partners, L.P. 4
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 4
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 4
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 4
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 4
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 4
Private Advisory Group LLC 4
Rubric Capital Management LP 4
Elevation Etf Trust 4
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 4
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class 4
1060 Capital, LLC 4
Graypoint LLC 4
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 4
Benson Investment Management Company, Inc. 4
ELCO Management Co., LLC 4
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 4
TT International Asset Management LTD 4
Corient Capital Partners, LLC 4
Connecticut Wealth Management, LLC 4
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 4
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF 4
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 4
FundVantage Trust - Verplanck Balanced Fund 4
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Value Portfolio Class 4
Hatteras Alternative Mutual Funds, LLC 4
American Independence Funds Trust 4
First Wilshire Securities Management Inc 4
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 4
Sands Capital Management, Llc 4
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A 4
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
Sullivan, Bruyette, Speros & Blaney, LLC 4
ICMAX - Intrepid Capital Management Funds Trust - Intrepid Endurance Fund Investor Class 4
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 4
WMKGX - WESMARK FUNDS - WesMark Growth Fund 4
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 4
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
ARSBX - Investment Managers Series Trust - Aristotle Small Cap Equity Fund Class I Shares 4
Munder Capital Management 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 4
Banyan Partners, LLC 4
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 4
Gary Goldberg Planning Services Inc 4
SCGFX - Managed Portfolio Series - Friess Small Cap Growth Fund Institutional Class 4
First Pacific Advisors, LP 4
Dodge & Cox 4
Adamant Biomedical Investments AG 4
Loeb Offshore Management LP 4
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4
CIMDX - ALPS Series Trust - Clarkston Founders Fund Institutional Class 4
Europacific Growth Fund 4
Viking Global Investors Lp 4
City National Bank 4
BlackRock ETF Trust II - BlackRock Total Return ETF 4
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 4
Md Sass Investors Services Inc 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 4
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 4
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 4
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 4
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 4
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 4
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 4
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 4
Turner Funds 4
Cohen & Steers, Inc. 4
Retirement Wealth Solutions LLC 4
Canandaigua National Corp 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
Deimos Asset Management LLC 4
P.a.w. Capital Corp 4
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 4
Ridgeworth Funds 4
Suffolk Capital Management Llc 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
Strategic Capital Alternatives LLC 4
Partners Group Private Equity (master Fund), Llc 4
Oppenheimer Global Strategic Income Fund 4
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 4
Rampart Investment Management Company, LLC 4
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 4
Electron Capital Partners, LLC 4
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 4
Prudent Man Advisors, LLC 4
13D Management LLC 4
Naya Capital Management Uk Ltd 4
Six Circles Trust - Six Circles Global Bond Fund 4
Mitra Capital LLC 4
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust International Developed Capital Strength Portfolio Class II 4
Steelhead Partners Llc 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 4
Timberline Asset Management LLC 4
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 4
Duquesne Family Office LLC 4
Cardinal Capital Management Llc /ct 4
Advanced Investment Partners, LLC 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
Nitorum Capital, L.P. 4
Midwest Trust Co 4
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 4
Orbis Allan Gray Ltd 4
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 4
Suvretta Capital Management, Llc 4
Artisan Partners Holdings Lp 4
DAVIDE LEONE & PARTNERS INVESTMENT Co LLP 4
MMCAP International Inc. SPC 4
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 4
Planned Solutions, Inc. 4
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 4
Williams Jones & Associates LLC 4
Henderson Global Funds 4
Motley Fool Wealth Management, LLC 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
Ally Bridge Group (NY) LLC 4
Chiron Capital Management, Llc 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 4
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 4
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 4
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 4
PrairieView Partners, LLC 4
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 4
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 4
Water Asset Management LLC 4
Keeler THomas Management LLC 4
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 4
Graticule Asia Macro Advisors LLC 4
Your Advocates Ltd., LLP 4
Wealth Advisory Solutions, LLC 4
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 4
DeDora Capital, Inc. 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 4
Qualcomm Inc/de 4
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 4
Gratia Capital, Llc 4
ACVF - ETF Opportunities Trust - American Conservative Values ETF 4
Crescent Capital Consulting, LLC 4
MTM Investment Management, LLC 4
Three Corner Global Investors LP 4
Mjp Associates Inc /adv 4
Berger Financial Group, Inc 4
MML Series Investment Fund II - MML Asset Momentum Fund Class II 4
Annandale Capital, LLC 4
Partners Capital Investment Group, Llp 4
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 4
Mach-1 Financial Group, Inc. 4
Altus Wealth Group LLC 4
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 4
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 4
Financial Network Wealth Management LLC 4
qPULA Trading Management LP 4
Old Second National Bank Of Aurora 4
Crabel Capital Management, LLC 4
PDS Planning, Inc 4
Douglas Lane & Associates, LLC 4
Cadent Capital Advisors, LLC 4
Gagnon Advisors, LLC 4
Schwerin Boyle Capital Management Inc 4
Ausdal Financial Partners, Inc. 4
Kalos Management, Inc. 4
Resolute Advisors LLC 4
Sittner & Nelson, Llc 4
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 4
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 4
MainStreet Investment Advisors LLC 4
2Xideas AG 4
National Investment Services Inc /wi 4
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 4
Tri Locum Partners LP 4
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 4
HN Saltoro Capital, LP 4
Freedman Financial Associates, Inc. 4
Urban Wealth Management, LLC 4
Melvin Capital Management LP 4
Kozak & Associates, Inc. 4
Biltmore Family Office, LLC 4
Game Creek Capital, LP 4
FEDX - Emles Trust - Emles Federal Contractors ETF 4
PICAX - PRINCIPAL FUNDS INC - International Small Company Fund Class A 4
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 4
FICS - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust International Developed Capital Strength ETF 4
VNLRX - VIRTUS EQUITY TRUST - Virtus SGA New Leaders Growth Fund Class R6 4
SHLD - Victory Portfolios II - VictoryShares Protect America ETF 4
CastleArk Alternatives, LLC 4
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 4
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 4
Tru Independence Asset Management 2, Llc 4
Crown Advisors Management, Inc. 4
Baron Silver Stevens Financial Advisors, Llc 4
PTCRX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Credit Fund - Institutional Class 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 4
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 4
Paradigm Capital Management Inc/ny 4
Rheos Capital Works Inc. 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
F3Logic, LLC 4
BSCNX - BMO FUNDS, INC. - BMO Small-Cap Core Fund Class I 4
Connectus Wealth, LLC 4
First Business Financial Services, Inc. 4
Smith, Salley & Associates 4
Potomac Capital Management, Inc. 4
Hc Financial Advisors Inc 4
Apriem Advisors 4
Ceredex Value Advisors LLC 4
YANKCOM Partnership 4
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 4
O'Neil Global Advisors, Inc. 4
Disciplined Growth Investors Inc /mn 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
Hunter Associates Investment Management Llc 4
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A 4
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares 4
Palumbo Wealth Management LLC 4
Covey Capital Advisors, LLC 4
Stonnington Group, Llc 4
AIOIX - American Century World Mutual Funds Inc - International Opportunities Fund Investor Class 4
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 4
Heartland Bank & Trust Co 4
Altium Wealth Management LLC 4
TWIEX - American Century World Mutual Funds Inc - International Growth Fund Investor Class 4
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 4
Stonebridge Financial Group, LLC 4
AFCNX - American Century World Mutual Funds Inc - Focused International Growth Fund Investor Class 4
ANTSX - American Century World Mutual Funds Inc - Nt International Small-mid Cap Fund Investor Class 4
Louisbourg Investments Inc. 4
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 4
GIC Private Ltd 4
Proxima Capital Management, LLC 4
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Herald Investment Management Ltd 4
Putnam ETF Trust - Putnam Sustainable Future ETF - 4
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 4
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 4
PCJ Investment Counsel Ltd. 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Discovery Fund Class 2 4
Bank of Jackson Hole Trust 4
Pflug Koory, LLC 4
CVI Investments, Inc. 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
Compass Ion Advisors, LLC 4
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 4
Brick & Kyle, Associates 4
Premier Asset Management Llc 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Equitable Holdings, Inc. 4
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 4
Selective Wealth Management, Inc. 4
Cowen Prime Advisors LLC 4
Ghost Tree Capital, LLC 4
Taikang Asset Management (Hong Kong) Co Ltd 4
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 4
Searle & Co. 4
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 4
