Fabricated Metal Products, Except Machinery And Transportation Equipment - Largest Owners in this Industry

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

Investor Number of Known Investments
UBS Group AG 103
Proequities, Inc. 101
Morgan Stanley 100
Citadel Advisors Llc 97
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 93
Royal Bank Of Canada 89
Tower Research Capital LLC (TRC) 89
Susquehanna International Group, Llp 89
Millennium Management Llc 88
Jpmorgan Chase & Co 87
Bank Of America Corp /de/ 87
Citigroup Inc 87
Jane Street Group, Llc 85
Wells Fargo & Company/mn 84
Vanguard Group Inc 83
Goldman Sachs Group Inc 83
State Street Corp 79
Deutsche Bank Ag\ 77
BlackRock, Inc. 77
Barclays Plc 76
Fmr Llc 74
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 74
Geode Capital Management, Llc 73
Advisor Group Holdings, Inc. 73
D. E. Shaw & Co., Inc. 72
Renaissance Technologies Llc 71
Pnc Financial Services Group, Inc. 71
Bank Of Montreal /can/ 70
Credit Suisse Ag/ 70
Northern Trust Corp 70
Marshall Wace, Llp 70
Invesco Ltd. 69
Bank of New York Mellon Corp 69
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 68
Hrt Financial Lp 68
Walleye Capital LLC 67
Bnp Paribas Arbitrage, Sa 67
Ameriprise Financial Inc 65
Creative Planning 65
Alliancebernstein L.p. 65
Manufacturers Life Insurance Company, The 65
Two Sigma Investments, Lp 65
Nomura Holdings Inc 64
Dimensional Fund Advisors Lp 64
Victory Capital Management Inc 64
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 64
Virtu Financial LLC 63
Squarepoint Ops LLC 63
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 63
Balyasny Asset Management Llc 63
IFP Advisors, Inc 63
Qube Research & Technologies Ltd 62
California State Teachers Retirement System 62
Verition Fund Management LLC 61
Rhumbline Advisers 61
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 61
American International Group, Inc. 61
Russell Investments Group, Ltd. 61
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 61
Northwestern Mutual Wealth Management Co 61
Us Bancorp \de\ 61
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 61
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 61
Paloma Partners Management Co 60
Ameritas Investment Partners, Inc. 60
New York State Common Retirement Fund 60
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 60
Simplex Trading, Llc 60
Federated Hermes, Inc. 59
Charles Schwab Investment Management Inc 59
Huntington National Bank 59
Legal & General Group Plc 59
Raymond James & Associates 59
Group One Trading, L.p. 58
Aqr Capital Management Llc 58
SG Americas Securities, LLC 58
Sei Investments Co 58
American Century Companies Inc 58
Cwm, Llc 58
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 58
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
Acadian Asset Management Llc 58
Prelude Capital Management, Llc 57
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 57
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 57
Gsa Capital Partners Llp 57
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 57
Panagora Asset Management Inc 57
Pacer Advisors, Inc. 57
Nuveen Asset Management, LLC 57
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 57
California Public Employees Retirement System 56
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 56
Boothbay Fund Management, Llc 56
Cubist Systematic Strategies, LLC 56
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 56
Lazard Asset Management Llc 56
Walleye Trading LLC 56
Parallax Volatility Advisers, L.P. 55
Captrust Financial Advisors 55
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 55
Macquarie Group Ltd 55
Rockefeller Capital Management L.P. 54
Voya Investment Management Llc 54
LPL Financial LLC 54
Wolverine Asset Management Llc 54
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 54
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 54
Amalgamated Bank 53
Price T Rowe Associates Inc /md/ 53
Advisory Services Network, LLC 53
Nisa Investment Advisors, Llc 53
Strs Ohio 53
Jefferies Group LLC 53
Schonfeld Strategic Advisors LLC 53
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 53
First Trust Advisors Lp 53
Man Group plc 53
Wolverine Trading, Llc 53
Envestnet Asset Management Inc 52
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 52
Metropolitan Life Insurance Co/ny 52
Parametric Portfolio Associates Llc 52
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 52
Los Angeles Capital Management Llc 52
Wellington Management Group Llp 52
Parallel Advisors, LLC 52
Prudential Financial Inc 52
Two Sigma Advisers, Lp 52
MetLife Investment Management, LLC 52
Janney Montgomery Scott LLC 51
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 51
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 51
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 51
Raymond James Financial Inc 51
ExodusPoint Capital Management, LP 51
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 51
Sterling Capital Management LLC 51
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 51
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 51
Point72 Asset Management, L.P. 51
Ubs Ag 50
BlackRock Fund Advisors 50
Polar Asset Management Partners Inc. 50
Trexquant Investment LP 50
Cutler Group LP 50
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 50
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 50
Janus Henderson Group Plc 50
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 50
Royce & Associates Lp 50
Arrowstreet Capital, Limited Partnership 50
Thrivent Financial For Lutherans 50
ProShare Advisors LLC 50
Hsbc Holdings Plc 49
Putnam Investments Llc 49
Bessemer Group Inc 49
Steward Partners Investment Advisory, Llc 49
BlackRock Investment Management, LLC 49
Allworth Financial LP 49
Public Employees Retirement System Of Ohio 49
Ubs Asset Management Americas Inc 49
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 48
Two Sigma Securities, Llc 48
Signaturefd, Llc 48
Zurcher Kantonalbank (Zurich Cantonalbank) 48
Dynamic Technology Lab Private Ltd 48
Jump Financial, LLC 48
Glenmede Trust Co Na 48
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 48
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 48
Nationwide Fund Advisors 48
Principal Financial Group Inc 48
Advisor Group, Inc. 48
Engineers Gate Manager LP 48
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 48
Covestor Ltd 48
O'shaughnessy Asset Management, Llc 48
BlackRock Advisors LLC 48
Ancora Advisors, LLC 48
Neuberger Berman Group LLC 48
Ladenburg Thalmann Financial Services Inc 48
State Board Of Administration Of Florida Retirement System 48
Franklin Resources Inc 48
Algert Global Llc 47
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 47
BlueCrest Capital Management Ltd 47
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 47
Parkside Financial Bank & Trust 47
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 47
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 47
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 47
Tudor Investment Corp Et Al 47
Quadrature Capital Ltd 47
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 47
State Of Wisconsin Investment Board 47
EverSource Wealth Advisors, LLC 47
Allspring Global Investments Holdings, LLC 47
Comerica Bank 47
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 47
SRS Capital Advisors, Inc. 47
HighTower Advisors, LLC 47
Centiva Capital, LP 46
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 46
Teacher Retirement System Of Texas 46
Fifth Third Bancorp 46
PEAK6 Investments LLC 46
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 46
Meeder Asset Management Inc 46
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 46
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 46
Quantbot Technologies LP 46
Swiss National Bank 46
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 46
BlackRock Institutional Trust Company, N.A. 46
Oxford Asset Management Llp 46
Allianz Asset Management GmbH 46
GWM Advisors LLC 46
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 46
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 46
Gabelli Funds Llc 46
Bridgeway Capital Management Inc 46
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 46
Norges Bank 46
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 46
Stifel Financial Corp 46
IWV - iSHARES TRUST - iShares Russell 3000 ETF 46
Jacobs Levy Equity Management, Inc 46
Teachers Advisors, Llc 45
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 45
GAMMA Investing LLC 45
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 45
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 45
Highbridge Capital Management Llc 45
Tiaa Cref Investment Management Llc 45
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 45
XTX Topco Ltd 45
CIBC Private Wealth Group, LLC 45
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 45
Quadrant Capital Group Llc 45
Versant Capital Management, Inc 45
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 44
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 44
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 44
Capstone Investment Advisors, Llc 44
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 44
Magnetar Financial LLC 44
Russell Frank Co/ 44
PDT Partners, LLC 44
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 44
Great West Life Assurance Co /can/ 44
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 44
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 44
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 44
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 44
Farther Finance Advisors, LLC 44
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 44
Y-Intercept (Hong Kong) Ltd 43
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43
Gotham Asset Management, LLC 43
Arizona State Retirement System 43
Axa S.a. 43
Principal Funds Inc 43
OMERS ADMINISTRATION Corp 43
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 43
Healthcare Of Ontario Pension Plan Trust Fund 43
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 43
Marshall Wace North America L.P. 43
Raymond James Financial Services Advisors, Inc. 43
State of Wyoming 43
Gamco Investors, Inc. Et Al 43
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 43
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 43
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 43
Vanguard Index Funds 43
Ergoteles LLC 43
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 42
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 42
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 42
Css Llc/il 42
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 42
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 42
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 42
NSIDX - Northern Funds - Northern Small Cap Index Fund 42
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 42
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 42
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 42
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 42
Profunds - Profund Vp Small-cap 42
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 42
Profunds - Profund Vp Ultrasmall-cap 42
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 42
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 42
Global Retirement Partners, LLC 42
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 42
SLPIX - Profunds - Small-cap Profund Investor Class 42
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 42
First Horizon Advisors, Inc. 42
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 42
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 42
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 42
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 42
New York State Teachers Retirement System 42
MAI Capital Management 42
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 42
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 42
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 42
Lsv Asset Management 42
Corebridge Financial, Inc. 42
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 42
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 42
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 41
Bayesian Capital Management, LP 41
Td Asset Management Inc 41
KBC Group NV 41
Aquatic Capital Management LLC 41
Mirae Asset Global Investments Co., Ltd. 41
Hudson Bay Capital Management LP 41
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 41
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 41
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 41
Point72 Hong Kong Ltd 41
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 41
Winton Capital Group Ltd 41
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 41
Jones Financial Companies Lllp 41
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 41
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 41
Rothschild Investment Llc 41
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 41
VCSLX - VALIC Co I - Small Cap Index Fund 41
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 41
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 41
PENN SERIES FUNDS INC - Small Cap Index Fund 41
Piedmont Investment Advisors Llc 41
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 41
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 41
IWM - iSHARES TRUST - iShares Russell 2000 ETF 41
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 40
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 40
Toronto Dominion Bank 40
Nuveen, LLC 40
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 40
State of Alaska, Department of Revenue 40
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 40
Voloridge Investment Management, Llc 40
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 40
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 40
Connor, Clark & Lunn Investment Management Ltd. 40
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 40
Weiss Asset Management LP 40
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 40
SBI Securities Co., Ltd. 40
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 40
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 40
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 40
Commonwealth Equity Services, Llc 40
Guggenheim Capital Llc 40
Police & Firemen's Retirement System of New Jersey 40
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 40
Blackrock Ltd Duration Income Trust 40
Larson Financial Group LLC 40
Public Employees Retirement Association Of Colorado 39
Acrospire Investment Management LLC 39
True Wealth Design, LLC 39
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 39
MUFG Americas Holdings Corp 39
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 39
Blackrock Corporate High Yield Fund, Inc. 39
Lindbrook Capital, Llc 39
Kcg Holdings, Inc. 39
Lord, Abbett & Co. Llc 39
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 39
Hbk Investments L P 39
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 39
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 39
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 39
Dark Forest Capital Management Lp 39
Mariner, LLC 39
Hillsdale Investment Management Inc. 39
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 39
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 39
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 39
Graham Capital Management, L.P. 39
NOSGX - Northern Funds - Northern Small Cap Value Fund 39
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 39
MetLife Securities, Inc 38
TCI Wealth Advisors, Inc. 38
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 38
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 38
Massmutual Trust Co Fsb/adv 38
Alpine Global Management, LLC 38
Aperio Group, LLC 38
Cambridge Investment Research Advisors, Inc. 38
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 38
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 38
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 38
Federation des caisses Desjardins du Quebec 38
Aigen Investment Management, Lp 38
VDAFX - VALIC Co I - Dynamic Allocation Fund 38
Harbour Investments, Inc. 38
College Retirement Equities Fund 38
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 38
BlackRock Group LTD 38
Hartland & Co., LLC 38
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 38
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 38
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 38
Mackenzie Financial Corp 38
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 38
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 38
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 38
Teachers Retirement System Of The State Of Kentucky 38
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 38
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 38
Laurion Capital Management LP 38
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 38
Coldstream Capital Management Inc 38
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 38
Mutual Of America Capital Management Llc 38
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 38
Jefferies Financial Group Inc. 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 37
Canada Pension Plan Investment Board 37
Ground Swell Capital, LLC 37
Cornercap Investment Counsel Inc 37
Martingale Asset Management L P 37
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 37
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 37
ClariVest Asset Management LLC 37
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 37
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 37
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 37
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 37
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 37
Tfs Capital Investment Trust 37
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 37
Assetmark, Inc 37
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 37
Capital Performance Advisors Llp 37
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 37
RidgeWorth Capital Management LLC 37
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 37
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 37
Dupont Capital Management Corp 37
Wealthspire Advisors, L.P. 37
Occudo Quantitative Strategies Lp 37
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 37
Quarry LP 37
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 37
D.a. Davidson & Co. 37
Eaton Vance Ltd Duration Income Fund 37
State of Tennessee, Treasury Department 37
FNY Investment Advisers, LLC 37
LMR Partners LLP 37
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 37
A.R.T. Advisors, LLC 37
Amalgamated Financial Corp. 37
Virginia Retirement Systems Et Al 37
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 37
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 37
Geneos Wealth Management Inc. 37
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 36
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 36
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 36
PEAK6 Investments, L.P. 36
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 36
Schroder Investment Management Group 36
First Republic Investment Management, Inc. 36
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 36
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 36
Campbell & CO Investment Adviser LLC 36
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 36
Mackay Shields Llc 36
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 36
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 36
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 36
Picton Mahoney Asset Management 36
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 36
Zacks Investment Management 36
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 36
Advanced Series Trust - Ast Small-cap Growth Portfolio 36
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 36
Loomis Sayles & Co L P 36
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 36
Quantinno Capital Management LP 36
Cresset Asset Management, LLC 36
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 36
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 36
Tiaa-cref Funds 36
Public Sector Pension Investment Board 36
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 36
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 36
Emerald Acquisition Ltd. 36
QS Investors, LLC 36
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 36
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 35
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 35
Ensign Peak Advisors, Inc 35
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 35
State Farm Mutual Fund Trust 35
State Farm Variable Product Trust 35
Benjamin F. Edwards & Company, Inc. 35
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 35
Alps Advisors Inc 35
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 35
CWM Advisors, LLC 35
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 35
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 35
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 35
Hutchin Hill Capital, LP 35
Ellington Management Group Llc 35
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 35
Private Advisor Group, LLC 35
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 35
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 35
Oppenheimer & Co Inc 35
Root Financial Partners, LLC 35
Natixis 35
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 35
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 35
SJS Investment Consulting Inc. 35
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 35
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 35
Menta Capital Llc 35
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 35
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 35
Quantamental Technologies LLC 35
Optiver Holding B.V. 35
M&t Bank Corp 35
Intech Investment Management Llc 35
Moore Capital Management, Lp 35
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 35
Natixis Advisors, L.p. 35
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 34
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 34
Susquehanna Fundamental Investments, Llc 34
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 34
Driehaus Capital Management Llc 34
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 34
Vanguard World Fund 34
Fuller & Thaler Asset Management, Inc. 34
EntryPoint Capital, LLC 34
Blackrock Multi-sector Income Trust 34
Capital Fund Management S.a. 34
United Services Automobile Association 34
Alberta Investment Management Corp 34
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 34
Versor Investments LP 34
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 34
Oppenheimer Asset Management Inc. 34
Truist Financial Corp 34
National Bank Of Canada /fi/ 34
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 34
EAM Investors, LLC 34
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 34
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 34
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 34
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 34
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 34
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 34
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 34
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 34
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 34
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 34
Vantagepoint Funds 34
Keybank National Association/oh 34
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 34
Quest Partners LLC 34
Ronald Blue Trust, Inc. 34
Petrus Trust Company, LTA 34
Brown Brothers Harriman & Co 34
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 34
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 33
Blair William & Co/il 33
Assenagon Asset Management S.A. 33
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 33
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 33
Clearbridge Investments, LLC 33
Point72 Asia (Singapore) Pte. Ltd. 33
Blackrock Debt Strategies Fund, Inc. 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Vestcor Inc 33
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 33
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 33
PENN SERIES FUNDS INC - International Equity Fund 33
Orion Portfolio Solutions, LLC 33
BNP Paribas Asset Management Holding S.A. 33
Brevan Howard Capital Management LP 33
Penserra Capital Management LLC 33
Cetera Advisor Networks LLC 33
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 33
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 33
Managed Account Advisors Llc 33
Private Trust Co Na 33
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 33
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 33
Sunbelt Securities, Inc. 33
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 33
Rydex Etf Trust 33
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 33
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 33
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 33
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 33
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 33
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 33
Oppenheimer Funds Inc 33
Spire Wealth Management 33
Municipal Employees' Retirement System of Michigan 33
Oregon Public Employees Retirement Fund 33
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 33
State of New Jersey Common Pension Fund D 33
Guggenheim Active Allocation Fund 33
CoreCap Advisors, LLC 33
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 33
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 33
AdvisorNet Financial, Inc 33
Smartleaf Asset Management LLC 33
Tfs Capital Llc 33
Cerity Partners LLC 33
Blueshift Asset Management, LLC 33
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 33
American Portfolios Advisors 33
Brown Advisory Inc 33
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 32
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 32
PineBridge Investments, L.P. 32
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 32
Numeric Investors Llc 32
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 32
Landscape Capital Management, L.l.c. 32
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 32
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 32
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 32
Stratos Wealth Partners, LTD. 32
Umb Bank N A/mo 32
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 32
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 32
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 32
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 32
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 32
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 32
Clear Street Markets Llc 32
Kennedy Capital Management, Inc. 32
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
Skopos Labs, Inc. 32
Hancock Whitney Corp 32
Whittier Trust Co 32
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 32
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 32
Texas Permanent School Fund 32
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 32
Bailard, Inc. 32
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 32
Belpointe Asset Management LLC 32
First Manhattan Co 32
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 32
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 32
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 32
Baird Financial Group, Inc. 32
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 32
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 32
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 32
Handelsbanken Fonder AB 32
Klp Kapitalforvaltning As 32
Wealthspire Advisors, LLC 32
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 32
Mercer Global Advisors Inc /adv 31
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 31
Brandywine Global Investment Management, LLC 31
Stone Ridge Asset Management LLC 31
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 31
AE Wealth Management LLC 31
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 31
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 31
Cetera Investment Advisers 31
CENTRAL TRUST Co 31
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 31
Advisors Asset Management, Inc. 31
Alambic Investment Management, L.P. 31
Cibc World Markets Corp 31
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 31
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 31
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 31
Louisiana State Employees Retirement System 31
Sound Income Strategies, LLC 31
Adage Capital Partners Gp, L.l.c. 31
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 31
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 31
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 31
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 31
Nomura Asset Management Co Ltd 31
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 31
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 31
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 31
Atom Investors LP 31
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 31
Crossmark Global Holdings, Inc. 31
Blackrock Core Bond Trust 31
Exchange Traded Concepts, Llc 31
Fox Run Management, L.l.c. 31
RSSL - Global X Funds - Global X Russell 2000 ETF 30
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 30
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 30
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 30
Boston Partners 30
Kestra Advisory Services, LLC 30
Universal- Beteiligungs- und Servicegesellschaft mbH 30
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 30
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 30
Hantz Financial Services, Inc. 30
Alyeska Investment Group, L.P. 30
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 30
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 30
Globeflex Capital L P 30
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 30
Tocqueville Asset Management L.p. 30
Aster Capital Management (DIFC) Ltd 30
Oppenheimer Etf Trust 30
Ubs Oconnor Llc 30
Asset Management One Co., Ltd. 30
Mason Street Advisors, Llc 30
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 30
Sowell Financial Services LLC 30
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 30
CI Private Wealth, LLC 30
Suntrust Banks Inc 30
Eaton Vance Management 30
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 30
Harbor Capital Advisors, Inc. 30
Amundi 30
Innealta Capital, Llc 30
Caitong International Asset Management Co., Ltd 30
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 30
Yousif Capital Management, Llc 30
Pathstone Family Office, Llc 30
Pinnacle Wealth Planning Services, Inc. 30
BlackRock Japan Co. Ltd 30
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 30
Spot Trading L.L.C 30
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 30
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 30
AHL Partners LLP 30
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 29
Pictet Asset Management Holding SA 29
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 29
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 29
Toroso Investments, LLC 29
TD Waterhouse Canada Inc. 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
GV Financial Advisors 29
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 29
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 29
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares 29
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 29
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 29
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 29
Sherbrooke Park Advisers Llc 29
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 29
Credit Agricole S A 29
Atria Investments Llc 29
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 29
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 29
North Star Investment Management Corp. 29
Holocene Advisors, LP 29
National Asset Management, Inc. 29
Venturi Wealth Management, LLC 29
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 29
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 29
C M Bidwell & Associates Ltd 29
Flagship Harbor Advisors, Llc 29
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 29
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 29
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 29
USA Financial Portformulas Corp 29
Point72 (DIFC) Ltd 29
Bell Investment Advisors, Inc 29
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 29
Empowered Funds, LLC 29
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 29
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 29
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 29
Convergence Investment Partners, LLC 29
Farmers & Merchants Investments Inc 29
Fortitude Family Office, LLC 29
SECOR Capital Advisors, LP 29
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 29
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 29
Grantham, Mayo, Van Otterloo & Co. LLC 29
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 28
Caption Management, LLC 28
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 28
Regions Financial Corp 28
Weld Capital Management Llc 28
NumerixS Investment Technologies Inc 28
Sofos Investments, Inc. 28
Weiss Multi-Strategy Advisers LLC 28
Barrow Hanley Mewhinney & Strauss Llc 28
Aristeia Capital Llc 28
International Assets Investment Management, Llc 28
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 28
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 28
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 28
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 28
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 28
Airain ltd 28
Principal Securities, Inc. 28
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 28
NEXT Financial Group, Inc 28
Capital Advisors, Ltd. LLC 28
Spark Investment Management LLC 28
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 28
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 28
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 28
RBF Capital, LLC 28
Nordea Investment Management Ab 28
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 28
CVA Family Office, LLC 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 28
Stevens Capital Management Lp 28
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 28
Wedge Capital Management L L P/nc 28
Sawtooth Solutions, LLC 28
Invesco Senior Income Trust 28
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 28
Glassman Wealth Services 28
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 28
Patriot Financial Group Insurance Agency, LLC 28
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 28
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 28
Cullen/frost Bankers, Inc. 28
First Hawaiian Bank 28
Jfs Wealth Advisors, Llc 28
Nine Chapters Capital Management LLC 28
Mfs Multimarket Income Trust 28
Shell Asset Management Co 28
Wealth Enhancement Advisory Services, Llc 28
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 28
Calamos Advisors LLC 28
Robeco Institutional Asset Management B.V. 28
Bokf, Na 28
Valeo Financial Advisors, LLC 28
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 28
Profunds - Profund Vp Oil & Gas 28
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 28
Sutton Wealth Advisors Inc. 27
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 27
Invesco Senior Loan Fund 27
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 27
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 27
NSGRX - Northern Funds - Northern Small Cap Core Fund 27
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 27
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 27
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 27
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 27
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 27
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 27
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 27
Segall Bryant & Hamill, Llc 27
Bryn Mawr Capital Management Inc 27
Ajo, Lp 27
Entropy Technologies, LP 27
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 27
Catalyst Funds Management Pty Ltd 27
New York Life Investment Management Llc 27
Inceptionr Llc 27
Profund Advisors Llc 27
Ellevest, Inc. 27
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 27
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 27
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 27
Creative Financial Designs Inc /adv 27
Private Capital Group, LLC 27
Diametric Capital, LP 27
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 27
Cnh Partners Llc 27
Capstone Asset Management Co 27
Calamos Strategic Total Return Fund 27
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 27
Wipfli Financial Advisors Llc, 27
DekaBank Deutsche Girozentrale 27
LS Investment Advisors, LLC 27
Karp Capital Management Corp 27
Irish Life Investment Managers Ltd. 27
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 27
Caxton Associates Lp 27
Mirabella Financial Services Llp 27
AMP Capital Investors Ltd 27
Royce Value Trust Inc 27
FORA Capital, LLC 27
BlackRock Credit Strategies Fund 27
Skandinaviska Enskilda Banken AB (publ) 27
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 27
Cornerstone Capital Management Holdings Llc. 27
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 27
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 27
VTL Associates, LLC 27
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 27
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 26
Chicago Equity Partners Llc 26
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 26
Synovus Financial Corp 26
