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 101
Citadel Advisors Llc 96
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 93
Tower Research Capital LLC (TRC) 89
Royal Bank Of Canada 88
Susquehanna International Group, Llp 88
Millennium Management Llc 88
Citigroup Inc 87
Jpmorgan Chase & Co 87
Bank Of America Corp /de/ 87
Jane Street Group, Llc 84
Wells Fargo & Company/mn 84
Goldman Sachs Group Inc 82
State Street Corp 79
BlackRock, Inc. 78
Barclays Plc 77
Deutsche Bank Ag\ 77
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 74
Fmr Llc 74
Advisor Group Holdings, Inc. 73
Geode Capital Management, Llc 73
Vanguard Group Inc 73
D. E. Shaw & Co., Inc. 71
Pnc Financial Services Group, Inc. 71
Renaissance Technologies Llc 70
Credit Suisse Ag/ 70
Bank Of Montreal /can/ 70
Marshall Wace, Llp 70
Invesco Ltd. 69
Northern Trust Corp 69
Bank of New York Mellon Corp 69
Bnp Paribas Arbitrage, Sa 68
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 68
Walleye Capital LLC 67
Hrt Financial Lp 66
Manufacturers Life Insurance Company, The 66
Ameriprise Financial Inc 65
Alliancebernstein L.p. 65
Creative Planning 64
Two Sigma Investments, Lp 64
Nomura Holdings Inc 64
Victory Capital Management Inc 64
Dimensional Fund Advisors Lp 63
IFP Advisors, Inc 63
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 63
Simplex Trading, Llc 63
Virtu Financial LLC 63
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 63
New York State Common Retirement Fund 62
California State Teachers Retirement System 62
Qube Research & Technologies Ltd 62
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 62
Squarepoint Ops LLC 62
Balyasny Asset Management Llc 61
American International Group, Inc. 61
Verition Fund Management LLC 61
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 61
Ameritas Investment Partners, Inc. 61
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 60
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 60
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 60
Us Bancorp \de\ 60
Legal & General Group Plc 59
Paloma Partners Management Co 59
Rhumbline Advisers 59
Raymond James & Associates 59
Charles Schwab Investment Management Inc 59
Federated Hermes, Inc. 59
Russell Investments Group, Ltd. 59
Aqr Capital Management Llc 58
Northwestern Mutual Wealth Management Co 58
Acadian Asset Management Llc 58
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 58
Huntington National Bank 58
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 58
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
Sei Investments Co 58
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 57
Group One Trading, L.p. 57
Cwm, Llc 57
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 57
Panagora Asset Management Inc 57
Prelude Capital Management, Llc 57
Nuveen Asset Management, LLC 57
SG Americas Securities, LLC 56
Walleye Trading LLC 56
Lazard Asset Management Llc 56
California Public Employees Retirement System 56
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 56
Gsa Capital Partners Llp 56
Pacer Advisors, Inc. 56
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 56
Captrust Financial Advisors 56
American Century Companies Inc 56
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 56
Cubist Systematic Strategies, LLC 56
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 55
Macquarie Group Ltd 55
Parallax Volatility Advisers, L.P. 55
Voya Investment Management Llc 54
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 54
LPL Financial LLC 54
Amalgamated Bank 54
Boothbay Fund Management, Llc 54
Jefferies Group LLC 53
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 53
Strs Ohio 53
Wolverine Asset Management Llc 53
Price T Rowe Associates Inc /md/ 53
First Trust Advisors Lp 53
Wolverine Trading, Llc 53
Man Group plc 53
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 53
MetLife Investment Management, LLC 52
Janney Montgomery Scott LLC 52
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 52
Prudential Financial Inc 52
Wellington Management Group Llp 52
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 52
Metropolitan Life Insurance Co/ny 52
Nisa Investment Advisors, Llc 52
Two Sigma Advisers, Lp 52
Parametric Portfolio Associates Llc 52
Envestnet Asset Management Inc 52
Schonfeld Strategic Advisors LLC 52
Rockefeller Capital Management L.P. 52
Raymond James Financial Inc 51
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 51
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 51
Parallel Advisors, LLC 51
ExodusPoint Capital Management, LP 51
Bessemer Group Inc 50
Sterling Capital Management LLC 50
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 50
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 50
Cutler Group LP 50
Ubs Ag 50
ProShare Advisors LLC 50
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 50
Thrivent Financial For Lutherans 50
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 50
Royce & Associates Lp 50
Trexquant Investment LP 50
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 50
BlackRock Fund Advisors 50
Arrowstreet Capital, Limited Partnership 49
Polar Asset Management Partners Inc. 49
Putnam Investments Llc 49
Advisory Services Network, LLC 49
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 49
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 49
Los Angeles Capital Management Llc 49
Janus Henderson Group Plc 49
BlackRock Investment Management, LLC 49
Public Employees Retirement System Of Ohio 49
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 48
BlackRock Advisors LLC 48
Jump Financial, LLC 48
Ladenburg Thalmann Financial Services Inc 48
Zurcher Kantonalbank (Zurich Cantonalbank) 48
Dynamic Technology Lab Private Ltd 48
Neuberger Berman Group LLC 48
O'shaughnessy Asset Management, Llc 48
Advisor Group, Inc. 48
Principal Financial Group Inc 48
Point72 Asset Management, L.P. 48
Ubs Asset Management Americas Inc 48
Nationwide Fund Advisors 48
Signaturefd, Llc 48
Franklin Resources Inc 48
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 48
Hsbc Holdings Plc 48
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 48
Steward Partners Investment Advisory, Llc 48
State Board Of Administration Of Florida Retirement System 48
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 48
Ancora Advisors, LLC 47
Covestor Ltd 47
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 47
Glenmede Trust Co Na 47
EverSource Wealth Advisors, LLC 47
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 47
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 47
HighTower Advisors, LLC 47
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 47
Engineers Gate Manager LP 47
State Of Wisconsin Investment Board 47
Quadrature Capital Ltd 47
Tudor Investment Corp Et Al 47
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 47
Comerica Bank 47
BlueCrest Capital Management Ltd 47
Allspring Global Investments Holdings, LLC 47
Great West Life Assurance Co /can/ 47
Parkside Financial Bank & Trust 47
Centiva Capital, LP 47
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 47
Versant Capital Management, Inc 46
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 46
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 46
Allworth Financial LP 46
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 46
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 46
Quantbot Technologies LP 46
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 46
Bridgeway Capital Management Inc 46
Two Sigma Securities, Llc 46
Norges Bank 46
Algert Global Llc 46
PEAK6 Investments LLC 46
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 46
Fifth Third Bancorp 46
Stifel Financial Corp 46
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 46
BlackRock Institutional Trust Company, N.A. 46
IWV - iSHARES TRUST - iShares Russell 3000 ETF 46
Teacher Retirement System Of Texas 46
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 45
Meeder Asset Management Inc 45
GWM Advisors LLC 45
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 45
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 45
Tiaa Cref Investment Management Llc 45
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 45
Teachers Advisors, Llc 45
Oxford Asset Management Llp 45
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 45
Swiss National Bank 45
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 45
Highbridge Capital Management Llc 45
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 45
Jacobs Levy Equity Management, Inc 45
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 44
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 44
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 44
Russell Frank Co/ 44
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 44
Quadrant Capital Group Llc 44
Gabelli Funds Llc 44
GAMMA Investing LLC 44
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 44
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 44
Allianz Asset Management GmbH 44
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 44
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 44
Raymond James Financial Services Advisors, Inc. 43
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 43
PDT Partners, LLC 43
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 43
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 43
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 43
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 43
Marshall Wace North America L.P. 43
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 43
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43
Axa S.a. 43
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 43
New York State Teachers Retirement System 43
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 43
Ergoteles LLC 43
Principal Funds Inc 43
Vanguard Index Funds 43
Healthcare Of Ontario Pension Plan Trust Fund 43
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 43
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 42
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 42
First Horizon Advisors, Inc. 42
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 42
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 42
Css Llc/il 42
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 42
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 42
Blackrock Ltd Duration Income Trust 42
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 42
Arizona State Retirement System 42
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 42
Gamco Investors, Inc. Et Al 42
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 42
Corebridge Financial, Inc. 42
XTX Topco Ltd 42
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 42
NSIDX - Northern Funds - Northern Small Cap Index Fund 42
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 42
Profunds - Profund Vp Small-cap 42
Profunds - Profund Vp Ultrasmall-cap 42
Gotham Asset Management, LLC 42
State of Wyoming 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
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 42
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 42
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 42
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 42
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 42
Blackrock Corporate High Yield Fund, Inc. 41
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 41
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 41
Point72 Hong Kong Ltd 41
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 41
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 41
Piedmont Investment Advisors Llc 41
PENN SERIES FUNDS INC - Small Cap Index Fund 41
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 41
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 41
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 41
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 41
Td Asset Management Inc 41
Bayesian Capital Management, LP 41
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 41
VCSLX - VALIC Co I - Small Cap Index Fund 41
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 41
Mirae Asset Global Investments Co., Ltd. 41
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 41
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 41
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 41
KBC Group NV 41
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 41
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 41
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 41
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 41
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 41
Y-Intercept (Hong Kong) Ltd 41
Magnetar Financial LLC 41
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 41
CIBC Private Wealth Group, LLC 41
Farther Finance Advisors, LLC 41
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 41
IWM - iSHARES TRUST - iShares Russell 2000 ETF 41
SLPIX - Profunds - Small-cap Profund Investor Class 41
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 40
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 40
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 40
SRS Capital Advisors, Inc. 40
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 40
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 40
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 40
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 40
Global Retirement Partners, LLC 40
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 40
Jones Financial Companies Lllp 40
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 40
Commonwealth Equity Services, Llc 40
Capstone Investment Advisors, Llc 40
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 40
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 40
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 40
Guggenheim Capital Llc 40
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 40
Winton Capital Group Ltd 40
Nuveen, LLC 39
Hbk Investments L P 39
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 39
Kcg Holdings, Inc. 39
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 39
MUFG Americas Holdings Corp 39
NOSGX - Northern Funds - Northern Small Cap Value Fund 39
Lindbrook Capital, Llc 39
Lord, Abbett & Co. Llc 39
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 39
Police & Firemen's Retirement System of New Jersey 39
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 39
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 39
Larson Financial Group LLC 39
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 39
Aquatic Capital Management LLC 39
Toronto Dominion Bank 39
Public Employees Retirement Association Of Colorado 39
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 39
OMERS ADMINISTRATION Corp 39
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 39
Acrospire Investment Management LLC 39
Hudson Bay Capital Management LP 39
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 39
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 39
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 39
Martingale Asset Management L P 38
VDAFX - VALIC Co I - Dynamic Allocation Fund 38
MetLife Securities, Inc 38
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 38
Voloridge Investment Management, Llc 38
TCI Wealth Advisors, Inc. 38
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 38
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 38
College Retirement Equities Fund 38
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 38
D.a. Davidson & Co. 38
BlackRock Group LTD 38
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 38
Aperio Group, LLC 38
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 38
Dark Forest Capital Management Lp 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
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 38
Mutual Of America Capital Management Llc 38
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 38
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 38
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 38
Connor, Clark & Lunn Investment Management Ltd. 38
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 38
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 38
Alpine Global Management, LLC 38
Lsv Asset Management 38
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 38
Laurion Capital Management LP 38
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 37
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 37
ClariVest Asset Management LLC 37
Graham Capital Management, L.P. 37
A.R.T. Advisors, LLC 37
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 37
Amalgamated Financial Corp. 37
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 37
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 37
Cambridge Investment Research Advisors, Inc. 37
Dupont Capital Management Corp 37
Tfs Capital Investment Trust 37
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 37
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 37
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 37
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 37
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 37
Ground Swell Capital, LLC 37
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 37
Weiss Asset Management LP 37
Rothschild Investment Llc 37
Massmutual Trust Co Fsb/adv 37
Coldstream Capital Management Inc 37
Occudo Quantitative Strategies Lp 37
Hillsdale Investment Management Inc. 37
RidgeWorth Capital Management LLC 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 37
Wealthspire Advisors, L.P. 37
FNY Investment Advisers, LLC 37
Mackenzie Financial Corp 37
True Wealth Design, LLC 37
Capital Performance Advisors Llp 37
Harbour Investments, Inc. 37
Cornercap Investment Counsel Inc 37
Teachers Retirement System Of The State Of Kentucky 37
Eaton Vance Ltd Duration Income Fund 37
Aigen Investment Management, Lp 37
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 37
Geneos Wealth Management Inc. 37
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 37
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 37
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 37
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 37
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 37
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 37
Mariner, LLC 37
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 36
Blackrock Multi-sector Income Trust 36
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 36
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 36
Advanced Series Trust - Ast Small-cap Growth Portfolio 36
Hartland & Co., LLC 36
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 36
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 36
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 36
Jefferies Financial Group Inc. 36
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 36
Schroder Investment Management Group 36
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 36
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 36
Emerald Acquisition Ltd. 36
Quarry LP 36
PEAK6 Investments, L.P. 36
Zacks Investment Management 36
LMR Partners LLP 36
First Republic Investment Management, Inc. 36
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 36
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 36
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 36
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 36
QS Investors, LLC 36
Assetmark, Inc 36
Virginia Retirement Systems Et Al 36
Tiaa-cref Funds 36
Loomis Sayles & Co L P 36
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 36
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 36
State of Tennessee, Treasury Department 36
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 36
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 36
Mackay Shields Llc 36
Ronald Blue Trust, Inc. 36
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 36
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 36
Ellington Management Group Llc 35
Public Sector Pension Investment Board 35