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 4
Kavar Capital Partners, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 4
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 4
Eisler Capital (UK) Ltd. 4
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 4
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 4
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 4
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 4
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 4
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 4
QUANTRES ASSET MANAGEMENT Ltd 4
Delta Investment Management, LLC 4
General American Investors Co Inc 4
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 4
Lavaca Capital Llc 4
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 4
Synergy Investment Management, LLC 4
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 4
Amica Pension Fund Board Of Trustees 4
Duff & Phelps Investment Management Co 4
Cordatus Wealth Management LLC 4
University Of Texas/texas Am Investment Managment Co 4
Hardy Reed LLC 4
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 4
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 4
One68 Global Capital, LLC 4
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 4
Haven Private, LLC 4
Stonebridge Capital Management Inc 4
Personal Wealth Partners 4
MKNYX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Market Neutral Fund Class Y 4
AEDAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO European Growth Fund Class A 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 4
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
Nbt Bank N A /ny 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
First Affirmative Financial Network 4
Comerica Securities Inc 4
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 4
Montag & Caldwell, Llc 4
J.P. Turner & Co Capital Mnagement, LLC 4
Capital Investment Counsel, Inc 4
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 4
Stratton Management Co 4
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 4
Absolute Investment Advisers Llc 4
Taylor Wealth Management Partners 4
AGGAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Global Growth Fund Class A 4
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares 4
Covenant Multifamily Offices, LLC 4
Impact Capital Partners LLC 4
Studio Investment Management Llc 4
Motley Fool Asset Management LLC 4
BlackRock ESG Capital Allocation Trust 4
Diversify Wealth Management, Llc 4
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares 4
Ironwood Financial, llc 4
Advent International Corp/ma 4
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF 4
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 4
Atala Financial Inc 4
Global Endowment Management, LP 4
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 4
RFG Advisory, LLC 4
One Capital Management, LLC 4
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 4
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 4
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 4
Callan Capital, LLC 4
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 4
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 4
Level Financial Advisors, Inc. 4
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 4
RiverFront Investment Group, LLC 4
Reynders McVeigh Capital Management, LLC 4
RobecoSam USA, Inc. 4
Vestor Capital, Llc 4
Bard Associates Inc 4
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 4
Amplius Wealth Advisors, LLC 4
Crowley Wealth Management, Inc. 4
Outlook Wealth Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 4
Park National Corp /oh/ 4
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 4
Capital Financial Planning, LLC 4
ABNIX - Aberdeen Funds - Aberdeen International Small Cap Fund (formerly Aberdeen Global Small Cap Fund) Institutional Class 4
Lakewood Capital Management, Lp 4
Full Sail Capital, LLC 4
Astrantus Ltd 4
Maryland Capital Advisors Inc. 4
Edge Capital Group, LLC 4
Mohican Financial Management, LLC 4
Human Investing LLC 4
Keystone Financial Services 4
Patton Albertson Miller Group, Llc 4
Aberdeen Funds - Aberdeen U.S. Mid Cap Equity Fund Class A 4
Livingston Group Asset Management CO (operating as Southport Capital Management) 4
Retirement Planning Co of New England, Inc. 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
Montrusco Bolton Investments Inc. 4
Fulcrum Equity Management 4
Exxonmobil Investment Management Inc /tx 4
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 4
BCJ Capital Management, LLC 4
Quilter Plc 4
Sonen Capital LLC 4
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 4
Wade G W & Inc 4
Roubaix Capital, LLC 4
Paralel Advisors LLC 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
Great Valley Advisor Group, Inc. 4
Caldwell Investment Management Ltd. 4
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 4
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 4
Redwood Park Advisors LLC 4
Krs Capital Management, Llc 4
New Millennium Group LLC 4
Joseph P. Lucia & Associates, LLC 4
Thrive Wealth Management, LLC 4
Alpine Peaks Capital, LP 4
Sandia Investment Management LP 4
Pluribus Labs, LLC 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
CTC Capital Management, LLC 4
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 4
Hancock Whitney Investment Services Inc. 4
Repertoire Partners LP 4
Wahed Invest LLC 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
Horizon Kinetics Asset Management Llc 4
Metatron Capital SICAV plc 4
Forte Capital Llc /adv 4
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 4
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 4
Thor Advisors, Llc 4
Quest 10 Wealth Builders, Inc. 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Matrix Trust Co 4
Omni Event Management Ltd 4
Enterprise Trust & Investment Co 4
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 4
Bennett Lawrence Management L L C/ny 4
Tyler-Stone Wealth Management 4
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 4
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 4
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
Evanson Asset Management, LLC 4
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
Comprehensive Financial Consultants Institutional, Inc. 4
Financial Advantage, Inc. 4
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 4
WealthTrust Fairport, LLC 4
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 4
Triglav Skladi, D.o.o. 4
Cypress Capital Management LLC (WY) 4
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 4
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 4
Majedie Asset Management Ltd 4
Union Square Park Capital Management, LLC 4
Baltimore-Washington Financial Advisors, Inc. 4
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 4
FINANCIAL INVESTORS TRUST - Grandeur Peak Global Contrarian Fund Institutional Class 4
GPEOX - FINANCIAL INVESTORS TRUST - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 4
Nasdaq Premium Income & Growth Fund Inc. 4
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 4
Papp L Roy & Associates 4
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 4
JCIC Asset Management Inc. 4
Safeguard Financial, LLC 4
Pacitti Group Inc. 4
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 4
Inverness Counsel Llc /ny/ 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
Beck Bode, LLC 4
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 4
Carret Asset Management, Llc 4
Bienville Capital Management, LLC 4
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 4
AQUAX - Managed Portfolio Series - Ecofin Sustainable Water Fund A Class 4
ROSS\JOHNSON & Associates LLC 4
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 4
LGT Group Foundation 4
ProVise Management Group, LLC 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 4
Glg Llc 4
Leeward Investments, LLC - MA 4
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 4
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 4
Findlay Park Partners LLP 4
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 4
Fir Tree Capital Management Lp 4
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 4
Westend Capital Management LLC 4
Allen Investment Management LLC 4
Samjo Capital LLC 4
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
Scopus Asset Management, L.p. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Mid Cap Growth Fund Series I 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 4
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 4
Lafitte Capital Management LP 4
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 4
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 4
BancorpSouth Inc 4
Maple Capital Management, Inc. 4
Range Financial Group LLC 4
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 4
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4
World Equity Group, Inc. 4
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 4
LABU - Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 4
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 4
Steinberg Asset Management Llc 4
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 4
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 4
Sone Capital Management, LLC 4
Gmt Capital Corp 4
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 4
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 4
Markel Corp 4
HealthInvest Partners AB 4
SSETX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Growth Fund Class I 4
Charter Trust Co 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF 4
Mairs & Power Inc 4
C WorldWide Group Holding A/S 4
DHHAX - DIAMOND HILL FUNDS - Diamond Hill High Yield Fund Class A 4
D. Scott Neal, Inc. 4
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 4
Transatlantique Private Wealth Llc 4
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 4
EdgeRock Capital LLC 4
Putnam Fl Investment Management Co 4
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 4
Douglas C. Lane & Associates, Inc. 4
Lombardia Capital Partners Llc 4
First National Advisers, LLC 4
Novem Group 4
Global Assets Advisory, LLC 4
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 4
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 4
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
Gibbs Wealth Management 4
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 4
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
Coston, McIsaac & Partners 4
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 4
Peddock Capital Advisors, Llc 4
Fourth Dimension Wealth, LLC 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 4
AT Bancorp 4
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
Armis Advisers, LLC 4
Valmark Advisers, Inc. 4
HLIRX - HARDING LOEVNER FUNDS INC - International Equity Research Portfolio Institutional Class 4
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 4
PENN SERIES FUNDS INC - Smid Cap Value Fund 4