Scopus Asset Management, L.p. 26
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 26
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 26
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 26
Axq Capital, Lp 26
Mml Investors Services, Llc 26
Advisory Research Inc 26
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 26
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 26
Twinbeech Capital Lp 26
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 26
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 26
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 26
Eagle Bay Advisors LLC 26
Bogle Investment Management L P /de/ 26
Eagle Asset Management Inc 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 26
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 26
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 26
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 26
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 26
Gemmer Asset Management LLC 26
Maryland State Retirement & Pension System 26
Brinker Capital Investments, LLC 26
Proficio Capital Partners LLC 26
Northern Trust Co Of Connecticut 26
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 26
Disciplined Investments, LLC 26
Mfs Charter Income Trust 26
Seven Eight Capital, Lp 26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 26
Aviva Plc 26
Jennison Associates Llc 26
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 26
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 26
BFOR - ALPS ETF Trust - Barron's 400 ETF 26
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 25
IndexIQ Advisors LLC 25
Vantage Consulting Group Inc 25
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 25
First Mercantile Trust Co 25
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 25
First Quadrant L P/ca 25
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 25
First Citizens Bank & Trust Co 25
Teza Capital Management LLC 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 25
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 25
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 25
Steward Financial Group LLC 25
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 25
Xponance, Inc. 25
Berman Capital Advisors, LLC 25
Silvercrest Asset Management Group Llc 25
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 25
Crestline Management, LP 25
Plante Moran Financial Advisors, LLC 25
CIBC World Markets Inc. 25
Rehmann Capital Advisory Group 25
HAP Trading, LLC 25
Vermillion Wealth Management, Inc. 25
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 25
Shepherd Kaplan Krochuk, Llc 25
BRYN MAWR TRUST Co 25
Thompson Davis & Co., Inc. 25
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 25
nVerses Capital, LLC 25
Fieldpoint Private Securities, LLC 25
Jane Street Holding, LLC 25
Harvest Group Wealth Management, Llc 25
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 25
IWC - iSHARES TRUST - iShares Micro-Cap ETF 25
Maverick Capital Ltd 25
SAC Capital Advisors LP 25
Bay Harbor Wealth Management, LLC 25
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 25
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 25
Hotchkis & Wiley Capital Management Llc 25
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 25
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 25
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 25
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 25
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 25
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 25
Ameritas Investment Corp 25
Manchester Capital Management LLC 25
Nbc Securities, Inc. 25
GAM Holding AG 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 25
Itau Unibanco Holding S.A. 25
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 25
Catalyst Capital Advisors LLC 25
Teton Advisors, Inc. 25
Csenge Advisory Group 25
Illinois Municipal Retirement Fund 25
Ieq Capital, Llc 25
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 25
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 25
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 25
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 24
Massachusetts Financial Services Co /ma/ 24
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 24
Money Concepts Capital Corp 24
Point72 Middle East FZE 24
Tarbox Family Office, Inc. 24
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 24
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 24
Pnc Funds 24
Alphacrest Capital Management Llc 24
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 24
Schubert & Co 24
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 24
Whittier Trust Co Of Nevada Inc 24
Financial Management Professionals, Inc. 24
AHIVX - American Century Investment Trust - High Income Fund Investor Class 24
Sandy Spring Bank 24
Riverhead Capital Management Llc 24
R Squared Ltd 24
Venture Visionary Partners LLC 24
Sculptor Capital LP 24
Pathstone Holdings, LLC 24
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 24
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 24
Summit Trail Advisors, Llc 24
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 24
DiNuzzo Private Wealth, Inc. 24
Moors & Cabot, Inc. 24
Rialto Wealth Management, LLC 24
Investors Research Corp 24
Six Circles Trust - Six Circles Credit Opportunities Fund 24
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 24
FineMark National Bank & Trust 24
Mason Street Advisors, Llc 24
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 24
Quantitative Systematic Strategies LLC 24
Hartford Mutual Funds Inc/ct 24
Diversified Trust Co 24
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 24
Gradient Investments LLC 24
Hm Payson & Co 24
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 24
Keebeck Alpha, LP 24
Deere & Co 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
Stephens Consulting, LLC 24
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 24
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 24
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 24
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 24
CIBC Bancorp USA Inc. 24
Systematic Financial Management Lp 24
Vident Advisory, LLC 24
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 24
Horizon Investments, LLC 24
FLDFX - Meeder Funds - BALANCED FUND Retail Class 24
Sanctuary Advisors, LLC 24
Vident Investment Advisory, LLC 24
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 24
Mather Group, Llc. 24
Assured Investment Management LLC 24
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 23
Amundi Pioneer Asset Management Inc 23
Eaton Vance Senior Floating Rate Trust 23
Howe & Rusling Inc 23
Rafferty Asset Management, LLC 23
Edgestream Partners, L.P. 23
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 23
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 23
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 23
Hughes Financial Services, LLC 23
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 23
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 23
Mfs Intermediate High Income Fund 23
Capital World Investors 23
Sciencast Management LP 23
JustInvest LLC 23
Enterprise Financial Services Corp 23
Peak6 Llc 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 23
Gabelli Equity Trust Inc 23
Eaton Vance Floating-rate Income Trust 23
Prospera Financial Services Inc 23
Hemington Wealth Management 23
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 23
Bank Of Nova Scotia 23
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 23
Ritholtz Wealth Management 23
Employees Retirement System of Texas 23
CIBC Asset Management Inc 23
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 23
Whitebox Advisors Llc 23
SageView Advisory Group, LLC 23
Private Wealth Management Group, LLC 23
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 23
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 23
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 23
Dunhill Financial, LLC 23
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 23
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 23
Legato Capital Management LLC 23
EBI - RBB Fund Trust - Longview Advantage ETF 23
Hexagon Capital Partners LLC 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
Rice Hall James & Associates, Llc 23
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 23
Wedbush Securities Inc 23
Independent Advisor Alliance 23
Elkfork Partners LLC 23
GW&K Investment Management, LLC 23
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 23
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 23
Skylands Capital, LLC 23
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 23
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 23
James Investment Research Inc 23
MQS Management LLC 23
CenterStar Fund, LLC 22
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 22
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 22
Twin Peaks Wealth Advisors, LLC 22
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 22
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 22
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 22
Van Eck Associates Corp 22
Crewe Advisors LLC 22
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 22
Ontario Teachers Pension Plan Board 22
Great Lakes Advisors, Llc 22
Maven Securities LTD 22
Sei Trust Co 22
Rational Advisors Llc 22
Wexford Capital Lp 22
United Capital Financial Advisers, Llc 22
Thompson Siegel & Walmsley Llc 22
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 22
Townsquare Capital Llc 22
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 22
Concord Wealth Partners 22
Old Mutual Customised Solutions (proprietary) Ltd 22
Bridgefront Capital, LLC 22
Global Financial Private Client, LLC 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 22
Resources Investment Advisors, LLC. 22
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 22
Nebula Research & Development LLC 22
Ameritas Advisory Services, LLC 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 22
Rise Advisors, LLC 22
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 22
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 22
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 22
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 22
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 22
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 22
Everence Capital Management Inc 22
Jackson Creek Investment Advisors LLC 22
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 22
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 22
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 22
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 22
Stephens Inc /ar/ 22
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 22
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 22
Baker Avenue Asset Management, LP 22
Meadow Creek Investment Management LLC 22
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 22
Wealthcare Advisory Partners LLC 22
HFM Investment Advisors, LLC 22
Levin Capital Strategies, L.p. 22
Danske Bank A/s 22
Xact Kapitalforvaltning AB 22
VCAAX - VALIC Co I - Asset Allocation Fund 22
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 22
APG Asset Management N.V. 22
Paradigm Asset Management Co Llc 22
Carroll Financial Associates, Inc. 22
Harbor Investment Advisory, Llc 22
Calamos Convertible Opportunities & Income Fund 22
Calamos Convertible & High Income Fund 22
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 22
Smithfield Trust Co 22
Deprince Race & Zollo Inc 22
Cipher Capital LP 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
Princeton Alpha Management LP 22
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 22
Calamos Dynamic Convertible & Income Fund 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 22
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 22
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 22
Johnson Financial Group, Inc. 22
Reilly Financial Advisors, Llc 22
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 22
Cetera Advisors LLC 22
QCVAX - Clearwater Investment Trust - Clearwater International Fund 22
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 22
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 22
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 22
Pictet Asset Management Sa 22
Eaton Vance Senior Income Trust 22
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 22
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 21
State Of Michigan Retirement System 21
Seacrest Wealth Management, Llc 21
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 21
Tompkins Financial Corp 21
Alliancebernstein Global High Income Fund Inc 21
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 21
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 21
Benjamin Edwards Inc 21
Parkworth Wealth Management, Inc. 21
Torren Management, LLC 21
Cornerstone Planning Group LLC 21
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 21
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 21
Bogart Wealth, LLC 21
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 21
Keating Financial Advisory Services, Inc. 21
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 21
Aristides Capital LLC 21
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 21
Evercore Wealth Management, LLC 21
Absolute Return Capital, LLC 21
Northwestern Mutual Investment Management Company, Llc 21
South Dakota Investment Council 21
Glazer Capital, Llc 21
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 21
Visium Asset Management, LP 21
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 21
Annis Gardner Whiting Capital Advisors, LLC 21
Daiwa Securities Group Inc. 21
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 21
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 21
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 21
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 21
Davidson Kempner Capital Management Lp 21
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 21
Advanced Series Trust - Ast Small-cap Value Portfolio 21
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 21
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 21
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 21
Leonteq Securities AG 21
Atria Wealth Solutions, Inc. 21
FDx Advisors, Inc. 21
Ci Investments Inc. 21
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 21
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 21
Intrinsic Edge Capital Management LLC 21
We Are One Seven, LLC 21
Dorsey Wright & Associates 21
Quent Capital, LLC 21
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 21
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 21
Jupiter Asset Management Ltd 21
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 21
Yorktown Management & Research Co Inc 21
Cornerstone Advisors, Inc. 21
Measured Wealth Private Client Group, LLC 21
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 21
Avion Wealth 21
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 21
Snowden Capital Advisors LLC 21
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 21
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 21
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 21
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 21
UMA Financial Services, Inc. 21
Glen Harbor Capital Management LLC 21
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 21
Essex Investment Management Co Llc 21
SOUTH STATE Corp 21
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 21
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 21
Wells Fargo Multi-sector Income Fund 21
Castleark Management Llc 21
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 21
ETRADE Capital Management LLC 21
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 21
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 21
Avantax Planning Partners, Inc. 21
Barings Llc 21
Toth Financial Advisory Corp 21
Newbridge Financial Services Group, Inc. 21
Denali Advisors Llc 21
Cloud Capital Management, LLC 21
Moody National Bank Trust Division 20
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 20
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 20
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 20
Independent Portfolio Consultants, Inc. 20
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 20
Harel Insurance Investments & Financial Services Ltd. 20
Pearl River Capital, LLC 20
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 20
Securian Asset Management, Inc 20
PharVision Advisers, LLC 20
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 20
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 20
Gts Securities Llc 20
Harvest Fund Management Co., Ltd 20
William Blair Investment Management, Llc 20
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 20
SG3 Management, LLC 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 20
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 20
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 20
Trust Co Of Vermont 20
Focused Wealth Management, Inc 20
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 20
Lombard Odier Asset Management (USA) Corp 20
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 20
Claymore Exchange-traded Fund Trust 20
Invictus RG 20
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 20
King Luther Capital Management Corp 20
Arkadios Wealth Advisors 20
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 20
Foundry Partners, LLC 20
LRI Investments, LLC 20
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 20
Cordant, Inc. 20
Shay Capital LLC 20
FinTrust Capital Advisors, LLC 20
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 20
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 20
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 20
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 20
Central Pacific Bank - Trust Division 20
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 20
New Mexico Educational Retirement Board 20
Retirement Systems of Alabama 20
Headlands Technologies LLC 20
Summit Global Investments 20
Delpha Capital Management, Llc 20
Mount Yale Investment Advisors, LLC 20
Burney Co/ 20
Sargent Bickham Lagudis LLC 20
SpiderRock Trading LLC 20
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 20
DRW Securities, LLC 20
GIMFX - GMO TRUST - GMO Implementation Fund 20
SG Capital Management LLC 20
Penn Capital Management Co Inc 20
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 20
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 20
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 20
Mfs Special Value Trust 20
Element Capital Management Llc 20
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 20
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 20
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 20
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 20
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 20
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 20
Glen Eagle Advisors, LLC 20
GHP Investment Advisors, Inc. 20
Freestone Grove Partners LP 20
Vanguard Explorer Fund 20
RBB FUND, INC. - Adara Smaller Companies Fund 20
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 20
J. Goldman & Co LP 20
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 20
Salomon & Ludwin, LLC 20
Navellier & Associates Inc 20
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 20
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 20
Envestnet Portfolio Solutions, Inc. 20
Colony Group, LLC 20
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20
Ionic Capital Management LLC 20
Citizens Financial Group Inc/ri 20
Clinton Group Inc 20
Golden State Wealth Management, LLC 20
Winslow, Evans & Crocker, Inc. 20
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 20
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 20
Jain Global LLC 20
Gyon Technologies Capital Management, LP 20
ArrowMark Colorado Holdings LLC 20
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 19
Bridgewater Associates, LP 19
Td Private Client Wealth Llc 19
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 19
Raleigh Capital Management Inc. 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 19
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 19
Tortoise Investment Management, LLC 19
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 19
Old Mutual Global Investors (UK) Ltd. 19
Prescott Group Capital Management, L.l.c. 19
Cadence Capital Management Llc 19
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 19
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 19
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 19
Commonwealth Equity Services, Inc 19
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 19
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 19
Candriam Luxembourg S.C.A. 19
1832 Asset Management L.P. 19
WFG Advisors, LP 19
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 19
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 19
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 19
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 19
Veriti Management LLC 19
FIL Ltd 19
Xai Octagon Floating Rate & Alternative Income Term Trust 19
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 19
Vanguard Horizon Funds 19
Utah Retirement Systems 19
Contravisory Investment Management, Inc. 19
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 19
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 19
Blackrock Credit Allocation Income Trust 19
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 19
Johnson Investment Counsel Inc 19
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 19
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 19
FNY Managed Accounts LLC 19
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 19
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 19
Claris Advisors, Llc / Mo / 19
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 19
Westpac Banking Corp 19
Parametrica Management Ltd 19
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 19
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 19
FourThought Financial, LLC 19
Ethic Inc. 19
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 19
First Personal Financial Services 19
Advisors Preferred, LLC 19
JNBA Financial Advisors 19
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 19
Commerzbank Aktiengesellschaft /fi 19
Counterpoint Mutual Funds LLC 19
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 19
NewSquare Capital LLC 19
Mitsubishi UFJ Trust & Banking Corp 19
Avantax Advisory Services, Inc. 19
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 19
Bare Financial Services, Inc 19
First Eagle Investment Management, LLC 19
Banque Cantonale Vaudoise 19
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 19
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 19
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 19
Duality Advisers, Lp 19
Shelton Capital Management 19
Kula Investments, LLC 19
Forum Funds 19
Calamos Global Dynamic Income Fund 19
Accurate Wealth Management, LLC 19
EAM Global Investors LLC 19
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 19
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 19
Wells Fargo Global Dividend Opportunity Fund 19
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 19
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 19
Hanseatic Management Services Inc 18
Salem Investment Counselors Inc 18
Invesco Dynamic Credit Opportunities Fund 18
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 18
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 18
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 18
LGT Financial Advisors LLC 18
EP Wealth Advisors, Inc. 18
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 18
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 18
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 18
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 18
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 18
T. Rowe Price Investment Management, Inc. 18
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 18
Qrg Capital Management, Inc. 18
Spring Creek Capital Llc 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 18
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 18
New England Securities Corp /MA/ 18
Pictet Asset Management Ltd 18
Brant Point Investment Management Llc 18
Glenmede Investment Management, LP 18
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 18
Weiss Strategic Interval Fund 18
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 18
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
Spot Trading L.l.c. 18
Boston Private Wealth Llc 18
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 18
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 18
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 18
Moneta Group Investment Advisors Llc 18
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 18
Blackstone / Gso Floating Rate Enhanced Income Fund 18
Arden Investment Series Trust 18
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 18
Empirical Finance, LLC 18
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 18
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 18
Placemark Investments, Inc. 18
Rsm Us Wealth Management Llc 18
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 18
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 18
Wbi Investments, Inc. 18
Zebra Capital Management LLC 18
Sequoia Financial Advisors, LLC 18
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 18
Alpha Paradigm Partners, LLC 18
Dean Investment Associates, Llc 18
Inspire Advisors, LLC 18
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 18
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 18
Prestige Wealth Management Group LLC 18
Westchester Capital Management, LLC 18
Blackstone / Gso Long-short Credit Income Fund 18
Blackstone / Gso Strategic Credit Fund 18
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 18
Kepos Capital LP 18
Icon Advisers Inc/co 18
CenterBook Partners LP 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 18
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 18
Simon Quick Advisors, Llc 18
Evoke Wealth, Llc 18
Teton Westwood Funds 18
First Horizon Corp 18
Cramer Rosenthal Mcglynn Llc 18
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 18
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 18
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 18
Ashton Thomas Private Wealth, LLC 18
Anchor Investment Management, LLC 18
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 18
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 18
Blackrock Floating Rate Income Trust 18
Kayne Anderson Rudnick Investment Management Llc 18
Commerce Bank 18
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 18
Bluefin Capital Management, Llc 18
Sonora Investment Management, LLC 18
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 18
Sigma Planning Corp 18
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 18
Vaughan Nelson Investment Management, L.p. 18
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 18
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 18
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 18
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 18
Humankind Benefit Corp - Humankind US Stock ETF 18
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 18
Bowling Portfolio Management LLC 18
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 18
DAVENPORT & Co LLC 18
Kistler-Tiffany Companies, LLC 18
Fiera Capital Corp 18
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 18
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 18
AlphaMark Advisors, LLC 18
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 18
Twin Tree Management, LP 18
Wiley Bros.-aintree Capital, Llc 18
Signet Financial Management, Llc 18
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 18
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 18
Standard Life Aberdeen plc 18
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 18
Fred Alger Management, Llc 18
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 18
Financial Architects, Inc 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 18
Sageworth Trust Co 17
Atlantic Trust, LLC 17
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 17
Eaton Vance Short Duration Diversified Income Fund 17
Fieldview Capital Management, LLC 17
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 17
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 17
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 17
Financial Advocates Investment Management 17
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 17
Neo Ivy Capital Management 17
Portside Wealth Group, LLC 17
Kingsview Wealth Management, LLC 17
Advent Claymore Convertible Securities & Income Fund 17
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 17
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 17
Coppell Advisory Solutions LLC 17
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 17
Lighthouse Investment Partners, LLC 17
Bb&t Securities, Llc 17
Athanor Capital, Lp 17
Cornerstone Investment Partners, LLC 17
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 17
Granite Investment Partners, LLC 17
Integrated Wealth Management 17
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 17
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 17
Legacy Financial Advisors, Inc. 17
SummitTX Capital, L.P. 17
Abound Wealth Management 17
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 17
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 17
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 17
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 17
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 17
Balentine LLC 17
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 17
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 17
Belvedere Trading LLC 17
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 17
Profunds - Profund Vp Small-cap Growth 17
Capital One, National Association 17
Winton Diversified Opportunities Fund 17
Oberweis Asset Management Inc/ 17
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 17
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 17
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 17
Park Place Capital Corp 17
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 17
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 17
Park Avenue Securities Llc 17
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 17
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 17
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 17
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 17
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 17
Seizert Capital Partners, Llc 17
Kestra Private Wealth Services, Llc 17
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 17
CX Institutional 17
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 17
Walthausen & Co., LLC 17
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 17
CPSIX - Unified Series Trust - Fci Bond Fund 17
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 17
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 17
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 17
Raymond James Trust N.a. 17
Montag A & Associates Inc 17
Blackrock Floating Rate Income Strategies Fund, Inc. 17
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 17
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 17
Gladius Capital Management LP 17
Palisade Capital Management Llc/nj 17
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 17
Erste Asset Management GmbH 17
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 17
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 17
Old Mission Capital Llc 17
National Planning Corp 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
Numerai GP LLC 17
Wells Fargo Income Opportunities Fund 17
ISAM Funds (UK) Ltd 17
CAPROCK Group, Inc. 17
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 17
Carolinas Wealth Consulting Llc 17
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 17
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 17
Centaurus Financial, Inc. 17
Chevy Chase Trust Holdings, Inc. 17
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 17
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 17
STXK - EA Series Trust - Strive Small-Cap ETF 17
Keeley-Teton Advisors, LLC 17
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 17
Qs Batterymarch Financial Management, Inc 17
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 17
Caas Capital Management Lp 17
Gabelli Equity Series Funds Inc 17
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 17
IHT Wealth Management, LLC 17
Old National Bancorp /in/ 17
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 17
Chartwell Investment Partners, Llc 17
Krilogy Financial LLC 17
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 17
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 17
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 17
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 17
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 17
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 17
Perigon Wealth Management, LLC 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 17
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 17
Fisher Asset Management, LLC 17
Vestmark Advisory Solutions, Inc. 17
Ing Groep Nv 17
Wealthfront Inc 17
Forum Financial Management, LP 17
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 17
Woodline Partners LP 17
Westside Investment Management, Inc. 17
Westwood Holdings Group Inc 17
Guardian Wealth Advisors, LLC 16
Pendal Group Ltd 16
Hartford Series Fund Inc 16
Sachetta, LLC 16
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 16
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 16
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 16
Oak Thistle LLC 16
Gabelli Dividend & Income Trust 16
TFC Financial Management 16
Capstone Series Fund Inc 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 16
SGPIX - Profunds - Small-cap Growth Profund Investor Class 16
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 16
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 16
Soros Fund Management Llc 16
Level Four Advisory Services, Llc 16
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 16
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 16
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 16
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 16
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 16
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 16
Financial Gravity Companies, Inc. 16
General Motors Investment Management Corp 16
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 16
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 16
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 16
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 16
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 16
Beacon Pointe Advisors, LLC 16
RMB Capital Management, LLC 16
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 16
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 16
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 16
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 16
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 16
Brewin Dolphin Ltd 16
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 16
VCSMX - VALIC Co I - Small Cap Fund 16
Cookson Peirce & Co Inc 16
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 16
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 16
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 16
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 16
Invesco Bond Fund 16
Cambria Investment Management, L.P. 16
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 16
MUFG Securities EMEA plc 16
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 16
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 16
Dean Capital Management 16
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 16
Eaton Vance Floating-rate 2022 Target Term Trust 16
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 16
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 16
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 16
Eaton Vance Floating-rate Income Plus Fund 16
Quantitative Investment Management, LLC 16
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 16
Concentric Capital Strategies, LP 16
Pitcairn Co 16
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 16
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 16
Waddell & Reed Financial Inc 16
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 16
Meridian Wealth Partners, LLC 16
Integrated Wealth Concepts LLC 16
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 16
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 16
Timber Hill LLC 16
Livforsakringsbolaget Skandia, Omsesidigt 16
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 16
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 16
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 16
Zions Bancorporation, N.A. 16
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 16
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 16
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 16
Liberty Mutual Group Asset Management Inc. 16
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 16
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 16
Susquehanna Portfolio Strategies, LLC 16