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 35
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 35
MAI Capital Management 35
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 35
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 35
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 35
Cresset Asset Management, LLC 35
Private Advisor Group, LLC 35
Quest Partners LLC 35
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 35
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 35
State Farm Variable Product Trust 35
State Farm Mutual Fund Trust 35
Campbell & CO Investment Adviser LLC 35
Natixis Advisors, L.p. 35
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 35
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 35
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 35
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 35
Picton Mahoney Asset Management 35
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 35
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 35
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 35
Hutchin Hill Capital, LP 35
Menta Capital Llc 35
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 35
M&t Bank Corp 35
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 35
Quantamental Technologies LLC 35
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 35
Benjamin F. Edwards & Company, Inc. 35
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 34
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 34
Moore Capital Management, Lp 34
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 34
Canada Pension Plan Investment Board 34
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 34
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 34
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 34
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 34
Penserra Capital Management LLC 34
Blackrock Debt Strategies Fund, Inc. 34
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 34
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 34
United Services Automobile Association 34
EAM Investors, LLC 34
Oppenheimer Asset Management Inc. 34
Natixis 34
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 34
Vantagepoint Funds 34
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 34
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 34
Ensign Peak Advisors, Inc 34
Vanguard World Fund 34
Petrus Trust Company, LTA 34
Truist Financial Corp 34
Fuller & Thaler Asset Management, Inc. 34
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 34
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 34
Federation des caisses Desjardins du Quebec 34
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 34
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 34
Oppenheimer & Co Inc 34
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 34
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 34
Alps Advisors Inc 34
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 34
Intech Investment Management Llc 34
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 34
Rydex Etf Trust 33
Assenagon Asset Management S.A. 33
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 33
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 33
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 33
AdvisorNet Financial, Inc 33
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 33
American Portfolios Advisors 33
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 33
Quantinno Capital Management LP 33
Oregon Public Employees Retirement Fund 33
CoreCap Advisors, LLC 33
Susquehanna Fundamental Investments, Llc 33
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 33
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 33
Municipal Employees' Retirement System of Michigan 33
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 33
State of New Jersey Common Pension Fund D 33
Managed Account Advisors Llc 33
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 33
Smartleaf Asset Management LLC 33
BNP Paribas Asset Management Holding S.A. 33
Guggenheim Active Allocation Fund 33
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 33
Brown Advisory Inc 33
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 33
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 33
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 33
Orion Portfolio Solutions, LLC 33
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 33
Brown Brothers Harriman & Co 33
National Bank Of Canada /fi/ 33
Capital Fund Management S.a. 33
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 33
Versor Investments LP 33
Driehaus Capital Management Llc 33
Tfs Capital Llc 33
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 33
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 33
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 33
Oppenheimer Funds Inc 33
PENN SERIES FUNDS INC - International Equity Fund 33
Texas Permanent School Fund 33
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 33
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 33
Private Trust Co Na 33
Clearbridge Investments, LLC 33
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 33
Cetera Advisor Networks LLC 33
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 33
Spire Wealth Management 32
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 32
Belpointe Asset Management LLC 32
Alberta Investment Management Corp 32
Blackrock Core Bond Trust 32
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 32
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 32
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 32
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 32
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 32
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 32
Blair William & Co/il 32
Keybank National Association/oh 32
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 32
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 32
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 32
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 32
Umb Bank N A/mo 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
Numeric Investors Llc 32
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 32
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 32
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 32
Baird Financial Group, Inc. 32
Blueshift Asset Management, LLC 32
Klp Kapitalforvaltning As 32
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 32
EntryPoint Capital, LLC 32
First Manhattan Co 32
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 32
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 32
Hancock Whitney Corp 32
Handelsbanken Fonder AB 32
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 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
Kennedy Capital Management, Inc. 32
PineBridge Investments, L.P. 32
Bailard, Inc. 32
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 32
State of Alaska, Department of Revenue 31
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 31
CWM Advisors, LLC 31
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 31
Stone Ridge Asset Management LLC 31
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 31
Cerity Partners LLC 31
Louisiana State Employees Retirement System 31
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 31
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 31
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 31
Clear Street Markets Llc 31
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 31
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 31
Exchange Traded Concepts, Llc 31
Nomura Asset Management Co Ltd 31
Alambic Investment Management, L.P. 31
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 31
SBI Securities Co., Ltd. 31
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 31
Skopos Labs, Inc. 31
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 31
Advisors Asset Management, Inc. 31
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 31
Stratos Wealth Partners, LTD. 31
Adage Capital Partners Gp, L.l.c. 31
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 31
Brandywine Global Investment Management, LLC 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
Cibc World Markets Corp 31
Crossmark Global Holdings, Inc. 31
Point72 Asia (Singapore) Pte. Ltd. 31
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 31
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 31
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 30
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 30
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF 30
Pathstone Family Office, Llc 30
Tocqueville Asset Management L.p. 30
Spot Trading L.L.C 30
Innealta Capital, Llc 30
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 30
Suntrust Banks Inc 30
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 30
Fox Run Management, L.l.c. 30
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 30
Vestcor Inc 30
Farmers & Merchants Investments Inc 30
AHL Partners LLP 30
Alyeska Investment Group, L.P. 30
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 30
Mason Street Advisors, Llc 30
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 30
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 30
Whittier Trust Co 30
AE Wealth Management LLC 30
Globeflex Capital L P 30
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 30
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 30
Oppenheimer Etf Trust 30
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 30
Ubs Oconnor Llc 30
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 30
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 30
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 30
BlackRock Japan Co. Ltd 30
Eaton Vance Management 30
Yousif Capital Management, Llc 30
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 30
Hantz Financial Services, Inc. 29
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 29
SECOR Capital Advisors, LP 29
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 29
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 29
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 29
GV Financial Advisors 29
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 29
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 29
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 29
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 29
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 29
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 29
National Asset Management, Inc. 29
Venturi Wealth Management, LLC 29
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 29
Shell Asset Management Co 29
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 29
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 29
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 29
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 29
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 29
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 29
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 29
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 29
Asset Management One Co., Ltd. 29
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 29
Brevan Howard Capital Management LP 29
C M Bidwell & Associates Ltd 29
Principal Securities, Inc. 29
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 29
Landscape Capital Management, L.l.c. 29
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 29
Atom Investors LP 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
RSSL - Global X Funds - Global X Russell 2000 ETF 29
Weld Capital Management Llc 28
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 28
Atria Investments Llc 28
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 28
First Hawaiian Bank 28
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 28
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 28
Invesco Senior Income Trust 28
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 28
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 28
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 28
Valeo Financial Advisors, LLC 28
Regions Financial Corp 28
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 28
Patriot Financial Group Insurance Agency, LLC 28
Sowell Financial Services LLC 28
Grantham, Mayo, Van Otterloo & Co. LLC 28
Weiss Multi-Strategy Advisers LLC 28
Sofos Investments, Inc. 28
CI Private Wealth, LLC 28
Credit Agricole S A 28
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 28
Aster Capital Management (DIFC) Ltd 28
Amundi 28
Robeco Institutional Asset Management B.V. 28
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 28
Glassman Wealth Services 28
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 28
Toroso Investments, LLC 28
Bell Investment Advisors, Inc 28
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 28
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 28
Profunds - Profund Vp Oil & Gas 28
Stevens Capital Management Lp 28
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 28
Spark Investment Management LLC 28
Bokf, Na 28
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 28
Convergence Investment Partners, LLC 28
Airain ltd 28
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 28
NumerixS Investment Technologies Inc 28
CENTRAL TRUST Co 28
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 28
Mercer Global Advisors Inc /adv 28
Caitong International Asset Management Co., Ltd 28
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 28
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 28
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 28
Mfs Multimarket Income Trust 28
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 28
Nordea Investment Management Ab 28
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 28
NEXT Financial Group, Inc 28
Cullen/frost Bankers, Inc. 28
Nine Chapters Capital Management LLC 28
Sawtooth Solutions, LLC 28
Cetera Investment Advisers 27
Wipfli Financial Advisors Llc, 27
Invesco Senior Loan Fund 27
Profund Advisors Llc 27
NSGRX - Northern Funds - Northern Small Cap Core Fund 27
Private Capital Group, LLC 27
Caption Management, LLC 27
Ellevest, Inc. 27
Pinnacle Wealth Planning Services, Inc. 27
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 27
Capital Advisors, Ltd. LLC 27
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 27
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 27
Bryn Mawr Capital Management Inc 27
Ajo, Lp 27
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 27
Caxton Associates Lp 27
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 27
Boston Partners 27
Calamos Strategic Total Return Fund 27
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 27
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 27
Karp Capital Management Corp 27
RBF Capital, LLC 27
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 27
Cnh Partners Llc 27
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 27
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 27
VTL Associates, LLC 27
FORA Capital, LLC 27
Royce Value Trust Inc 27
Jfs Wealth Advisors, Llc 27
Sherbrooke Park Advisers Llc 27
Harbor Capital Advisors, Inc. 27
Pictet Asset Management Holding SA 27
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 27
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 27
Cornerstone Capital Management Holdings Llc. 27
SJS Investment Consulting Inc. 27
BlackRock Credit Strategies Fund 27
DekaBank Deutsche Girozentrale 27
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 27
Irish Life Investment Managers Ltd. 27
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 27
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 27
Sutton Wealth Advisors Inc. 27
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 27
AMP Capital Investors Ltd 27
Creative Financial Designs Inc /adv 27
Universal- Beteiligungs- und Servicegesellschaft mbH 27
Capstone Asset Management Co 27
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 27
Wedge Capital Management L L P/nc 27
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 27
Holocene Advisors, LP 27
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 27
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 27
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 27
LS Investment Advisors, LLC 27
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 27
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 26
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 26
Proficio Capital Partners LLC 26
AFRAX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Floating Rate Fund Class A 26
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Fund Class R6 26
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 26
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 26
Eagle Asset Management Inc 26
BFOR - ALPS ETF Trust - Barron's 400 ETF 26
Brinker Capital Investments, LLC 26
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 26
Maryland State Retirement & Pension System 26
Aristeia Capital Llc 26
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 26
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 26
Eagle Bay Advisors LLC 26
Gemmer Asset Management LLC 26
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 26
Entropy Technologies, LP 26
Point72 (DIFC) Ltd 26
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 26
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 26
Empowered Funds, LLC 26
International Assets Investment Management, Llc 26
Bogle Investment Management L P /de/ 26
Seven Eight Capital, Lp 26
Wealth Enhancement Advisory Services, Llc 26
Catalyst Funds Management Pty Ltd 26
Segall Bryant & Hamill, Llc 26
Disciplined Investments, LLC 26
Northern Trust Co Of Connecticut 26
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 26
Chicago Equity Partners Llc 26
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 26
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 26
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 26
Mfs Charter Income Trust 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 26
Advisory Research Inc 26
Synovus Financial Corp 26
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 26
Calamos Advisors LLC 26
Fieldpoint Private Securities, LLC 25
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 25
Vantage Consulting Group Inc 25
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 25
Hotchkis & Wiley Capital Management Llc 25
Teton Advisors, Inc. 25
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 25
First Quadrant L P/ca 25
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 25
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 25
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 25
Diametric Capital, LP 25
nVerses Capital, LLC 25
USA Financial Portformulas Corp 25
Shepherd Kaplan Krochuk, Llc 25
IndexIQ Advisors LLC 25
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 25
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 25
First Mercantile Trust Co 25
IWC - iSHARES TRUST - iShares Micro-Cap ETF 25
Barrow Hanley Mewhinney & Strauss Llc 25
First Citizens Bank & Trust Co 25
Jennison Associates Llc 25
Mml Investors Services, Llc 25
Steward Financial Group LLC 25
Twinbeech Capital Lp 25
Mirabella Financial Services Llp 25
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 25
Scopus Asset Management, L.p. 25
Aviva Plc 25
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 25
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 25
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 25
Rehmann Capital Advisory Group 25
SAC Capital Advisors LP 25
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 25
Crestline Management, LP 25
Ameritas Investment Corp 25
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 25
Sunbelt Securities, Inc. 25
Teza Capital Management LLC 25
HAP Trading, LLC 25
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 25
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 25
Harvest Group Wealth Management, Llc 25