Hengehold Capital Management Llc 4
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 4
Two Roads Shared Trust - Conductor Global Equity Value ETF 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
JDM Financial Group LLC 4
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 4
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 4
SCID - Global X Funds - Global X Scientific Beta Europe ETF 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 4
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 4
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I 4
Jensen Investment Management Inc 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
Badgley Phelps & Bell Inc 4
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 4
Richard W. Paul & Associates, LLC 4
Bp Plc 4
New Hampshire Trust 4
TRANSAMERICA FUNDS - Transamerica Core Bond I2 4
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 4
Nelson Capital Management, LLC 4
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 4
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 4
Eisler Capital (US) LLC 4
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 4
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 4
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 4
Investment Centers Of America Inc 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 4
First United Bank Trust/ 4
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4
Investors Asset Management Of Georgia Inc /ga/ /adv 4
Lebenthal Holdings,LLC 4
New Age Alpha Funds Trust - NAA Allocation Fund Class C 4
Greenland Capital Management LP 4
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 4
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 4
BTC Capital Management, Inc. 4
Goelzer Investment Management, Inc. 4
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 4
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 4
Bar Harbor Trust Services 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Griffin Asset Management, Inc. 4
Ausbil Investment Management Ltd 4
Compass Wealth Management LLC 4
Indaba Capital Management, L.P. 4
Crystalline Management Inc. 4
Pathway Financial Advisers, LLC 4
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF 4
Putnam ETF Trust - Putnam ESG High Yield ETF - 4
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 4
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 4
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 4
New Jersey Better Educational Savings Trust 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
Private Capital Advisors, Inc. 4
Mascagni Wealth Management, Inc. 4
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 4
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF 4
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 4
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 4
McCarthy Grittinger Financial Group, LLC 4
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 4
Barrett & Company, Inc. 4
Aviance Capital Partners, LLC 4
Frank, Rimerman Advisors LLC 4
Headinvest, Llc 4
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 4
PCA Investment Advisory Services Inc. 4
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 4
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 4
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
Maryland Capital Management 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
Southeast Asset Advisors Inc. 4
Cullen Capital Management, LLC 4
Tower Bridge Advisors 4
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 4
Dsm Capital Partners Llc 4
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 4
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 4
Hays Advisory Llc 4
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 4
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 4
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 4
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 4
Pax World Management Llc 4
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 4
Courage Capital Management Llc 4
First Foundation Advisors 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 4
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 4
Thrivent Core Funds - Thrivent Core International Equity Fund 4
Jump Trading, LLC 4
Kingswood Wealth Advisors, Llc 4
Financial Enhancement Group LLC 4
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 4
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 4
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 4
Patten Group, Inc. 4
Moody Lynn & Lieberson, Llc 4
Iberiabank Corp 4
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 4
Manning & Napier Advisors Llc 4
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 4
Cedar Wealth Management, LLC 4
Seven Bridges Advisors LLC 4
Stance Capital Llc 4
Miracle Mile Advisors, LLC 4
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
Lowe Wealth Advisors, LLC 4
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 4
Tiger Management L.l.c. 4
Grimes & Company, Inc. 4
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF 4
Diker Management Llc 4
Schwartz Investment Counsel Inc 4
Roble, Belko & Company, Inc 4
Ardevora Asset Management LLP 4
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 4
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 4
University Of Notre Dame Du Lac 4
Whitnell & Co. 4
Rogco, Lp 4
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 4
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 4
Burns Matteson Capital Management, LLC 4
Harris Associates L P 4
P2 Capital Partners, LLC 4
Ccm Investment Group, Llc 4
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 4
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 4
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 4
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 4
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 4
GPMCX - Grandeur Peak Global Trust - Grandeur Peak Global Micro Cap Fund Institutional Class 4
Iridian Asset Management Llc/ct 4
GISYX - Grandeur Peak Global Trust - Grandeur Peak International Stalwarts Fund Institutional Class 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
BSVSX - BAIRD FUNDS INC - Baird SmallCap Value Fund Investor Class 4
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 4
Fosun International Ltd 4
Estabrook Capital Management 4
Tortoise Capital Advisors, L.l.c. 4
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 4
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 4
Auxier Asset Management 4
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 4
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 4
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
Mastrapasqua Asset Management Inc 4
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 4
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
Lloyds Banking Group plc 4
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 4
Criterion Capital Advisors, Llc 4
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I 4
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 4
Nova Wealth Management, Inc. 4
WFDDX - WELLS FARGO FUNDS TRUST - Wells Fargo Discovery Fund Administrator Class 4
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 4
New Amsterdam Partners Llc/ny 4
Paulson & Co. Inc. 4
Evergreen Private Wealth LLC 4
Winthrop Capital Management, LLC 4
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 4
Condor Capital Management 4
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 4
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 4
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 4
Wilmington Trust Co 4
Courier Capital Llc 4
Catalytic Wealth RIA, LLC 4
Ransom Advisory, Ltd 4
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 4
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 4
Cheviot Value Management, LLC 4
Ruffer LLP 4
Ilex Capital Partners (UK) LLP 4
SIH Partners, LLLP 4
Caitlin John, LLC 4
Suncoast Equity Management 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 4
South Texas Money Management Ltd 4
Carderock Capital Management Inc 4
Weber Alan W 4
Northern Oak Wealth Management Inc 4
White Pine Capital Llc 4
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 4
CFICX - CALVERT FUND - Calvert Income Fund Class A 4
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 4
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 4
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 4
Barings Funds Trust - Barings Global Floating Rate Fund Class A Shares 4
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 4
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 4
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 4
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
Able Wealth Management LLC 4
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 4
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 4
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 4
Trajan Wealth LLC 4
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 4
M&r Capital Management Inc 4
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 4
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF 4
ARTSX - ARTISAN PARTNERS FUNDS INC - Artisan Small Cap Fund Investor Shares 4
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 4
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 4
Traynor Capital Management, Inc. 4
DFE - WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund N/A 4
EUDG - WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund N/A 4
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 4
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 4
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 4
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 4
FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund 4
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 4
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 4
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 4
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 4
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF 4
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 4
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 4
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y 4
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A 4
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 4
Bessemer Securities Llc 4
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares 4
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class 4
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 4
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 4
ARBOX - Unified Series Trust - Absolute Convertible Arbitrage Fund Investor Shares 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 4
Hall Laurie J Trustee 4
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 4
Sienna Gestion 4
Delaware Vip Trust - Delaware Vip High Yield Series Standard Class 4