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 16
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 16
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 16
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 16
Interchange Capital Partners, LLC 16
Turner Investments, L.p. 16
Commonwealth Bank Of Australia 16
Congress Wealth Management LLC / DE / 16
Eqis Capital Management, Inc. 16
Alpha Windward Llc 16
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 16
Knight Capital Group, Inc. 16
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 16
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 16
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 16
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 16
IBM Retirement Fund 16
Denver Investment Advisors Llc 16
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 16
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 16
JJJ Advisors Inc. 16
Brookstone Capital Management 16
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 16
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 16
Profunds - Profund Vp Small-cap Value 16
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 16
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 16
Truvestments Capital Llc 16
Merit Financial Group, LLC 16
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 16
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 16
CenterStar Asset Management, LLC 16
Dogwood Wealth Management LLC 16
Evermay Wealth Management Llc 16
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 16
World Asset Management Inc 16
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 16
WealthPLAN Partners, LLC 16
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 16
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 16
Compagnie Lombard Odier SCmA 16
Chicago Partners Investment Group LLC 16
Credit Suisse Asset Management Income Fund Inc 16
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 16
Corsair Capital Management, L.p. 16
Smith Asset Management Group Lp 16
Marathon Trading Investment Management LLC 16
Interval Partners, LP 16
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 16
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 16
Procyon Private Wealth Partners, LLC 16
Leap Investments Lp 16
Credit Suisse High Yield Bond Fund 16
Transamerica Financial Advisors, Inc. 16
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 16
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 16
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 16
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 16
Washington Trust Bank 16
WPG Advisers, LLC 16
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 15
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 15
Motco 15
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 15
Bartlett & Co. LLC 15
IMC-Chicago, LLC 15
ORG Partners LLC 15
Brookfield Asset Management Inc. 15
Checchi Capital Advisers, LLC 15
Fiduciary Trust Co 15
Sanctuary Wealth Advisors, LLC 15
K2 Principal Fund, L.p. 15
Nicholas Investment Partners, LP 15
EULAV Asset Management 15
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 15
Veritable, L.P. 15
Riverview Trust Co 15
Moran Wealth Management, LLC 15
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 15
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 15
Mendota Financial Group, LLC 15
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 15
NJ State Employees Deferred Compensation Plan 15
Wesbanco Bank Inc 15
GABELLI & Co INVESTMENT ADVISERS, INC. 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 15
Hennessy Advisors Inc 15
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 15
Monarch Partners Asset Management LLC 15
Artisan Partners Limited Partnership 15
Calvert Investment Management, Inc. 15
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 15
Bartlett & Co. Wealth Management Llc 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
Beaird Harris Wealth Management, LLC 15
BBVA USA Bancshares, Inc. 15
Evergreen Capital Management Llc 15
Ballentine Partners, LLC 15
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 15
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 15
McIlrath & Eck, LLC 15
Cigna Investments Inc /new 15
Advent Capital Management /de/ 15
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 15
Heartland Advisors Inc 15
Pine River Capital Management L.P. 15
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 15
Boston Advisors Llc 15
Campbell Multi-strategy Trust 15
Financial Consulate, Inc 15
Meritage Portfolio Management 15
WASHINGTON TRUST Co 15
WealthTrust-Arizona, LLC 15
TD Capital Management LLC 15
Mizuho Securities Usa Llc 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
Highline Wealth Partners Llc 15
Radcliffe Capital Management, L.P. 15
Caisse De Depot Et Placement Du Quebec 15
Caxton Associates Llp 15
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 15
Janney Capital Management LLC 15
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 15
Bedel Financial Consulting, Inc. 15
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 15
Continuum Advisory, LLC 15
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 15
B. Metzler seel. Sohn & Co. Holding AG 15
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 15
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 15
Vontobel Holding Ltd. 15
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 15
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 15
MCF Advisors LLC 15
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 15
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 15
Valley National Advisers Inc 15
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 15
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 15
Lucus Advisors Llc 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 15
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 15
Jpmorgan Trust Iii 15
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 15
Koshinski Asset Management, Inc. 15
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 15
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 15
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 15
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 15
Neuberger Berman High Yield Strategies Fund Inc. 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 15
Yakira Capital Management, Inc. 15
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 15
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 15
Boston Private Bank & Trust Co 15
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 15
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 15
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 15
Ziegler Capital Management, LLC 15
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 15
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
Tradeworx Inc. 15
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 15
Cinctive Capital Management LP 15
Mckinley Capital Management Llc /delaware 15
Voya Senior Income Fund 15
OP Asset Management Ltd 15
CBIZ Investment Advisory Services, LLC 15
Capital Asset Advisory Services LLC 15
Invictus RG Pte. Ltd. 15
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 15
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 15
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 15
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 15
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 15
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 15
Bayforest Capital Ltd 15
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 15
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 15
Dubuque Bank & Trust Co 15
People's United Financial, Inc. 15
Pimco Income Opportunity Fund 15
Institutional & Family Asset Management, Llc 15
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 15
Congress Asset Management Co /ma 15
J.w. Cole Advisors, Inc. 15
BDO Wealth Advisors, LLC 15
Clearline Capital LP 15
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 15
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 15
MML Series Investment Fund II - MML Equity Rotation Fund Class II 15
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 15
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 15
Index Management Solutions, LLC 15
Janus Capital Management Llc 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
TENOR CAPITAL MANAGEMENT Co., L.P. 15
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 15
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 15
Cable Hill Partners, LLC 15
Capital Research Global Investors 15
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 15
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 15
Jacobi Capital Management LLC 15
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 15
Earnest Partners Llc 15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 15
Virtus Global Dividend & Income Fund Inc. 15
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15
SVPIX - Profunds - Small-cap Value Profund Investor Class 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 15
Tfo-tdc, Llc 15
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 15
Treasurer of the State of North Carolina 15
Arlington Trust Co LLC 15
Cape Investment Advisory, Inc. 15
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 15
Exos Asset Management LLC 14
B. Metzler seel. Sohn & Co. AG 14
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 14
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 14
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 14
Warren Averett Asset Management, LLC 14
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
Prime Capital Investment Advisors, LLC 14
Freestone Capital Holdings, LLC 14
HighPoint Advisor Group LLC 14
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 14
Byrne Asset Management LLC 14
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 14
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 14
High Income Opportunities Portfolio - High Income Opportunities Portfolio 14
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 14
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 14
Comerica Securities,inc. 14
Etf Managers Group, Llc 14
Tradition Wealth Management, LLC 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
Hollencrest Capital Management 14
Strategic Blueprint, LLC 14
Wilmington Funds Management Corp 14
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
Harbour Capital Advisors, LLC 14
Blackstone / Gso Senior Floating Rate Term Fund 14
Man Investments Ltd 14
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 14
TrimTabs Asset Management, LLC 14
Robeco Schweiz AG 14
Hartford Investment Management Co 14
Wealthcare Capital Management Llc 14
Savant Capital, LLC 14
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 14
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 14
Lido Advisors, LLC 14
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 14
First Interstate Bank 14
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 14
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 14
Baird Robert W & Co Inc /wi/ 14
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 14
Prudential Plc 14
Advisor Resource Council 14
Jump Trading, LLC 14
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 14
Opal Wealth Advisors, LLC 14
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 14
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 14
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 14
UniSuper Management Pty Ltd 14
Axiom International Investors Llc /de 14
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 14
Golden State Equity Partners 14
Gryphon Financial Partners LLC 14
MASTER BOND LLC - Master Total Return Portfolio 14
Carlson Capital L P 14
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 14
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 14
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 14
BBT Capital Management, LLC 14
Pimco Flexible Credit Income Fund 14
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 14
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 14
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 14
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 14
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 14
Wolff Wiese Magana Llc 14
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 14
Redwood Investment Management, Llc 14
Highlander Capital Management, LLC 14
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 14
Lee Financial Co 14
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 14
Pimco Global Stocksplus & Income Fund 14
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 14
Swiss Life Asset Management Ltd 14
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 14
Cna Financial Corp 14
Mosaic Family Wealth, LLC 14
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 14
Covington Capital Management 14
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 14
SYSTM Wealth Solutions LLC 14
Ssi Investment Management Llc 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
Laurel Wealth Advisors LLC 14
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 14
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 14
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 14
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 14
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 14
AXA Investment Managers S.A. 14
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 14
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
Profunds - Profund Vp Industrials 14
Paces Ferry Wealth Advisors, Llc 14
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 14
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 14
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 14
361 Capital Llc 14
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 14
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 14
San Francisco Sentry Investment Group (ca) 14
GeoWealth Management, LLC 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 14
Verdence Capital Advisors LLC 14
Fort, L.p. 14
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 14
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 14
Hilltop Holdings Inc. 14
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 14
ICA Group Wealth Management, LLC 14
Advanced Series Trust - Ast Advanced Strategies Portfolio 14
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 14
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 14
Ardsley Advisory Partners Lp 14
Zurich Insurance Group Ltd/FI 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 14
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 14
Agf Management Ltd 14
Wells Fargo Utilities & High Income Fund 14
Fort Washington Investment Advisors Inc /oh/ 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 14
AGF Investments LLC 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 14
Elyxium Wealth, LLC 14
Signature Equity Partners, LLC 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 14
Warberg Asset Management LLC 14
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 14
Royce Micro-cap Trust, Inc /md/ 14
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 14
Neuburgh Advisers LLC 14
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
American Capital Advisory, LLC 14
Scientech Research LLC 14
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 14
Van Hulzen Asset Management, LLC 14
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 14
Rossby Financial, LCC 14
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 14
Beryl Capital Management LLC 14
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 14
Exane Derivatives 14
BI Asset Management Fondsmaeglerselskab A/S 14
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 14
Confluence Wealth Services, Inc. 14
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 14
Altshuler Shaham Ltd 14
Emerald Advisers, Llc 14
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 14
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 14
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 14
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 14
Scotia Capital Inc. 14
Optimum Investment Advisors 14
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 14
Lenox Wealth Advisors, LLC 14
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 14
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 14
IWB - iSHARES TRUST - iShares Russell 1000 ETF 14
Texas Yale Capital Corp. 13
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 13
P Schoenfeld Asset Management Lp 13
Wetzel Investment Advisors, Inc. 13
Capula Management Ltd 13
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 13
West Tower Group, LLC 13
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 13
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
Greenleaf Trust 13
Pimco Dynamic Credit & Mortgage Income Fund 13
Archer Investment Corp 13
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 13
Natixis Investment Managers International 13
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 13
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 13
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 13
Advanced Series Trust - Ast High Yield Portfolio 13
Virtus Investment Advisers, Inc. 13
Mesirow Financial Investment Management, Inc. 13
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 13
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
Ramsey Quantitative Systems 13
Usca Ria Llc 13
Capital Analysts, Inc. 13
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 13
Koch Industries Inc 13
Oliver Lagore Vanvalin Investment Group 13
Kornitzer Capital Management Inc /ks 13
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 13
Manatuck Hill Partners, LLC 13
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 13
SkyView Investment Advisors, LLC 13
Wcm Investment Management, Llc 13
MERVX - MERGER FUND VL - The Merger Fund VL 13
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 13
Richard Bernstein Advisors LLC 13
Oakworth Capital, Inc. 13
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 13
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 13
Corton Capital Inc. 13
DAACX - Adviser Managed Trust - Diversified Equity Fund 13
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 13
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 13
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 13
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 13
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 13
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 13
Stoneridge Investment Partners Llc 13
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 13
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 13
Qsemble Capital Management, LP 13
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 13
Wunderlich Securities, Inc. 13
HB Wealth Management, LLC 13
Rotella Capital Management, Inc. 13
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 13
Brasada Capital Management, Lp 13
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 13
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 13
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 13
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 13
Elequin Capital Lp 13
Bamco Inc /ny/ 13
Baldwin Brothers Inc/ma 13
Alpha DNA Investment Management LLC 13
Ibex Investors LLC 13
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 13
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 13
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 13
Pensionmark Financial Group, Llc 13
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 13
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
Transamerica Partners Portfolios 13
Next Financial Holdings 13
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 13
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 13
Copper Rock Capital Partners, LLC 13
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 13
Edmond De Rothschild Holding S.a. 13
Transamerica Partners Funds Group Ii 13
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 13
Claraphi Advisory Network, LLC 13
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 13
Sheets Smith Wealth Management 13
Societe Generale 13
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 13
Inscription Capital, LLC 13
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 13
Ashton Thomas Securities, Llc 13
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 13
UXI - PROSHARES TRUST - ProShares Ultra Industrials 13
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 13
Activest Wealth Management 13
Truewealth Llc 13
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 13
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 13
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 13
Argent Trust Co 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 13
Colony Group Llc 13
Dynamic Technology Lab Pte Ltd 13
Azzad Asset Management Inc /adv 13
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 13
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 13
Brown, Lisle/cummings, Inc. 13
Cary Street Partner Investment Advisory Llc 13
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 13
Quest Capital Management Inc /adv 13
Thurston, Springer, Miller, Herd & Titak, Inc. 13
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 13
Bfsg, Llc 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 13
Cooper Creek Partners Management Llc 13
BerganKDV Wealth Management, LLC 13
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 13
Enlightenment Research, LLC 13
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 13
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
Pimco Strategic Income Fund, Inc 13
Anchor Capital Advisors Llc 13
Pcm Fund, Inc. 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 13
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
First City Capital Management, Inc. 13
Calamos Global Total Return Fund 13
RFP Financial Group LLC 13
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 13
Transamerica Partners Funds Group 13
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 13
Perritt Capital Management Inc 13
Pinnacle Financial Partners, Inc. 13
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 13
Kilter Group LLC 13
Pinnacle Associates Ltd 13
Advisor Partners Llc 13
Riggs Asset Managment Co. Inc. 13
Wasatch Advisors Inc 13
Baystate Wealth Management LLC 13
Callan Family Office, LLC 13
Verus Capital Partners, Llc 13
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 13
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 13
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 13
Dakota Wealth Management 13
Beacon Capital Management, LLC 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
Aaron Wealth Advisors LLC 13
Advisor Partners Ii, Llc 13
Pimco Corporate & Income Opportunity Fund 13
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 13
HHM Wealth Advisors, LLC 13
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 13
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 13
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 13
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 13
Migdal Insurance & Financial Holdings Ltd. 13
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 13
Cassady Schiller Wealth Management, LLC 13
Mill Creek Capital Advisors, LLC 13
Castle Creek Arbitrage, LLC 13
DnB Asset Management AS 13
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 13
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 13
Pimco Dynamic Income Fund 13
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 13
Mycio Wealth Partners, Llc 13
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 13
Hennion & Walsh Asset Management, Inc. 13
Trustcore Financial Services, Llc 13
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 13
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 13
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 13
Stanley-Laman Group, Ltd. 13
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 13
Chesapeake Capital Corp /il/ 13
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 13
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 13
EverPoint Asset Management, LLC 12
Bray Capital Advisors 12
EMC Capital Management 12
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 12
New England Research & Management, Inc. 12
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 12
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 12
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 12
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 12
Bruderman Asset Management, LLC 12
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 12
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 12
Ankerstar Wealth, LLC 12
GPS Wealth Strategies Group, LLC 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
High Note Wealth, LLC 12
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 12
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 12
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 12
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 12
Clark Capital Management Group, Inc. 12
Artemis Investment Management LLP 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
First Capital Advisors Group, LLC. 12
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 12
Redwood Investments, LLC 12
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 12
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 12
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 12
Partnervest Advisory Services LLC 12
Symphony Asset Management Llc 12
MYDA Advisors LLC 12
Macroview Investment Management Llc 12
Frontier Capital Management Co Llc 12
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 12
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 12
Capital Investment Advisory Services, LLC 12
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 12
Buckingham Strategic Partners 12
River & Mercantile Asset Management Llp 12
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 12
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 12
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 12
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 12
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 12
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 12
Cowen And Company, Llc 12
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 12
St Germain D J Co Inc 12
Avestar Capital, LLC 12
Seelaus Asset Management LLC 12
Regal Investment Advisors LLC 12
Simplicity Wealth,LLC 12
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 12
Marquette Asset Management, LLC 12
Global Income Builder Portfolio - Global Income Builder Portfolio 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 12
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 12
Luminus Management Llc 12
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 12
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 12
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 12
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 12
Maple Securities Usa Inc 12
Source Capital Inc /de/ 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 12
Mv Capital Management, Inc. 12
Brinker Capital Inc 12
Atlas Capital Advisors Llc 12
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 12
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 12
Castleview Partners, Llc 12
HYLD - Exchange Listed Funds Trust - High Yield ETF 12
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 12
TRUE Private Wealth Advisors 12
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 12
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 12
Ceredex Value Advisors LLC 12
Change Path, LLC 12
Sheaff Brock Investment Advisors, LLC 12
Oppenheimer Global Multi Strategies Fund 12
Retirement Wealth Solutions LLC 12
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 12
Cvi Holdings, Llc 12
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 12
Guggenheim Strategic Opportunities Fund 12
Tradewinds Capital Management, LLC 12
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 12
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 12
Stonebridge Capital Advisors LLC 12
Financial Network Wealth Advisors LLC 12
Northpointe Capital Llc 12
First New York Securities Llc /ny 12
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 12
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 12
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 12
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 12
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 12
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 12
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 12
Rothschild Asset Management Inc 12
New Age Alpha Advisors, LLC 12
Axxcess Wealth Management, Llc 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
Point72 Europe (London) LLP 12
Column Capital Advisors, LLC 12
Capital International Investors 12
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 12
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 12
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 12
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 12
Wakefield Asset Management LLLP 12
Pinz Capital Management, LP 12
First Allied Advisory Services, Inc. 12
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 12
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 12
Harvey Partners, LLC 12
Tcw Group Inc 12
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 12
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 12
WealthTrak Capital Management LLC 12
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 12
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 12
Colonial Trust Co / SC 12
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 12
Ellis Investment Partners, LLC 12
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 12
Front Row Advisors LLC 12
Arlington Partners LLC 12
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 12
Zeke Capital Advisors, Llc 12
Allstate Corp 12
AdvisorShares Investments LLC 12
Bluefin Trading, LLC 12
Clear Harbor Asset Management, LLC 12
Donoghue Forlines LLC 12
Ropes Wealth Advisors Llc 12
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 12
Bluestein R H & Co 12
Lincoln National Corp 12
Capital Bank & Trust Co 12
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 12
Apollon Wealth Management, LLC 12
NatWest Group plc 12
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
Sit Investment Associates Inc 12
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 12
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 12
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 12
Magnus Financial Group LLC 12
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 12
Ares Financial Consulting, LLC 12
Calamos Wealth Management LLC 12
Nuveen Credit Strategies Income Fund 12
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 12
Alera Investment Advisors, LLC 12
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 12
Norden Group Llc 12
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 12
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 12
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 12
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 12
STXG - EA Series Trust - Strive 1000 Growth ETF 12
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 12
Cortina Asset Management, LLC 12
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 12
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 12
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 12
Sumitomo Mitsui Trust Holdings, Inc. 12
BlackRock ETF Trust II - BlackRock Flexible Income ETF 12
Cascade Investment Advisors, Inc. 12
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 12
VMIDX - VALIC Co I - Mid Cap Index Fund 12
Tucker Asset Management Llc 12
VCGAX - VALIC Co I - Growth & Income Fund 12
Context Capital Management, LLC 12
Segantii Capital Management Ltd 12
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 12
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 12
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 12
Columbia Partners L L C Investment Management 12
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 12
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 12
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 12
Wealthfront Advisers Llc 12
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 12
MidFirst Bank 12
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 12
Westfield Capital Management Co Lp 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
1st Global Advisors, Inc. 12
Integral Derivatives, LLC 12
FNY Partners Fund LP 12
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 12
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 12
Cantor Fitzgerald, L. P. 12
Delta Asset Management Llc/tn 12
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 12
Triumph Capital Management 12
Dreyfus High Yield Strategies Fund 12
Kestra Investment Management, LLC 12
Underlying Funds Trust 12
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 12
Equitec Proprietary Markets, Llc 11
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 11
Bbva Usa 11
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 11
Laffer Investments 11
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 11
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 11
Nuveen Multi-Asset Income Fund 11
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 11
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 11
NewEdge Wealth, LLC 11
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 11
Elk Creek Partners, LLC 11
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 11
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 11
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 11
Portolan Capital Management, LLC 11
Roosevelt Investment Group Llc 11
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 11
Piermont Capital Management LLC 11
PENN SERIES FUNDS INC - Small Cap Value Fund 11
Global X Management CO LLC 11
U.S. Capital Wealth Advisors, LLC 11
Usaa Etf Trust 11
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 11
Pimco Income Strategy Fund Ii 11
Pimco Corporate & Income Strategy Fund 11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11
Nuveen Floating Rate Income Fund 11
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 11
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 11
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 11
Liberty Wealth Management Llc 11
CI Global Investments Inc. 11
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 11
Kovack Advisors, Inc. 11
Linden Thomas Advisory Services, LLC 11
Tyers Asset Management LLC 11
Householder Group Estate & Retirement Specialist, LLC 11
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 11
Armstrong Advisory Group, Inc 11
Washington Trust Advisors, Inc. 11
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 11
Allred Capital Management, LLC 11
New America High Income Fund Inc 11
Waratah Capital Advisors Ltd. 11
Lmcg Investments, Llc 11
Anson Funds Management LP 11
Brighton Jones Llc 11
Whitebox Mutual Funds 11
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 11
Allianzgi Diversified Income & Convertible Fund 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 11
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 11
Shapiro Robert N 11
NorthCoast Asset Management LLC 11
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 11
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 11
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 11
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 11
NOMIX - Northern Funds - Northern Mid Cap Index Fund 11
Deerfield Management Company, L.p. (series C) 11
Eidelman Virant Capital 11
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 11
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 11
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 11
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 11
ARS Investment Partners, LLC 11
HBK Sorce Advisory LLC 11
Redwood Wealth Management Group, LLC 11
Tsfg, Llc 11
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 11
Dorsey & Whitney Trust CO LLC 11
Grove Bank & Trust 11
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 11
I.g. Investment Management, Ltd. 11
Arena Capital Advisors, LLC- CA 11
Kemnay Advisory Services Inc. 11
Profunds - Profund Vp Ultramid-cap 11
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 11
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 11
Kanaly Trust Co 11
Millburn Ridgefield Corp 11
Analytic Investors, LLC 11
Foster & Motley Inc 11
Eudaimonia Partners, LLC 11
Bruce G. Allen Investments, LLC 11
Profunds - Profund Vp Mid-cap Growth 11
Northwest Investment Counselors, Llc 11
Bb&t Investment Services, Inc. 11
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 11
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 11
SOA Wealth Advisors, LLC. 11
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 11
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 11
Bleakley Financial Group, LLC 11
PFS Partners, LLC 11
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 11
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 11
TIG Advisors, LLC 11
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 11
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 11
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 11
Aptus Capital Advisors, LLC 11
WR Wealth Planners, LLC 11
R&F Capital Advisors LP 11
CSat Investment Advisory, L.P. 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 11
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 11
Sierra Ocean, Llc 11