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 25
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 25
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 25
Skandinaviska Enskilda Banken AB (publ) 25
New York Life Investment Management Llc 25
Maverick Capital Ltd 25
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 25
Fortitude Family Office, LLC 25
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 25
Thompson Davis & Co., Inc. 25
Csenge Advisory Group 25
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 25
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 25
Kestra Advisory Services, LLC 25
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 25
Six Circles Trust - Six Circles Credit Opportunities Fund 25
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 25
North Star Investment Management Corp. 25
Catalyst Capital Advisors LLC 25
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 25
Berman Capital Advisors, LLC 25
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 25
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 25
Jane Street Holding, LLC 25
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 24
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 24
Sandy Spring Bank 24
FLDFX - Meeder Funds - BALANCED FUND Retail Class 24
Financial Management Professionals, Inc. 24
Money Concepts Capital Corp 24
AHIVX - American Century Investment Trust - High Income Fund Investor Class 24
Riverhead Capital Management Llc 24
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 24
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 24
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 24
Itau Unibanco Holding S.A. 24
Manchester Capital Management LLC 24
Alphacrest Capital Management Llc 24
Assured Investment Management LLC 24
Hartford Mutual Funds Inc/ct 24
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 24
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 24
GAM Holding AG 24
Pathstone Holdings, LLC 24
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 24
Gradient Investments LLC 24
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 24
Hm Payson & Co 24
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 24
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 24
Quantitative Systematic Strategies LLC 24
BRYN MAWR TRUST Co 24
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 24
Xponance, Inc. 24
Pnc Funds 24
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 24
Deere & Co 24
TD Waterhouse Canada Inc. 24
Systematic Financial Management Lp 24
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 24
Point72 Middle East FZE 24
Vident Investment Advisory, LLC 24
Schubert & Co 24
Massachusetts Financial Services Co /ma/ 24
Mather Group, Llc. 24
Moors & Cabot, Inc. 24
CIBC World Markets Inc. 24
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 24
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 24
Mason Street Advisors, Llc 24
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 24
FineMark National Bank & Trust 24
Sculptor Capital LP 24
Stephens Consulting, LLC 24
Tarbox Family Office, Inc. 24
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 24
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 23
Bank Of Nova Scotia 23
Gabelli Equity Trust Inc 23
James Investment Research Inc 23
Keebeck Alpha, LP 23
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 23
Diversified Trust Co 23
Ieq Capital, Llc 23
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 23
Rice Hall James & Associates, Llc 23
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 23
MQS Management LLC 23
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Master Loan Fund Class R6 23
Flagship Harbor Advisors, Llc 23
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 23
Inceptionr Llc 23
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 23
Whittier Trust Co Of Nevada Inc 23
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 23
Rafferty Asset Management, LLC 23
Venture Visionary Partners LLC 23
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 23
Eaton Vance Floating-rate Income Trust 23
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 23
Sciencast Management LP 23
Employees Retirement System of Texas 23
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 23
Elkfork Partners LLC 23
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 23
DiNuzzo Private Wealth, Inc. 23
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 23
Summit Trail Advisors, Llc 23
Prospera Financial Services Inc 23
Howe & Rusling Inc 23
EBI - RBB Fund Trust - Longview Advantage ETF 23
Private Wealth Management Group, LLC 23
Silvercrest Asset Management Group Llc 23
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 23
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 23
Illinois Municipal Retirement Fund 23
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 23
Amundi Pioneer Asset Management Inc 23
Independent Advisor Alliance 23
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 23
Axq Capital, Lp 23
Enterprise Financial Services Corp 23
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 23
Hexagon Capital Partners LLC 23
Whitebox Advisors Llc 23
Plante Moran Financial Advisors, LLC 23
Mfs Intermediate High Income Fund 23
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 23
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 23
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 23
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 23
Eaton Vance Senior Floating Rate Trust 23
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 23
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 23
Eaton Vance Senior Income Trust 22
APG Asset Management N.V. 22
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 22
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 22
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 22
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 22
Xact Kapitalforvaltning AB 22
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 22
Pictet Asset Management Sa 22
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 22
Investors Research Corp 22
Skylands Capital, LLC 22
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 22
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 22
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 22
Alliancebernstein Global High Income Fund Inc 22
Great Lakes Advisors, Llc 22
Smithfield Trust Co 22
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 22
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 22
CIBC Asset Management Inc 22
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 22
Crewe Advisors LLC 22
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 22
Calamos Convertible & High Income Fund 22
Edgestream Partners, L.P. 22
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 22
CenterStar Fund, LLC 22
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 22
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 22
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 22
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 22
Nebula Research & Development LLC 22
Reilly Financial Advisors, Llc 22
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 22
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A 22
Paradigm Asset Management Co Llc 22
Twin Peaks Wealth Advisors, LLC 22
QCVAX - Clearwater Investment Trust - Clearwater International Fund 22
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 22
VCAAX - VALIC Co I - Asset Allocation Fund 22
Rational Advisors Llc 22
Calamos Dynamic Convertible & Income Fund 22
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 22
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 22
Hemington Wealth Management 22
Johnson Financial Group, Inc. 22
Levin Capital Strategies, L.p. 22
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22
XHYI - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Industrial Sector ETF 22
Sei Trust Co 22
Thompson Siegel & Walmsley Llc 22
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 22
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 22
Resources Investment Advisors, LLC. 22
Bay Harbor Wealth Management, LLC 22
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 22
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 22
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 22
Global Financial Private Client, LLC 22
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 22
Cetera Advisors LLC 22
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 22
Meadow Creek Investment Management LLC 22
Capital World Investors 22
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 22
GW&K Investment Management, LLC 22
Baker Avenue Asset Management, LP 22
Ontario Teachers Pension Plan Board 22
Deprince Race & Zollo Inc 22
Cipher Capital LP 22
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 22
Old Mutual Customised Solutions (proprietary) Ltd 22
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 22
Princeton Alpha Management LP 22
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 22
Townsquare Capital Llc 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 22
Carroll Financial Associates, Inc. 22
Wealthcare Advisory Partners LLC 22
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 22
Vident Advisory, LLC 22
Rise Advisors, LLC 22
Calamos Convertible Opportunities & Income Fund 22
Ameritas Advisory Services, LLC 22
Wexford Capital Lp 22
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 21
Maven Securities LTD 21
Legato Capital Management LLC 21
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 21
Ritholtz Wealth Management 21
Visium Asset Management, LP 21
Daiwa Securities Group Inc. 21
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 21
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 21
Wedbush Securities Inc 21
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 21
Avion Wealth 21
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 21
Everence Capital Management Inc 21
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 21
Atria Wealth Solutions, Inc. 21
We Are One Seven, LLC 21
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 21
Harbor Investment Advisory, Llc 21
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 21
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 21
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 21
Cornerstone Advisors, Inc. 21
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 21
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 21
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 21
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 21
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 21
Avantax Planning Partners, Inc. 21
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 21
Snowden Capital Advisors LLC 21
Parkworth Wealth Management, Inc. 21
Seacrest Wealth Management, Llc 21
Davidson Kempner Capital Management Lp 21
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 21
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 21
Advanced Series Trust - Ast Small-cap Value Portfolio 21
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 21
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 21
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 21
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 21
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 21
Blackrock Credit Allocation Income Trust 21
Evercore Wealth Management, LLC 21
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 21
HFM Investment Advisors, LLC 21
Sound Income Strategies, LLC 21
Northwestern Mutual Investment Management Company, Llc 21
ETRADE Capital Management LLC 21
State Of Michigan Retirement System 21
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 21
Denali Advisors Llc 21
Golden State Wealth Management, LLC 21
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 21
FDx Advisors, Inc. 21
Absolute Return Capital, LLC 21
Wells Fargo Multi-sector Income Fund 21
Glen Harbor Capital Management LLC 21
Concord Wealth Partners 21
Barings Llc 21
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 21
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 21
Rialto Wealth Management, LLC 21
Nbc Securities, Inc. 21
Dorsey Wright & Associates 21
Essex Investment Management Co Llc 21
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 21
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 20
King Luther Capital Management Corp 20
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 20
Securian Asset Management, Inc 20
J. Goldman & Co LP 20
United Capital Financial Advisers, Llc 20
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20
Delpha Capital Management, Llc 20
Ci Investments Inc. 20
Headlands Technologies LLC 20
New Mexico Educational Retirement Board 20
Mount Yale Investment Advisors, LLC 20
Glen Eagle Advisors, LLC 20
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 20
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 20
Harvest Fund Management Co., Ltd 20
Newbridge Financial Services Group, Inc. 20
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 20
Element Capital Management Llc 20
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20
Invictus RG 20
Sargent Bickham Lagudis LLC 20
Intrinsic Edge Capital Management LLC 20
Envestnet Portfolio Solutions, Inc. 20
Horizon Investments, LLC 20
Van Eck Associates Corp 20
Summit Global Investments 20
Jupiter Asset Management Ltd 20
Citizens Financial Group Inc/ri 20
South Dakota Investment Council 20
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 20
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 20
Mitsubishi UFJ Trust & Banking Corp 20
Clinton Group Inc 20
SpiderRock Trading LLC 20
ArrowMark Colorado Holdings LLC 20
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 20
Cordant, Inc. 20
Sanctuary Advisors, LLC 20
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 20
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 20
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 20
Jackson Creek Investment Advisors LLC 20
Harel Insurance Investments & Financial Services Ltd. 20
Tompkins Financial Corp 20
Mfs Special Value Trust 20
Independent Portfolio Consultants, Inc. 20
SG3 Management, LLC 20
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 20
RBB FUND, INC. - Adara Smaller Companies Fund 20
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 20
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 20
Winslow, Evans & Crocker, Inc. 20
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 20
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 20
Yorktown Management & Research Co Inc 20
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 20
Benjamin Edwards Inc 20
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 20
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 20
Ionic Capital Management LLC 20
Navellier & Associates Inc 20
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IA 20
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 20
JustInvest LLC 20
Claymore Exchange-traded Fund Trust 20
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 20
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 20
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 20
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 20
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 20
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 20
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 20
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 20
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 20
Stephens Inc /ar/ 20
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 20
Gyon Technologies Capital Management, LP 20
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 20
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 20
Commerzbank Aktiengesellschaft /fi 20
SOUTH STATE Corp 20
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 20
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 20
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 20
Moody National Bank Trust Division 20
FinTrust Capital Advisors, LLC 20
GIMFX - GMO TRUST - GMO Implementation Fund 20
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 20
Focused Wealth Management, Inc 20
Foundry Partners, LLC 20
Pearl River Capital, LLC 20
Retirement Systems of Alabama 20
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 20
Toth Financial Advisory Corp 20
Vanguard Explorer Fund 20
William Blair Investment Management, Llc 20
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 20
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 20
Bridgefront Capital, LLC 19
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 19
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 19
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 19
FourThought Financial, LLC 19
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 19
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 19
Westpac Banking Corp 19
Bogart Wealth, LLC 19
WFG Advisors, LP 19
Calamos Global Dynamic Income Fund 19
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 19
Shay Capital LLC 19
Commonwealth Equity Services, Inc 19
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 19
First Personal Financial Services 19
FIL Ltd 19
Forum Funds 19
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 19
Duality Advisers, Lp 19
Utah Retirement Systems 19
Cadence Capital Management Llc 19
Arkadios Wealth Advisors 19
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 19
Burney Co/ 19
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 19
Penn Capital Management Co Inc 19
Kula Investments, LLC 19
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 19
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 19
Blackstone / Gso Long-short Credit Income Fund 19
Avantax Advisory Services, Inc. 19
Blackstone / Gso Strategic Credit Fund 19
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 19
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 19
Parametrica Management Ltd 19
Shelton Capital Management 19
Td Private Client Wealth Llc 19
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 19
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 19
Xai Octagon Floating Rate & Alternative Income Term Trust 19
Candriam Luxembourg S.C.A. 19
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 19
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 19
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 19
Castleark Management Llc 19
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 19
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 19
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 19
EAM Global Investors LLC 19
Trust Co Of Vermont 19
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 19
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 19
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 19
Vanguard Horizon Funds 19
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 19
Accurate Wealth Management, LLC 19
Old Mutual Global Investors (UK) Ltd. 19
R Squared Ltd 19
Veriti Management LLC 19
Glazer Capital, Llc 19
Gts Securities Llc 19
NewSquare Capital LLC 19
Aristides Capital LLC 19
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 19
Peak6 Llc 19
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 19
Claris Advisors, Llc / Mo / 19
FNY Managed Accounts LLC 19
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 19
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 19
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 19
Kepos Capital LP 18
Bridgewater Associates, LP 18
Placemark Investments, Inc. 18
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 18
Teton Westwood Funds 18
Simon Quick Advisors, Llc 18
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 18
Icon Advisers Inc/co 18
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 18
Banque Cantonale Vaudoise 18
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 18
Spot Trading L.l.c. 18
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 18