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 4
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 4
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 4
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund 4
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund 4
Seeds Investor Llc 4
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 4
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 4
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 4
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 4
AVIIX - American Century Variable Portfolios Inc - Vp International Fund Class I 4
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 4
AVCIX - American Century Variable Portfolios Inc - Vp Capital Appreciation Fund Class I 4
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 4
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund 4
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 4
Altfest L J & Co Inc 4
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund 4
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 4
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 4
FPXE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust IPOX Europe Equity Opportunities ETF 4
Accent Capital Management, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 4
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 4
FTCB - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Core Investment Grade ETF 4
TMCAX - RBC FUNDS TRUST - RBC SMID Cap Growth Fund A Shares 4
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 4
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A 4
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A 4
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
BBH - VanEck Vectors ETF Trust - VanEck Vectors Biotech ETF 4
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 4
MAVSX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Small Cap Value Fund Class 4
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 4
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 4
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 4
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T 4
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 4
HIAYX - Hartford Series Fund Inc - Hartford High Yield Hls Fund Ia 4
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 4
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 4
Arbor Capital Management Llc 4
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 4
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 4
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 4
Scout Funds 4
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 4
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
Pimco Income Opportunity Fund 4
IXJ - iSHARES TRUST - iShares Global Healthcare ETF 4
Passport Capital, LLC 4
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 4
India Fund Inc 4
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 4
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 4
Nuveen S&p 500 Buywrite Income Fund 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 4
Stock Portfolio - Stock Portfolio 4
DAFNA Capital Management LLC 4
Nuveen Global High Income Fund 4
Gabelli Go Anywhere Trust 4
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 4
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 4
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 4
Delaware Vip Trust - Delaware Vip Value Series Standard Class 4
Source Capital Inc /de/ 4
VMCVX - VALIC Co II - Mid Cap Value Fund 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - International Equity Portfolio Class S 4
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 4
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 4
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 4
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 4
EXI - iSHARES TRUST - iShares Global Industrials ETF 4
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 4
UBIO - PROSHARES TRUST - ProShares UltraPro Nasdaq Biotechnology 4
NLAGX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Growth Fund Class A 4
AMREX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND American Growth Cannabis Fund American Growth Cannabis Fund CLASS E 4
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 4
Blackrock Enhanced Global Dividend Trust 4
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class 4
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 4
Allianzgi Convertible & Income 2024 Target Term Fund 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 4
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 4
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
Luminus Management Llc 4
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 4
MD Financial Management Inc. 4
Unison Advisors LLC 4
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 4
Actinver Wealth Management, Inc. 3
Bulldog Investors, LLP 3
40 North Management LLC 3
Engaged Capital LLC 3
TPG Group Holdings (SBS) Advisors, Inc. 3
Luxor Capital Group, LP 3
Greenlight Capital Inc 3
Baupost Group Llc/ma 3
Hollow Brook Wealth Management LLC 3
Boxer Capital, LLC 3
BKD Wealth Advisors, LLC 3
Corvex Management LP 3
Foundation Asset Management, LP 3
Eminence Capital, Lp 3
Carlyle Group Inc. 3
General Atlantic Llc 3
Temasek Holdings (Private) Ltd 3
Third Point LLC 3
Fortress Investment Group LLC 3
Jb Capital Partners Lp 3
Mak Capital One Llc 3
Prospector Partners Llc 3
Zuckerman Investment Group, LLC 3
Vis Vires Group, Inc. 3
Great Point Partners Llc 3
Deprince Race & Zollo Inc 3
Menora Mivtachim Holdings Ltd. 3
Amici Capital, LLC 3
Lone Pine Capital Llc 3
Standard Life Investments LTD 3
Western Asset Management Company, LLC 3
Senator Investment Group LP 3
Huber Capital Management LLC 3
Dialectic Capital Management, Lp 3
Brave Warrior Advisors, LLC 3
Fiduciary Management Inc /wi/ 3
New Mountain Vantage Advisers, L.l.c. 3
Southernsun Asset Management, Llc 3
Parnassus Investments /ca 3
Avoro Capital Advisors LLC 3
AMF Pensionsforsakring AB 3
Nwq Investment Management Company, Llc 3
West Family Investments, Inc. 3
Marathon Capital Management 3
Abrams Capital Management, L.p. 3
Ashford Capital Management Inc 3
North Run Capital, Lp 3
Empery Asset Management, LP 3
EcoR1 Capital, LLC 3
WELLINGTON TRUST Co N A 3
Pekin Hardy Strauss, Inc. 3
Sentry Investments Corp. 3
Hourglass Capital, Llc 3
Arbor Wealth Management, LLC 3
Capital Advisors Inc/ok 3
Alkeon Capital Management Llc 3
True Bearing Asset Management LP 3
Contrarian Capital Management, L.l.c. 3
Bvf Inc/il 3
Halsey Associates Inc/ct 3
Marsico Capital Management Llc 3
Eubel Brady & Suttman Asset Management Inc 3
Tran Capital Management, L.p. 3
Foster Dykema Cabot & Co Inc/ma 3
Sirios Capital Management L P 3
Capital Counsel Llc/ny 3
Snow Capital Management Lp 3
SCS Capital Management LLC 3
Diversified Investment Strategies, LLC 3
CQS Cayman LP 3
Grace Capital 3
Poplar Forest Capital LLC 3
Roundview Capital LLC 3
Parsons Capital Management Inc/ri 3
Chesapeake Asset Management Llc 3
Green Square Capital Advisors Llc 3
Diamond Hill Capital Management Inc 3
Shenkman Capital Management Inc 3
Wilkins Investment Counsel Inc 3
Balasa Dinverno & Foltz Llc 3
Polaris Capital Management, LLC 3
Hodges Capital Management Inc. 3
Rail-Splitter Capital Management, LLC 3
Hardman Johnston Global Advisors LLC 3
Clifford Swan Investment Counsel Llc 3
London Co Of Virginia 3
Howland Capital Management Llc 3
Madison Investment Holdings Inc 3
Chesley Taft & Associates LLC 3
Summitry Llc 3
Sentinel Trust Co Lba 3
Buffington Mohr McNeal 3
Geller Advisors LLC 3
GFS Advisors, LLC 3
Northwest Bancshares, Inc. 3
Boston Family Office Llc 3
Tdam Usa Inc. 3
De Burlo Group Inc 3
Nichols & Pratt Advisers Llp /ma 3
Emory University 3
Keel Point, LLC 3
Court Place Advisors, LLC 3
Hedeker Wealth, LLC 3
Formidable Asset Management, LLC 3
Nippon Life Global Investors Americas, Inc. 3
Investment Partners, Ltd. 3
Gamble Jones Investment Counsel 3
Private Management Group Inc 3
Cantillon Capital Management Llc 3
Paragon Capital Management LLC 3
Halbert Hargrove Global Advisors, Llc 3
IFC Holdings Incorporated/FL 3
British Airways Pensions Investment Management Ltd 3
Hendershot Investments Inc. 3
LBA Wealth Management, LLC 3
Leisure Capital Management 3
Capital Insight Partners, Llc 3
LifePlan Financial Group, Inc 3
Mountain Pacific Investment Advisers Inc/id 3
Knightsbridge Asset Management, Llc 3
Aris Wealth Services, Inc. 3
Ensemble Capital Management, LLC 3
Sustainable Growth Advisers, LP 3
Sprott Inc. 3
TAMRO Capital Partners LLC 3
Edmond De Rothschild Asset Management (france) 3
Ninety One SA (PTY) Ltd 3
Benchmark Capital Advisors 3
Supplemental Annuity Collective Trust of NJ 3
JGP Global Gestao de Recursos Ltda. 3
Ashfield Capital Partners, LLC 3
Gilman Hill Asset Management, LLC 3
BW Gestao de Investimentos Ltda. 3
Bank OZK 3
Lee Danner & Bass Inc 3
Fulton Breakefield Broenniman Llc 3
Simply Money Advisors 3
Blue Chip Partners, Inc. 3
Wealthquest Corp 3
Westport Resources Management Inc 3
Guyasuta Investment Advisors Inc 3
Morgens Waterfall Vintiadis & Co Inc 3
American Independence Financial Services LLC 3
Dinsmore Capital Management Co/nj 3
Ironwood Investment Management Llc 3
Stellar Capital Management, LLC 3
Baker Ellis Asset Management LLC 3
Argentus Capital Management, LLC 3
Carnick & Kubik, LLC 3
Lgt Capital Partners Ltd. 3
Haverford Trust Co 3
Argyle Capital Management Inc. 3
Cobiz Investment Management, Llc 3
Shikiar Asset Management Inc 3
Palladium Partners Llc 3
Comgest Global Investors S.a.s. 3
Naples Global Advisors, Llc 3
Capital Investment Advisors, LLC 3
RQSI Ltd 3
Thompson Investment Management, Inc. 3
Montecito Bank & Trust 3
Flood Gamble Associates Inc 3
Woodley Farra Manion Portfolio Management Inc 3
Marquette Asset Management, LLC 3
Cubic Asset Management, LLC 3
Community Financial Services Group, LLC 3
QV Investors Inc. 3
Hamilton Lane Advisors Llc 3
Dowling & Yahnke Llc 3
Coastline Trust Co 3
Corbenic Partners LLC 3
Capital Management Associates /ny/ 3
Osborne Partners Capital Management, Llc 3
Horrell Capital Management, Inc. 3
Martin Currie Ltd 3
Marietta Investment Partners Llc 3
Causeway Capital Management Llc 3
Altrinsic Global Advisors Llc 3
Mount Lucas Management LP 3
Steinberg Global Asset Management 3
Smart Portfolios, LLC 3
Twin Securities, Inc. 3
Charlemagne Capital Ltd 3
Jasper Ridge Partners, L.P. 3
Waldron Private Wealth LLC 3
Greenhaven Associates Inc 3
Newfound Research LLC 3
Zwj Investment Counsel Inc 3
Nippon Life Insurance Co 3
Klingenstein Fields & Co Lp 3
First Midwest Bank Trust Division 3
Taylor Frigon Capital Management LLC 3
Hosking Partners LLP 3
Ami Asset Management Corp 3
Stancorp Investment Advisers Inc 3
American Research & Management Co. 3
Kwmg, Llc 3
Neville Rodie & Shaw Inc 3
Orrstown Financial Services Inc 3
Addenda Capital Inc. 3
Donald L. Hagan, LLC 3