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11
Stifel Nicolaus & Co Inc \mo\ 11
EA Series Trust 11
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 11
Costello Asset Management, INC 11
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 11
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 11
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 11
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 11
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 11
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 11
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 11
E. Ohman J:or Asset Management AB 11
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 11
Vanguard Whitehall Funds 11
Rs Investment Trust 11
Gideon Capital Advisors, Inc. 11
Boston Trust Walden Corp 11
Archford Capital Strategies, LLC 11
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 11
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 11
Delta Lloyd Nv 11
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 11
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 11
Fs Credit Income Fund 11
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 11
NN Investment Partners Holdings N.V. 11
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 11
Cowen Group, Inc. 11
Peregrine Capital Management Llc 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 11
Elite Wealth Management, Inc. 11
Tcwp Llc 11
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 11
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 11
BOK Financial Private Wealth, Inc. 11
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 11
Select Equity Group, L.P. 11
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 11
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 11
Deroy & Devereaux Private Investment Counsel Inc 11
Vanguard Portfolio Management Llc 11
Cromwell Holdings LLC 11
Virginia Retirement System 11
Westport Resources Management Inc 11
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 11
VSSVX - VALIC Co I - Small Cap Special Values Fund 11
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 11
Perpetual Ltd 11
Tokio Marine Asset Management Co Ltd 11
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 11
Harvest Investment Services, LLC 11
Saba Capital Management, L.P. 11
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 11
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 11
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 11
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 11
Coastal Investment Advisors, Inc. 11
MARSHALL WACE ASIA Ltd 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 11
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 11
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
CLARET ASSET MANAGEMENT Corp 11
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 11
STXV - EA Series Trust - Strive 1000 Value ETF 11
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 11
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 11
VCBDX - VALIC Co I - Core Bond Fund 11
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 11
Isthmus Partners, Llc 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 11
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 11
Fir Tree Capital Management Lp 11
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 11
Sageworth Trust Co of South Dakota 11
Binnacle Investments Inc 11
Advantage Alpha Capital Partners LP 11
Medallion Wealth Advisors, LLC 11
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 11
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 11
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 11
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 11
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 11
Prudential Short Duration High Yield Fund, Inc. 11
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 11
Albion Financial Group /ut 11
Moisand Fitzgerald Tamayo, LLC 11
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 11
Agf Investments Inc. 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 11
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 11
MBOVX - M FUND INC - M Large Cap Value Fund 11
Machina Capital S.a.s. 11
Aurora Investment Counsel 11
PSI Advisors, LLC 11
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 11
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 11
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 11
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 11
Voya Financial Advisors, Inc. 11
Institute for Wealth Management, LLC. 11
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 11
Bradley Foster & Sargent Inc/ct 11
Asset Dedication, LLC 11
Ostrum Asset Management 11
Putnam Premier Income Trust 11
VVSCX - VALIC Co I - Small Cap Value Fund 11
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 11
Endurance Wealth Management, Inc. 11
Redhawk Wealth Advisors, Inc. 11
Syon Capital Llc 11
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 11
Pimco High Income Fund 11
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 11
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 11
Scoggin Management Lp 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 11
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 11
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 11
Water Island Capital Llc 11
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
Chilton Capital Management Llc 11
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 11
Catapult Capital Management Llc 11
Spdr S&p Midcap 400 Etf Trust 11
Pittenger & Anderson Inc 11
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 11
Tuttle Tactical Management LLC 11
Gabelli Global Small & Mid Cap Value Trust 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 11
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 11
BNP Paribas Investment Partners S.A. 11
Turtle Creek Wealth Advisors, LLC 11
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 11
Childress Capital Advisors, Llc 11
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 11
Adams Diversified Equity Fund, Inc. 11
Renaissance Group Llc 11
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 11
B. Riley Financial, Inc. 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 11
Pallas Capital Advisors LLC 11
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 11
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 11
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 11
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
CWA Asset Management Group, LLC 11
Kore Private Wealth LLC 11
Planning Capital Management Corp 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 11
M&g Investment Management Ltd 11
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 11
Dynamic Capital Management Ltd 11
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 11
Cantab Capital Partners LLP 11
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 11
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 11
Osterweis Capital Management Inc 11
Periscope Capital Inc. 10
Foresters Investment Management Company, Inc. 10
Bank Julius Baer & Co. Ltd, Zurich 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 10
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 10
Clean Yield Group 10
Atlantic Union Bankshares Corp 10
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 10
Emerald Mutual Fund Advisers Trust 10
Curian Capital Llc 10
Mascoma Wealth Management LLC 10
F&C Asset Management plc 10
Calton & Associates, Inc. 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 10
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 10
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 10
Caitlin John, LLC 10
RPG Investment Advisory, LLC 10
Ausdal Financial Partners, Inc. 10
Nemes Rush Group LLC 10
Private Ocean, LLC 10
West Paces Advisors Inc. 10
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 10
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 10
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 10
Tributary Capital Management, LLC 10
North Dakota State Investment Board 10
Mint Tower Capital Management B.V. 10
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 10
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 10
Vise Technologies, Inc. 10
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 10
Quantedge Capital Pte Ltd 10
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 10
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 10
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 10
Personal Cfo Solutions, Llc 10
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 10
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 10
Blackstone Group Inc 10
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 10
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 10
Farringdon Capital, Ltd. 10
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 10
Parkwood LLC 10
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 10
Vermillion & White Wealth Management Group, LLC 10
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 10
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 10
Franklin Ltd Duration Income Trust 10
Amerivest Investment Management LLC 10
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 10
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 10
Regent Peak Wealth Advisors LLC 10
Sawgrass Asset Management Llc 10
Arete Wealth Advisors, LLC 10
Center for Financial Planning, Inc. 10
Aspire Private Capital, LLC 10
Steigerwald, Gordon & Koch Inc. 10
Welch Group, LLC 10
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 10
K.J. Harrison & Partners Inc 10
Perkins Coie Trust Co 10
Kozak & Associates, Inc. 10
Howard Hughes Medical Institute 10
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 10
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 10
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 10
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
Investment Counselors Of Maryland Llc 10
Adviser Investments LLC 10
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 10
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 10
Axiom Investment Management LLC 10
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 10
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 10
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 10
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 10
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 10
Wilmington Trust Co 10
Integrated Investment Consultants, LLC 10
Cornerstone Wealth Management, LLC 10
Quaker Wealth Management, LLC 10
Impact Partnership Wealth, LLC 10
Linden Advisors Lp 10
Advantage Investment Management, Llc 10
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 10
Nachman Norwood & Parrott, Inc 10
Columbus Circle Investors 10
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 10
SkyOak Wealth, LLC 10
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 10
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 10
Caldwell Trust Co 10
Chesapeake Asset Management Llc 10
Mountain Lake Investment Management LLC 10
Invesco High Income Trust Ii 10
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 10
Evolution Wealth Advisors, LLC 10
DV Trading LLC 10
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 10
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 10
Winch Advisory Services, LLC 10
Balboa Wealth Partners 10
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 10
DC Investments Management, LLC 10
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 10
111 Capital 10
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 10
Gallacher Capital Management LLC 10
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 10
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 10
JPL Wealth Management, LLC 10
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 10
Redmond Asset Management, LLC 10
Putnam Master Intermediate Income Trust 10
Quinn Opportunity Partners LLC 10
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 10
Winfield Associates, Inc. 10
Savior LLC 10
Swedbank AB 10
FourThought Financial Partners, LLC 10
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 10
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 10
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 10
Empyrean Capital Partners, LP 10
Profunds - Profund Vp Mid-cap Value 10
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 10
Integrated Quantitative Investments LLC 10
Legacy Advisors, LLC 10
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 10
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 10
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 10
Polymer Capital Management (US) LLC 10
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 10
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 10
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 10
Next Capital Management LLC 10
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 10
HighVista Strategies LLC 10
Phocas Financial Corp. 10
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 10
Pier Capital, LLC 10
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Robertson Stephens Wealth Management, LLC 10
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 10
Estabrook Capital Management 10
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 10
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 10
Santa Fe Partners LLC 10
Psagot Investment House Ltd. 10
Cim Investment Mangement Inc 10
Register Financial Advisors LLC 10
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 10
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 10
Schonfeld Group Holdings LLC 10
Epoch Investment Partners, Inc. 10
Eastern Bank 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 10
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 10
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 10
Ascend Capital, Llc 10
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 10
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 10
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 10
Banco Bilbao Vizcaya Argentaria, S.a. 10
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 10
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 10
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 10
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 10
Eurizon Capital SGR S.p.A. 10
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 10
Van Den Berg Management I, Inc 10
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 10
Raiffeisen Bank International AG 10
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 10
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 10
SHP Wealth Management 10
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 10
City National Bank 10
Beacon Capital Management, Inc. 10
TCG Advisory Services, LLC 10
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 10
Beacon Investment Advisory Services, Inc. 10
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 10
Chilton Investment Co Llc 10
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 10
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 10
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 10
Heritage Wealth Management, Llc 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 10
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 10
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 10
Prudential Global Short Duration High Yield Fund, Inc. 10
Gupta Wealth Management LLC 10
V-Square Quantitative Management LLC 10
Fifth Third Wealth Advisors LLC 10
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 10
Zrc Wealth Management, Llc 10
Thb Asset Management 10
PFG Investments, LLC 10
Wilmington Trust, National Association 10
Nuveen Global High Income Fund 10
Community Bank, N.A. 10
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 10
Hood River Capital Management LLC 10
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 10
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 10
MLPIX - Profunds - Mid-cap Value Profund Investor Class 10
Nuveen Multi-market Income Fund 10
First Trust High Income Long/short Fund 10
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 10
Berkley W R Corp 10
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 10
Meiji Yasuda Asset Management Co Ltd. 10
John Hancock Investors Trust 10
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 10
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 10
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 10
Gilpin Wealth Management, Llc 10
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 10
Crestwood Advisors Group LLC 10
Conestoga Capital Advisors, LLC 10
Mbb Public Markets I Llc 10
Journey Strategic Wealth Llc 10
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 10
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
First Command Advisory Services, Inc. 10
Bridges Investment Management Inc 10
CNB Bank 10
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 10
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 10
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 10
Gw Henssler & Associates Ltd 10
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 10
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 10
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 10
M&r Capital Management Inc 10
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 10
AIEQ - ETF Managers Trust - AI Powered Equity ETF 10
Hoxton Financial, Inc. 10
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 10
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 10
Flinton Capital Management LLC 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 10
Camarda Financial Advisors, LLC 10
Americafirst Capital Management, Llc 10
Delaware Management Holdings, Inc. 10
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 10
Strategic Wealth Partners, Ltd. 10
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 10
SpiderRock Advisors, LLC 10
Frazier Financial Advisors, LLC 9
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 9
Heritage Wealth Advisors 9
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 9
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 9
Graves-Light Private Wealth Management, Inc. 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 9
Cedar Mountain Advisors, LLC 9
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 9
Kb Financial Partners, Llc 9
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 9
Wealth Watch Advisors, INC 9
Horan Securities, Inc. 9
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
Cambridge Trust Co 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 9
Davy Global Fund Management Ltd 9
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 9
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 9
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 9
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 9
Integrated Advisors Network LLC 9
Millstone Evans Group, LLC 9
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 9
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 9
Signition Lp 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 9
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 9
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 9
RHJ International SA 9
ACK Asset Management LLC 9
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 9
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
Friess Associates Llc 9
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 9
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 9
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 9
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 9
CHICAGO TRUST Co NA 9
Avalon Advisors, Llc 9
Pimco Income Strategy Fund 9
Jaffetilchin Investment Partners, LLC 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 9
Punch & Associates Investment Management, Inc. 9
VCCBX - VALIC Co II - Core Bond Fund 9
VCSVX - VALIC Co II - Small Cap Value Fund 9
Oddo Bhf Asset Management Sas 9
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 9
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 9
Conning Inc. 9
Key FInancial Inc 9
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 9
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 9
Nfj Investment Group, Llc 9
Principia Wealth Advisory, LLC 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
Shufro Rose & Co Llc 9
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 9
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 9
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 9
Trust Co Of Toledo Na /oh/ 9
Coe Capital Management, LLC 9
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 9
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 9
Total Clarity Wealth Management, Inc. 9
Dana Investment Advisors, Inc. 9
D'Orazio & Associates, Inc. 9
Indiana Trust & Investment Management CO 9
Laird Norton Trust Company, Llc 9
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 9
Us Financial Advisors, Llc 9
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 9
Lloyd Advisory Services, LLC. 9
Wealth Alliance 9
Blackrock Master Llc 9
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 9
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 9
Impax Asset Management Group plc 9
Madison Asset Management, LLC 9
Highland Capital Management Fund Advisors, L.p. 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
NorthCrest Asset Manangement, LLC 9
Advisory Alpha, LLC 9
CenturyLink Investment Management Co 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 9
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 9
Spectrum Management Group, LLC 9
Brave Asset Management Inc 9
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 9
Kelly Financial Services LLC 9
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 9
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 9
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 9
Ingalls & Snyder Llc 9
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 9
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 9
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 9
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 9
Qci Asset Management Inc/ny 9
Patten Group, Inc. 9
Financial Counselors Inc 9
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 9
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 9
Abn Amro Investment Solutions 9
Mirova 9
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 9
Verity Asset Management, Inc. 9
Regentatlantic Capital Llc 9
Deltec Asset Management Llc 9
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 9
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 9
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 9
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 9
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 9
Cove Street Capital, LLC 9
Invenomic Capital Management LP 9
Munder Capital Management 9
Sentry Investment Management Llc 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
Lisanti Capital Growth, LLC 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 9
Qtron Investments LLC 9
Pzena Investment Management Llc 9
Munder Series Trust 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
Keeley Asset Management Corp 9
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 9
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 9
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 9
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 9
Dixon Hughes Goodman Wealth Advisors LLC 9
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 9
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 9
Harwood Advisory Group, LLC 9
Stone House Investment Management, LLC 9
Ritter Daniher Financial Advisory LLC / DE 9
Manning & Napier Advisors Llc 9
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 9
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 9
Worldquant Millennium Advisors Llc 9
Boulder Hill Capital Management Lp 9
NorthRock Partners, LLC 9
Shaolin Capital Management LLC 9
Formula Growth Ltd 9
Capital Guardian Trust Co 9
Fortress Investment Group LLC 9
PenderFund Capital Management Ltd. 9
VisionPoint Advisory Group, LLC 9
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 9
Cavalier Investments, LLC 9
Doubleline Income Solutions Fund 9
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 9
Standard Family Office LLC 9
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 9
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 9
Cynosure Management, Llc 9
Voya Prime Rate Trust 9
Iridian Asset Management Llc/ct 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
Wetherby Asset Management Inc 9
Oppenheimer Variable Account Funds 9
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 9
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 9
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 9
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 9
Hohimer Wealth Management, Llc 9
YorkBridge Wealth Partners, LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 9
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 9
M Holdings Securities, Inc. 9
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 9
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 9
DLD Asset Management, LP 9
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 9
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 9
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 9
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 9
Abich Financial Wealth Management LLC 9
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 9
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 9
Wealth Quarterback LLC 9
Handelsinvest Investeringsforvaltning 9
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 9
Symphony Financial, Ltd. Co. 9
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 9
Central Bank & Trust Co 9
Mpwm Advisory Solutions, Llc 9
Concurrent Investment Advisors, LLC 9
Smith, Moore & Co. 9
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 9
Ameriflex Group, Inc. 9
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 9
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 9
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 9
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 9
Elo Mutual Pension Insurance Co 9
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 9
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 9
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 9
iA Global Asset Management Inc. 9
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 9
Korea Investment CORP 9
Gilder Gagnon Howe & Co Llc 9
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 9
Cambiar Investors Llc 9
Griffin Institutional Access Credit Fund 9
NOBOX - Northern Funds - Northern Bond Index Fund 9
Vigilant Capital Management, LLC 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 9
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 9
Meitav Dash Investments Ltd 9
Alpine Woods Capital Investors, Llc 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 9
Morgan Dempsey Capital Management Llc 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 9
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 9
Century Capital Management, LLC 9
Capital A Wealth Management, LLC 9
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 9
Trust For Advisor Solutions 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 9
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 9
Wellington Shields & Co., LLC 9
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 9
Rs Investment Management Co Llc 9
Meridian Wealth Management, LLC 9
Private Wealth Asset Management, LLC 9
Mutual Advisors, LLC 9
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 9
Royal London Asset Management Ltd 9
Orion Capital Management LLC 9
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 9
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 9
Ranger Investment Management, L.P. 9
Turning Point Benefit Group, Inc. 9
JS Capital Management LLC 9
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 9
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 9
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 9
Associated Banc-corp 9
Doubleline Opportunistic Credit Fund 9
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 9
Greenland Capital Management LP 9
CastleKnight Management LP 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
Oakbrook Investments Llc 9
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 9
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 9
Strategic Investment Management, Llc 9
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 9
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 9
ORG Wealth Partners, LLC 9
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
Lombard Odier Asset Management (Europe) Ltd 9
Kovitz Investment Group Partners, LLC 9
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
MTM Investment Management, LLC 9
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 9
Gargoyle Investment Advisor L.L.C. 9
Accel Wealth Management 9
Mork Capital Management, LLC 9
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 9
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 9
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 9
Gilliland Jeter Wealth Management LLC 9
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 9
Hodges Capital Management Inc. 9
Pekin Hardy Strauss, Inc. 9
American National Bank 9
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 9
Rakuten Securities, Inc. 9
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 9
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 9
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 9
Fortis Advisors, LLC 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 9
Wilbanks Smith & Thomas Asset Management Llc 9
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 9
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 9
Bellwether Advisors, LLC 9
Allegis Investment Advisors, LLC 9
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 9
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 9
Roubaix Capital, LLC 9
Olstein Capital Management, L.P. 9
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 9
Cherry Tree Wealth Management, LLC 9
Tlp Group Llc 9
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9
Fidelis Capital Partners, LLC 9
Passport Capital, LLC 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
Black Swift Group, LLC 9
Core Alternative Capital 9
New Amsterdam Partners Llc/ny 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
Kapitalo Investimentos Ltda 9
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 9
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 9
Addison Advisors LLC 9
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 9
Executive Wealth Management, LLC 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 9
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 9
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 9
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 9
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 9
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 9
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 9
Zions Bancorporation 9
StoneX Group Inc. 9
Voleon Capital Management Lp 9
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 9
Highland Capital Management Lp 9
Buckingham Strategic Wealth, Llc 9
Fayez Sarofim & Co 9
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 9
Lebenthal Asset Management, LLC 9
Spears Abacus Advisors LLC 9
Diamond Hill Capital Management Inc 8
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 8
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 8
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 8
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 8
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
Nicholas Company, Inc. 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 8
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
MML Series Investment Fund II - MML High Yield Fund Class II 8
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 8
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 8
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 8
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 8
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 8
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 8
Amica Mutual Insurance Co 8
Harris Associates L P 8
Ativo Capital Management LLC 8
Sandler Capital Management 8
Hilltop National Bank 8
Granahan Investment Management Inc/ma 8
CCMG - EA Series Trust - CCM Global Equity ETF 8
Triad Wealth Partners, LLC 8
Quest Investment Management Llc 8
Peapack Gladstone Financial Corp 8
Dreman Value Management, L L C 8
WealthCollab, LLC 8
Fairman Group, LLC 8
Jag Capital Management, Llc 8
Argent Capital Management Llc 8
Creekmur Asset Management LLC 8
Abel Hall, LLC 8
Hobbs Group Advisors, LLC 8
TimesSquare Capital Management, LLC 8
Perbak Capital Partners LLP 8
Aspect Partners, LLC 8
Main Street Group, LTD 8
Hanson & Doremus Investment Management 8
Cupps Capital Management, LLC 8
Girard Partners Ltd. 8
Cooke & Bieler Lp 8
Buckhead Capital Management Llc 8
Semanteon Capital Management, LP 8
Pinebridge Investments Llc 8
Twin Capital Management Inc 8
Herndon Capital Management Llc 8
AMG National Trust Bank 8
Clark Estates Inc/ny 8
Fideuram Asset Management (Ireland) dac 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 8
Busey Wealth Management 8
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 8
Kingswood Wealth Advisors, Llc 8
Roble, Belko & Company, Inc 8
Formidable Asset Management, LLC 8
Bourgeon Capital Management Llc 8
Carnegie Capital Asset Management, LLC 8
Banque Pictet & Cie Sa 8
La Banque Postale Asset Management SA 8
Vinva Investment Management Ltd 8
Moody Lynn & Lieberson, Llc 8
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 8
Horizon Investment Services, LLC 8
Perkins Investment Management, LLC 8
Knightsbridge Asset Management, Llc 8
Readystate Asset Management Lp 8
Taconic Capital Advisors LP 8
Reynolds Capital Management Llc 8
Delphi Management Inc /ma/ 8
Fiduciary Alliance LLC 8
Barrett Asset Management, LLC 8
Equitec Specialists, Llc 8
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 8
Romano Brothers And Company 8
Colonial Trust Advisors 8
BW Gestao de Investimentos Ltda. 8
Griffin Asset Management, Inc. 8
Goelzer Investment Management, Inc. 8
Washington Capital Management Inc 8
Value Holdings Lp 8
Scout Investments, Inc. 8
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 8
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 8
YHB Investment Advisors, Inc. 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 8
Haverford Trust Co 8
Baader Bank INC 8
Summit Wealth Group Llc / Co 8
Wright Investors Service Inc 8
Hazlett, Burt & Watson, Inc. 8
Winnow Wealth Llc 8
Hl Financial Services Llc 8
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 8
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 8
Shine Investment Advisory Services Inc 8
IMA Wealth, Inc. 8
City State Bank 8
CHURCHILL MANAGEMENT Corp 8
Gateway Investment Advisers Llc 8
Chase Investment Counsel Corp 8
Putnam Fl Investment Management Co 8
Duncker Streett & Co Inc 8
Magee Thomson Investment Partners Llc 8
Riverwater Partners LLC 8
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 8
GLG Partners LP 8
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 8
Wedmont Private Capital 8
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 8
Optima Capital Llc 8
Armistice Capital, Llc 8
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 8
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 8
Glg Llc 8
Tygh Capital Management, Inc. 8
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
Hussman Strategic Advisors, Inc. 8
Hudock, Inc. 8
Zazove Associates Llc 8
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 8
DT Investment Partners, LLC 8
Shinko Asset Management Co., Ltd. 8
Rakuten Investment Management, Inc. 8
Leavell Investment Management, Inc. 8
Better Money Decisions, LLC 8
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 8
Legacy Wealth Asset Management, LLC 8
Corient IA LLC 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
Zions Bancorporation, National Association /ut/ 8
First Financial Corp /in/ 8
ID Management A/S 8
Country Trust Bank 8
Kowal Investment Group, LLC 8
Ghisallo Capital Management LLC 8
Edge Wealth Management LLC 8
F/M Investments LLC 8
Livingston Group Asset Management CO (operating as Southport Capital Management) 8
SummerHaven Investment Management, LLC 8
Monashee Investment Management LLC 8
Gulf International Bank (UK) Ltd 8
Allegheny Financial Group LTD 8
CBOE Vest Financial, LLC 8
Basso Capital Management, L.p. 8
Baker Tilly Financial, Llc 8
Ellsworth Advisors, LLC 8
Oarsman Capital, Inc. 8
Boussard & Gavaudan Investment Management LLP 8
RFG Advisory, LLC 8
Tredje AP-fonden 8
Sage Mountain Advisors LLC 8
Zweig-DiMenna Associates LLC 8
Alexandria Capital, LLC 8
Trust Investment Advisors 8
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 8
Lansforsakringar Fondforvaltning AB (publ) 8
Founders Financial Alliance, LLC 8
683 Capital Management, LLC 8
Nbt Bank N A /ny 8
Destination Wealth Management 8
Amica Retiree Medical Trust 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
Six Circles Trust - Six Circles Global Bond Fund 8
Wilen Investment Management Corp. 8
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 8
River Road Asset Management, LLC 8
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 8
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 8
Peregrine Asset Advisers, Inc. 8
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 8