Humankind Benefit Corp - Humankind US Stock ETF 18
1832 Asset Management L.P. 18
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 18
Financial Architects, Inc 18
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 18
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 18
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 18
Sonora Investment Management, LLC 18
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 18
CVA Family Office, LLC 18
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 18
First Eagle Investment Management, LLC 18
Johnson Investment Counsel Inc 18
Prescott Group Capital Management, L.l.c. 18
Cornerstone Planning Group LLC 18
LGT Financial Advisors LLC 18
Arden Investment Series Trust 18
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 18
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 18
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 18
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 18
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 18
Anchor Investment Management, LLC 18
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 18
Standard Life Aberdeen plc 18
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 18
SG Capital Management LLC 18
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 18
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 18
Boston Private Wealth Llc 18
Prestige Wealth Management Group LLC 18
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 18
Kistler-Tiffany Companies, LLC 18
Weiss Strategic Interval Fund 18
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 18
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 18
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 18
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 18
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 18
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 18
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 18
Zebra Capital Management LLC 18
Annis Gardner Whiting Capital Advisors, LLC 18
Ashton Thomas Private Wealth, LLC 18
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 18
Salem Investment Counselors Inc 18
Pictet Asset Management Ltd 18
Dean Investment Associates, Llc 18
Brant Point Investment Management Llc 18
Central Pacific Bank - Trust Division 18
Empirical Finance, LLC 18
Hanseatic Management Services Inc 18
Advisors Preferred, LLC 18
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 18
Sigma Planning Corp 18
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 18
Blackstone / Gso Floating Rate Enhanced Income Fund 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
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 18
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 18
Evoke Wealth, Llc 18
Signet Financial Management, Llc 18
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 18
Spring Creek Capital Llc 18
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 18
Lombard Odier Asset Management (USA) Corp 18
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 18
Twin Tree Management, LP 18
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 18
Kayne Anderson Rudnick Investment Management Llc 18
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 18
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 18
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 18
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 18
LRI Investments, LLC 18
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 18
Wells Fargo Global Dividend Opportunity Fund 18
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 18
AlphaMark Advisors, LLC 18
Fiera Capital Corp 18
Raleigh Capital Management Inc. 18
Bowling Portfolio Management LLC 18
Blackrock Floating Rate Income Trust 18
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 18
Invesco Dynamic Credit Opportunities Fund 18
Rsm Us Wealth Management Llc 18
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 18
Alpha Paradigm Partners, LLC 18
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 18
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 18
New England Securities Corp /MA/ 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
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 18
Old National Bancorp /in/ 17
Financial Advocates Investment Management 17
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 17
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 17
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 17
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 17
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 17
STXK - EA Series Trust - Strive Small-Cap ETF 17
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 17
Gladius Capital Management LP 17
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 17
Advent Claymore Convertible Securities & Income Fund 17
Keeley-Teton Advisors, LLC 17
Blackrock Floating Rate Income Strategies Fund, Inc. 17
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 17
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 17
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 17
Caas Capital Management Lp 17
National Planning Corp 17
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 17
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 17
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 17
Qs Batterymarch Financial Management, Inc 17
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 17
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 17
Granite Investment Partners, LLC 17
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 17
Bb&t Securities, Llc 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
Glenmede Investment Management, LP 17
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 17
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 17
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 17
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 17
Chartwell Investment Partners, Llc 17
Carolinas Wealth Consulting Llc 17
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 17
EP Wealth Advisors, Inc. 17
Commerce Bank 17
Seizert Capital Partners, Llc 17
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 17
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 17
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 17
Quent Capital, LLC 17
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 17
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 17
Winton Diversified Opportunities Fund 17
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 17
Park Place Capital Corp 17
Gabelli Equity Series Funds Inc 17
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 17
Athanor Capital, Lp 17
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 17
Portside Wealth Group, LLC 17
Wells Fargo Income Opportunities Fund 17
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 17
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 17
Sageworth Trust Co 17
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 17
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 17
Palisade Capital Management Llc/nj 17
Eaton Vance Short Duration Diversified Income Fund 17
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 17
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 17
CPSIX - Unified Series Trust - Fci Bond Fund 17
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 17
Montag A & Associates Inc 17
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A 17
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 17
Legacy Financial Advisors, Inc. 17
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 17
Westchester Capital Management, LLC 17
BlackRock Funds V - BlackRock Floating Rate Income Portfolio Investor A Shares 17
JNBA Financial Advisors 17
Abound Wealth Management 17
Raymond James Trust N.a. 17
Walthausen & Co., LLC 17
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 17
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 17
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 17
Park Avenue Securities Llc 17
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 17
Wbi Investments, Inc. 17
Profunds - Profund Vp Small-cap Growth 17
Qrg Capital Management, Inc. 17
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 17
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 17
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 17
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 17
Wealthfront Inc 17
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 17
Integrated Wealth Management 17
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 17
Contravisory Investment Management, Inc. 17
IHT Wealth Management, LLC 17
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 17
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 17
Cramer Rosenthal Mcglynn Llc 17
Chevy Chase Trust Holdings, Inc. 17
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 17
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 17
Capital One, National Association 17
Oberweis Asset Management Inc/ 17
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 17
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 17
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 17
Fred Alger Management, Llc 17
Balentine LLC 17
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 17
Vestmark Advisory Solutions, Inc. 17
Old Mission Capital Llc 17
Erste Asset Management GmbH 17
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 17
Wiley Bros.-aintree Capital, Llc 17
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 17
DAVENPORT & Co LLC 17
Belvedere Trading LLC 17
DRW Securities, LLC 17
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 16
Coppell Advisory Solutions LLC 16
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 16
Timber Hill LLC 16
Pitcairn Co 16
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 16
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 16
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 16
Guardian Wealth Advisors, LLC 16
Vaughan Nelson Investment Management, L.p. 16
Pendal Group Ltd 16
WealthPLAN Partners, LLC 16
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 16
Bluefin Capital Management, Llc 16
Waddell & Reed Financial Inc 16
TFC Financial Management 16
VCSMX - VALIC Co I - Small Cap Fund 16
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 16
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 16
GHP Investment Advisors, Inc. 16
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 16
Compagnie Lombard Odier SCmA 16
Ing Groep Nv 16
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 16
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 16
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 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
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 16
Neo Ivy Capital Management 16
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 16
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 16
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 16
Knight Capital Group, Inc. 16
IBM Retirement Fund 16
Cambria Investment Management, L.P. 16
SGPIX - Profunds - Small-cap Growth Profund Investor Class 16
Quantitative Investment Management, LLC 16
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 16
Credit Suisse Asset Management Income Fund Inc 16
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 16
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 16
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 16
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 16
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 16
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 16
Interval Partners, LP 16
Advent Capital Management /de/ 16
NFIAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Floating Rate Income Fund Class A 16
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 16
Brookstone Capital Management 16
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 16
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 16
World Asset Management Inc 16
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 16
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 16
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 16
Tortoise Investment Management, LLC 16
Liberty Mutual Group Asset Management Inc. 16
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 16
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 16
JJJ Advisors Inc. 16
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 16
Westwood Holdings Group Inc 16
Gabelli Dividend & Income Trust 16
Moneta Group Investment Advisors Llc 16
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 16
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 16
Invesco Bond Fund 16
SOUAX - AMERICAN BEACON FUNDS - American Beacon Sound Point Floating Rate Income Fund A Class 16
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 16
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 16
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 16
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 16
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 16
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 16
Credit Suisse High Yield Bond Fund 16
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 16
Eaton Vance Floating-rate Income Plus Fund 16
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 16
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 16
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 16
Profunds - Profund Vp Small-cap Value 16
Cornerstone Investment Partners, LLC 16
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 16
Zions Bancorporation, N.A. 16
Eaton Vance Floating-rate 2022 Target Term Trust 16
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 16
Perigon Wealth Management, LLC 16
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 16
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 16
Brewin Dolphin Ltd 16
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 16
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 16
Leap Investments Lp 16
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 16
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 16
Capstone Series Fund Inc 16
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 16
Beacon Pointe Advisors, LLC 16
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 16
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 16
Colony Group, LLC 16
Procyon Private Wealth Partners, LLC 16
Numerai GP LLC 16
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 16
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 16
Truvestments Capital Llc 16
Meridian Wealth Partners, LLC 16
Congress Wealth Management LLC / DE / 16
T. Rowe Price Investment Management, Inc. 16
Ethic Inc. 16
Woodline Partners LP 16
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 16
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 16
Integrated Wealth Concepts LLC 16
Smith Asset Management Group Lp 16
Centaurus Financial, Inc. 16
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 16
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 16
Bare Financial Services, Inc 16
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 16
Denver Investment Advisors Llc 16
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 16
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 16
Commonwealth Bank Of Australia 16
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 16
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 16
Dean Capital Management 16
CAPROCK Group, Inc. 16
Evermay Wealth Management Llc 16
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 16
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 16
Financial Gravity Companies, Inc. 16
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 16
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 16
Eqis Capital Management, Inc. 16
Interchange Capital Partners, LLC 16
Alpha Windward Llc 16
Turner Investments, L.p. 16
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 16
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 16
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 16
General Motors Investment Management Corp 16
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 16
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 16
Washington Trust Bank 16
Hartford Series Fund Inc 16
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 16
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
Tfo-tdc, Llc 15
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 15
Radcliffe Capital Management, L.P. 15
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 15
Brookfield Asset Management Inc. 15
Koshinski Asset Management, Inc. 15
ISAM Funds (UK) Ltd 15
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 15
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 15
Ziegler Capital Management, LLC 15
Livforsakringsbolaget Skandia, Omsesidigt 15
Mizuho Securities Usa Llc 15
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 15
WealthTrust-Arizona, LLC 15
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 15
MUFG Securities EMEA plc 15
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 15
Pine River Capital Management L.P. 15
Heartland Advisors Inc 15
WASHINGTON TRUST Co 15
B. Metzler seel. Sohn & Co. Holding AG 15
Institutional & Family Asset Management, Llc 15
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 15
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 15
Sanctuary Wealth Advisors, LLC 15
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 15
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 15
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 15
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 15
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 15
Bartlett & Co. LLC 15
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 15
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 15
Campbell Multi-strategy Trust 15
Bedel Financial Consulting, Inc. 15
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 15
MCF Advisors LLC 15
CenterStar Asset Management, LLC 15
Forum Financial Management, LP 15
Riverview Trust Co 15
J.w. Cole Advisors, Inc. 15
Index Management Solutions, LLC 15
BBVA USA Bancshares, Inc. 15
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 15
Kingsview Wealth Management, LLC 15
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 15
BDO Wealth Advisors, LLC 15
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 15
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 15
Clearline Capital LP 15
Meritage Portfolio Management 15
Motco 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 15
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 15
Boston Advisors Llc 15
Nicholas Investment Partners, LP 15
Mendota Financial Group, LLC 15
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 15
Cigna Investments Inc /new 15
ORG Partners LLC 15
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 15
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 15
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 15
MML Series Investment Fund II - MML Equity Rotation Fund Class II 15
Janus Capital Management Llc 15
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 15
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 15
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 15
SVPIX - Profunds - Small-cap Value Profund Investor Class 15
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 15
Calvert Investment Management, Inc. 15
TENOR CAPITAL MANAGEMENT Co., L.P. 15
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 15
Pimco Income Opportunity Fund 15
K2 Principal Fund, L.p. 15
Mckinley Capital Management Llc /delaware 15
Dogwood Wealth Management LLC 15
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 15
CSHIX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Floating Rate High Income Fund Class I 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 15
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 15
UniSuper Management Pty Ltd 15