Profit Investment Management, LLC 3
Lvm Capital Management Ltd/mi 3
B & T Capital Management DBA Alpha Capital Management 3
Woodstock Corp 3
Indiana Trust & Investment Management CO 3
Detwiler Fenton Investment Management LLC 3
Moreno Evelyn V 3
Beacon Financial Group 3
Platinum Management (NY) LLC 3
Beacon Investment Advisory Services, Inc. 3
Strategic Wealth Advisors Group, LLC 3
Groesbeck Investment Management Corp /nj/ 3
Hanlon Investment Management, Inc. 3
Gyroscope Capital Management Group, Llc 3
HighTower Trust Services, LTA 3
Sterling Global Strategies LLC 3
DSAM Partners (London) Ltd 3
Foster & Motley Inc 3
Legacy Capital Partners, Inc. 3
Wharton Business Group, LLC 3
Buckingham Capital Management, Inc. 3
Alpha Cubed Investments, LLC 3
Trust Investment Advisors 3
American National Insurance Co /tx/ 3
Wolf Group Capital Advisors 3
Greenwich Wealth Management LLC 3
United Asset Strategies, Inc. 3
Orinda Asset Management LLC 3
River Wealth Advisors LLC 3
Efficient Market Advisors, LLC 3
Fagan Associates, Inc. 3
Palisade Asset Management, LLC 3
Morgan Dempsey Capital Management Llc 3
First American Trust, Fsb 3
Corbyn Investment Management Inc/md 3
Piershale Financial Group, Inc. 3
Iguana Healthcare Management, LLC 3
Loeb Partners Corp 3
Fundsmith LLP 3
J.P. Marvel Investment Advisors, LLC 3
Harvard Management Co Inc 3
Sentinel Asset Management, Inc. 3
Fairfield, Bush & Co. 3
CR Intrinsic Investors, LLC 3
Foyston, Gordon, & Payne Inc 3
First Trust Bank, Ltd. 3
Archon Partners LLC 3
LVW Advisors, LLC 3
Quadrature Capital LLP 3
Kazazian Asset Management, LLC 3
Stone Toro Investment Advisers, LP 3
Affinity Investment Advisors, Llc 3
Concert Wealth Management Inc. 3
Portola Group Inc /ca 3
Rangeley Capital, LLC 3
Sanders Morris Harris Llc 3
Bellevue Asset Management AG 3
WEDBUSH, Inc. 3
WESPAC Advisors SoCal, LLC 3
Shellback Capital, LP 3
Trust Asset Management LLC 3
Mcclain Value Management Llc 3
Horan Securities, Inc. 3
Alpha Omega Wealth Management LLC 3
Godsey & Gibb Associates 3
Syntal Capital Partners, LLC 3
Cormorant Asset Management, LP 3
Blue Clay Capital Management, LLC 3
Simmons Bank 3
Stone Run Capital, Llc 3
U S Global Investors Inc 3
Marlowe Partners LP 3
Opus Point Partners Management, LLC 3
Blue Jay Capital Management, Llc 3
Giverny Capital Inc. 3
Cognios Capital, LLC 3
Wimmer Associates 1, Llc 3
Espalier Global Management LLC 3
Jabre Capital Partners S.A. 3
Arosa Capital Management LP 3
Omega Advisors Inc. 3
Freshford Capital Management, LLC 3
Opera Trading Capital 3
Vollero Beach Capital Partners LLC 3
Centaur Capital Partners, L.P. 3
Kemnay Advisory Services Inc. 3
Twin Focus Capital Partners, Llc 3
Symmetry Peak Management Llc 3
LG Capital Management, LP 3
Summit Partners Public Asset Management, Llc 3
Carleon Capital Partners LLC 3
American National Bank & Trust Co /va/ 3
CapWealth Advisors, LLC 3
ARS Investment Partners, LLC 3
Capstone Financial Advisors, Inc. 3
Payden & Rygel 3
MIG Capital, LLC 3
Fort Point Capital Partners LLC 3
Adirondack Research & Management Inc. 3
Mizuho Bank, Ltd. 3
Rosenblum Silverman Sutton S F Inc /ca 3
Sumit Capital, Llc 3
Tortoise Index Solutions, LLC 3
Re Advisers Corp 3
Hosking & Co Ltd 3
Catamount Wealth Management 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
Wisconsin Capital Management Llc 3
Kms Financial Services, Inc 3
Kendall Square Capital, LLC 3
Nuveen Fund Advisors, LLC 3
Yellowstone Partners, LLC 3
Wilmington Trust, National Association 3
Palisades Investment Partners, LLC 3
Tesco Pension Investment Ltd 3
Asset Planning Services, Ltd. 3
Radnor Capital Management, LLC 3
Farmers & Merchants Trust Co of Chambersburg PA 3
Value Holdings Management Co. Llc 3
Northwest Wealth Management, Llc 3
JT Stratford LLC 3
Tandem Investment Advisors, Inc. 3
Northwest Quadrant Wealth Management, LLC 3
Adviser Investments LLC 3
Fullerton Fund Management Co Ltd 3
Fondren Management LP 3
Gillson Capital LP 3
Caldera Capital, LLC 3
Bridgeworth, LLC 3
Lincoln Capital Corp 3
Family Legacy, Inc. 3
Founders Capital Management 3
CFO4Life Group, LLC 3
Global Financial Private Capital, LLC 3
Gilbert & Cook, Inc. 3
Noked Capital LTD 3
Summit X, LLC 3
Cahaba Wealth Management, Inc. 3
Security National Bank 3
Affiance Financial, LLC 3
Spearhead Capital Advisors, Llc 3
Tower View Investment Management & Research LLC 3
Townsend & Associates, Inc 3
Kovack Advisors, Inc. 3
Rainier Investment Management Mutual Funds 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 3
Voya Infrastructure, Industrials & Materials Fund 3
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 3
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 3
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 3
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 3
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 3
Ironbridge Funds, Inc. 3
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 3
Eaton Vance Enhanced Equity Income Fund Ii 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
Eaton Vance Risk-managed Diversified Equity Income Fund 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 3
Pimco Strategic Income Fund, Inc 3
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 3
Tri-continental Corp 3
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 3
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 3
AWPAX - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC - AB SUSTAINABLE INTERNATIONAL THEMATIC FUND, INC. Class A 3
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 3
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 3
Blackrock 2022 Global Income Opportunity Trust 3
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 3
Special Opportunities Fund, Inc. 3
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 3
Royce Global Value Trust, Inc. 3
Lazard Global Total Return & Income Fund Inc 3
WIREX - PFS FUNDS - Wireless Fund 3
Advantage Advisers Xanthus Fund, L.l.c. 3
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 3
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
PAPPX - Papp Investment Trust - Papp Small & Mid-Cap Growth Fund 3
DWGAX - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND - AMERICAN FUNDS DEVELOPING WORLD GROWTH & INCOME FUND Class A 3
Cca Investments Trust 3
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A 3
Sentinel Variable Products Trust 3
First Trust Senior Floating Rate Income Fund Ii 3
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 3
Sentinel Group Funds Inc 3
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 3
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
Eaton Vance Tax-managed Diversified Equity Income Fund 3
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 3
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 3
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 3
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 3
Bmc Fund Inc 3
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 3
Oppenheimer International Bond Fund 3
REDWX - Aspiration Funds - Aspiration Redwood Fund 3
DSGDX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Small Cap Growth Fund Class A 3
CETAX - Centerstone Investors Trust - Centerstone Investors Fund Class A 3
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 3
Ivy High Income Opportunities Fund 3
Pioneer High Income Trust 3
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 3
BCSIX - Brown Capital Management Mutual Funds - The Brown Capital Management Small Company Fund Investor Shares 3
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 3
Eaton Vance Enhanced Equity Income Fund 3
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund 3
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Acap Strategic Fund 3
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 3
NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I 3
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 3
Broadview Funds Trust 3
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 3
Western Asset Corporate Loan Fund Inc. 3
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 3
Marketocracy Funds 3
Trilogy Capital Inc. 3
Holistic Financial Partners 3
X-Square Capital, LLC 3
Lucia Wealth Services, Llc 3
Aevitas Wealth Management, Inc. 3
180 Wealth Advisors, Llc 3
Unio Capital LLC 3
Melqart Asset Management (uk) Ltd 3
Prana Capital Management, LP 3
G&S Capital LLC 3
Weil Company, Inc. 3
Pacific View Asset Management, Llc 3
Acorn Wealth Advisors, LLC 3
D.B. Root & Company, LLC 3
Vivaldi Opportunities Fund 3
E Six Thirteen, Llc 3
Cqs (us), Llc 3
Wealth Alliance Advisory Group, LLC 3
Factorial Partners, Llc 3
Krane Funds Advisors LLC 3
Howard Capital Management Inc. 3
Nicola Wealth Management Ltd. 3
Cynosure Advisors, Llc 3
O'Dell Group, LLC 3
North Growth Management Ltd. 3
Boenning & Scattergood, Inc. 3
Portfolio Strategies, Inc. 3
Context Partners Fund, L.p. 3
AltraVue Capital, LLC 3
Hotaling Investment Management, LLC 3
Landsberg, Bennett, & Dubbaneh LLC 3
Essex Savings Bank 3
Community Capital Management, Inc. 3
Insight Wealth Strategies, LLC 3
Stratos Wealth Advisors, LLC 3
First National Bank of South Miami 3
Little House Capital Llc 3
Semmax Financial Advisors Inc. 3
Nishkama Capital, LLC 3
Campbell Wealth Management 3
Opti Capital Management, Lp 3
Nalls Sherbakoff Group, Llc 3
Guidance Point Advisors, LLC 3
Noked Israel Ltd 3
Aspire Private Capital, LLC 3
Bain Capital Public Equity Management Ii, Llc 3
Clarfeld Financial Advisors, Llc 3
Lake Point Wealth Management 3
Cohanzick Management, Llc 3
Fs Multi-alternative Income Fund 3
Patriot Investment Management Inc. 3
Cornerstone Wealth Group, LLC 3
Fundamentun, Llc 3
Julex Capital Management, Llc 3
III Capital Management 3
Beacon Harbor Wealth Advisors, Inc. 3
TPI Fund Managers Ltd 3
Oppenheimer Equity Fund 3
Stewart Capital Mutual Funds 3
Schroder Capital Funds (delaware) 3
Principle Wealth Partners Llc 3
Stonehage Fleming (uk) Ltd 3
Global Strategic Investment Solutions, LLC 3
Whitebox Mutual Funds 3
Db-x Exchange-traded Funds Inc. 3
Isi Strategy Fund Inc 3
Ambassador Advisors, LLC 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 3
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 3
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C 3
Franklin Templeton Variable Insurance Products Trust - Templeton Developing Markets Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
MZFIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich High Income Floating Rate Fund Institutional Shares 3
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 3
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
FRFDX - FIRST INVESTORS INCOME FUNDS - First Investors Floating Rate Fund Class A 3
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 3
DSIAX - DIAMOND HILL FUNDS - Diamond Hill Corporate Credit Fund Corporate Credit Fund Class A 3
JNL SERIES TRUST - JNL/Oppenheimer Emerging Markets Innovator Fund (A) 3