Highland Capital Management, Llc 8
Affinity Investment Advisors, Llc 8
Strategic Global Advisors, LLC 8
Concert Wealth Management Inc. 8
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 8
FundVantage Trust - Verplanck Balanced Fund 8
Spouting Rock Asset Management, LLC 8
Royal Fund Management, LLC 8
Kohlberg Kravis Roberts & Co. L.P. 8
Laurel Wealth Advisors, Inc. 8
Winton Capital Management Ltd 8
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 8
Oliver Luxxe Assets LLC 8
Calamos Long/Short Equity & Dynamic Income Trust 8
Mizuho Trust & Banking Co., Ltd. 8
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 8
Old Second National Bank Of Aurora 8
Syntal Capital Partners, LLC 8
Stephenson National Bank & Trust 8
J.Safra Asset Management Corp 8
Forsta Ap-fonden 8
U S Global Investors Inc 8
Appian Way Asset Management LP 8
Americana Partners, LLC 8
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 8
Camden Capital, LLC 8
BlackRock Multi-Sector Opportunities Trust II 8
Pinkerton Retirement Specialists, LLC 8
Bloom Tree Partners, Llc 8
Governors Lane LP 8
Atticus Wealth Management, Llc 8
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 8
Piper Sandler & Co. 8
TCTC Holdings, LLC 8
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 8
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 8
Avidian Wealth Solutions, LLC 8
ZPR Investment Management 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 8
Lombard Odier Asset Management (Switzerland) SA 8
Sugarloaf Wealth Management, LLC 8
Electron Capital Partners, LLC 8
Summit Partners Public Asset Management, Llc 8
First National Bank Of Omaha 8
Gardner Lewis Asset Management L P 8
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 8
Suffolk Capital Management Llc 8
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 8
URTH - iShares, Inc. - iShares MSCI World ETF 8
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 8
Tiverton Asset Management Llc 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 8
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 8
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 8
Wall Street Associates 8
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 8
Moody Aldrich Partners Llc 8
Caldwell Securities, Inc 8
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 8
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 8
Bellwether Investment Group, LLC 8
Corient Capital Partners, LLC 8
First Command Bank 8
First Command Financial Services, Inc. 8
Polianta Ltd 8
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 8
Virtus Alternative Investment Advisers, Inc. 8
Banco Santander, S.A. 8
Worth Venture Partners, LLC 8
IFM Investors Pty Ltd 8
Transce3nd, LLC 8
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 8
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 8
Phoenix Holdings Ltd. 8
Edge Advisors, Llc 8
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
40 North Management LLC 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 8
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 8
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 8
Putnam High Income Securities Fund 8
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
Allianzgi Convertible & Income Fund Ii 8
Allianzgi Convertible & Income Fund 8
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 8
Nuveen Floating Rate Income Opportunity Fund 8
Nuveen Short Duration Credit Opportunities Fund 8
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 8
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 8
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 8
Allianzgi Equity & Convertible Income Fund 8
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 8
Gabelli Convertible & Income Securities Fund Inc 8
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 8
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 8
Sun Life Financial Inc 8
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 8
Nuveen Core Equity Alpha Fund 8
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 8
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 8
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 8
American Funds Insurance Series 8
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 8
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 8
Whipplewood Advisors, LLC 8
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 8
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 8
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 8
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 8
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 8
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 8
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 8
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 8
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 8
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 8
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 8
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 8
Delaware Enhanced Global Dividend & Income Fund 8
Union Bancaire Privee, UBP SA 8
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 8
Cca Investments Trust 8
Virtus Global Multi-sector Income Fund 8
Pioneer Floating Rate Trust 8
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 8
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 8
Kingdon Capital Management, L.l.c. 8
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 8
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 8
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
Boston Income Portfolio - Boston Income Portfolio 8
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 8
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 8
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 8
Oppenheimer Quest For Value Funds 8
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
Park West Asset Management LLC 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 8
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 8
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
Rivernorth Opportunities Fund, Inc. 8
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 8
Dialectic Capital Management, Lp 8
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 8
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 8
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
Ivy High Income Opportunities Fund 8
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 8
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 8
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 8
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 8
Fiduciary Management Inc /wi/ 8
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 8
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 8
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 8
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 8
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 8
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 8
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 8
Primecap Management Co/ca/ 8
Manning & Napier Group, LLC 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
Covalis Capital Llp 8
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 8
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 8
Icon Wealth Partners, LLC 8
Blackhawk Capital Partners LLC. 8
Providence Capital Advisors, LLC 8
Nissay Asset Management Corp /japan/ /adv 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
Luxor Capital Group, LP 8
Fort Baker Capital Management LP 8
Solstein Capital, LLC 8
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 8
Pin Oak Investment Advisors Inc 8
Wagner Wealth Management, Llc 8
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 8
Centerpoint Advisors, LLC 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
Chicago Capital, LLC 8
Krane Funds Advisors LLC 8
Blackrock Multi-sector Opportunities Trust 8
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 8
Equitable Holdings, Inc. 8
Canton Hathaway, LLC 8
Kavar Capital Partners, LLC 8
AIA Group Ltd 8
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 8
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 8
Hardy Reed LLC 8
Personal Wealth Partners 8
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 8
Summit Financial, LLC 8
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 8
Gladstone Institutional Advisory LLC 8
Asahi Life Asset Management Co., Ltd. 8
Global Wealth Management Investment Advisory, Inc. 8
Claro Advisors LLC 8
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 8
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 8
Great Valley Advisor Group, Inc. 8
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 8
Jump Trading, Llc 8
Evolve Private Wealth, Llc 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 8
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 8
Cornerstone Financial Management LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 8
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 8
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 8
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 8
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 8
NOLCX - Northern Funds - Northern Large Cap Core Fund 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 8
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 8
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 8
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 8
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
IMG Wealth Management, Inc. 7
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 7
Penn Mutual Asset Management, LLC 7
MBEQX - M FUND INC - M International Equity Fund 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 7
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 7
Resources Management Corp /ct/ /adv 7
Mark Sheptoff Financial Planning, Llc 7
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 7
Fjarde Ap-fonden /fourth Swedish National Pension Fund 7
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 7
Tri-continental Corp 7
Columbia Wanger Asset Management Llc 7
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 7
USS Investment Management Ltd 7
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 7
SeaBridge Investment Advisors LLC 7
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 7
Reliance Trust Co Of Delaware 7
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 7
Stux Capital Management, LLC 7
New Jersey Better Educational Savings Trust 7
Kings Point Capital Management 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
Essex Savings Bank 7
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 7
Profunds - Profund Vp Ultrabull 7
Scout Funds 7
Profunds - Profund Vp Bull 7
Adirondack Research & Management Inc. 7
VitalStone Financial, LLC 7
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
Apriem Advisors 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
Vision Financial Markets Llc 7
Otter Creek Advisors, LLC 7
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 7
Mizuho Asset Management Co.,Ltd. 7
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 7
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 7
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 7
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
Welch & Forbes Llc 7
Champlain Investment Partners, LLC 7
Woodmont Investment Counsel Llc 7
Aventura Private Wealth, LLC 7
Nwq Investment Management Company, Llc 7
1492 Capital Management LLC 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
Cullen Capital Management, LLC 7
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 7
McAdam, LLC 7
Kiwi Wealth Investments Limited Partnership 7
Advisors Capital Management, LLC 7
Mcguire Capital Advisors Inc 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
Thoroughbred Financial Services, Llc 7
Thomas White International Ltd 7
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Echo Street Capital Management LLC 7
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 7
CR Intrinsic Investors, LLC 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
Ossiam 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
VEGN - ETF Series Solutions - US Vegan Climate ETF 7
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 7
Fairfield, Bush & Co. 7
O'Shares Investment Advisers, LLC 7
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 7
Kentucky Retirement Systems 7
Pinnacle Financial Partners Inc 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 7
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 7
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 7
Cm Wealth Advisors Llc 7
SLIM - Janus Detroit Street Trust - The Obesity ETF 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
Avalon Trust Co 7
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 7
RWC Asset Management LLP 7
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 7
AlphaOne Investment Services, LLC 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 7
Halbert Hargrove Global Advisors, Llc 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 7
DeepCurrents Investment Group LLC 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
Alpha Quant Advisors, Llc 7
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 7
Atomi Financial Group, Inc. 7
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 7
Rivernorth Capital Management, Llc 7
Reinhart Partners, Inc. 7
Western Wealth Management, LLC 7
Kessler Investment Group, LLC 7
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 7
Dai-ichi Life Holdings, Inc. 7
Steel Partners Holdings L.p. 7
Copeland Capital Management, LLC 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 7
Financial Engines Advisors L.L.C. 7
Lake Point Wealth Management 7
Princeton Global Asset Management LLC 7
Geneva Advisors, LLC 7
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 7
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 7
Weaver C. Barksdale & Associates, Inc. 7
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 7
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 7
VCULX - VALIC Co I - Growth Fund 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 7
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 7
Heritage Investors Management Corp 7
Hirtle Callaghan & Co LLC 7
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 7
NEOS Investment Management LLC 7
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 7
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
Adirondack Trust Co 7
National Pension Service 7
REAP Financial Group, LLC 7
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 7
Samlyn Capital, Llc 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
Gabelli Go Anywhere Trust 7
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 7
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 7
Advisor OS, LLC 7
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 7
Principal Street Partners, LLC 7
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7
Aberdeen Asset Management Plc/uk 7
Godfrey Financial Associates, Inc. 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
Wintrust Investments Llc 7
Lecap Asset Management Ltd 7
Arden Trust Co 7
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 7
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 7
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 7
ClearAlpha Technologies LP 7
Aberdeen Global Income Fund Inc 7
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 7
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 7
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 7
Catalytic Wealth RIA, LLC 7
Brandes Investment Partners, Lp 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 7
S&t Bank/pa 7
Investment Management Of Virginia Llc 7
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 7
Hilton Head Capital Partners, LLC 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
Degroof Petercam Asset Management 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
Rs Variable Products Trust 7
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 7
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 7
Clayton Financial Group LLC 7
Miles Capital, Inc. 7
Allianz Se 7
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 7
Lingohr & Partner Asset Management GmbH 7
First Pacific Financial 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 7
Pioneer Diversified High Income Trust 7
Ten Capital Wealth Advisors, LLC 7
Ramius Advisors Llc 7
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 7
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 7
Eubel Brady & Suttman Asset Management Inc 7
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 7
Cowen Investment Management LLC 7
Red Door Wealth Management, LLC 7
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 7
Next Century Growth Investors Llc 7
Mairs & Power Inc 7
Diversify Advisory Services, LLC 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
Gen-Wealth Partners Inc 7
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 7
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 7
JT Stratford LLC 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
Satuit Capital Management Trust 7
Kkr Income Opportunities Fund 7
Ada Investment Management, LP 7
STXM - EA Series Trust - Strive Mid-Cap ETF 7
OpenArc Corporate Advisory, LLC 7
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 7
Traynor Capital Management, Inc. 7
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 7
Kentucky Retirement Systems Insurance Trust Fund 7
Cribstone Capital Management, LLC 7
World Equity Group, Inc. 7
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 7
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 7
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 7
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 7
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 7
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 7
Stephens Investment Management Group LLC 7
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 7
Norinchukin Bank, The 7
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 7
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 7
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 7
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 7
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 7
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 7
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 7
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 7
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 7
CTC Alternative Strategies, Ltd. 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 7
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 7
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 7
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 7
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 7
PENN SERIES FUNDS INC - Index 500 Fund 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 7
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 7
Reynders McVeigh Capital Management, LLC 7
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 7
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 7
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 7
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 7
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 7
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 7
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 7
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 7
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 7
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 7
Eisler Capital Management Ltd. 7
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 7
Gabelli Global Utility & Income Trust 7
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 7
Euclidean Technologies Management, LLC 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 7
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 7
Lebenthal Global Advisors, LLC 7
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 7
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 7
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 7
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 7
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 7
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 7
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 7
Tobam 7
Charter Oak Capital Management, LLC 7
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 7
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 7
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 7
Modera Wealth Management, LLC 7
Voya Infrastructure, Industrials & Materials Fund 7
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 7
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 7
Value Holdings Management Co. Llc 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 7
NuWave Investment Management, LLC 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
Vollero Beach Capital Partners LLC 7
Bryce Point Capital, LLC 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 7
Mcdonald Partners Llc 7
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 7
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 7
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 7
Resona Asset Management Co.,Ltd. 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
MPS Loria Financial Planners, LLC 7
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 7
Tide Point Capital Management, Lp 7
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
Cruiser Capital Advisors, Llc 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 7
Nuveen Senior Income Fund 7
Guardian Life Insurance Co Of America 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
Clearbridge, Llc 7
EVR Research LP 7
West Oak Capital, LLC 7
Optimize Financial Inc 7
Pioneer High Income Trust 7
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 7
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 7
AlphaCore Capital LLC 7
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 7
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 7
Anchor Bolt Capital, LP 7
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 7
Investment Management Corp of Ontario 7
Horizon Kinetics LLC 7
Achmea Investment Management B.V. 7
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 7
Sterling Investment Advisors, Ltd. 7
Sagespring Wealth Partners, Llc 7
Radnor Capital Management, LLC 7
Morse Asset Management, Inc 7
Pinnacle Bancorp, Inc. 7
Rubric Capital Management LP 7
Omnia Family Wealth, LLC 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 7
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 7
Almanack Investment Partners, LLC. 7
Pacific Center for Financial Services 7
Quest 10 Wealth Builders, Inc. 7
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 7
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 7
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 7
Smallcap World Fund Inc 7
Oaktree Capital Management Lp 7
Dai-Ichi Life Insurance Company, Ltd 7
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 7
Telemus Capital, Llc 7
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 7
Canada Post Corp Registered Pension Plan 7
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 7
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 7
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 7
Webster Bank, N. A. 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
Main Street Financial Solutions, LLC 7
Great Diamond Partners, LLC 7
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 7
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 7
Legg Mason Investment Counsel, LLC 7
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 7
Dalton Greiner Hartman Maher & Co 7
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 7
Three Peaks Capital Management, LLC 7
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 7
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
ASR Vermogensbeheer N.V. 7
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 7
Jb Capital Partners Lp 7
Perimeter Capital Partners, LLC 7
City Holding Co 7
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 7
Malaga Cove Capital, LLC 7
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 7
Spdr S&p 500 Etf Trust 7
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 7
Tectonic Advisors Llc 7
Dv Equities, Llc 7
Donaldson Capital Management, Llc 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 7
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 7
Cumberland Partners Ltd 7
Okabena Investment Services Inc 7
Groupe la Francaise 7
MML Series Investment Fund II - MML Blend Fund Initial Class 7
Triangle Securities Wealth Management 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
Hexavest Inc. 7
Siemens Fonds Invest GmbH 7
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 7
Symmetry Partners, LLC 7
Kathmere Capital Management, LLC 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
WealthTrust Fairport, LLC 7
Alpine Associates Management Inc. 7
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
First Midwest Bank Trust Division 7
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 7
Bahl & Gaynor Inc 7
Delos Wealth Advisors, LLC 7
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 7
Eisler Capital (UK) Ltd. 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 7
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
First Bank & Trust 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 7
Rockefeller Financial Services Inc 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
Carret Asset Management, Llc 7
Squar Milner Financial Services Llc 7
Independence Bank of Kentucky 7
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 7
Tibra Equities Europe Ltd 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 7
Pacific Capital Wealth Advisors, Inc 7
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 7
BlackRock ESG Capital Allocation Trust 7
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 7
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 7
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 7
Cushing Asset Management, Lp 7
Fma Advisory Inc 7
Royce Global Value Trust, Inc. 7
Carillon Tower Advisers, Inc. 7
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 7
Parisi Gray Wealth Management 7
Kaizen Advisory, Llc 7
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 7
TradeLink Global Equity LLC 7
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 7
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 7
180 Wealth Advisors, Llc 7
Arrowgrass Capital Partners (us) Lp 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Matarin Capital Management, LLC 7
Desjardins Global Asset Management Inc. 7
Visionary Asset Management, Inc. 7
Breton Hill Capital Ltd. 7
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 7
Wbh Advisory Inc 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 7
6 Meridian 7
Liberty All Star Growth Fund Inc. 7
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 7
Red Tortoise LLC 7
Amtrust Financial Services, Inc. 7
Stonegate Investment Group, LLC 7
Metis Global Partners, LLC 7
L & S Advisors Inc 7
Vivaldi Asset Management, LLC 7
Sona Asset Management (us) Llc 7
Operose Advisors LLC 7
Premia Global Advisors, Llc 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
Tema Etfs Llc 7
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 7
Wellington Shields Capital Management, LLC 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
Tilia Fiduciary Partners, Inc. 7
Bivin & Associates, Inc. 7
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 7
Rothschild Investment Corp /il 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 7
One Wealth Advisors, LLC 7
Andra AP-fonden 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
Cubic Asset Management, LLC 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
Ikos Cif Ltd 7
Psagot Value Holdings Ltd. / (Israel) 7
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 7
Mn Services Vermogensbeheer B.V. 7
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 7
MU Investments Co., Ltd. 7
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 7
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 7
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 7
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 7
Nvwm, Llc 7
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 7
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 7
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 7
Emerald Investment Partners, Llc 7
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 7
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 7
Osborn Rohs Williams & Donohoe Ltd 7
PGGM Investments 7
State of New Jersey Common Pension Fund A 7
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 7
My Personal CFO, LLC 7
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 7
Leeward Investments, LLC - MA 7
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 7
JIHDX - John Hancock Funds II - High Yield Fund Class 1 7
Total Investment Management Inc 7
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 7
Saudi Central Bank 7
Cannell Capital Llc 7
Newland Capital Management, Llc 7
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 7
Minichmacgregor Wealth Management, Llc 7
Marex Group plc 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 7
Unigestion Holding SA 7
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 7
Olstein Funds 7
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 7
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 7
Scarborough Advisors, LLC 7
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 7
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 7
Northwest & Ethical Investments L.P. 7
Foundations Investment Advisors, LLC 7
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 7
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 7
Burt Wealth Advisors 7
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 7
Net Worth Advisory Group 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 6
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 6
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 6
DSAM Partners (London) Ltd 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 6
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
Ariel Investments, Llc 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 6
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 6
Cutter & CO Brokerage, Inc. 6
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 6
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 6
Syverson Strege & Co 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 6
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 6
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 6
EPG Wealth Management LLC 6
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 6
Vulcan Value Partners, LLC 6
Greenline Partners, LLC 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
N.E.W. Advisory Services LLC 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
Kera Capital Partners, Inc. 6
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 6
RobecoSam USA, Inc. 6
E Fund Management Co., Ltd. 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
Castle Rock Wealth Management, LLC 6
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 6
Logan Capital Management Inc 6
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 6
Capital Investment Advisors, LLC 6
Kcm Investment Advisors Llc 6
Bank Of Hawaii 6
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 6
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
Leuthold Group, Llc 6
Sigma Capital Management Llc 6
Bellevue Asset Management, Llc 6
Varma Mutual Pension Insurance Co 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 6
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 6
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 6
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 6
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 6
Waldron Private Wealth LLC 6
Myriad Asset Management Ltd. 6
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
AustralianSuper Pty Ltd 6
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 6
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 6
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 6
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 6
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 6
HighMark Wealth Management LLC 6
Bck Capital Management Lp 6
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 6
Studio Investment Management Llc 6
Pentwater Capital Management LP 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 6
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 6
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
Shellback Capital, LP 6
Nelson Capital Management, LLC 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
Ophir Asset Management Pty Ltd 6
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 6
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 6
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
Mufg Securities Americas Inc. 6
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 6
STFBX - Advisers Investment Trust - State Farm Balanced Fund 6
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
Rosenberg Matthew Hamilton 6
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
Cartenna Capital, LP 6
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 6
JB Capital LLC 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
Ironwood Investment Management Llc 6
PWS - Pacer Funds Trust - Pacer WealthShield ETF 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 6
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 6
Voya Global Advantage & Premium Opportunity Fund 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 6
PFG Advisors 6
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 6
Voya Global Equity Dividend & Premium Opportunity Fund 6
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 6
Silicon Valley Capital Partners 6
12th Street Asset Management Company, LLC 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
Dymon Asia Capital (singapore) Pte. Ltd. 6
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 6
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 6
Q Global Advisors, LLC 6
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 6
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 6
Pflug Koory, LLC 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 6
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 6
Cardinal Capital Management Llc /ct 6
Lafitte Capital Management LP 6
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 6
Global Trust Asset Management, LLC 6
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 6
Azimuth Capital Investment Management LLC 6
Fulton Bank, N.a. 6
Pensionfund Sabic 6
Tower View Investment Management & Research LLC 6
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 6
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 6
Safeguard Financial, LLC 6
Bayberry Capital Partners LP 6
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 6
PFG Private Wealth Management, LLC 6
Cerebellum GP, LLC 6
Quantum Capital Management 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
Atalaya Capital Management LP 6
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 6
tru Independence LLC 6
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 6
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 6
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 6
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 6
BRC Investment Management LLC 6
Kerrisdale Advisers, LLC 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 6
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 6
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
Longboard Asset Management, LP 6
SevenBridge Financial Group, LLC 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
Pensionfund DSM Netherlands 6
Turner Funds 6
Hgk Asset Management Inc 6
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 6
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
Vectors Research Management, LLC 6
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 6
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 6
F3Logic, LLC 6
Vantage Investment Advisors, LLC 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
Wayfinding Financial, LLC 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
Board of the Pension Protection Fund 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
First Wilshire Securities Management Inc 6
Czech National Bank 6
WIREX - PFS FUNDS - Wireless Fund 6
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 6
Allianzgi Convertible & Income 2024 Target Term Fund 6
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 6
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 6
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 6
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 6
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 6
Schechter Investment Advisors, LLC 6
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 6
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Citizens Business Bank 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
Virtus ETF Advisers LLC 6
Banco BTG Pactual S.A. 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
DGS Capital Management, LLC 6
Clarius Group, LLC 6
Nkcfo Llc 6
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 6
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 6
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 6
Trifecta Capital Advisors, LLC 6