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 15
Cable Hill Partners, LLC 15
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 15
Boston Private Bank & Trust Co 15
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 15
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 15
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 15
Jpmorgan Trust Iii 15
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 15
Atlantic Trust, LLC 15
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 15
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 15
Sachetta, LLC 15
Tradeworx Inc. 15
Monarch Partners Asset Management LLC 15
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 15
Treasurer of the State of North Carolina 15
Capital Research Global Investors 15
Vontobel Holding Ltd. 15
Voya Senior Income Fund 15
Counterpoint Mutual Funds LLC 15
TRANSAMERICA SERIES TRUST - Transamerica AEGON High Yield Bond VP Initial 15
Inspire Advisors, LLC 15
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 15
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 15
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 15
Kestra Private Wealth Services, Llc 15
Neuberger Berman High Yield Strategies Fund Inc. 15
Veritable, L.P. 15
Invictus RG Pte. Ltd. 15
NJ State Employees Deferred Compensation Plan 15
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 15
Cookson Peirce & Co Inc 15
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 15
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 15
Bartlett & Co. Wealth Management Llc 15
Virtus Global Dividend & Income Fund Inc. 15
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 15
Corsair Capital Management, L.p. 15
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 15
Capital Asset Advisory Services LLC 15
Chicago Partners Investment Group LLC 15
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 15
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 15
Beaird Harris Wealth Management, LLC 15
GABELLI & Co INVESTMENT ADVISERS, INC. 15
Marathon Trading Investment Management LLC 15
Continuum Advisory, LLC 15
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 15
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 15
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 15
Earnest Partners Llc 15
Dubuque Bank & Trust Co 15
Jacobi Capital Management LLC 15
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 15
Checchi Capital Advisers, LLC 15
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 15
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 15
Optiver Holding B.V. 15
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 15
Valley National Advisers Inc 15
Oak Thistle LLC 15
CenterBook Partners LP 15
People's United Financial, Inc. 15
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 15
Fiduciary Trust Co 15
Lucus Advisors Llc 15
Hennessy Advisors Inc 15
Profunds - Profund Vp Industrials 14
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 14
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 14
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 14
Royce Micro-cap Trust, Inc /md/ 14
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 14
IWB - iSHARES TRUST - iShares Russell 1000 ETF 14
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 14
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 14
Blackstone / Gso Senior Floating Rate Term Fund 14
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 14
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 14
Ardsley Advisory Partners Lp 14
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 14
Pimco Flexible Credit Income Fund 14
Pimco Global Stocksplus & Income Fund 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 14
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 14
Beryl Capital Management LLC 14
Cape Investment Advisory, Inc. 14
Hartford Investment Management Co 14
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 14
Janney Capital Management LLC 14
Covington Capital Management 14
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 14
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 14
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 14
CX Institutional 14
Scotia Capital Inc. 14
SYSTM Wealth Solutions LLC 14
WPG Advisers, LLC 14
ICA Group Wealth Management, LLC 14
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 14
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14
American Capital Advisory, LLC 14
Concentric Capital Strategies, LP 14
Gryphon Financial Partners LLC 14
B. Metzler seel. Sohn & Co. AG 14
Confluence Wealth Services, Inc. 14
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 14
Wealthcare Capital Management Llc 14
Jump Trading, LLC 14
EULAV Asset Management 14
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 14
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 14
Advisor Resource Council 14
MASTER BOND LLC - Master Total Return Portfolio 14
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 14
San Francisco Sentry Investment Group (ca) 14
Exos Asset Management LLC 14
Tradition Wealth Management, LLC 14
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 14
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 14
Freestone Grove Partners LP 14
Wolff Wiese Magana Llc 14
Paces Ferry Wealth Advisors, Llc 14
McIlrath & Eck, LLC 14
Emerald Advisers, Llc 14
Agf Management Ltd 14
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 14
Prime Capital Investment Advisors, LLC 14
Advanced Series Trust - Ast Advanced Strategies Portfolio 14
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 14
Zurich Insurance Group Ltd/FI 14
BI Asset Management Fondsmaeglerselskab A/S 14
Cinctive Capital Management LP 14
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 14
First Interstate Bank 14
Verdence Capital Advisors LLC 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Senior Floating Rate Plus Fund Class C 14
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 14
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 14
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 14
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 14
Fisher Asset Management, LLC 14
Jain Global LLC 14
Lenox Wealth Advisors, LLC 14
UMA Financial Services, Inc. 14
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 14
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 14
BBT Capital Management, LLC 14
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 14
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 14
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 14
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 14
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 14
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 14
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 14
GeoWealth Management, LLC 14
Van Hulzen Asset Management, LLC 14
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 14
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 14
HighPoint Advisor Group LLC 14
LFRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Floating Rate Fund Class A 14
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 14
Yakira Capital Management, Inc. 14
Freestone Capital Holdings, LLC 14
Sequoia Financial Advisors, LLC 14
Comerica Securities,inc. 14
IMC-Chicago, LLC 14
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 14
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 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
Exane Derivatives 14
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 14
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 14
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 14
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 14
High Income Opportunities Portfolio - High Income Opportunities Portfolio 14
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 14
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 14
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 14
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 14
Fort, L.p. 14
361 Capital Llc 14
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 14
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 14
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 14
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 14
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 14
Mosaic Family Wealth, LLC 14
Cna Financial Corp 14
Highlander Capital Management, LLC 14
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 14
Congress Asset Management Co /ma 14
Altshuler Shaham Ltd 14
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 14
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 14
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 14
Prudential Plc 14
IHIYX - TRANSAMERICA FUNDS - Transamerica High Yield Bond A 14
Baird Robert W & Co Inc /wi/ 14
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 14
Man Investments Ltd 14
Soros Fund Management Llc 14
Harbour Capital Advisors, LLC 14
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 14
Wilmington Funds Management Corp 14
Susquehanna Portfolio Strategies, LLC 14
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 14
Etf Managers Group, Llc 14
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 14
AGF Investments LLC 14
Caisse De Depot Et Placement Du Quebec 14
Lee Financial Co 14
Level Four Advisory Services, Llc 14
Neuburgh Advisers LLC 14
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 14
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 14
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 14
Westside Investment Management, Inc. 14
Lido Advisors, LLC 14
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 14
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 14
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 14
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 14
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 14
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 14
Wells Fargo Utilities & High Income Fund 14
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 14
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 14
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 14
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 14
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 14
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 13
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 13
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 13
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 13
First City Capital Management, Inc. 13
Axiom International Investors Llc /de 13
Castle Creek Arbitrage, LLC 13
RMB Capital Management, LLC 13
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class 13
Advisor Partners Llc 13
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 13
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 13
Dynamic Technology Lab Pte Ltd 13
Nuveen S&p 500 Dynamic Overwrite Fund 13
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 13
Hennion & Walsh Asset Management, Inc. 13
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 13
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 13
Edmond De Rothschild Holding S.a. 13
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 13
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 13
Ballentine Partners, LLC 13
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 13
SkyView Investment Advisors, LLC 13
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 13
Cooper Creek Partners Management Llc 13
Quest Capital Management Inc /adv 13
Alpha DNA Investment Management LLC 13
Warberg Asset Management LLC 13
Opal Wealth Advisors, LLC 13
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 13
Aaron Wealth Advisors LLC 13
Ssi Investment Management Llc 13
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 13
Riggs Asset Managment Co. Inc. 13
Wetzel Investment Advisors, Inc. 13
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 13
Ibex Investors LLC 13
Ramsey Quantitative Systems 13
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 13
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 13
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 13
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 13
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 13
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 13
Texas Yale Capital Corp. 13
Pimco Strategic Income Fund, Inc 13
Pcm Fund, Inc. 13
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 13
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 13
Savant Capital, LLC 13
Mesirow Financial Investment Management, Inc. 13
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 13
Pimco Dynamic Income Fund 13
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 13
Enlightenment Research, LLC 13
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 13
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 13
Pimco Dynamic Credit & Mortgage Income Fund 13
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 13
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 13
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 13
MERVX - MERGER FUND VL - The Merger Fund VL 13
Mycio Wealth Partners, Llc 13
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 13
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 13
Stanley-Laman Group, Ltd. 13
Transamerica Partners Portfolios 13
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 13
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 13
Transamerica Partners Funds Group Ii 13
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 13
Transamerica Partners Funds Group 13
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 13
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 13
Bamco Inc /ny/ 13
Advanced Series Trust - Ast High Yield Portfolio 13
Pinnacle Associates Ltd 13
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 13
Pimco Corporate & Income Opportunity Fund 13
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 13
Ashton Thomas Securities, Llc 13
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 13
Chesapeake Capital Corp /il/ 13
Verus Capital Partners, Llc 13
Colony Group Llc 13
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 13
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 13
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 13
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 13
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 13
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 13
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 13
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 13
Migdal Insurance & Financial Holdings Ltd. 13
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 13
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 13
Hilltop Holdings Inc. 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 13
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 13
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 13
Hughes Financial Services, LLC 13
Laurel Wealth Advisors LLC 13
Baldwin Brothers Inc/ma 13
Natixis Investment Managers International 13
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 13
Optimum Investment Advisors 13
Truewealth Llc 13
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 13
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 13
Mill Creek Capital Advisors, LLC 13
TD Capital Management LLC 13
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 13
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 13
Copper Rock Capital Partners, LLC 13
Usca Ria Llc 13
UXI - PROSHARES TRUST - ProShares Ultra Industrials 13
Koch Industries Inc 13
RFP Financial Group LLC 13
Artisan Partners Limited Partnership 13
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 13
Societe Generale 13
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 13
Hollencrest Capital Management 13
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 13
P Schoenfeld Asset Management Lp 13
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 13
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 13
Advisor Partners Ii, Llc 13
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 13
Wcm Investment Management, Llc 13
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 13
Redwood Investment Management, Llc 13
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 13
Rotella Capital Management, Inc. 13
BerganKDV Wealth Management, LLC 13
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 13
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 13
Trustcore Financial Services, Llc 13
DAACX - Adviser Managed Trust - Diversified Equity Fund 13
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 13
Beacon Capital Management, LLC 13
Oliver Lagore Vanvalin Investment Group 13
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 13
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 13
Wunderlich Securities, Inc. 13
Perritt Capital Management Inc 13
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 13
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 13
Baystate Wealth Management LLC 13
Calamos Global Total Return Fund 13
HHM Wealth Advisors, LLC 13
SFHIX - ADVISORS SERIES TRUST - Shenkman Capital Floating Rate High Income Fund Institutional Class 13
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 13
Byrne Asset Management LLC 13
Corton Capital Inc. 13
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 13
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 13
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 13
Cassady Schiller Wealth Management, LLC 13
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 13
Cary Street Partner Investment Advisory Llc 13
Virtus Investment Advisers, Inc. 13
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 13
Carlson Capital L P 13
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 13
Claraphi Advisory Network, LLC 13
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 13
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 13
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 13
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 13
Sheets Smith Wealth Management 13
Wealthspire Advisors, LLC 13
Azzad Asset Management Inc /adv 13
Robeco Schweiz AG 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
DnB Asset Management AS 13
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 13
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 13
Strategic Blueprint, LLC 13
Next Financial Holdings 13
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 13
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 12
Stoneridge Investment Partners Llc 12
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 12
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 12
AdvisorShares Investments LLC 12
Manatuck Hill Partners, LLC 12
Context Capital Management, LLC 12
New England Research & Management, Inc. 12
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 12
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 12
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 12
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 12
Tucker Asset Management Llc 12
First Capital Advisors Group, LLC. 12
Symphony Asset Management Llc 12
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 12
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 12
FNY Partners Fund LP 12
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 12
Magnus Financial Group LLC 12
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 12
Sit Investment Associates Inc 12
Measured Wealth Private Client Group, LLC 12
Clear Harbor Asset Management, LLC 12
EverPoint Asset Management, LLC 12
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 12
Dreyfus High Yield Strategies Fund 12
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 12
STXG - EA Series Trust - Strive 1000 Growth ETF 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
New Age Alpha Advisors, LLC 12
HYLD - Exchange Listed Funds Trust - High Yield ETF 12
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 12