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a) 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
FPFIX - FPA FUNDS TRUST - FPA Flexible Fixed Income Fund 3
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund 3
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 3
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 3
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 3
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 3
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class 3
PACIFIC SELECT FUND - Small-Cap Growth Portfolio Class P 3
PACIFIC SELECT FUND - Core Income Portfolio Class I 3
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 3
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 3
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 3
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 3
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 3
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 3
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 3
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
RNCOX - RiverNorth Funds - RiverNorth Core Opportunity Fund Class R 3
ETAHX - MUTUAL FUND SERIES TRUST - Eventide Healthcare & Life Sciences Fund Class A Shares 3
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
PFMAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Growth Class A 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 3
XBI - SPDR SERIES TRUST - SPDR(R) S&P(R) Biotech ETF 3
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Oppenheimer Global Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/MFS International Value Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 3
ARTJX - ARTISAN PARTNERS FUNDS INC - Artisan International Small-Mid Fund Investor Shares 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares 3
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 3
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 3
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 3
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 3
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 3
BARAX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON ASSET FUND 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Equity VIP Class A 3
OBEGX - OBERWEIS FUNDS - Oberweis Global Opportunities Fund Investor Class 3
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 3
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class 3
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 3
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Emerging Markets Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
CAEAX - COLUMBIA ACORN TRUST - Columbia Acorn European Fund Class A 3
LTFAX - COLUMBIA ACORN TRUST - Columbia Acorn Select Class A 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 3
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 3
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 3
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 3
FBT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NYSE Arca Biotechnology Index Fund 3
MML Series Investment Fund II - MML High Yield Fund Class II 3
MML Series Investment Fund II - MML Equity Fund Initial Class 3
MML Series Investment Fund II - MML Blend Fund Initial Class 3
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 3
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 3
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 3
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
FOSCX - Tributary Funds, Inc. - Small Company Fund Institutional 3
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
MGKQX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Permanence Portfolio Class IS 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 3
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A 3
HMCSX - Hartford Hls Series Fund Ii Inc - Hartford Midcap Growth Hls Fund Ia 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 3
PENN SERIES FUNDS INC - Large Cap Growth Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 3
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 3
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 3
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 3
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 3
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 3
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 3
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 3
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 3
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 3
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 3
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I 3
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B 3
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 3
IXN - iSHARES TRUST - iShares Global Tech ETF 3
IEV - iSHARES TRUST - iShares Europe ETF 3
TCMIX - AMG FUNDS - AMG TimesSquare International Small Cap Fund Class Z 3
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 3
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 3
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 3
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 3
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 3
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 3
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 3
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 3
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS International Intrinsic Value Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 3
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund 3
MXIVX - GREAT-WEST FUNDS INC - Great-West International Value Fund Investor Class 3
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 3
FLSW - Franklin Templeton ETF Trust - Franklin FTSE Switzerland ETF 3
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
FSZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Switzerland AlphaDEX Fund 3
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 3
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 3
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A 3
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A 3
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 3
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 3
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 3
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 3
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 3
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio 3
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 3
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 3
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 3
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares 3
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 3
LISOX - LAZARD FUNDS INC - Lazard International Strategic Equity Portfolio Open Shares 3
VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 3
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 3
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 3
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 3
OAKLX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Select Fund Investor Class 3
TSUMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class I 3
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 3
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 3
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 3
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class 3
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 3
ASUAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Sustainability Fund Class A 3
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund 3
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 3
VanEck VIP Trust - VanEck VIP Emerging Markets Fund Initial Class 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 3
WAGOX - WASATCH FUNDS TRUST - Wasatch Global Opportunities Fund Investor Class shares 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 3
NHSAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration High Income Fund Class A 3
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 3
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 3
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 3
MCGAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Growth A 3
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
RIVSX - Oak Associates Funds - River Oak Discovery Fund 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
FSKLX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Low Volatility Index Fund 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 3
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
JPEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Europe Equity ETF 3
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 3
JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV 3
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 3
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 3
TASCX - THIRD AVENUE TRUST - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 3
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 3
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 3
BBP - ETFis Series Trust I - Virtus LifeSci Biotech Products ETF 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 3
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 3
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 3
HFXE - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Europe ETF 3
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 3
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 3
RPIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Growth Equity Fund 3
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 3
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 3
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 3
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 3
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 3
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 3
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 3
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 3
PBSIX - FundVantage Trust - Polen U.S. Small Company Growth Fund Institutional Class 3
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 3
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 3
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 3
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 3
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 3
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 3
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 3
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 3
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 3
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 3
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 3
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 3
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 3