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares 6
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 6
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 6
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 6
Blume Capital Management, Inc. 6
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 6
FXMCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Focused Index Fund 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 6
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
Eagle Global Advisors Llc 6
AlphaStar Capital Management, LLC 6
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 6
Jessup Wealth Management, Inc 6
New England Capital Financial Advisors LLC 6
CoreFirst Bank & Trust 6
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
Alliance Wealth Advisors, LLC /UT 6
Marietta Investment Partners Llc 6
WUSAX - WANGER ADVISORS TRUST - Wanger USA 6
V Wealth Advisors LLC 6
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 6
Profunds - Profund Vp Large-cap Value 6
Uniplan Investment Counsel, Inc. 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
Coatue Management Llc 6
McGlone Suttner Wealth Management, Inc. 6
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 6
Carmel Capital Partners, LLC 6
Bulldog Investors, LLP 6
West Branch Capital LLC 6
Headinvest, Llc 6
Waterfront Capital Partners, LLC 6
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 6
Mizuho Securities Usa Llc 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
Banque Transatlantique SA 6
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 6
Garda Capital Partners Lp 6
Trust Department Mb Financial Bank N A 6
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 6
National Penn Investors Trust Co /pa 6
Allstate Investment Management Co 6
Mraz, Amerine & Associates, Inc. 6
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 6
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
Arabesque Asset Management Ltd 6
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 6
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 6
Arcadia Investment Management Corp/mi 6
Hunter Associates Investment Management Llc 6
First Heartland Consultants, Inc. 6
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 6
Great Lakes Retirement, Inc. 6
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 6
TrinityPoint Wealth, LLC 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 6
Financial Advisors Network, Inc. 6
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 6
BKD Wealth Advisors, LLC 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
Thornburg Investment Management Inc 6
EXI - iSHARES TRUST - iShares Global Industrials ETF 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
Southpoint Capital Advisors LP 6
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
Dearborn Partners Llc 6
Coppell Advisory Solutions Corp. 6
Meiji Yasuda Life Insurance Co 6
Traub Capital Management LLC 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
Hawk Ridge Capital Management Lp 6
PRW Wealth Management LLC 6
Credit Industriel Et Commercial 6
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 6
MANA Advisors LLC 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
Boenning & Scattergood, Inc. 6
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 6
Freedman Financial Associates, Inc. 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
Dfa Investment Trust Co - The U.s. Large Cap Value Series 6
Putnam ETF Trust - Putnam ESG High Yield ETF - 6
Seeyond 6
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 6
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 6
Advance Capital I Inc 6
Solas Capital Management, LLC 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
Nokota Management, LP 6
Antonetti Capital Management LLC 6
Clark Wealth Partners 6
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 6
Founders Capital Management 6
Sentinel Asset Management, Inc. 6
Morningstar Investment Management LLC 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 6
Usa Mutuals Advisors, Inc. 6
Cannell Peter B & Co Inc 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
Ridgewood Investments LLC 6
TD Securities (USA) LLC 6
Legacy Wealth Managment, LLC/ID 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 6
Hunter Perkins Capital Management, LLC 6
BLPIX - Profunds - Bull Profund Investor Class 6
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 6
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 6
Silvant Capital Management LLC 6
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 6
Antara Capital LP 6
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 6
Daiwa Capital Markets America Inc. 6
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 6
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 6
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 6
SFY - Tidal ETF Trust - SoFi Select 500 ETF 6
Leisure Capital Management 6
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 6
ULPIX - Profunds - Ultrabull Profund Investor Class 6
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 6
Miracle Mile Advisors, LLC 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 6
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 6
Calvert Impact Fund Inc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 6
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
British Airways Pensions Investment Management Ltd 6
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 6
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
Sasco Capital Inc / Ct/ 6
Advent/claymore Enhanced Growth & Income Fund 6
Intellectus Partners, LLC 6
Paragon Capital Management LLC 6
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 6
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 6
Private Management Group Inc 6
Private Advisors, LLC 6
Beese Fulmer Investment Management, Inc. 6
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 6
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 6
Generali Asset Management SPA SGR 6
Gyl Financial Synergies, Llc 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 6
Blackrock 2022 Global Income Opportunity Trust 6
Bain Capital Public Equity Management Ii, Llc 6
Mid Atlantic Financial Management Inc/adv 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 6
Sapience Investments, LLC 6
Kingdom Financial Group LLC. 6
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 6
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 6
Godsey & Gibb Associates 6
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 6
Bollard Group LLC 6
22nw, Lp 6
Timpani Capital Management LLC 6
Capital International Inc /ca/ 6
WESPAC Advisors, LLC 6
WMS Partners, LLC 6
First PREMIER Bank 6
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 6
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 6
Minneapolis Portfolio Management Group, LLC 6
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 6
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 6
De Burlo Group Inc 6
Tdam Usa Inc. 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
Moloney Securities Asset Management, LLC 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 6
Palouse Capital Management, Inc. 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
Bayban 6
Melvin Capital Management LP 6
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 6
Tiaa Trust, National Association 6
Trustmark National Bank Trust Department 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
GFS Advisors, LLC 6
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 6
Redpoint Investment Management Pty Ltd 6
Oppenheimer Global Strategic Income Fund 6
Easterly Investment Partners Llc 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
Onefund, Llc 6
Trust Co 6
Fiduciary Management Associates Llc 6
Prudent Man Advisors, LLC 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
United Community Bank 6
IronBridge Capital Management LP 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
Banco de Sabadell, S.A 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
Gabelli Utility Trust 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
Rockbridge Investment Management, LCC 6
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 6
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 6
44 Wealth Management Llc 6
Intrust Bank Na 6
Pennsylvania Trust Co 6
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 6
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 6
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 6
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 6
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 6
Credential Qtrade Securities Inc. 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
Mangrove Partners 6
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 6
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 6
Lloyds Banking Group plc 6
Price Michael F 6
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 6
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 6
Sumitomo Life Insurance Co 6
Us Global Investors Funds 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 6
Westfuller Advisors, LLC 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
Philadelphia Trust Co 6
Zullo Investment Group, Inc. 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 6
VSTIX - VALIC Co I - Stock Index Fund 6
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 6
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 6
Barnett & Company, Inc. 6
Tyler-Stone Wealth Management 6
MMCAP International Inc. SPC 6
potrero capital research llc 6
Hallmark Capital Management Inc 6
Bear Mountain Capital, Inc. 6
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 6
Bank of Jackson Hole Trust 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
IronBridge Private Wealth, LLC 6
Palisade Asset Management, LLC 6
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 6
Longfellow Investment Management Co Llc 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 6
Signature Resources Capital Management, LLC 6
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 6
Green Square Capital Advisors Llc 6
Range Financial Group LLC 6
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 6
Patton Fund Management, Inc. 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
Marathon Capital Management 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Dynamic Advisor Solutions LLC 6
Guerra Advisors Inc 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
Virtue Capital Management, LLC 6
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 6
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 6
Blue Bell Private Wealth Management, Llc 6
SRTTX - SMA RELATIONSHIP TRUST - Series T 6
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 6
Locust Wood Capital Advisers, Llc 6
Capitolis Advisors LLC 6
Orchard Capital Managment, LLC 6
Islay Capital Management, Llc 6
Roundview Capital LLC 6
Plato Investment Management Ltd 6
Flow Traders U.s. Llc 6
American Research & Management Co. 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 6
Gitterman Wealth Management, LLC 6
Strive Financial Group ,LLC 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
CSM Advisors, LLC 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
Cim, Llc 6
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 6
Forward Management, LLC 6
Ckw Financial Group 6
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 6
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 6
Principle Wealth Partners Llc 6
Stonehage Fleming (uk) Ltd 6
Sivia Capital Partners, LLC 6
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 6
Groupama Asset Managment 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 6
Stock Portfolio - Stock Portfolio 6
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
KLCM Advisors, Inc. 6
Genesee Valley Trust Co 6
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 6
Harvest Management Llc 6
Isi Strategy Fund Inc 6
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 6
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 6
Richardson Financial Services Inc. 6
Fortitude Advisory Group L.L.C. 6
Chiron Investment Management, LLC 6
Regents Gate Capital LLP 6
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 6
Canandaigua National Bank & Trust Co 6
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 6
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 6
FormulaFolio Investments, LLC 6
Guyasuta Investment Advisors Inc 6
Connor Clark & Lunn Investment Management Ltd 6
TIMOTHY PLAN - Timothy Strategic Variable 6
Rocky Mountain Advisers, Llc 6
Paragon Capital Management Ltd 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
Values First Advisors, Inc. 6
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
Bnc Wealth Management, Llc 6
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 6
Capital International Sarl 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
Gendell Jeffrey L 6
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 6
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 6
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 6
Fairway Wealth LLC 6
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 6
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
Exencial Wealth Advisors, Llc 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6
Perkins Capital Management Inc 6
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 6
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 6
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 6
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 6
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 6
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 6
Mowery & Schoenfeld Wealth Management, LLC 6
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 6
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 6
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 6
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 6
Northwest Wealth Management, Llc 6
D.B. Root & Company, LLC 6
Symmetry Peak Management Llc 6
Texas Capital Bank Wealth Management Services Inc 6
Pathway Financial Advisers, LLC 6
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 6
Ogorek Anthony Joseph /ny/ /adv 6
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 6
Certified Advisory Corp 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 6
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 6
John Hancock Hedged Equity & Income Fund 6
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 6
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 6
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 6
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 6
Ironwood Financial, llc 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
Atlantic Investment Management Inc 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
J. Safra Sarasin Holding AG 6
Willingdon Wealth Management 6
Ab Pooling Portfolios 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
LMR Master Fund Ltd 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
Bernzott Capital Advisors 6
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 6
Crescent Capital Consulting, LLC 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
Clearview Wealth Advisors LLC 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
Origin Asset Management LLP 6
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 6
Avanza Fonder AB 6
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 6
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 6
Cypress Capital Management LLC (WY) 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
Sanders Morris Harris Llc 6
PENN SERIES FUNDS INC - High Yield Bond Fund 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 6
Price Capital Management, Inc. 6
Marino, Stram & Associates Llc 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 6
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 6
Loews Corp 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
GoalVest Advisory LLC 6
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Clarus Wealth Advisors 6
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 6
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 6
Fondren Management LP 5
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
NOFIX - Northern Funds - Northern Fixed Income Fund 5
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 5
Kettle Hill Capital Management, Llc 5
Glenview Trust Co 5
Private Advisory Group LLC 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
G2 Investment Partners Management LLC 5
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 5
Kohmann Bosshard Financial Services, LLC 5
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 5
Benson Investment Management Company, Inc. 5
Norway Savings Bank 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
ELCO Management Co., LLC 5
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 5
Ibex Wealth Advisors 5
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional 5
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 5
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 5
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 5
Standard Life Investments LTD 5
VGLSX - VALIC Co I - Global Strategy Fund 5
Alerus Financial Na 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
Jackson, Grant Investment Advisers, Inc. 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
Nuveen S&p 500 Buywrite Income Fund 5
Telluride Asset Management LLC 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
Banyan Partners, LLC 5
McAdams Wright Ragen, Inc. 5
Legg Mason Investment Counsel & Trust Co., N.A. 5
Kms Financial Services, Inc 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
Madison Investment Advisors, LLC 5
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 5
Impact Capital Partners LLC 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
BlueCrest Capital Management LLP 5
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 5
Balter Liquid Alternatives, LLC 5
Gates Capital Management, Inc. 5
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 5
Guardian Investor Services Llc 5
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 5
Mariner Wealth Advisors-NYC, LLC 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
Silver Rock Financial LP 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
Railway Pension Investments Ltd 5
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 5
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 5
EWG Elevate Inc. 5
Pacific Global Investment Management Co 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
Southport Management, L.l.c. 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 5
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 5
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 5
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 5
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 5
EKHAX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Bond Fund Class A 5
Cleararc Capital Inc 5
Synergy Investment Management, LLC 5
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
Sentry Investments Corp. 5
Connors Investor Services Inc 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 5
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 5
Euclid Advisors LLC 5
Rampart Investment Management Company, LLC 5
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 5
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
Advocacy Wealth Management Services, LLC 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 5
Park Avenue Institutional Advisers LLC 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
Ratan Capital Management LP 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 5
Bronson Point Management LLC 5
Massar Capital Management, LP 5
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 5
Simcoe Capital Management, LLC 5
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 5
Rodgers Brothers Inc. 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
Ruggie Capital Group 5
Northwestern Mutual Investment Services Llc 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 5
Arosa Capital Management LP 5
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 5
Heartwood Wealth Advisors LLC 5
Pacifica Partners Inc. 5
Steel Peak Wealth Management LLC 5
Wealthsource Partners, Llc 5
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 5
Camden Asset Management L P /ca 5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5
Motley Fool Wealth Management, LLC 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
Carolina Wealth Advisors, LLC 5
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 5
Rowland Carmichael Advisors Inc /adv 5
Horizon Bancorp Inc /in/ 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 5
Telemark Asset Management, LLC 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 5
Granite Point Capital Management, L.P. 5
L2 Asset Management, LLC 5
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 5
Lion Street Advisors, LLC 5
Special Opportunities Fund, Inc. 5
Sage Rock Capital Management LP 5
Insight Capital Research & Management Inc 5
Ovata Capital Management Ltd 5
Lodge Hill Capital, LLC 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
Jade Capital Advisors, LLC 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
Owl Creek Asset Management, L.P. 5
Gratia Capital, Llc 5
Visionary Wealth Advisors 5
Millrace Asset Group, Inc. 5
Keebeck Wealth Management, LLC 5
Optas, LLC 5
Deseret Mutual Benefit Administrators 5
FDO Partners, LLC 5
Wrapmanager Inc 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
Transcend Wealth Collective, Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 5
FSA Wealth Management LLC 5
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 5
Financial Life Planners 5
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 5
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 5
Exane Asset Management 5
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
Alpha Omega Wealth Management LLC 5
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 5
Tortoise Energy Independence Fund, Inc. 5
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
Heck Capital Advisors, LLC 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 5
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 5
Delaware Investments Dividend & Income Fund, Inc 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
Rowland & Co Investment Counsel/adv 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 5
Consolidated Planning Corp 5
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 5
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
Deutsche Value Series, Inc 5
Glg Inc. 5
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 5
Cornerstone Advisory, LLC 5
Veracity Capital LLC 5
Davis Capital Management 5
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 5
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 5
MFCPX - M FUND INC - M Capital Appreciation Fund 5
Chicago Capital Management, LLC 5
Global X Funds 5
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 5
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 5
PointState Capital LP 5
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 5
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 5
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
EFG International AG 5
Vega Investment Solutions 5
Fernwood Investment Management, LLC 5
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
Smith, Salley & Associates 5
PartnerRe Asset Management CORP 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 5
PPM Funds - PPM High Yield Core Fund (Inst) 5
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 5
Chemical Bank 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
Columbia Asset Management 5
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 5
WSCVX - Walthausen Funds - Walthausen Small Cap Value Fund Investor 5
KLDW - Exchange Listed Funds Trust - Knowledge Leaders Developed World ETF 5
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 5
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 5
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
ADVGX - North Square Investments Trust - North Square Advisory Research All Cap Value Fund Class I 5
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 5
Crawford Fund Management, LLC 5
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 5
Advent Claymore Convertible Securities & Income Fund Ii 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
PCJ Investment Counsel Ltd. 5
Bellecapital International Ltd. 5
AUERX - Unified Series Trust - Auer Growth Fund 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
New Wave Wealth Advisors Llc 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 5
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 5
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 5
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
Ledyard National Bank 5
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
Amica Pension Fund Board Of Trustees 5
York Capital Management Global Advisors, LLC 5
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
River Wealth Advisors LLC 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
Park Square Financial Group, LLC 5
AllSquare Wealth Management LLC 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 5
Arrow Financial Corp 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
Angelo Gordon & Co., L.p. 5
AEGON USA Investment Management, LLC 5
Platform Technology Partners 5
Clough Global Dividend & Income Fund 5
Ares Dynamic Credit Allocation Fund, Inc. 5
Hartline Investment Corp/ 5
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 5
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 5
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 5
ACVF - ETF Opportunities Trust - American Conservative Values ETF 5
Nia Impact Advisors, Llc 5
Western Asset High Income Fund Ii Inc. 5
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 5
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 5
Legacy Financial Group LLC 5
McCarthy Asset Management, Inc. 5
Tiger Eye Capital LLC 5
ACG Wealth 5
Gallagher Fiduciary Advisors, LLC 5
Mizuho Markets Americas Llc 5
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 5
Liontrust Investment Partners LLP 5
Bancroft Fund Ltd 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
Nwam Llc 5
IAG Wealth Partners, LLC 5
Wall Street Access Asset Management, LLC 5
Mach-1 Financial Group, Inc. 5
Boston Common Asset Management, LLC 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
Cadent Capital Advisors, LLC 5
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 5
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 5
Distillate Capital Partners LLC 5
Synergy Financial Management, LLC 5
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 5
Curated Wealth Partners LLC 5
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 5
True Link Financial Advisors, LLC 5
Texas Capital Bancshares Inc/tx 5
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Ade, Llc 5
Patton Albertson Miller Group, Llc 5
Relative Value Fund 5
MJT & Associates Financial Advisory Group, Inc. 5
Integrity Alliance, Llc. 5
Exxonmobil Investment Management Inc /tx 5
Gierl Augustine Investment Management Inc 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
Retirement Group, LLC 5
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 5
B & T Capital Management DBA Alpha Capital Management 5
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 5
Exchange Capital Management, Inc. 5
Ridgeworth Funds 5
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 5
Knowledge Leaders Capital, LLC 5
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 5
Vanguard Morgan Growth Fund 5
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
PGIM Short Duration High Yield Opportunities Fund 5
Insight Select Income Fund 5
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 5
Franklin Street Advisors Inc /nc 5
Systematic Alpha Investments, LLC 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 5
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 5
Ab Multi-manager Alternative Fund 5
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 5
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 5
Evanson Asset Management, LLC 5
Sierra Capital LLC 5
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 5
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
Prentice Wealth Management LLC 5
Mariner Investment Group Llc 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
Decatur Capital Management, Inc. 5
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 5
Y.D. More Investments Ltd 5
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 5
Ellsworth Growth & Income Fund Ltd 5
Cordasco Financial Network 5
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 5
Emfo, Llc 5
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 5
Gabelli Nextshares Trust 5
VIOPX - VALIC Co I - International Opportunities Fund 5
Pacholder High Yield Fund Inc 5
PNC Managed Account Solutions, Inc. 5
Aries Wealth Management 5
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 5
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 5
TradeLink Capital LLC 5
Freedom Day Solutions, LLC 5
Buckley Wealth Management, LLC 5
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 5
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 5
FrontFour Capital Group LLC 5
McElhenny Sheffield Capital Management, LLC 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 5
Smith Group Asset Management, LLC 5
EMG Holdings, L.P. 5
Solaris Asset Management Llc 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
Acumen Wealth Advisors, LLC 5
Lorber David A 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
Allen Investment Management LLC 5
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 5
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 5
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 5
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 5
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 5
Clear Street Llc 5
Amplius Wealth Advisors, LLC 5
North Fourth Asset Management, LP 5
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 5
Steinberg Asset Management Llc 5
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 5
QCM Cayman, Ltd. 5
Third Point LLC 5
Absolute Capital Management, LLC 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Invesco Dynamic Credit Opportunity Fund 5
Impala Asset Management LLC 5
Prentiss Smith & Co Inc 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
Crabel Capital Management, LLC 5
PDS Planning, Inc 5
Riverbridge Partners Llc 5
Charter Trust Co 5
Retirement Planning Co of New England, Inc. 5
Kirr Marbach & Co Llc /in/ 5
Paralel Advisors LLC 5
Diameter Capital Partners LP 5
Lindenwold Advisors 5
Lombardia Capital Partners Llc 5
Sender Co & Partners, Inc. 5
MainStreet Investment Advisors LLC 5
Ohio National Investments, Inc. 5
Lake Street Advisors Group, Llc 5
Credential Securities Inc. 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
Resolute Capital Asset Partners LLC 5
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 5
Weil Company, Inc. 5
Medina Singh Partners, LLC 5
Sendero Wealth Management, LLC 5
Ulland Investment Advisors, LLC 5
EFG Asset Management (North America) Corp. 5
Camelot Portfolios, LLC 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 5
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 5
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 5
APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 5
Woodley Farra Manion Portfolio Management Inc 5
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 5
Monroe Bank & Trust/mi 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 5
American Trust 5
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 5
Vivaldi Opportunities Fund 5
Montecito Bank & Trust 5
Dividend Asset Capital, Llc 5
Thompson Investment Management, Inc. 5
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund 5
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
Joel Isaacson & Co., LLC 5
Burleson & Company, LLC 5
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 5
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 5
Athena Capital Advisors Llc 5
Midwest Trust Co 5
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
High Pointe Capital Management Llc 5
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 5
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 5
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 5
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 5
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 5
Acuitas Investments, LLC 5
High Net Worth Advisory Group LLC 5
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 5
Empirical Asset Management, LLC 5
Tiaa Cref Trust Co Fsb/mo 5
Pinnacle Summer Investments, Inc. 5
Fortaleza Asset Management Inc/ 5
Resurgent Financial Advisors LLC 5
1620 Investment Advisors, Inc. 5
Jensen Investment Management Inc 5
Angeles Wealth Management, Llc 5
Clear Sky Advisers, LLC 5
Bp Plc 5
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 5
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 5
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 5
Triasima Portfolio Management inc. 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
Transatlantique Private Wealth Llc 5
Atwood & Palmer Inc 5
Cardinal Capital Management 5
WealthTrust Axiom LLC 5
Castle Wealth Management Llc 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5
Investment Centers Of America Inc 5
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 5
Falcon Point Capital, Llc 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
Equitable Trust Co 5
Lebenthal Holdings,LLC 5
Wealthquest Corp 5
Garde Capital, Inc. 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
Parnassus Investments /ca 5
Portfolio Strategies, Inc. 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 5
Private Bank & Trust Co 5
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 5
Strategy Asset Managers Llc 5
Rutabaga Capital Management Llc/ma 5
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 5
Fosun International Ltd 5
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 5
Clear Investment Research, Llc 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 5
Family Firm, Inc. 5
Gilman Hill Asset Management, LLC 5
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 5
SeaTown Holdings Pte. Ltd. 5
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 5
Ofi Carlyle Private Credit Fund 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 5
Stevens First Principles Investment Advisors 5
Rathbone Brothers plc 5
Delta Investment Management, LLC 5
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 5
Legacy Bridge, LLC 5
Mesirow Institutional Investment Management, Inc. 5
Sentinus, LLC 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 5
STRV - EA Series Trust - Strive 500 ETF 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 5
Private Capital Advisors, Inc. 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
Grandview Asset Management LLC 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
Teton Advisors, LLC 5
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 5
Glass Jacobson Investment Advisors llc 5
IPG Investment Advisors LLC 5
Profunds - Profund Vp Large-cap Growth 5
Lodestone Wealth Management LLC 5
Aviance Capital Partners, LLC 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
Angeles Investment Advisors, LLC 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 5
Coastal Capital Group, Inc. 5
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 5
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 5
Eisler Capital (US) LLC 5
Bbr Partners, Llc 5
Oversea-Chinese Banking CORP Ltd 5
Community Capital Management, Inc. 5
Portus Wealth Advisors, LLC 5
Paradigm Financial Partners, Llc 5
AMF Pensionsforsakring AB 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
Trellus Management Company, LLC 5
Strategic Investment Solutions, Inc. /IL 5
Diversified Management Inc 5
Southeast Asset Advisors Inc. 5
Fortis Capital Advisors, LLC 5
Independence Capital Asset Partners, LLC 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
9258 Wealth Management, LLC 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
Meeder Advisory Services, Inc. 5
Saturna Capital CORP 5
Applied Finance Capital Management, LLC 5
Wealth Enhancement Trust Services, Inc. 5
Relative Value Partners Group, LLC 5
Kinneret Advisory, LLC 5
First Foundation Advisors 5
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 5
Schafer Cullen Capital Management Inc 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 5
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 5
Clough Capital Partners L P 5
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 5
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 5
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 5
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
Cypress Capital Group 5
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
Apollo Management Holdings, L.P. 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 5
Argos Wealth Advisors, LLC 5
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 5
Corrado Advisors, Llc 5
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 5
Barrett & Company, Inc. 5
Legacy Investment Solutions, LLC 5
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 5
Ofi Invest Asset Management 5
Lowe Wealth Advisors, LLC 5
Klr Investment Advisors, Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
Yaupon Capital Management LP 5
Penobscot Investment Management Company, Inc. 5