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 12
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 12
Greenleaf Trust 12
VCBDX - VALIC Co I - Core Bond Fund 12
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 12
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 12
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 12
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 12
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 12
Bray Capital Advisors 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 12
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 12
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 12
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 12
Mv Capital Management, Inc. 12
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 12
Zeke Capital Advisors, Llc 12
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 12
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 12
Luminus Management Llc 12
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 12
Brinker Capital Inc 12
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF 12
First Allied Advisory Services, Inc. 12
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 12
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 12
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 12
Merit Financial Group, LLC 12
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 12
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 12
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 12
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 12
Nuveen Credit Strategies Income Fund 12
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 12
EMC Capital Management 12
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 12
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 12
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 12
Evergreen Capital Management Llc 12
Rothschild Asset Management Inc 12
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
NatWest Group plc 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 12
GPS Wealth Strategies Group, LLC 12
Brown, Lisle/cummings, Inc. 12
Elequin Capital Lp 12
Lighthouse Investment Partners, LLC 12
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 12
Stonebridge Capital Advisors LLC 12
Arlington Partners LLC 12
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 12
Moran Wealth Management, LLC 12
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 12
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 12
Fieldview Capital Management, LLC 12
Alera Investment Advisors, LLC 12
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 12
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 12
Integral Derivatives, LLC 12
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 12
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 12
Sheaff Brock Investment Advisors, LLC 12
Bruderman Asset Management, LLC 12
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 12
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 12
Cascade Investment Advisors, Inc. 12
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 12
First New York Securities Llc /ny 12
Northpointe Capital Llc 12
1st Global Advisors, Inc. 12
Bluefin Trading, LLC 12
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 12
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 12
TRUE Private Wealth Advisors 12
Artemis Investment Management LLP 12
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 12
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 12
Allstate Corp 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 12
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 12
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 12
Delta Asset Management Llc/tn 12
Donoghue Forlines LLC 12
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 12
St Germain D J Co Inc 12
Lincoln National Corp 12
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 12
Capital Bank & Trust Co 12
Brasada Capital Management, Lp 12
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 12
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 12
Pinz Capital Management, LP 12
Anchor Capital Advisors Llc 12
Fort Washington Investment Advisors Inc /oh/ 12
Bluestein R H & Co 12
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 12
Source Capital Inc /de/ 12
Underlying Funds Trust 12
Maple Securities Usa Inc 12
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 12
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 12
Cowen And Company, Llc 12
Avestar Capital, LLC 12
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 12
Highline Wealth Partners Llc 12
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 12
PSCI - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF 12
Cortina Asset Management, LLC 12
Bfsg, Llc 12
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 12
River & Mercantile Asset Management Llp 12
MAINSTAY VP FUNDS TRUST - MainStay VP Floating Rate Portfolio Initial Class 12
Seelaus Asset Management LLC 12
Colonial Trust Co / SC 12
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 12
VMIDX - VALIC Co I - Mid Cap Index Fund 12
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 12
Cvi Holdings, Llc 12
WealthTrak Capital Management LLC 12
Ellis Investment Partners, LLC 12
Regal Investment Advisors LLC 12
Column Capital Advisors, LLC 12
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 12
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 12
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 12
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 12
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 12
Sumitomo Mitsui Trust Holdings, Inc. 12
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 12
Clark Capital Management Group, Inc. 12
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 12
Segantii Capital Management Ltd 12
Kornitzer Capital Management Inc /ks 12
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 12
TrimTabs Asset Management, LLC 12
Partnervest Advisory Services LLC 12
Gabelli Global Small & Mid Cap Value Trust 12
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 12
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 12
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 12
Cantor Fitzgerald, L. P. 12
Archer Investment Corp 12
Norden Group Llc 12
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 12
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 12
Guggenheim Strategic Opportunities Fund 12
Capital Analysts, Inc. 12
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 12
VCGAX - VALIC Co I - Growth & Income Fund 12
Columbia Partners L L C Investment Management 12
Redwood Investments, LLC 12
Arlington Trust Co LLC 12
Ropes Wealth Advisors Llc 12
Westfield Capital Management Co Lp 12
BlackRock ETF Trust II - BlackRock Flexible Income ETF 12
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 12
Wasatch Advisors Inc 12
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 12
Richard Bernstein Advisors LLC 12
Macroview Investment Management Llc 12
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 12
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 12
Frontier Capital Management Co Llc 12
Oppenheimer Global Multi Strategies Fund 12
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 12
Global Income Builder Portfolio - Global Income Builder Portfolio 12
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 12
Vanguard Whitehall Funds 11
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 11
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 11
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 11
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 11
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 11
APBAX - Cavanal Hill Funds - Active Core Fund Investor 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 11
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 11
VSSVX - VALIC Co I - Small Cap Special Values Fund 11
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 11
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 11
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 11
Aptus Capital Advisors, LLC 11
Isthmus Partners, Llc 11
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 11
Whitebox Mutual Funds 11
Rs Investment Trust 11
Spdr S&p Midcap 400 Etf Trust 11
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 11
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 11
Argent Trust Co 11
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 11
PSI Advisors, LLC 11
Advantage Alpha Capital Partners LP 11
CI Global Investments Inc. 11
Lmcg Investments, Llc 11
NorthCoast Asset Management LLC 11
Apollon Wealth Management, LLC 11
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 11
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11
Laffer Investments 11
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 11
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 11
Global X Management CO LLC 11
Castleview Partners, Llc 11
Ceredex Value Advisors LLC 11
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 11
Allred Capital Management, LLC 11
Eudaimonia Partners, LLC 11
Deroy & Devereaux Private Investment Counsel Inc 11
Kanaly Trust Co 11
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 11
Cowen Group, Inc. 11
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 11
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 11
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 11
I.g. Investment Management, Ltd. 11
Delta Lloyd Nv 11
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 11
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 11
Inscription Capital, LLC 11
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 11
Cromwell Holdings LLC 11
Coastal Investment Advisors, Inc. 11
Piermont Capital Management LLC 11
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 11
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 11
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 11
Sierra Ocean, Llc 11
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 11
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 11
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 11
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 11
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 11
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 11
Endurance Wealth Management, Inc. 11
Warren Averett Asset Management, LLC 11
Tuttle Tactical Management LLC 11
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 11
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 11
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 11
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 11
Thurston, Springer, Miller, Herd & Titak, Inc. 11
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 11
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 11
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 11
MDPIX - Profunds - Mid-cap Profund Investor Class 11
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 11
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 11
Perpetual Ltd 11
Bayforest Capital Ltd 11
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 11
Virginia Retirement System 11
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 11
ARTFX - ARTISAN PARTNERS FUNDS INC - Artisan High Income Fund Investor Shares 11
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 11
Tradewinds Capital Management, LLC 11
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 11
Grove Bank & Trust 11
Northwest Investment Counselors, Llc 11
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 11
Boston Trust Walden Corp 11
Kore Private Wealth LLC 11
Moisand Fitzgerald Tamayo, LLC 11
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 11
Asset Dedication, LLC 11
Renaissance Group Llc 11
Liberty Wealth Management Llc 11
Machina Capital S.a.s. 11
Westport Resources Management Inc 11
Shapiro Robert N 11
Gideon Capital Advisors, Inc. 11
Archford Capital Strategies, LLC 11
NN Investment Partners Holdings N.V. 11
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 11
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 11
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 11
Wesbanco Bank Inc 11
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 11
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 11
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 11
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 11
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 11
Equitec Proprietary Markets, Llc 11
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 11
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 11
Wakefield Asset Management LLLP 11
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 11
Childress Capital Advisors, Llc 11
SOA Wealth Advisors, LLC. 11
Institute for Wealth Management, LLC. 11
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 11
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 11
Harvest Investment Services, LLC 11
Pallas Capital Advisors LLC 11
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 11
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 11
Fs Credit Income Fund 11
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 11
Sageworth Trust Co of South Dakota 11
Dynamic Capital Management Ltd 11
VVSCX - VALIC Co I - Small Cap Value Fund 11
Analytic Investors, LLC 11
Bbva Usa 11
Dorsey & Whitney Trust CO LLC 11
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 11
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 11
Activest Wealth Management 11
Calamos Wealth Management LLC 11
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 11
Atlas Capital Advisors Llc 11
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 11
Wealthfront Advisers Llc 11
U.S. Capital Wealth Advisors, LLC 11
Change Path, LLC 11
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 11
CSat Investment Advisory, L.P. 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 11
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 11
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 11
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 11
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 11
JHMI - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Industrials ETF 11
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 11
Stifel Nicolaus & Co Inc \mo\ 11
Washington Trust Advisors, Inc. 11
Capula Management Ltd 11
Usaa Etf Trust 11
CLARET ASSET MANAGEMENT Corp 11
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 11
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 11
Nuveen Multi-Asset Income Fund 11
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 11
WTLTX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Quality High Yield Fund -Retail Class 11
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 11
Anson Funds Management LP 11
Cantab Capital Partners LLP 11
Bradley Foster & Sargent Inc/ct 11
Householder Group Estate & Retirement Specialist, LLC 11
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 11
Tcwp Llc 11
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 11
BNP Paribas Investment Partners S.A. 11
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 11
Catapult Capital Management Llc 11
Axxcess Wealth Management, Llc 11
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 11
Putnam Premier Income Trust 11
TFLAX - TRANSAMERICA FUNDS - Transamerica Floating Rate A 11
Aurora Investment Counsel 11
Planning Capital Management Corp 11
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 11
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 11
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 11
MXFNX - MAINSTAY FUNDS TRUST - MainStay Floating Rate Fund Investor Class 11
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 11
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 11
Redwood Wealth Management Group, LLC 11
Bleakley Financial Group, LLC 11
Qsemble Capital Management, LP 11
Scientech Research LLC 11
Financial Network Wealth Advisors LLC 11
West Tower Group, LLC 11
SummitTX Capital, L.P. 11
Elite Wealth Management, Inc. 11
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 11
Pimco High Income Fund 11
MYDA Advisors LLC 11
Prudential Short Duration High Yield Fund, Inc. 11
Roosevelt Investment Group Llc 11
Profunds - Profund Vp Ultramid-cap 11
Profunds - Profund Vp Mid-cap Growth 11
Millburn Ridgefield Corp 11
STXV - EA Series Trust - Strive 1000 Value ETF 11
B. Riley Financial, Inc. 11
Capital Investment Advisory Services, LLC 11
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 11
Deerfield Management Company, L.p. (series C) 11
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 11
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 11
EA Series Trust 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 11
Agf Investments Inc. 11
Fir Tree Capital Management Lp 11
NOMIX - Northern Funds - Northern Mid Cap Index Fund 11
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 11
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 11
M&g Investment Management Ltd 11
Tyers Asset Management LLC 11
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 11
R&F Capital Advisors LP 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 11
Pimco Income Strategy Fund Ii 11
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 11
Pimco Corporate & Income Strategy Fund 11
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 11
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 11
Nuveen Floating Rate Income Fund 11
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 11
MARSHALL WACE ASIA Ltd 11
Capital International Investors 11
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 11
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 11
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 11
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 11
Bb&t Investment Services, Inc. 11
MBOVX - M FUND INC - M Large Cap Value Fund 11
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 11
Elk Creek Partners, LLC 11
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 11
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 11
PENN SERIES FUNDS INC - Small Cap Value Fund 11
Bruce G. Allen Investments, LLC 11
Osterweis Capital Management Inc 11
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 11
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 11
New America High Income Fund Inc 11
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 11
Front Row Advisors LLC 11
Kovack Advisors, Inc. 11
Kestra Investment Management, LLC 11
WR Wealth Planners, LLC 11
Eidelman Virant Capital 11
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 11
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 11
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 11
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 11
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 11
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 11
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 11
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 11
E. Ohman J:or Asset Management AB 11
Turtle Creek Wealth Advisors, LLC 11
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 11
Dakota Wealth Management 11
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 11
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 11
Costello Asset Management, INC 11
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 11
Krilogy Financial LLC 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 11
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 11
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 11
Water Island Capital Llc 10
M&r Capital Management Inc 10
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 10
Linden Thomas Advisory Services, LLC 10
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 10
SkyOak Wealth, LLC 10
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 10
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 10
Peregrine Capital Management Llc 10
Santa Fe Partners LLC 10