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares 3
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 3
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 3
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 3
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 3
ALMAX - ALGER FUNDS - Alger Weatherbie Specialized Growth Fund Class A 3
NUEM - Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF 3
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 3
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 3
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 3
DAEMX - Dunham Funds - Dunham Emerging Markets Stock Fund Class A 3
TIOIX - TIAA-CREF FUNDS - TIAA-CREF International Opportunities Fund Institutional Class 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 3
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 3
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 3
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 3
ROSOX - FINANCIAL INVESTORS TRUST - RONDURE OVERSEAS FUND Investor Class 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 3
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class 3
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 3
WICIX - WELLS FARGO FUNDS TRUST - Wells Fargo Special International Small Cap Fund Institutional Class 3
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 3
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 3
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 3
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 3
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 3
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 3
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 3
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 3
ATIAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Select Companies Fund Class A 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
VGRAX - Aim Sector Funds (invesco Sector Funds) - Invesco Mid Cap Growth Fund Class A 3
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 3
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Emerging Markets Innovators Fund Class R6 3
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 3
55i, Llc 3
Elliott Investment Management L.P. 3
Relyea Zuckerberg Hanson LLC 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 3
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 3
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 3
PFG Private Wealth Management, LLC 3
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 3
ACLNX - American Century World Mutual Funds Inc - Nt International Growth Fund G Class 3
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class 3
MEMKX - BNY MELLON FUNDS TRUST - BNY Mellon Emerging Markets Fund Class M Shares 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
MGIAX - MFS SERIES TRUST X - MFS International Intrinsic Value Fund A 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
AlphaCore Capital LLC 3
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 3
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio 3
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 3
CXI Advisors 3
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 3
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A 3
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
DBEU - DBX ETF TRUST - Xtrackers MSCI Europe Hedged Equity ETF 3
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 3
FGFAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Leaders Fund Class A Shares 3
ISCAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated International Small-Mid Company Fund Class A Shares 3
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 3
GSEU - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Europe Equity ETF 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
VLCGX - VALIC Co I - Large Capital Growth Fund 3
VSSGX - VALIC Co I - Small-Mid Growth Fund 3
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 3
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 3
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 3
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 3
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF 3
VASMX - VALIC Co II - Small Cap Growth Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
VCSBX - VALIC Co II - Strategic Bond Fund 3
VAMGX - VALIC Co II - Mid Cap Growth Fund 3
EWG Elevate Inc. 3
JMABX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 3
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 3
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 3
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 3
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3
NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class 3
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 3
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 3
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 3
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 3
Ikarian Capital, LLC 3
Minot Wealth Management LLC 3
Aft, Forsyth & Sober, LLC 3
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 3
BlackRock Multi-Sector Opportunities Trust II 3
Highland Global Allocation Fund 3
Stokes Family Office, LLC 3
Powell Investment Advisors, LLC 3
West Bancorporation Inc 3
Islay Capital Management, Llc 3
Corbett Road Capital Management, Llc 3
Atlas Private Wealth Management 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
1776 Wealth LLC 3
Soltis Investment Advisors LLC 3
JSF Financial, LLC 3
PSI Advisors, LLC 3
Live Oak Private Wealth LLC 3
Lion Street Advisors, LLC 3
Game Plan Financial Advisors, LLC 3
Demars Financial Group, LLC 3
Durable Capital Partners LP 3
Brookfield BHS Advisors LLC 3
Forager Capital Management, LLC 3
Investment Research & Advisory Group, Inc. 3
Advantage Alpha Capital Partners LP 3
Pacific Capital Wealth Advisors, Inc 3
Ballast Advisors Llc 3
Resonant Capital Advisors, LLC 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
PAX Financial Group, LLC 3
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 3
WGGSX - WASATCH FUNDS TRUST - Wasatch Global Select Fund Institutional Class Shares 3
CA Family Wealth, LLC 3
CEFIX - CALVERT WORLD VALUES FUND INC - Calvert Emerging Markets Advancement Fund Class I 3
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 3
MCFAX - Miller Investment Trust - Miller Convertible Bond Fund Class A Shares 3
Filbrandt Wealth Management, LLC 3
Engrave Wealth Partners LLC 3
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
Arena Investors LP 3
Citizens National Bank Trust Department 3
Select Equity Group Inc 3
DFDSX - FORUM FUNDS - DF Dent Small Cap Growth Fund Investor Shares 3
E Fund Management (Hong Kong) Co., Ltd. 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 3
Apella Capital, LLC 3
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 3
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 3
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 3
DGQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Defensive Growth Fund Class A 3
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 3
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 3
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 3
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 3
Waterloo Capital, L.P. 3
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 3
MDWDX - 360 Funds - Midwood Long/Short Equity Fund Institutional Class 3
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class 3
TSMDX - PROFESSIONALLY MANAGED PORTFOLIOS - Trillium ESG Small/Mid Cap Fund Institutional Class 3
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 3
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 3
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 3
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class 3
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class 3
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 3
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 3
Arrow Investments Trust - Arrow DWA Country Rotation ETF 3
VEGN - ETF Series Solutions - US Vegan Climate ETF 3
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 3
Sara-Bay Financial 3
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 3
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 3
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
WWJD - Northern Lights Fund Trust IV - Inspire International ESG ETF 3
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 3
Applied Research Investments, Llc 3
Fulcrum Asset Management LLP 3
WFA of San Diego, LLC 3
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 3
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S 3
StellarOne CORP 3
Genworth Financial Inc 3
Aster Investment Management Co Inc 3
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 3
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 3
Allianz Se 3
MID - AMERICAN CENTURY ETF TRUST - American Century Mid Cap Growth Impact ETF 3
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 3
Horizon Financial Services, Llc 3
Jeppson Wealth Management, Llc 3
HWTIX - HOTCHKIS & WILEY FUNDS /DE/ - International Small Cap Diversified Value Fund Class Z 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 3
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 3
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 3
Iron Horse Wealth Management, LLC 3
Clearview Wealth Advisors LLC 3
Capital CS Group, LLC 3
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 3
Birchcreek Wealth Management, LLC 3
Marshall Financial Group LLC 3
McCarthy Asset Management, Inc. 3
Morris Retirement Advisors, LLC 3
Black Swift Group, LLC 3
Kesler, Norman & Wride, LLC 3
Phoenix Wealth Advisors 3
Symmetry Investments LP 3
Sterling Financial Planning, Inc. 3
Oder Investment Management, LLC 3
Oak Family Advisors, Llc 3
Connacht Asset Management LP 3
Synergy Financial Management, LLC 3
DHJJ Financial Advisors, Ltd. 3
Wealthspring Capital LLC 3
Blue Water Life Science Advisors, LLC 3
Colonial River Wealth Management, LLC 3
Orion Capital Management LLC 3
VELA Funds - VELA Small Cap Fund Class I 3
CPG Cooper Square International Equity, LLC 3
Main Street Financial Solutions, LLC 3
NFDIX - NORTHERN LIGHTS FUND TRUST III - Newfound Risk Managed U.S. Growth Fund Class I Shares 3
BLACKROCK FUNDS - BlackRock Defensive Advantage International Fund Class K 3
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 3
Piscataqua Savings Bank 3
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 3
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class 3
Koss-Olinger Consulting, LLC 3
Fi3 FINANCIAL ADVISORS, LLC 3
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 3
CSM Advisors, LLC 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Feis Lawrence Michael 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
WCFOX - Investment Managers Series Trust - WCM Focused International Opportunities Fund Investor Class Shares 3