Proffitt & Goodson Inc 5
Wealthbridge Capital Management, Llc 5
Human Investing LLC 5
Nippon Life Global Investors Americas, Inc. 5
Entrust Financial Llc 5
Covenant Partners, LLC 5
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 5
Jackson Wealth Management, LLC 5
Tealwood Asset Management Inc 5
DecisionPoint Financial, LLC 5
Quilter Plc 5
Symons Capital Management Inc 5
Garrett Wealth Advisory Group, LLC 5
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 5
Investors Capital Advisory Services 5
Fs Multi-alternative Income Fund 5
Financiere des Professionnels - Fonds d,investissement inc. 5
Core Wealth Advisors, Llc 5
Aegon Asset Management Uk Plc 5
Tortoise Capital Advisors, L.l.c. 5
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 5
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 5
Patriot Investment Management Inc. 5
Todd Asset Management Llc 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
Alpine Bank Wealth Management 5
Mastrapasqua Asset Management Inc 5
Oak Ridge Investments Llc 5
Valued Wealth Advisors LLC 5
Nicolet Advisory Services, Llc 5
Financial Perspectives, Inc 5
Trust Point Inc. 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Chesley Taft & Associates LLC 5
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 5
Julex Capital Management, Llc 5
WealthStone, Inc. 5
Vanguard Windsor Funds 5
Channing Capital Management, LLC 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
Edge Asset Management, Inc 5
Custom Index Systems, Llc 5
Clifford Swan Investment Counsel Llc 5
Cetera Trust Company, N.A 5
Unique Wealth Strategies, LLC 5
Apex Capital Management 5
University Of Texas/texas Am Investment Managment Co 5
Greenwood Capital Associates Llc 5
Savvy Advisors, Inc. 5
Signature Estate & Investment Advisors Llc 5
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 5
Parsons Capital Management Inc/ri 5
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 5
Clear Creek Financial Management, LLC 5
Stonehage Fleming Financial Services Holdings Ltd 5
Lenox Wealth Management, Inc. 5
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 5
Signal Advisors Wealth, LLC 5
Argent Trust Co 5
Aviance Capital Management, Llc 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 5
Pinnacle Holdings, LLC 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
Starboard Value LP 5
Netols Asset Management, Inc. 5
Plaisance Capital LLC 5
Advanced Series Trust - Ast Mid-cap Growth Portfolio 5
Snow Capital Management Lp 5
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 5
Pineridge Advisors LLC 5
Weber Alan W 5
White Pine Capital Llc 5
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 5
Sirios Capital Management L P 5
Marco Investment Management Llc 5
Snyder Capital Management L P 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
IFC & Insurance Marketing, Inc. 5
Foster Dykema Cabot & Co Inc/ma 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 5
Williams Jones Wealth Management, LLC. 5
Capital International Ltd /ca/ 5
Pacitti Group Inc. 5
Polen Capital Management Llc 5
Atlanta Capital Management Co L L C 5
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 5
Contrarian Capital Management, L.l.c. 5
Mediolanum International Funds Ltd 5
Brahman Capital Corp. 5
De Lisle Partners LLP 5
Bowen Hanes & Co Inc 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
Institutional Investment Strategy Fund 5
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
Capital Advisors Inc/ok 5
Motiv8 Investments LLC 5
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 5
Hall Laurie J Trustee 5
Vanguard Capital Management Llc 5
Global X Japan Co., Ltd. 5
Congruence Capital, LLC 5
Lynx Investment Advisory 5
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 5
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 5
Lapides Asset Management, LLC 5
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 5
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 5
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 5
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 5
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 5
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 5
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 5
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 5
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 5
Quattro Advisors LLC 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Baillie Gifford & Co 5
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 5
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
Jnl Series Trust - Jnl/crescent High Income Fund (a) 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 5
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 5
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 5
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 5
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 5
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 5
Crowley Wealth Management, Inc. 5
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 5
Voya Natural Resources Equity Income Fund 5
Franklin Universal Trust 5
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 5
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 5
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 5
Murphy & Mullick Capital Management Corp 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Small Cap Value Fund Class R6 5
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 5
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 5
Amcap Fund 5
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 5
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 5
Price Wealth Management, Inc. 5
Townsend & Associates, Inc 5
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 5
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 5
Venator Capital Management Ltd. 5
XR Securities LLC 5
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 5
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 5
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 5
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
Ferris Capital, Llc 5
First Pacific Advisors, LP 5
HGC Investment Management Inc. 5
Tiaa, Fsb 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 5
Seneschal Advisors, LLC 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 5
Athos Capital Ltd 5
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 5
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 5
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 5
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 5
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 5
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 5
Israel Discount Bank of New York 5
Knights of Columbus Asset Advisors LLC 5
Doyle Wealth Management 5
Israel Discount Bank Of New York /gfn 5
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 5
NOCBX - Northern Funds - Northern Core Bond Fund 5
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 5
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
Western Standard LLC 5
Hartree Partners, LP 5
Knuff & Co LLC 4
Karpus Management, Inc. 4
DG Capital Management, LLC 4
Prospector Partners Llc 4
EJF Capital LLC 4
Integrated Core Strategies (us) Llc 4
Pacific Grove Capital LP 4
Brown Capital Management Llc 4
Water Asset Management LLC 4
Cohen & Steers, Inc. 4
Zelman Capital LLC 4
Sheffield Asset Management, L.L.C. 4
Perella Weinberg Partners Capital Management LP 4
Falcon Edge Capital, LP 4
Hound Partners, LLC 4
Peconic Partners Llc 4
Southernsun Asset Management, Llc 4
Canyon Capital Advisors Llc 4
Paradigm Capital Management Inc/ny 4
Platinum Investment Management Ltd 4
Daruma Capital Management Llc 4
SRB Corp 4
Polygon Management Ltd. 4
Burgundy Asset Management Ltd. 4
Meyer Handelman Co 4
Folger Hill Asset Management LP 4
Canal Insurance CO 4
AGF Investments America Inc. 4
Altfest L J & Co Inc 4
Disciplined Growth Investors Inc /mn 4
Neumeier Poma Investment Counsel Llc 4
Mazama Capital Management Inc 4
Northern Oak Wealth Management Inc 4
Broadview Advisors Llc 4
South Texas Money Management Ltd 4
Haverford Financial Services, Inc. 4
Impax Asset Management LTD 4
Morningstar Investment Services LLC 4
Vanguard Specialized Funds 4
D L Carlson Investment Group Inc 4
FUKOKU MUTUAL LIFE INSURANCE Co 4
London Co Of Virginia 4
Madison Investment Holdings Inc 4
Carmignac Gestion 4
Douglass Winthrop Advisors, LLC 4
Geller Advisors LLC 4
Northwest Bancshares, Inc. 4
Cobblestone Capital Advisors Llc /ny/ 4
Peloton Wealth Strategists 4
Keel Point, LLC 4
Marble Harbor Investment Counsel, LLC 4
Whitnell & Co. 4
Cidel Asset Management Inc 4
Schwartz Investment Counsel Inc 4
First National Trust Co 4
Grimes & Company, Inc. 4
IFC Holdings Incorporated/FL 4
Patten & Patten Inc/tn 4
FirstMerit Bank N A Trustee 4
Security National Trust Co 4
Ipswich Investment Management Co., Inc. 4
Braun Stacey Associates Inc 4
Gerstein Fisher 4
Alphagen Securities Llc 4
Pax World Management Llc 4
Gruss Capital Management LP 4
Guardian Capital Lp 4
Sprucegrove Investment Management Ltd 4
Tower Bridge Advisors 4
Azimuth Capital Management LLC 4
Choate Investment Advisors 4
SMITH HAYES Advisers, Inc 4
Beech Hill Advisors, Inc. 4
Shaker Investments Llc/oh 4
Geduld E E 4
TAMRO Capital Partners LLC 4
Retirement Planning Group 4
First Commonwealth Financial Corp /pa/ 4
Gluskin Sheff & Assoc Inc 4
Boston Financial Mangement Llc 4
America First Investment Advisors, LLC 4
Intact Investment Management Inc. 4
Capital Management Corp /va 4
Cranbrook Wealth Management, LLC 4
Sphinx Trading, Lp 4
Connable Office Inc 4
Lee Danner & Bass Inc 4
Bar Harbor Trust Services 4
Fulton Breakefield Broenniman Llc 4
Simply Money Advisors 4
KAMES CAPITAL plc 4
1st Source Bank 4
Sii Investments Inc/wi 4
Scott & Selber, Inc. 4
Argentus Capital Management, LLC 4
Minerva Advisors LLC 4
Carnick & Kubik, LLC 4
Friedenthal Financial 4
Hermes Investment Management Ltd 4
Eads & Heald Wealth Management 4
Essex Financial Services, Inc. 4
Kempen Capital Management N.v. 4
Mondrian Investment Partners LTD 4
First Dallas Securities Inc. 4
Tiedemann Advisors, Llc 4
Fragasso Group Inc. 4
Mercer Capital Advisers, Inc. 4
Lederer & Associates Investment Counsel/ca 4
Hyman Charles D 4
Smith, Graham & Co., Investment Advisors, LP 4
Nikko Asset Management Americas, Inc. 4
Murphy Capital Management Inc 4
Cutler Capital Management, LLC 4
Peddock Capital Advisors, Llc 4
Norris Perne & French Llp/mi 4
Estate Counselors, LLC 4
Corbenic Partners LLC 4
Capital Management Associates /ny/ 4
Rockland Trust Co 4
Horrell Capital Management, Inc. 4
Segment Wealth Management, LLC 4
Personal Capital Advisors Corp 4
Gmt Capital Corp 4
Ivory Investment Management, Llc 4
Brookside Capital Management Llc 4
Needham Investment Management Llc 4
Mount Lucas Management LP 4
Coyle Financial Counsel LLC 4
Capital Impact Advisors, LLC 4
Legg Mason Asset Management (Japan) Co., Ltd. 4
Kamunting Street Capital Management, L.P. 4
Westend Capital Management LLC 4
Findlay Park Partners LLP 4
Integre Asset Management, LLC 4
ProVise Management Group, LLC 4
Harfst & Associates, Inc. 4
Midas Management Corp 4
Gofen & Glossberg Llc /il/ 4
Annex Advisory Services, LLC 4
New Harbor Financial Group, LLC 4
Shamrock Asset Management LLC 4
Oxbow Advisors, LLC 4
Highstreet Asset Management Inc. 4
Litman Gregory Asset Management LLC 4
Strategic Advisors LLC 4
Catawba Capital Management /va 4
Orrstown Financial Services Inc 4
Old Point Trust & Financial Services N A 4
New Century Investment Management, Inc 4
Acropolis Investment Management, LLC 4
BLB&B Advisors, LLC 4
Fruth Investment Management 4
Spirit Of America Management Corp/ny 4
Jacobs & Co/ca 4
IMS Capital Management 4
Quotient Investors, LLC 4
Wade G W & Inc 4
Community Trust & Investment Co 4
Marshwinds Advisory Co 4
Daiwa SB Investments Ltd. 4
Pegasus Partners Ltd. 4
Detwiler Fenton Investment Management LLC 4
Stock Yards Bank & Trust Co 4
Beacon Financial Group 4
Park National Corp /oh/ 4
Palo Capital, Inc. 4
Df Dent & Co Inc 4
Bard Associates Inc 4
King Wealth 4
First Houston Capital, Inc. 4
Lyon Street Capital, LLC 4
Motley Fool Asset Management LLC 4
Stratton Management Co 4
Greenwich Wealth Management LLC 4
United Asset Strategies, Inc. 4
Verity & Verity, LLC 4
Northeast Financial Consultants Inc 4
Kingfisher Capital LLC 4
Tiemann Investment Advisors, Llc 4
Ferguson Wellman Capital Management, Inc 4
Ninety One UK Ltd 4
JBF Capital, Inc. 4
Power Corp of Canada 4
Duff & Phelps Investment Management Co 4
John G Ullman & Associates Inc 4
Mission Wealth Management, Lp 4
QUANTRES ASSET MANAGEMENT Ltd 4
Clarkston Capital Partners, LLC 4
First American Trust, Fsb 4
Firsthand Capital Management, Inc. 4
Odey Asset Management Group Ltd 4
S. Muoio & Co. Llc 4
Potomac Capital Management, Inc. 4
HWG Holdings LP 4
Telemetry Investments, L.L.C. 4
Salient Capital Advisors, LLC 4
Thomas J. Herzfeld Advisors, Inc. 4
Lord Abbett Developing Growth Fund, Inc. 4
RiverPoint Capital Management, LLC 4
Croft-leominster Inc 4
FOURPOINTS Investment Managers, S.A.S. 4
Gerber Kawasaki Wealth & Investment Management 4
Gruber & Mcbaine Capital Management Llc 4
Li Winifred I 4
Madden Advisory Services, Inc. 4
Simmons Bank 4
Rivulet Capital, Llc 4
Godshalk Welsh Capital Management, Inc. 4
Graticule Asia Macro Advisors LLC 4
Kalmar Investments Inc /de/ 4
RK Capital Management, LLC 4
BTG Pactual Global Asset Management Ltd 4
Wellesley Asset Management 4
Lipe & Dalton 4
Adams Natural Resources Fund, Inc. 4
Beaconlight Capital, Llc 4
Williams Jones & Associates LLC 4
Jabre Capital Partners S.A. 4
Scoria Capital Partners LP 4
Maplelane Capital, Llc 4
Kelly Lawrence W & Associates Inc/ca 4
Coastal Bridge Advisors, LLC 4
Sapphire Star Partners LP 4
Hatteras Funds, LLC 4
Ulysses Management LLC 4
Permanens Capital L.P. 4
Sessa Capital IM, L.P. 4
Archer Capital Management, L.P. 4
Zimmer Partners, LP 4
Barington Capital Group, L.p. 4
Engine Capital Management, LP 4
Kestrel Investment Management Corp 4
Kernodle & Katon Asset Management Group, LLC 4
Eos Focused Equity Management, L.P. 4
Klingman & Associates, LLC 4
Fft Wealth Management Llc 4
Sumit Capital, Llc 4
Md Sass Investors Services Inc 4
Mill Road Capital Management LLC 4
Bodri Capital Management, LLC 4
Re Advisers Corp 4
Premier Fund Managers Ltd 4
Catamount Wealth Management 4
Gary Goldberg Planning Services Inc 4
Cai Capital Management, Inc. 4
Forty4 Asset Management LLC 4
Delphi Private Advisors LLC 4
Rock Creek Group, LP 4
Connecticut Wealth Management, LLC 4
Pvg Asset Management Corp 4
Aveo Capital Partners, LLC 4
1060 Capital, LLC 4
Farmers & Merchants Trust Co of Chambersburg PA 4
Pier 88 Investment Partners Llc 4
ARK Investment Management LLC 4
Lyell Wealth Management, Lp 4
Sustainable Insight Capital Management, LLC 4
Precept Management LLC 4
Gillson Capital LP 4
Greenhouse Funds LLLP 4
Flaharty Asset Management, LLC 4
Wsfs Capital Management, Llc 4
Vivaldi Capital Management, LLC 4
Aua Capital Management, Llc 4
Geneva Partners, LLC 4
Delta Lloyd Asset Management N.v. 4
Ahrens Investment Partners LLC 4
Intesa Sanpaolo S.p.a. 4
American Financial Network Advisory Services Llc 4
Close Asset Management Ltd 4
Security National Bank 4
Saya Management Lp 4
IFG Advisory, LLC 4
Lester Murray Antman dba SimplyRich 4
MD Financial Management Inc. 4
Oppenheimer Limited-term Bond Fund 4
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 4
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
PRNT - Ark ETF Trust - The 3D Printing ETF 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Td Asset Management Usa Funds Inc. 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
Barings Global Short Duration High Yield Fund 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
Gdl Fund 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 4
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 4
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 4
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 4
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
Zazove Convertible Securities Fund Inc 4
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 4
Cortina Funds, Inc. 4
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 4
Liberty All Star Equity Fund 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 4
Tcw Strategic Income Fund Inc 4
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 4
Guggenheim Credit Allocation Fund 4
Tortoise Power & Energy Infrastructure Fund Inc 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Tortoise Energy Infrastructure Corp 4
Tortoise Pipeline & Energy Fund, Inc. 4
Tortoise Mlp Fund, Inc. 4
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 4
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 4
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 4
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 4
Sentinel Group Funds Inc 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
Oppenheimer Discovery Mid Cap Growth Fund 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 4
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 4
American Independence Funds Trust 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
Cion Ares Diversified Credit Fund 4
Century Capital Management Trust 4
Oppenheimer Discovery Fund 4
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 4
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 4
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Crow Point Global Dividend Plus Fund 4
PrairieView Partners, LLC 4
Northwest Capital Management Inc 4
Carmichael Hill & Associates, Inc. 4
Arjuna Capital 4
Taylor Hoffman Wealth Management 4
Aubrey Capital Management Ltd 4
Ford Financial Group, LLC 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
Martin Capital Partners, LLC 4
Alphasimplex Group, Llc 4
Centenus Global Management, Lp 4
Kiley Juergens Wealth Management, Llc 4
Aristotle Atlantic Partners, Llc 4
Thames Capital Management Llc 4
Pfs Investments Inc. 4
Acorn Wealth Advisors, LLC 4
Versus Capital Real Assets Fund Llc 4
OmniStar Financial Group, Inc. 4
Rossmore Private Capital 4
Rheos Capital Works Inc. 4
Hc Financial Advisors Inc 4
Claybrook Capital, LLC 4
Arnhold LLC 4
Howard Capital Management Inc. 4
Old Port Advisors 4
Monte Financial Group, LLC 4
AIA Investment Management Private Ltd 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
Dfpg Investments, Llc 4
Lavaca Capital Llc 4
American Beacon Sound Point Enhanced Income Fund 4
Roman Butler Fullerton & Co 4
Reston Wealth Management Llc 4
Stratos Wealth Advisors, LLC 4
RP Investment Advisors LP 4
MBM Wealth Consultants, LLC 4
SlateStone Wealth, LLC 4
Sandbar Asset Management LLP 4
Little House Capital Llc 4
Parian Global Management LP 4
Fortem Financial Group, Llc 4
Nalls Sherbakoff Group, Llc 4
Edge Capital Group, LLC 4
Manchester Financial Inc 4
Aequim Alternative Investments LP 4
Albar Capital Ltd 4
BCJ Capital Management, LLC 4
Centric Wealth Management 4
Opseu Pension Plan Trust Fund 4
RDA Financial Network 4
Cornerstone Wealth Group, LLC 4
TAP Consulting, LLC 4
Fundamentun, Llc 4
Horizon Kinetics Asset Management Llc 4
Thor Advisors, Llc 4
Toews Corp /adv 4
Matrix Trust Co 4
Tranquility Partners, LLC 4
OneAscent Financial Services LLC 4
Orser Capital Management, Llc 4
Db-x Exchange-traded Funds Inc. 4
TCF National Bank 4
Ambassador Advisors, LLC 4
Beck Bode, LLC 4
Alaska Permanent Fund Corp 4
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 4
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 4
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 4
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
BSBAX - Northern Funds - Northern Short Bond Fund 4
NMIEX - Northern Funds - Active M International Equity Fund 4
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 4
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 4
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 4
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 4
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 4
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 4
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 4
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 4
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 4
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 4
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 4
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 4
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 4
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 4
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 4
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 4
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
GGBFX - GuideStone Funds - Global Bond Fund Investor 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 4
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 4
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 4
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 4
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 4
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 4
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 4
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
Securian Funds Trust - SFT T. Rowe Price Value Fund 4
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
PENN SERIES FUNDS INC - Mid Core Value Fund 4
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 4
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 4
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 4
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A 4
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 4
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 4
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 4
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 4
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF 4
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 4
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 4
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 4
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 4
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 4
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 4
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 4
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 4
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 4
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 4
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 4
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 4
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 4
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 4
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 4
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 4
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 4
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 4
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 4
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 4
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 4
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
Dfa Investment Trust Co - The Continental Small Company Series 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 4
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 4
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 4
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund 4
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 4
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 4
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 4
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 4
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 4
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 4
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 4
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares 4
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares 4
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 4
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 4
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 4
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 4
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 4
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 4
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 4
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 4
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 4
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 4
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 4
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 4
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 4
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 4
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 4
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 4
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
VAMGX - VALIC Co II - Mid Cap Growth Fund 4
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
AMCPX - AMCAP FUND - AMCAP FUND Class A 4
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 4
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 4
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 4
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 4
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 4
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 4
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 4
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
MBE Wealth Management, LLC 4
Leelyn Smith, LLC 4
Elevated Capital Advisors, LLC 4
Secure Asset Management, LLC 4
Gill Capital Partners, Llc 4
Perennial Investment Advisors, LLC 4
Lord Abbett Credit Opportunities Fund 4
PIMCO Energy & Tactical Credit Opportunities Fund 4
ESL Trust Services, LLC 4
Atlas Private Wealth Management 4
Mayfair Advisory Group, LLC 4
Anfield Capital Management, LLC 4
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 4
Cornerstone Advisors, LLC 4
Marcum Wealth, LLC 4
Parcion Private Wealth LLC 4
Menard Financial Group LLC 4
Investment Research & Advisory Group, Inc. 4
Haafor (Singapore) Pte. Ltd. 4
Argent Advisors, Inc. 4
Resonant Capital Advisors, LLC 4
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 4
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
Davidson Capital Management Inc. 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
GlobalBridge, Inc. 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
E Fund Management (Hong Kong) Co., Ltd. 4
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 4
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
Waterloo Capital, L.P. 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
Canandaigua National Corp 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 4
BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund 4
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 4
Fulcrum Asset Management LLP 4
Atlas Private Wealth Advisors 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 4
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 4
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 4
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 4
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 4
KKR Credit Opportunities Portfolio 4
Tennessee Valley Asset Management Partners 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
Planned Solutions, Inc. 4
Fortis Group Advisors, LLC 4
BlackRock Capital Allocation Trust 4
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 4
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 4
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 4
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 4
Iron Horse Wealth Management, LLC 4
Mjp Associates Inc /adv 4
Marshall Financial Group LLC 4
West Financial Advisors, LLC 4
Samson Rock Capital LLP 4
Cowa, Llc 4
RWM Asset Management, LLC 4
Symmetry Investments LP 4
CFS Investment Advisory Services, LLC 4
Cannon Global Investment Management, LLC 4
Annapolis Financial Services, LLC 4
Privium Fund Management (UK) Ltd 4
Altus Wealth Group LLC 4
Polar Capital Holdings Plc 4
Resolute Advisors LLC 4
Woodward Diversified Capital, Llc 4
Sittner & Nelson, Llc 4
NinePointTwo Capital 4
Hudson Value Partners, LLC 4
Colonial River Wealth Management, LLC 4
Sheets Smith Investment Management 4
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 4
Curi Wealth Management, LLC 4
Mayflower Financial Advisors, LLC 4
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 4
AXS Investments LLC 4
Littlejohn & Co Llc 4
SageGuard Financial Group, LLC 4
G.F.W. Energy XII, L.P. 4
BlackRock Private Investments Fund 4
Heartland Bank & Trust Co 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
Bank of New Hampshire 4
Soviero Asset Management, LP 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 4
Omni Partners US LLC 4
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 4
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 4
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 4
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 4
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 4
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
Kolinsky Wealth Management, LLC 4
Reuter James Wealth Management, Llc 4
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 4
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 4
Astrantus Ltd 4
Yarbrough Capital, LLC 4
Goodman Advisory Group, LLC 4
Ahl Investment Management, Inc. 4
VELA Investment Management, LLC 4
CarsonAllaria Wealth Management, Ltd. 4
Industrial Alliance Investment Management Inc. 4
Seven Grand Managers, Llc 4
Fifth Lane Capital, Lp 4
Skaana Management L.P. 4
Delphia (USA) Inc. 4
Hiddenite Capital Partners LP 4
Meros Investment Management, LP 4
Omni Event Management Ltd 4
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 4
C2C Wealth Management, LLC 4
Options Solutions, Llc 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
Oaktree Diversified Income Fund Inc. 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Meteora Capital, LLC 4
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 4
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 4
Strengthening Families & Communities, LLC 4
Smallwood Wealth Investment Management, LLC 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 4
LGT Group Foundation 4
SILVER OAK SECURITIES, Inc 4
Hightower 6M Holding, LLC 4
Mechanics Financial Corp 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 4
Gabelli ETFs Trust - Gabelli Asset ETF 4
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Tevis Investment Management 4
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 4
WealthPlan Investment Management, LLC 4
Coston, McIsaac & Partners 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
Brewin Dolphin Wealth Management Ltd 4
Troluce Capital Advisors LLC 4
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 4
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 4
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 4
Fund 1 Investments, LLC 4
Nordwand Advisors, LLC 4
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 4
Koesten, Hirschmann & Crabtree, INC. 4
Grey Fox Wealth Advisors, LLC 4
Capital Group Investment Management Pte. Ltd. 4
Dover Advisors, Llc 4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4
Freedom Wealth Alliance, Llc 4
Compass Wealth Management LLC 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
Baron Wealth Management LLC 4
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 4
Frank, Rimerman Advisors LLC 4
Pine Valley Investments Ltd Liability Co 4
Trivant Custom Portfolio Group, LLC 4
Abacus Wealth Partners, LLC 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
Lord Abbett Floating Rate High Income Fund 4
Empower Advisory Group, LLC 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
PFW Advisors LLC 4
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 4
Strategic Financial Concepts, LLC 4
Halpern Financial, Inc. 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF 4
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
Rogco, Lp 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 4
Jamison Private Wealth Management, Inc. 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
Tyche Wealth Partners LLC 4
MeadowBrook Investment Advisors LLC 4
Northwest Financial Advisors 4
Atlantic Edge Private Wealth Management, LLC 4
Whalen Wealth Management Inc. 4
Modern Wealth Management, LLC 4
Torno Capital, Llc 4
FJ Investments, LLC 4
Long Island Wealth Management, Inc. 4
Sanibel Captiva Trust Company, Inc. 4
Secured Retirement Advisors, Llc 4
Jackson Credit Opportunities Fund 4
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 4
Accent Capital Management, LLC 4
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 4
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 4
Financial Synergies Wealth Advisors, Inc. 4
Catalina Capital Group, LLC 4
Pullen Investment Management, LLC 4
POM Investment Strategies, LLC 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
TruNorth Capital Management, LLC 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 4
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 4
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 4
Brass Tax Wealth Management, Inc 4
Aviso Financial Inc. 4
Ecofi Investissements Sa 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
BlackRock ETF Trust II - BlackRock High Yield ETF 4
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 4
Kennebec Savings Bank 4
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 4
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF 4
Roxbury Financial LLC 4
Advyzon Investment Management, LLC 4
Gwn Securities Inc. 4
Kiker Wealth Management, LLC 4
Spurstone Advisory Services, LLC 4
Cary Street Partners Financial Llc 4
Sig Brokerage, Lp 4
Marshall & Sterling Wealth Advisors Inc. 4
Accredited Wealth Management, LLC 4
Gallo Partners, LP 4
Talon Private Wealth, LLC 4
Novem Group 4
Fourth Dimension Wealth, LLC 4
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Curat Global, LLC 4
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 4
Ransom Advisory, Ltd 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 4
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 4
Maseco Llp 4
ABN AMRO Bank N.V. 4
Gibbs Wealth Management 4
BlackRock ETF Trust - iShares Defense Industrials Active ETF 4
Basepoint Wealth LLC 4
Tred Avon Family Wealth, Llc 4
Clear Street Group Inc. 4
Key Capital Management, INC 4
Rachor Investment Advisory Services, LLC 4
PFA Pension, Forsikringsaktieselskab 4
Meramec Financial Planners, LLC 4
Sunrise Financial Services, LLC 4
Sfam, Llc 4
Wilkerson Advisory Group LLC 4
Greenline Wealth Management LLC 4
VARCOV Co. 4
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
American Financial Group Inc 3
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class 3
Putnam Investors Fund 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 3
Yacktman Asset Management Lp 3
American National Insurance Co /tx/ 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
Wealth Advisory Solutions, LLC 3
Bremer Bank National Association 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
Oppenheimer Corporate Bond Fund 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
Wealth Management Associates, Inc. 3
Palmer Square Opportunistic Income Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 3
BSW Wealth Partners 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
Jacobus Wealth Management, Inc. 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 3
Murchinson Ltd. 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Hurley Capital, LLC 3
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 3
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 3
Birchcreek Wealth Management, LLC 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 3
Joseph P. Lucia & Associates, LLC 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
American State Bank (Iowa) 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 3
Polaris Wealth Advisory Group, LLC 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF 3
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 3
TriaGen Wealth Management LLC 3
Pathway Financial Advisors LLC 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
ARGI Investment Services, LLC 3
SailingStone Capital Partners LLC 3
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 3
Kaizen Financial Strategies 3
Miller Investment Management, LP 3
Kesler, Norman & Wride, LLC 3
Adirondack Funds 3
Grace Brothers Management Llc 3
Vestor Capital, Llc 3
Multi-strategy Growth & Income Fund 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
Third Avenue Management Llc 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
HighTower Trust Services, LTA 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
Lumature Wealth Partners, LLC 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
Claymore Exchange-traded Fund Trust 2 3
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 3
Cobalt Capital Management, Inc. 3
Gyroscope Capital Management Group, Llc 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
Steadtrust LLC 3
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 3
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 3
GeoSphere Capital Management 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
Financial Network Wealth Management LLC 3
Oppenheimer Capital Income Fund 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
Terra Nova Asset Management LLC 3
Crow Point Partners, LLC 3
55i, Llc 3
Cacti Asset Management Llc 3
CT Financial Advisors LLC 3
Hoey Investments, Inc 3
Whitener Capital Management, Inc. 3
Kempner Capital Management Inc. 3
Modus Advisors, LLC 3
Verdad Advisers, LP 3
Legacy Capital Wealth Partners, LLC 3
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 3