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 10
Register Financial Advisors LLC 10
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 10
Mbb Public Markets I Llc 10
Wilmington Trust, National Association 10
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 10
111 Capital 10
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 10
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 10
John Hancock Investors Trust 10
ARS Investment Partners, LLC 10
Quantedge Capital Pte Ltd 10
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 10
HB Wealth Management, LLC 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 10
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 10
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 10
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 10
Emerald Mutual Fund Advisers Trust 10
Private Ocean, LLC 10
Arena Capital Advisors, LLC- CA 10
MLPIX - Profunds - Mid-cap Value Profund Investor Class 10
Americafirst Capital Management, Llc 10
Clean Yield Group 10
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 10
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 10
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 10
Savior LLC 10
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 10
Schonfeld Group Holdings LLC 10
Caitlin John, LLC 10
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 10
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 10
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 10
Amerivest Investment Management LLC 10
FEDERATED CORE TRUST - Federated Bank Loan Core Fund 10
Evolution Wealth Advisors, LLC 10
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 10
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 10
Harvey Partners, LLC 10
Waratah Capital Advisors Ltd. 10
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 10
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 10
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 10
Simplicity Wealth,LLC 10
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
Berkley W R Corp 10
Oakworth Capital, Inc. 10
Winfield Associates, Inc. 10
AIEQ - ETF Managers Trust - AI Powered Equity ETF 10
Epoch Investment Partners, Inc. 10
Winch Advisory Services, LLC 10
Allianzgi Diversified Income & Convertible Fund 10
SFRAX - VIRTUS ASSET TRUST - Virtus Seix Floating Rate High Income Fund Class A 10
Aspire Private Capital, LLC 10
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 10
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 10
Wilmington Trust Co 10
Camarda Financial Advisors, LLC 10
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 10
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 10
Legacy Advisors, LLC 10
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 10
Ascend Capital, Llc 10
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 10
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 10
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 10
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 10
WTIBX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Plus Bond Fund -Retail Class 10
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 10
Columbus Circle Investors 10
Redhawk Wealth Advisors, Inc. 10
Prudential Global Short Duration High Yield Fund, Inc. 10
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 10
Portolan Capital Management, LLC 10
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 10
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 10
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 10
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 10
Nuveen Multi-market Income Fund 10
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 10
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 10
Curian Capital Llc 10
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 10
Conestoga Capital Advisors, LLC 10
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class 10
City National Bank 10
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 10
Estabrook Capital Management 10
CWA Asset Management Group, LLC 10
Gw Henssler & Associates Ltd 10
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 10
BOK Financial Private Wealth, Inc. 10
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 10
Van Den Berg Management I, Inc 10
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 10
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 10
Bridges Investment Management Inc 10
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 10
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 10
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 10
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 10
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 10
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 10
First Trust High Income Long/short Fund 10
Voya Financial Advisors, Inc. 10
Banco Bilbao Vizcaya Argentaria, S.a. 10
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 10
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 10
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 10
Integrated Investment Consultants, LLC 10
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 10
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 10
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 10
Redmond Asset Management, LLC 10
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 10
Adams Diversified Equity Fund, Inc. 10
West Paces Advisors Inc. 10
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 10
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 10
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 10
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 10
Cornerstone Wealth Management, LLC 10
Quinn Opportunity Partners LLC 10
Beacon Capital Management, Inc. 10
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 10
Cim Investment Mangement Inc 10
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 10
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 10
Tcw Group Inc 10
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 10
SpiderRock Advisors, LLC 10
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 10
Investment Counselors Of Maryland Llc 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
CNB Bank 10
TIG Advisors, LLC 10
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 10
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 10
Center for Financial Planning, Inc. 10
Howard Hughes Medical Institute 10
Phocas Financial Corp. 10
Tsfg, Llc 10
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 10
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 10
Regent Peak Wealth Advisors LLC 10
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 10
Heritage Wealth Management, Llc 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
HighVista Strategies LLC 10
Advantage Investment Management, Llc 10
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 10
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
Franklin Ltd Duration Income Trust 10
Saba Capital Management, L.P. 10
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 10
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 10
Syon Capital Llc 10
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 10
Gupta Wealth Management LLC 10
DC Investments Management, LLC 10
Empyrean Capital Partners, LP 10
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 10
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 10
Hoxton Financial, Inc. 10
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 10
Nachman Norwood & Parrott, Inc 10
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 10
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 10
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 10
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 10
Foresters Investment Management Company, Inc. 10
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 10
Select Equity Group, L.P. 10
Albion Financial Group /ut 10
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 10
Axiom Investment Management LLC 10
Mountain Lake Investment Management LLC 10
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 10
DFRAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Floating Rate Fund Class A 10
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 10
Thb Asset Management 10
Transamerica Financial Advisors, Inc. 10
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 10
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 10
Periscope Capital Inc. 10
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 10
Flinton Capital Management LLC 10
JHHLX - John Hancock Funds II - U.S. High Yield Bond Fund Class NAV 10
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 10
PharVision Advisers, LLC 10
Linden Advisors Lp 10
CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows 100 ETF 10
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 10
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF 10
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 10
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 10
Hood River Capital Management LLC 10
Psagot Investment House Ltd. 10
Chilton Capital Management Llc 10
Putnam Master Intermediate Income Trust 10
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 10
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 10
NewEdge Wealth, LLC 10
Ostrum Asset Management 10
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 10
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 10
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 10
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 10
RHYAX - RBC FUNDS TRUST - RBC BlueBay High Yield Bond Fund Class A 10
Invesco High Income Trust Ii 10
F&C Asset Management plc 10
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 10
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 10
Profunds - Profund Vp Mid-cap Value 10
Mint Tower Capital Management B.V. 10
Tokio Marine Asset Management Co Ltd 10
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 10
Perkins Coie Trust Co 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Calton & Associates, Inc. 10
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 10
Buckingham Strategic Partners 10
Nuveen Global High Income Fund 10
JFIAX - John Hancock Funds II - Floating Rate Income Fund Class A 10
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 10
Next Capital Management LLC 10
Mascoma Wealth Management LLC 10
Sawgrass Asset Management Llc 10
HBK Sorce Advisory LLC 10
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 10
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 10
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 10
Scoggin Management Lp 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 9
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
Mork Capital Management, LLC 9
Dana Investment Advisors, Inc. 9
Coe Capital Management, LLC 9
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 9
First Horizon Corp 9
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 9
RHJ International SA 9
Kilter Group LLC 9
Kb Financial Partners, Llc 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 9
ACK Asset Management LLC 9
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 9
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 9
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 9
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 9
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 9
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 9
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 9
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 9
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 9
Jaffetilchin Investment Partners, LLC 9
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Zions Bancorporation 9
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 9
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 9
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 9
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 9
Gilder Gagnon Howe & Co Llc 9
Oppenheimer Variable Account Funds 9
Swedbank AB 9
Tlp Group Llc 9
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 9
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 9
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 9
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 9
D'Orazio & Associates, Inc. 9
Us Financial Advisors, Llc 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 9
Spectrum Management Group, LLC 9
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 9
VisionPoint Advisory Group, LLC 9
Chilton Investment Co Llc 9
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9
BlackRock Funds V - BlackRock Sustainable High Yield Bond Fund Investor A 9
Shaolin Capital Management LLC 9
Kovitz Investment Group Partners, LLC 9
Strategic Investment Management, Llc 9
Sentry Investment Management Llc 9
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 9
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 9
Pensionmark Financial Group, Llc 9
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 9
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 9
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 9
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 9
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 9
Dixon Hughes Goodman Wealth Advisors LLC 9
HWAY - Themes ETF Trust - Themes US Infrastructure ETF 9
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 9
JS Capital Management LLC 9
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 9
Associated Banc-corp 9
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 9
Boulder Hill Capital Management Lp 9
Blackrock Master Llc 9
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 9
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 9
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 9
Meiji Yasuda Asset Management Co Ltd. 9
Core Alternative Capital 9
Parkwood LLC 9
Allegis Investment Advisors, LLC 9
Advisory Alpha, LLC 9
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 9
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 9
Olstein Capital Management, L.P. 9
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 9
Graves-Light Private Wealth Management, Inc. 9
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 9
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 9
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 9
Wellington Shields & Co., LLC 9
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 9
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 9
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 9
Fayez Sarofim & Co 9
Lebenthal Asset Management, LLC 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
Griffin Institutional Access Credit Fund 9
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 9
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 9
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 9
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 9
Iridian Asset Management Llc/ct 9
Pzena Investment Management Llc 9
Signition Lp 9
Cove Street Capital, LLC 9
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 9
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 9
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 9
Wetherby Asset Management Inc 9
Friess Associates Llc 9
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 9
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
Voya Prime Rate Trust 9
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 9
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 9
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 9
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 9
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 9
Ingalls & Snyder Llc 9
Punch & Associates Investment Management, Inc. 9
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 9
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 9
American National Bank 9
New Amsterdam Partners Llc/ny 9
Hodges Capital Management Inc. 9
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 9
Century Capital Management, LLC 9
Gargoyle Investment Advisor L.L.C. 9
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 9
Alpine Woods Capital Investors, Llc 9
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 9
Vigilant Capital Management, LLC 9
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 9
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 9
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 9
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 9
Cambridge Trust Co 9
Armstrong Advisory Group, Inc 9
Pittenger & Anderson Inc 9
Munder Capital Management 9
Foster & Motley Inc 9
Oakbrook Investments Llc 9
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 9
Harwood Advisory Group, LLC 9
Capital Guardian Trust Co 9
FourThought Financial Partners, LLC 9
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 9
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 9
Private Wealth Asset Management, LLC 9
Greenland Capital Management LP 9
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 9
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 9
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 9
Principia Wealth Advisory, LLC 9
Symphony Financial, Ltd. Co. 9
SageView Advisory Group, LLC 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
StoneX Group Inc. 9
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 9
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 9
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 9
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 9
Callan Family Office, LLC 9
PSFRX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Senior Floating Rate Fund Class A 9
Smith, Moore & Co. 9
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 9
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 9
Pimco Income Strategy Fund 9
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio 9
CHICAGO TRUST Co NA 9
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 9
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 9
Highland Capital Management Lp 9
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 9
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 9
Keeley Asset Management Corp 9
Avalon Advisors, Llc 9
V-Square Quantitative Management LLC 9
Fifth Third Wealth Advisors LLC 9
Morgan Dempsey Capital Management Llc 9
Kelly Financial Services LLC 9
Rs Investment Management Co Llc 9
Cambiar Investors Llc 9
Wilbanks Smith & Thomas Asset Management Llc 9
Meridian Wealth Management, LLC 9
NOBOX - Northern Funds - Northern Bond Index Fund 9
Impact Partnership Wealth, LLC 9
Adviser Investments LLC 9
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 9
Nemes Rush Group LLC 9
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 9
Cherry Tree Wealth Management, LLC 9
iA Global Asset Management Inc. 9
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 9
Welch Group, LLC 9
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 9
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 9
M Holdings Securities, Inc. 9
Royal London Asset Management Ltd 9
Brighton Jones Llc 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
VCCBX - VALIC Co II - Core Bond Fund 9
Total Clarity Wealth Management, Inc. 9
VCSVX - VALIC Co II - Small Cap Value Fund 9
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 9
Passport Capital, LLC 9
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 9
Fortis Advisors, LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 9
Ranger Investment Management, L.P. 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
PFS Partners, LLC 9
Wealth Quarterback LLC 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 9
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 9
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 9
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 9
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 9
YorkBridge Wealth Partners, LLC 9
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 9
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 9