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF 3
Pinnacle Wealth Advisors 3
STNC - RBB FUND, INC. - Stance Equity ESG Large Cap Core ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware High Yield Fund Standard Class 3
Omni Partners US LLC 3
Border to Coast Pensions Partnership Ltd 3
Mcmorgan & Co Llc 3
Blue Barn Wealth, LLC 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
Rpo Llc 3
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 3
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6 3
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares 3
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K 3
Marathon Asset Mgmt Ltd 3
Capital Group Private Client Services, Inc. 3
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 3
JB Capital LLC 3
Two Roads Shared Trust - APEX HealthCare ETF 3
EQUL - IndexIQ ETF Trust - IQ Engender Equality ETF 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable International Equity Fund - Class K Shares 3
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares 3
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 3
FLRT - Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF 3
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF 3
Tpg Gp A, Llc 3
AMH Equity Ltd 3
Maxi Investments CY Ltd 3
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
Peterson Financial Group, Inc. 3
Missouri Trust & Investment Co 3
Perfromance Wealth Partners, LLC 3
Vazirani Asset Management LLC 3
Vista Finance, Llc 3
Cross Staff Investments Inc 3
Shore Point Advisors, LLC 3
CarsonAllaria Wealth Management, Ltd. 3
Financial Connections Group, Inc. 3
Castle Financial & Retirement Planning Associates, Inc. 3
RE Dickinson Investment Advisors, LLC 3
Velan Capital Investment Management LP 3
Lindenwold Advisors 3
Skaana Management L.P. 3
Delphia (USA) Inc. 3
Western Pacific Wealth Management, LP 3
Future Fund LLC 3
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF 3
FirstPurpose Wealth LLC 3
Logan Stone Capital, LLC 3
CMCMX - CONESTOGA FUNDS - CONESTOGA MICRO CAP FUND Investors Class 3
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 3
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 3
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 3
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 3
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 3
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 3
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 3
City State Bank 3
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 3
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 3
FHYS - Federated Hermes ETF Trust - Federated Hermes Short Duration High Yield ETF 3
High Net Worth Advisory Group LLC 3
Walter Public Investments Inc. 3
Hightower 6M Holding, LLC 3
Wilson Asset Management (international) Pty Ltd 3
Fund Management at Engine No. 1 LLC 3
Mechanics Financial Corp 3
1620 Investment Advisors, Inc. 3
EKG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Nasdaq Lux Digital Health Solutions ETF 3
Quantum Private Wealth, LLC 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K 3
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
CALAMOS INVESTMENT TRUST/IL - Calamos International Small Cap Growth Fund Class C 3
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 3
Farmer Steven Patrick 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
GDS Wealth Management 3
Ulrich Consultants & Investment Group, LLC 3
Azimuth Capital Investment Management LLC 3
Kim, Llc 3
Tradewinds, LLC. 3
Price Jennifer C. 3
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2 3
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I) 3
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 3
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares 3
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF 3
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 3
AHOY - Tidal ETF Trust - Newday Ocean Health ETF 3
Citizens Business Bank 3
Dakota Community Bank & Trust NA 3
Exos TFP Holdings LLC 3
Troluce Capital Advisors LLC 3
Drive Wealth Management, Llc 3
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF 3
FOMO - Investment Managers Series Trust II - AXS FOMO ETF 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 3
General Partner, Inc. 3
Creative Capital Management Investments LLC 3
Global Wealth Strategies & Associates 3
FourThought Financial Partners, LLC 3
Team Hewins, LLC 3
Keystone Investors Pte Ltd 3
Ethos Financial Group, LLC 3
RIA Advisory Group LLC 3
AM Squared Ltd 3
Delap Wealth Advisory, Llc 3
Cercano Management LLC 3
Beverly Hills Private Wealth, LLC 3
Garda Capital Partners Lp 3
Braidwell Lp 3
Boone Capital Management Llc 3
StonePine Asset Management Inc. 3
Live Oak Investment Partners 3
Coppell Advisory Solutions Corp. 3
Ruedi Wealth Management, Inc. 3
Wallace Advisory Group, LLC 3
Portman Square Capital LLP 3
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 3
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
Milestone Investment Advisors LLC 3
Prostatis Group LLC 3
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 3
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 3
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF 3
MEDI - Harbor ETF Trust - Harbor Health Care ETF 3
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 3
Authentikos Wealth Advisory, LLC 3
Foresight Global Investors, Inc. 3
Lifestyle Asset Management, Inc. 3
DIP - ETF Series Solutions - BTD Capital Fund 3
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 3
Canoe Financial LP 3
Nilsine Partners, LLC 3
PFG Investments, LLC 3
Imprint Wealth LLC 3
SWAN Capital LLC 3
Pine Valley Investments Ltd Liability Co 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
Empower Advisory Group, LLC 3
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A 3
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6 3
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 3
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 3
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 3
Samjo Management, LLC 3
Efg Capital International Corp. 3
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 3
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 3
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 3
Strategic Financial Concepts, LLC 3
Hibernia Wealth Partners, LLC 3
MCSCX - 360 Funds - M3Sixty Small Cap Growth Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 3
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 3
United Community Bank 3
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 3
KPP Advisory Services LLC 3
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 3
INDE - MATTHEWS INTERNATIONAL FUNDS - Matthews India Active ETF 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF 3
PFS Partners, LLC 3
GPEOX - Grandeur Peak Global Trust - Grandeur Peak Emerging Markets Opportunities Fund Investor Class 3
Valued Wealth Advisors LLC 3
Premier Path Wealth Partners, LLC 3
Cultivar Capital, Inc. 3
Trust Co of the South 3
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 3
Significant Wealth Partners LLC 3
Cetera Trust Company, N.A 3
ABS Direct Equity Fund LLC 3
Barlow Wealth Partners, Inc. 3
Fielder Capital Group LLC 3
Access Investment Management LLC 3
New Century Financial Group, LLC 3
Whalen Wealth Management Inc. 3
Kodai Capital Management LP 3
Williamson Legacy Group, LLC 3
Polymer Capital Management (HK) LTD 3
AYAL Capital Advisors Ltd 3
Main Street Group, LTD 3
Foster Dykema Cabot & Partners, Llc 3
AlTi Global, Inc. 3
Optimist Retirement Group LLC 3
Spectrum Wealth Counsel, LLC 3
Sanibel Captiva Trust Company, Inc. 3
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund 3
Sierra Summit Advisors Llc 3
Natixis ETF Trust - Natixis Gateway Quality Income ETF 3
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I 3
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 3
Ables, Iannone, Moore & Associates, Inc. 3
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF 3
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 3
Focus Financial Network, Inc. 3
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 3
Spirepoint Private Client, Llc 3
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 3
Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF 3
LGHT - Spinnaker ETF Series - Langar Global HealthTech ETF 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 3
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 3
Bdf-gestion 3
Fiduciary Financial Group, Llc 3
BCIL - Exchange Listed Funds Trust - Bancreek International Large Cap ETF 3
City Center Advisors, LLC 3
Heritage Family Offices, LLP 3
Wealthgarden F.s. Llc 3
Ecofi Investissements Sa 3
Ariadne Wealth Management, LP 3
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 3
Cannon Financial Strategists, Inc. 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 3
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 3
Kennebec Savings Bank 3
Howard Bailey Securities, Llc 3
Alpine Bank Wealth Management 3
Brophy Wealth Management, LLC 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 3
Florida Financial Advisors, Llc 3
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 3
Eq Wealth Advisors, Llc 3
Fedenia Advisers LLC 3
Capital & Planning, Llc 3
Abound Financial, Llc 3
BankPlus Trust Department 3
Illumine Investment Management, LLC 3
Vision Financial Markets Llc 3
Madison Investment Advisors, LLC 3
Murphy & Mullick Capital Management Corp 3
BIT Capital GmbH 3
Sava Infond d.o.o. 3
AssuredPartners Investment Advisors, LLC 3
Grant Private Wealth Management Inc 3
Optimize Financial Inc 3
Sagespring Wealth Partners, Llc 3
Broyhill Asset Management 3
Aware Super Pty Ltd as trustee of Aware Super 3
MSH Capital Advisors LLC 3
GKV Capital Management Co., Inc. 3
BLI - Banque de Luxembourg Investments 3
Quantessence Capital LLC 3
Sig Brokerage, Lp 3
Talon Private Wealth, LLC 3
PharVision Advisers, LLC 3
Mpwm Advisory Solutions, Llc 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF 3
REAP Financial Group, LLC 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
Wood Tarver Financial Group, LLC 3
PKO Investment Management Joint-Stock Co 3
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 3
EUSM - Strategy Shares - Eventide US Market ETF 3
Cooper Investors Pty Ltd 3
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 3
North Capital, Inc. 3
MJT & Associates Financial Advisory Group, Inc. 3
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 3
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF 3
Ag2r La Mondiale Gestion D'actifs 3
SEG Partners Long/Short Equity Fund 3
FLP Wealth Management, LLC 3
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6 3
ALIL - EA Series Trust - Argent Focused Small Cap ETF 3
LOM Asset Management Ltd 3
ABN AMRO Bank N.V. 3
Boreal Capital Management LLC 3
Westerkirk Capital Inc. 3
MASTERINVEST Kapitalanlage GmbH 3