Vancity Investment Management Ltd 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
Fulcrum Capital LLC 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
New York Life Investments Alternatives 3
DHJJ Financial Advisors, Ltd. 3
Port Capital LLC 3
Wealthspring Capital LLC 3
Leith Wheeler Investment Counsel Ltd. 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
Factorial Partners, Llc 3
InterOcean Capital Group, LLC 3
Engine No. 1 Llc 3
Lawson Kroeker Investment Management Inc/ne 3
Unison Advisors LLC 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
Compass Ion Advisors, LLC 3
Signature Wealth Management Group 3
Aventail Capital Group, LP 3
Spearhead Capital Advisors, Llc 3
CrestPoint Capital Management, LLC 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Safeguard Investment Advisory Group, LLC 3
Outfitter Financial LLC 3
Corvex Management LP 3
Round Rock Advisors, LLC 3
Sawyer & Company, Inc 3
Meristem Family Wealth, LLC 3
PIMCO FUNDS - PIMCO Short Asset Portfolio 3
AMER - Emles Trust - Emles Made in America ETF 3
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
Banced Corp 3
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 3
Cullinan Associates Inc 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
Affiance Financial, LLC 3
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 3
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 3
Norman Fields, Gottscho Capital Management, LLC 3
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 3
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
Davis R M Inc 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
Draper Asset Management, LLC 3
Robbins Farley Llc 3
Sage Rhino Capital Llc 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Lake Street Financial Llc 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
Baron Silver Stevens Financial Advisors, Llc 3
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
Benin Management CORP 3
Cheyne Capital Management (UK) LLP 3
Everhart Financial Group, Inc. 3
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 3
Donald L. Hagan, LLC 3
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 3
Amussen Hunsaker Associates Llc 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
Portfolio Solutions, LLC 3
Lakewood Capital Management, Lp 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
Garner Asset Management Corp 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
Barnes Dennig Private Wealth Management LLC 3
Connectus Wealth, LLC 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
Alaethes Wealth LLC 3
Navalign, LLC 3
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A 3
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 3
Networth Advisors, LLC 3
Northside Capital Management, LLC 3
Boundary Creek Advisors LP 3
Koss-Olinger Consulting, LLC 3
O'Neil Global Advisors, Inc. 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
Gries Financial Llc 3
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 3
Windsor Group LTD 3
PFFD - Global X Funds - Global X U.S. Preferred ETF 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
Clarity Financial LLC 3
Sabal Trust CO 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 3
Cantor Fitzgerald Investment Adviser L.p. 3
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Concorde Asset Management, LLC 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
CastleArk Alternatives, LLC 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
Third View Private Wealth, LLC 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
Torch Wealth Management LLC 3
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 3
SSEFX - Advisors' Inner Circle Fund III - SouthernSun U.S. Equity Fund Class N Shares 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
Garrison Asset Management, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
First Sabrepoint Capital Management Lp 3
Cohanzick Management, Llc 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
Hartford Financial Management Inc. 3
FundVantage Trust - Polen High Income ETF 3
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 3
Kendall Capital Management 3
Laurus Investment Counsel Inc. 3
NZS Capital, LLC 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
RiverPark Advisors, LLC 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
Adalta Capital Management LLC 3
Blue Sky Asset Management, LLC 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
Winslow Capital Management, LLC 3
Klingenstein Fields & Co Lp 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 3
Fort Pitt Capital Group, Llc 3
Intersect Capital LLC 3
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 3
Summit Financial Strategies, Inc. 3
Mengis Capital Management, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Majedie Asset Management Ltd 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
CFO4Life Group, LLC 3
Northstar Wealth Partners LLC 3
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio 3
Granite Investment Advisors, LLC 3
Nippon Life Insurance Co 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 3
Zwj Investment Counsel Inc 3
Surevest, LLC 3
Dynasty Wealth Management, Llc 3
Lincoln Capital Corp 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
McKinley Carter Wealth Services, Inc. 3
All Terrain Financial Advisors, LLC 3
Rpo Llc 3
Infrastructure Capital Advisors, Llc 3
Chatham Capital Group, Inc. 3
GSB Wealth Management, LLC 3
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Becker Capital Management Inc 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
Ag2r La Mondiale Gestion D'actifs 3
Your Advocates Ltd., LLP 3
Tuscan Ridge Asset Management Llc 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
Crawford Lake Capital Management, LLC 3
Dfa Investment Trust Co - The Japanese Small Company Series 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Brendel Financial Advisors LLC 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Evanston Investments, Inc., dba Evanston Advisors 3
Kercheville Advisors, LLC 3
MONECO Advisors, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
OTA Financial Group L.P. 3
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Melqart Asset Management (uk) Ltd 3
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 3
Thornburg Income Builder Opportunities Trust 3
HCR Wealth Advisors 3
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
Badgley Phelps Wealth Managers, LLC 3
RB Capital Management, LLC 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
Atherton Lane Advisers, Llc 3
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 3
Fullerton Fund Management Co Ltd 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
Alphinity Investment Management Pty Ltd 3
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 3
Lonestar Capital Management LLC 3
Bravera Wealth 3
SEG Partners Long/Short Equity Fund 3
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 3
Aevitas Wealth Management, Inc. 3
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares 3
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
Paladin Advisory Group, LLC 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
Cpwm, Llc 3
LRT Capital Management, LLC 3
Evergreen Wealth Solutions, LLC 3
Atlantic Private Wealth, LLC 3
Northwest Quadrant Wealth Management, LLC 3
Agate Pass Investment Management, LLC 3
AMH Equity Ltd 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
Nokomis Capital, L.L.C. 3
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 3
Andrew Hill Investment Advisors, Inc. 3
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
MorganRosel Wealth Management, LLC 3
Wynnefield Capital Inc 3
Midwest Professional Planners, LTD. 3
Davidson Investment Advisors 3
Markel Corp 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Founders Capital Management, Llc 3
Vicus Capital 3
BancorpSouth Bank 3
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 3
Fsb Premier Wealth Management, Inc. 3
Naviter Wealth, LLC 3
Arbejdsmarkedets Tillaegspension 3
Allen Capital Group, LLC 3
Stansberry Asset Management, Llc 3
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
Bnp Paribas 3
Primoris Wealth Advisors, Llc 3
Lloyd Park, LLC 3
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 3
Asset Planning Services, Ltd. 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
Palladiem, Llc 3
Fractal Investments LLC 3
Alan B. Lancz & Associates, Inc. 3
Robinson Value Management, Ltd. 3
Aquila Investment Management LLC 3
Sonen Capital LLC 3
Caerus Investment Advisors, LLC 3
Difesa Capital Management, Lp 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 3
Ilmarinen Mutual Pension Insurance Co 3
New England Investment & Retirement Group, Inc. 3
Morton Brown Family Wealth, LLC 3
Segra Capital Management, LLC 3
Henrickson Nauta Wealth Advisors, Inc. 3
Uncommon Cents Investing LLC 3
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3
Guidant Wealth Advisors 3
Eagle Ridge Investment Management 3
Guild Investment Management, Inc. 3
Selz Capital LLC 3
Horizon Family Wealth, Inc. 3
Well Done, LLC 3
Krs Capital Management, Llc 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
Holistic Financial Partners 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
Sagefield Capital LP 3
Jlb & Associates Inc 3
New Millennium Group LLC 3
CTF Capital Management, LP 3
Anchorage Capital Group, L.L.C. 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
RE Dickinson Investment Advisors, LLC 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 3
Brightline Capital Management, Llc 3
Sandia Investment Management LP 3
Quad Capital Management Advisors LLC 3
Pluribus Labs, LLC 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
CTC Capital Management, LLC 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
Thomasville National Bank 3
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 3
Transform Wealth, LLC 3
Barometer Capital Management Inc. 3
Western Pacific Wealth Management, LP 3
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 3
Divisadero Street Capital Management, LP 3
Wahed Invest LLC 3
Wilmington Trust Investment Management, LLC 3
VBCVX - VALIC Co I - Systematic Value Fund 3
Albert D Mason Inc 3
Bridgewater Advisors Inc. 3
Guardian Wealth Management, Inc. 3
Front Street Capital Management, Inc. 3
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 3
Icapital Wealth Llc 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
West Michigan Advisors, Llc 3
Yellowstone Partners, LLC 3
Roberts Capital Advisors, LLC 3
Monument Capital Management 3
VCIGX - VALIC Co I - Dividend Value Fund 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
Edmp, Inc. 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Nuveen Fund Advisors, LLC 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
Westwood Management Corp /il/ 3
Greenlight Capital Inc 3
WCG Management, L.P. 3
First Merchants Corp 3
LWM Advisory Services, LLC 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
Mystic Asset Management, Inc. 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
Community Financial Services Group, LLC 3
Investors Portfolio Services LLC 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
American Fidelity Dual Strategy Fund Inc 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 3
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 3
Edmunds White Partners Llc 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
Themes Management Co LLC 3
Bank Of Stockton 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Ascent Group, LLC 3
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 3
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 3
Glassy Mountain Advisors, Inc. 3
Comprehensive Financial Consultants Institutional, Inc. 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
Trust Co Of Virginia /va 3
Twelve Points Wealth Management LLC 3
Western Asset Corporate Loan Fund Inc. 3
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 3
Hoover Financial Advisors, Inc. 3
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
Naples Global Advisors, Llc 3
Tortoise Index Solutions, LLC 3
Blue Arrow Capital Management Llc 3
Alta Advisers Ltd 3
WestEnd Advisors, LLC 3
Sky Investment Group LLC 3
High Point Bank & Trust Co 3
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 3
Green Arrow Capital Management Llc 3
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 3
Actinver Wealth Management, Inc. 3
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 3
Richelieu Gestion PLC 3
Apis Capital Advisors, LLC 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
Artemis Wealth Advisors, LLC 3
Botty Investors LLC 3
Mechanics Bank Trust Department 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
Palladium Partners Llc 3
Point View Wealth Management, Inc. 3
Whalerock Point Partners, Llc 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Sand Grove Capital Management LLP 3
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 3
FSC Wealth Advisors, LLC 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 3
Rosenblum Silverman Sutton S F Inc /ca 3
Kanawha Capital Management Llc 3
Gca Investment Management, Llc 3
Hcim Trust 3
Fusion Investment Group, LLC 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
Wedgewood Investors Inc /pa/ 3
Commons Capital, Llc 3
Fund Management at Engine No. 1 LLC 3
Crescent Park Management, L.P. 3
Shikiar Asset Management Inc 3
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 3
EHP Funds Inc. 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
Argyle Capital Management Inc. 3
Badgley Phelps & Bell Inc 3
Hershey Trust Co 3
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 3
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 3
Spartan Fund Management Inc. 3
Susquehanna International Group Ltd. 3
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 3
Quantum Private Wealth, LLC 3
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 3
Global Alpha Capital Management Ltd. 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
SBI Okasan Asset Management Co.Ltd. 3
Omni Partners Llp 3
ICONIQ Capital, LLC 3
Astoria Portfolio Advisors LLC. 3
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 3
Broadview Funds Trust 3
ROCI - EA Series Trust - ROC ETF 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
Retirement Guys Formula Llc 3
Havemeyer Place LP 3
Baker Ellis Asset Management LLC 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
Marianas Fund Management Llc 3
Pillar Pacific Capital Management Llc 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 3
Dinsmore Capital Management Co/nj 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
Beck Mack & Oliver Llc 3
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 3
EdgeRock Capital LLC 3
Payden & Rygel 3
Trillium Asset Management, Llc 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 3
Springbank Value Partners Lp 3
Morgens Waterfall Vintiadis & Co Inc 3
Drake & Associates, LLC 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
Juncture Wealth Strategies, Llc 3
BTC Capital Management, Inc. 3
Investment House Llc 3
FSM Wealth Advisors, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
Avalon Global Asset Management LLC 3
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 3
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 3
Front Barnett Associates Llc 3
VELA Funds - VELA Income Opportunities Fund Class A 3
Eos Management, L.P. 3
Southern Michigan Bank & Trust 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares 3
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 3
aeris Capital Holding GmbH 3
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 3
Constellation Wealth Advisors, LLC 3
Abundance Wealth Counselors 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
Ashfield Capital Partners, LLC 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
Cahill Financial Advisors Inc 3
Trevor Stewart Burton & Jacobsen Inc 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
Hikari Power Ltd 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
McMillan Office, Inc. 3
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
Financial Advisors, LLC 3
Intesa Sanpaolo Wealth Management 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 3
Global Wealth Strategies & Associates 3
Evelyn Partners Investment Management LLP 3
Bangor Savings Bank 3
NTHEX - Northeast Investors Trust - Northeast Investors Trust 3
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 3
Icon Wealth Advisors, LLC 3
Cyndeo Wealth Partners, LLC 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
Security Benefit Life Insurance Co /ks/ 3
VIEX Capital Advisors, LLC 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 3
Caldwell & Orkin Inc 3
13D Management LLC 3
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 3
Sepio Capital, LP 3
Private Portfolio Partners Llc 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
Ascent Wealth Partners, LLC 3
B.O.S.S. Retirement Advisors, LLC 3
Richard W. Paul & Associates, LLC 3
S. R. Schill & Associates 3
Insight Folios Inc 3
S.A. Mason LLC 3
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 3
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 3
HBW Advisory Services LLC 3
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 3
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
Cs Mckee Lp 3
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 3
Iszo Capital Management Lp 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
MRP Capital Investments, LLC 3
Sprott Inc. 3
Aristotle Capital Boston, LLC 3
Insigneo Advisory Services, Llc 3
Junto Capital Management LP 3
Delta Financial Group, Inc. 3
Kingstown Capital Management L.p. 3
Beverly Hills Private Wealth, LLC 3
Thematics Asset Management 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Atika Capital Management LLC 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
Bardin Hill Management Partners Lp 3
Maryland Capital Management 3
Kimelman & Baird, LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
Cypress Capital Management Llc 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
Novare Capital Management Llc 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
Benson Wealth Management INC 3
Aris Wealth Services, Inc. 3
Vernier Capital Partners, Lp 3
Omega Advisors Inc. 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
Incline Global Management LLC 3
Seaport Global Asset Management Llc 3
Alpine Series Trust 3
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
Advocate Investing Services LLC 3
Ruedi Wealth Management, Inc. 3
Wallace Advisory Group, LLC 3
Sargent Investment Group, LLC 3
Polar Capital LLP 3
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
Oaktree Funds 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
Horizons Etf Trust I 3
Legg Mason Bw Global Income Opportunities Fund Inc. 3
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 3
Lakewood Asset Management LLC 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 3
Milestone Investment Advisors LLC 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 3
Asset Management Corp /il/ /adv 3
Cedar Brook Financial Partners, LLC 3
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 3
Acrisure Capital Management, LLC 3
Intrepid Capital Management Inc 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
Achievement Holdings L.P. 3
Financial Enhancement Group LLC 3
Genesis Wealth Advisors, LLC 3
Samalin Investment Counsel, LLC 3
Boreal Capital Management LLC 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Birch Grove Capital LP 3
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 3
BlueMar Capital Management, LLC 3
Channel Wealth Llc 3
Stonebridge Financial Planning Group, LLC 3
National Investment Services of America, LLC 3
25 Llc 3
Cedar Wealth Management, LLC 3
Capital Insight Partners, Llc 3
LBA Wealth Management, LLC 3
Capital Square, LLC 3
Oppenheimer & Close, LLC 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
Imprint Wealth LLC 3
SWAN Capital LLC 3
Abdiel Capital Advisors, LP 3
National Wealth Management Group, LLC 3
Principal Diversified Select Real Asset Fund 3
RPg Family Wealth Advisory, LLC 3
3Chopt Investment Partners, LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
Summit Asset Management, LLC 3
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 3
Confluence Investment Management Llc 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
Cognios Capital, LLC 3
Henssler Funds Inc 3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
NCM Capital Advisers, Inc. 3
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 3
Princeton Capital Management Llc 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 3
Strategic Wealth Designers 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
Watson Rebecca 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
Cascadia Advisory Services, LLC 3
Ardevora Asset Management LLP 3
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
Marks Group Wealth Management, Inc 3
Berwyn Funds 3
Barbara Oil Co. 3
Main Street Research LLC 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
Quantum Capital Management, LLC / NJ 3
Guidance Capital, Inc 3
Mattern Wealth Management LLC 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
Mawer Investment Management Ltd. 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 3
Fidelity Multi-Strategy Credit Fund 3
Limestone Investment Advisors LP 3
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 3
Elevation Etf Trust 3
SVA Wealth Management, LLC 3
AIHHX - Aristotle Funds Series Trust - Aristotle Small/Mid Cap Equity Fund Class I-2 3
PLCNX - Aristotle Funds Series Trust - Aristotle Strategic Income Fund Class C 3
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
Northstar Asset Management Llc 3
CGC Financial Services, LLC 3
Bell Bank 3
Acima Private Wealth, Llc 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
Pitcairn Wealth Advisors LLC 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
Peoples Bank/KS 3
Buck Wealth Strategies, LLC 3
Aspiriant, Llc 3
Brown Advisory Securities, LLC 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
Ballast Asset Management, LP 3
Buffington Mohr McNeal 3
One68 Global Capital, LLC 3
Knollwood Investment Advisory, LLC 3
Ramirez Asset Management, Inc. 3
Allen Mooney & Barnes Investment Advisors LLC 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
CWS Financial Advisors, LLC 3
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
Provenance Wealth Advisors, LLC 3
Crawford Investment Counsel Inc 3
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 3
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
Alta Capital Management Llc/ 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 3
LH Capital Markets, LLC 3
Spitfire Capital Llc 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
Hyperion Capital Advisors LP 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
Premier Path Wealth Partners, LLC 3
Trueblood Wealth Management, LLC 3
Tritonpoint Wealth, Llc 3
Summitry Llc 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
No Street GP LP 3
Pembroke Management, LTD 3
Capital Advisory Group Advisory Services, LLC 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
New Vernon Capital Holdings II LLC 3
Stone Ridge Trust Iii 3
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 3
Ballast Advisors Llc 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Mission Creek Capital Partners, Inc. 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
Candlestick Capital Management LP 3
Sapient Capital Llc 3
Everett Harris & Co /ca/ 3
Avenue Income Credit Strategies Fund 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
Northern Right Capital Management, L.P. 3
Schroder Capital Funds (delaware) 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
South Plains Financial, Inc. 3
Bragg Financial Advisors, Inc 3
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 3
Andina Capital Management, LLC 3
Towle & Co 3
Hara Capital LLC 3
Cornerstone Advisors Inc 3
AJOVista, LLC 3
Lionsbridge Wealth Management LLC 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
Basswood Capital Management, L.l.c. 3
Mrj Capital Inc 3
Partnership Wealth Management, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
Geneva Capital Management Llc 3
NDVR, Inc. 3
Cordatus Wealth Management LLC 3
Summit Global Management, Inc. 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
Fairpointe Capital LLC 3
Tidemark, LLC 3
Condor Capital Management 3
Overland Advisors, LLC 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
Western Asset Global High Income Fund Inc. 3
Courier Capital Llc 3
Stuart Chaussee & Associates, Inc. 3
Douglas Lane & Associates, LLC 3
Kodai Capital Management LP 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
Poplar Forest Capital LLC 3
Williamson Legacy Group, LLC 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
Ccm Investment Group, Llc 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
Capitolis Liquid Global Markets LLC 3
Ilex Capital Partners (UK) LLP 3
Polymer Capital Management (HK) LTD 3
Anchor Capital Management Company, Llc 3
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 3
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
Sentinel Variable Products Trust 3
Cheviot Value Management, LLC 3
Ruffer LLP 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
LM Advisors LLC 3
Scalar Gauge Management, Llc 3
Battery Global Advisors, LLC 3
Mcclain Value Management Llc 3
Villere St Denis J & Co Llc 3
360 Financial, Inc. 3
Quadcap Wealth Management, LLC 3
RMR Wealth Builders 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
Bank Of Nova Scotia Trust Co 3
TFG Advisers LLC 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 3
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 3
Odyssean, LLC 3
Stack Financial Management, Inc 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
Advisors Management Group Inc /adv 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
Sierra Summit Advisors Llc 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
Eukles Asset Management 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
Landsberg, Bennett, & Dubbaneh LLC 3
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 3
Kalos Management, Inc. 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 3
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 3
Doliver Advisors, Lp 3
KAMES CAPITAL management Ltd 3
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 3
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 3
Virtus Total Return Fund Inc. 3
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 3
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
Sunnymeath Asset Management, Inc. 3
Tran Capital Management, L.p. 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
DLK Investment Management, LLC 3
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 3
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
Endex Capital Management Llc 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
Focus Financial Network, Inc. 3
J. W. Coons Advisors, LLC 3
Wax Asset Management, LLC 3
Appaloosa Management Lp 3
GURU - Global X Funds - Global X Guru Index ETF 3
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 3
Kleinwort Benson Investors Dublin Ltd 3
MASTERINVEST Kapitalanlage GmbH 3
Newtyn Management, LLC 3
Bennett Lawrence Management L L C/ny 3
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 3
Fpc Investment Advisory, Inc. 3
M&G Plc 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Sienna Gestion 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
Cascade Financial Partners, LLC 3
New England Asset Management Inc 3
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
New Covenant Trust Company, N.A. 3
Marin Bay Wealth Advisors, LLC 3
Oppenheimer Global High Yield Fund 3
Greenwood Gearhart Inc 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
Arbor Capital Management Llc 3
Jackson Square Capital, Llc 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Buckland Partners Management Co LLC 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
PARK CIRCLE Co 3
Keynote Financial Services Llc 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
EFG Asset Management (Americas) Corp. 3
Frontier Wealth Management LLC 3
Valentine Capital Asset Management, Inc. 3
Permit Capital, LLC 3
Bleichroeder LP 3
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
City Center Advisors, LLC 3
Voss Capital, LLC 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
Haberer Registered Investment Advisor Inc 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
Keudell/Morrison Wealth Management 3
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
Fairfield Financial Advisors, LTD 3
Eagle Boston Investment Management Inc 3
MidWestOne Financial Group, Inc. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
QVT Financial LP 3
LKBAX - LKCM Funds - LKCM Balanced Fund 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
WELLINGTON TRUST Co N A 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 3
Beacon Harbor Wealth Advisors, Inc. 3
Hudson Valley Investment Advisors Inc /adv 3
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
VestGen Advisors, LLC 3
Tcfg Wealth Management, Llc 3
Cornerstone Strategic Value Fund Inc 3
B. Riley Fbr, Inc. 3
Painted Porch Advisors LLC 3
Cornerstone Total Return Fund Inc 3
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 3
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
Vision Capital Management, Inc. 3
First Business Financial Services, Inc. 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
Blackrock Enhanced Equity Dividend Trust 3
SPX Equities Gestao de Recursos Ltda 3
Optivise Advisory Services LLC 3
ACT Capital Management, LLLP 3
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 3
Oak Associates Ltd /oh/ 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
GM Advisory Group, Inc. 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 3
Himco Variable Insurance Trust 3
Steelhead Partners Llc 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
Beck Capital Management, Llc 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
Dodge & Cox 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
BFRNX - Perpetual Americas Funds Trust - Barrow Hanley Floating Rate Fund Institutional Shares 3
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
Arcadia Investment Advisors Llc 3
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 3
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 3
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 3
Jet Capital Investors L P 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 3
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 3
Decker Retirement Planning Inc. 3
Senator Investment Group LP 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
Platte River Capital LLC 3
East Coast Asset Management, LLC. 3
LVW Advisors, LLC 3
TABR Capital Management, LLC 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
Covey Capital Advisors, LLC 3
Cozad Asset Management Inc 3
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 3
Alden Global Capital LLC 3
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 3
D. E. Shaw & Co, L.p. 3
Key Group Holdings (cayman), Ltd. 3
Hager Investment Management Services, Llc 3
GatePass Capital, LLC 3
Old West Investment Management, LLC 3
YANKCOM Partnership 3
Riverloft Capital Management L.P. 3
Counsel Portfolio Services Inc. 3
Comprehensive Financial Planning, Inc./PA 3
Wingate Wealth Advisors, Inc. 3
Sterne Agee Group, Inc. 3
Sovran Advisors, LLC 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
Kentucky Trust Co 3
Westover Capital Advisors, LLC 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
Abc Arbitrage Sa 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
Fedenia Advisers LLC 3
Phillip James Consulting Co. 3
Breithorn Capital Management 3
Centricity Wealth Management, LLC 3
Saiers Capital, LLC 3
Stance Capital Llc 3
Altavista Wealth Management, Inc. 3
Weaver Consulting Group 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
Aureus Asset Management, LLC 3
Hickory Point Bank & Trust 3
Icc Capital Management Inc/ 3
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 3
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 3
Chung Wu Investment Group, LLC 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 3
Hopwood Financial Services, Inc. 3
Skyline Asset Management Lp 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
Elevation Series Trust - The Disciplined Growth Investors Fund 3
Atala Financial Inc 3
Nova Wealth Management, Inc. 3
Curio Wealth, Llc 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A 3
Alydar Partners Llc 3
AssuredPartners Investment Advisors, LLC 3
denkapparat Operations GmbH 3
Maridea Wealth Management LLC 3
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 3
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 3
Glenhill Advisors Llc 3
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 3
Family Management Corp 3
Viking Global Investors Lp 3
Petros Family Wealth, LLC 3
Tribune Investment Group LP 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
Aware Super Pty Ltd as trustee of Aware Super 3
Nantahala Capital Management, LLC 3
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
Sovereign's Capital Management, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 3
Quantessence Capital LLC 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 3
Strive Asset Management, LLC 3
Engaged Capital LLC 3
Reyes Financial Architecture, Inc. 3
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 3
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class 3
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 3
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 3
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
Piershale Financial Group, Inc. 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 3
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 3
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 3
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 3
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 3
Corbyn Investment Management Inc/md 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 3
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 3
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 3
RBB FUND, INC. - Aquarius International Fund 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
Sankala Group LLC 3
Founders Financial Securities Llc 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class 3
Berkshire Asset Management Llc/pa 3
Mirador Capital Partners LP 3
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 3
Intrua Financial, LLC 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
Grant Street Asset Management, Inc. 3
Brand Asset Management Group, Inc. 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity 3
O'Dell Group, LLC 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF 3
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 3
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 3
Timberline Asset Management LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 3
Gleason Group, Inc. 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
Boyd Watterson Asset Management Llc/oh 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 3
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
Cynosure Advisors, Llc 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 3
Biltmore Wealth Management, LLC 3
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
Peoples Financial Services Corp. 3
Eaton Vance Tax-managed Buy-write Income Fund 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
Advanced Investment Partners, LLC 3
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 3
Ironbridge Funds, Inc. 3
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
Nuveen High Income 2020 Target Term Fund 3
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 3
Nuveen High Income November 2021 Target Term Fund 3
Putney Financial Group LLC 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
Alethea Capital Management, Llc 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
Efficient Market Advisors, LLC 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 3
Nicola Wealth Management Ltd. 3
Speece Thorson Capital Group Inc 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
Orinda Asset Management LLC 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 3
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 3
Bremer Trust National Association 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 3
Oppenheimer Integrity Funds 3
Truadvice, LLC 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 3
Quad-Cities Investment Group, LLC 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 3
First Western Trust Bank 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
Gables Capital Management Inc. 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 3
First Trust High Yield Opportunities 2027 Term Fund 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
Ninety One North America, Inc. 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
PENN SERIES FUNDS INC - Flexibly Managed Fund 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 3
Large-cap Value Portfolio 3
Comerica Securities Inc 3
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 3
Horizon Financial Services, Llc 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 3
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
Gq Asset Management, Llc 3
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
Wolf Group Capital Advisors 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
NINE MASTS CAPITAL Ltd 3