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 9
Munder Series Trust 9
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 9
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 9
Invenomic Capital Management LP 9
WAHYX - WESTERN ASSET FUNDS INC - Western Asset High Yield Fund Class I 9
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 9
Trust For Advisor Solutions 9
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 9
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 9
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 9
Buckingham Strategic Wealth, Llc 9
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 9
Davy Global Fund Management Ltd 9
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 9
Madison Asset Management, LLC 9
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 9
Wealth Alliance 9
Lloyd Advisory Services, LLC. 9
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 9
MGFIX - AMG FUNDS III - AMG Managers Loomis Sayles Bond Fund Class N 9
Conning Inc. 9
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 9
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 9
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 9
CBIZ Investment Advisory Services, LLC 9
Abn Amro Investment Solutions 9
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 9
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 9
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 9
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 9
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 9
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 9
CenturyLink Investment Management Co 9
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 9
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 9
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 9
Quaker Wealth Management, LLC 9
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 9
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 9
Doubleline Income Solutions Fund 9
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 9
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
Handelsinvest Investeringsforvaltning 9
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 9
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 9
Central Bank & Trust Co 9
RPG Investment Advisory, LLC 9
Ausdal Financial Partners, Inc. 9
MTM Investment Management, LLC 9
Accel Wealth Management 9
Integrated Advisors Network LLC 9
Tributary Capital Management, LLC 9
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 9
Roubaix Capital, LLC 9
Shufro Rose & Co Llc 9
Doubleline Opportunistic Credit Fund 9
Horan Securities, Inc. 9
Bellwether Advisors, LLC 9
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 9
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 9
Mirova 9
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 9
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 9
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 9
Blackstone Group Inc 9
Trust Co Of Toledo Na /oh/ 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
Deltec Asset Management Llc 9
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 9
Regentatlantic Capital Llc 9
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 9
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 9
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 9
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 9
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 9
Qci Asset Management Inc/ny 9
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 9
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 9
Executive Wealth Management, LLC 9
Kapitalo Investimentos Ltda 9
Arete Wealth Advisors, LLC 9
Cavalier Investments, LLC 9
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 9
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 9
Meitav Dash Investments Ltd 9
Standard Family Office LLC 9
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 9
Kozak & Associates, Inc. 9
Qtron Investments LLC 9
Heritage Wealth Advisors 9
Verity Asset Management, Inc. 9
Financial Counselors Inc 9
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 9
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 9
Korea Investment CORP 9
Impax Asset Management Group plc 9
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 9
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 9
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 9
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 9
Rakuten Securities, Inc. 8
Granahan Investment Management Inc/ma 8
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 8
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 8
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 8
Polianta Ltd 8
Livingston Group Asset Management CO (operating as Southport Capital Management) 8
PFG Investments, LLC 8
Vinva Investment Management Ltd 8
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 8
La Banque Postale Asset Management SA 8
Haverford Trust Co 8
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 8
Calamos Long/Short Equity & Dynamic Income Trust 8
Crestwood Advisors Group LLC 8
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 8
Jump Trading, Llc 8
Providence Capital Advisors, LLC 8
Summit Partners Public Asset Management, Llc 8
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 8
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 8
Sandler Capital Management 8
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 8
Ativo Capital Management LLC 8
Electron Capital Partners, LLC 8
U S Global Investors Inc 8
Millstone Evans Group, LLC 8
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 8
Shinko Asset Management Co., Ltd. 8
DLD Asset Management, LP 8
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 8
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
Ivy High Income Opportunities Fund 8
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 8
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 8
Scout Investments, Inc. 8
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 8
Kingswood Wealth Advisors, Llc 8
Ghisallo Capital Management LLC 8
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 8
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 8
GLG Partners LP 8
Virtus Alternative Investment Advisers, Inc. 8
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 8
Lansforsakringar Fondforvaltning AB (publ) 8
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 8
ID Management A/S 8
Boston Income Portfolio - Boston Income Portfolio 8
Amica Retiree Medical Trust 8
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 8
DT Investment Partners, LLC 8
Banco Santander, S.A. 8
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 8
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 8
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 8
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 8
Taconic Capital Advisors LP 8
Old Second National Bank Of Aurora 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 8
Nfj Investment Group, Llc 8
Oppenheimer Quest For Value Funds 8
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 8
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 8
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 8
Atticus Wealth Management, Llc 8
Raiffeisen Bank International AG 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 8
Harris Associates L P 8
Putnam High Income Securities Fund 8
Nuveen Short Duration Credit Opportunities Fund 8
Amica Mutual Insurance Co 8
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 8
Value Holdings Lp 8
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 8
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 8
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 8
Highland Capital Management, Llc 8
Hardy Reed LLC 8
Washington Capital Management Inc 8
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 8
Delaware Enhanced Global Dividend & Income Fund 8
Transce3nd, LLC 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
Blackrock Multi-sector Opportunities Trust 8
Lisanti Capital Growth, LLC 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 8
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A 8
Moody Lynn & Lieberson, Llc 8
Nicholas Company, Inc. 8
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 8
Gladstone Institutional Advisory LLC 8
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 8
Highland Capital Management Fund Advisors, L.p. 8
Syntal Capital Partners, LLC 8
Nuveen Floating Rate Income Opportunity Fund 8
IFM Investors Pty Ltd 8
High Note Wealth, LLC 8
Black Swift Group, LLC 8
Governors Lane LP 8
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 8
Lombard Odier Asset Management (Europe) Ltd 8
Frazier Financial Advisors, LLC 8
IBHF - iSHARES TRUST - iShares iBonds 2026 Term High Yield and Income ETF 8
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 8
Lombard Odier Asset Management (Switzerland) SA 8
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 8
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 8
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 8
Patten Group, Inc. 8
Addison Advisors LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 8
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 8
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 8
Hussman Strategic Advisors, Inc. 8
Destination Wealth Management 8
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 8
First Financial Corp /in/ 8
First Command Advisory Services, Inc. 8
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 8
Rossby Financial, LCC 8
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 8
Glg Llc 8
Horizon Investment Services, LLC 8
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 8
Affinity Investment Advisors, Llc 8
Equitec Specialists, Llc 8
Strategic Wealth Partners, Ltd. 8
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 8
ZPR Investment Management 8
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 8
Kowal Investment Group, LLC 8
Founders Financial Alliance, LLC 8
CFOAX - Calvert Management Series - Calvert Floating-Rate Advantage Fund Class A 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
Shine Investment Advisory Services Inc 8
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 8
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 8
Ellsworth Advisors, LLC 8
Oarsman Capital, Inc. 8
TMARX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Credit Opportunities II Fund Class A 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
Baker Tilly Financial, Llc 8
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 8
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 8
MML Series Investment Fund II - MML High Yield Fund Class II 8
Bloom Tree Partners, Llc 8
Luxor Capital Group, LP 8
CCSMX - CONESTOGA FUNDS - Conestoga SMid Cap Fund Investors Class 8
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 8
FHHIX - Federated Adviser Series - Federated Hermes SDG Engagement High Yield Credit Fund Institutional Shares 8
Great Valley Advisor Group, Inc. 8
K.J. Harrison & Partners Inc 8
Appian Way Asset Management LP 8
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 8
Wright Investors Service Inc 8
Perkins Investment Management, LLC 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 8
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 8
Concert Wealth Management Inc. 8
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 8
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 8
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 8
Mpwm Advisory Solutions, Llc 8
Hl Financial Services Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 8
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 8
SASFX - SUNAMERICA SENIOR FLOATING RATE FUND INC - AIG Senior Floating Rate Fund Class A 8
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 8
Americana Partners, LLC 8
Global Wealth Management Investment Advisory, Inc. 8
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 8
Orion Capital Management LLC 8
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 8
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 8
Tobam 8
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 8
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 8
Forsta Ap-fonden 8
Trust Investment Advisors 8
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 8
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 8
Pin Oak Investment Advisors Inc 8
Reynolds Capital Management Llc 8
Pier Capital, LLC 8
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 8
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 8
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 8
URTH - iShares, Inc. - iShares MSCI World ETF 8
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 8
Phoenix Holdings Ltd. 8
TCTC Holdings, LLC 8
MML Series Investment Fund II - MML Equity Fund Initial Class 8
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 8
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 8
Cruiser Capital Advisors, Llc 8
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 8
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 8
Six Circles Trust - Six Circles Global Bond Fund 8
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 8
Claro Advisors LLC 8
Golden State Equity Partners 8
Sun Life Financial Inc 8
HYLS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Tactical High Yield ETF 8
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 8
BSJQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 High Yield Corporate Bond ETF 8
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 8
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 8
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 8
Key FInancial Inc 8
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 8
Tygh Capital Management, Inc. 8
Sugarloaf Wealth Management, LLC 8
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 8
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 8
Nuveen Core Equity Alpha Fund 8
Gilliland Jeter Wealth Management LLC 8
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 8
Wall Street Associates 8
Edge Advisors, Llc 8
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 8
WealthCollab, LLC 8
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 8
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 8
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 8
Allegheny Financial Group LTD 8
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 8
American Funds Insurance Series 8
Herndon Capital Management Llc 8
Chase Investment Counsel Corp 8
Monashee Investment Management LLC 8
Park West Asset Management LLC 8
Hazlett, Burt & Watson, Inc. 8
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 8
PFRL - PGIM ETF TRUST - PGIM Floating Rate Income ETF 8
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 8
AGCIX - Aberdeen Funds - Aberdeen Global Absolute Return Strategies Fund (formerly, Aberdeen Global Unconstrained Fixed Income Fund) Institutional Class 8
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class 8
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 8
Covalis Capital Llp 8
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 8
AMG National Trust Bank 8
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 8
Brave Asset Management Inc 8
Putnam Fl Investment Management Co 8
Griffin Asset Management, Inc. 8
Moody Aldrich Partners Llc 8
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 8
Canton Hathaway, LLC 8
Twin Capital Management Inc 8
Whipplewood Advisors, LLC 8
Gabelli Convertible & Income Securities Fund Inc 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
Mutual Advisors, LLC 8
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF 8
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
River Road Asset Management, LLC 8
Personal Wealth Partners 8
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 8
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 8
Kavar Capital Partners, LLC 8
Romano Brothers And Company 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
Alexandria Capital, LLC 8
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 8
Diamond Hill Capital Management Inc 8
Corient IA LLC 8
Perbak Capital Partners LLP 8
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 8
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 8
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 8
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 8
Buckhead Capital Management Llc 8
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 8
Fortress Investment Group LLC 8
Fort Baker Capital Management LP 8
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 8
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 8
City State Bank 8
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I 8
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 8
Piper Sandler & Co. 8
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 8
Binnacle Investments Inc 8
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 8
Balboa Wealth Partners 8
Elo Mutual Pension Insurance Co 8
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 8
Spears Abacus Advisors LLC 8
Polymer Capital Management (US) LLC 8
Tiverton Asset Management Llc 8
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 8
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 8
Gallacher Capital Management LLC 8
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 8
BlackRock Multi-Sector Opportunities Trust II 8
Rakuten Investment Management, Inc. 8
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 8
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 8
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 8
Wagner Wealth Management, Llc 8
Dialectic Capital Management, Lp 8
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 8
FundVantage Trust - Verplanck Balanced Fund 8
Girard Partners Ltd. 8
Chicago Capital, LLC 8
Fiduciary Alliance LLC 8
Fidelis Capital Partners, LLC 8
Icon Wealth Partners, LLC 8
Gulf International Bank (UK) Ltd 8
Spouting Rock Asset Management, LLC 8
Duncker Streett & Co Inc 8
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 8
Hobbs Group Advisors, LLC 8
Barrett Asset Management, LLC 8
Laurel Wealth Advisors, Inc. 8
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 8
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 8
Tredje AP-fonden 8
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 8
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 8
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 8
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 8
Busey Wealth Management 8
Zweig-DiMenna Associates LLC 8
Edge Wealth Management LLC 8
Cupps Capital Management, LLC 8
Bellwether Investment Group, LLC 8
Pinkerton Retirement Specialists, LLC 8
Triad Wealth Partners, LLC 8
YHB Investment Advisors, Inc. 8
Krane Funds Advisors LLC 8
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 8
Hanson & Doremus Investment Management 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
Wilen Investment Management Corp. 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
Magee Thomson Investment Partners Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 8
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 8
BW Gestao de Investimentos Ltda. 8
Kingdon Capital Management, L.l.c. 8
Roble, Belko & Company, Inc 8
Atlantic Union Bankshares Corp 8
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 8
TimesSquare Capital Management, LLC 8
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 8
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 8
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 8
Indiana Trust & Investment Management CO 8
Bank Julius Baer & Co. Ltd, Zurich 8
Basso Capital Management, L.p. 8
Journey Strategic Wealth Llc 8
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund 8
Better Money Decisions, LLC 8
CHURCHILL MANAGEMENT Corp 8
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 8
40 North Management LLC 8
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
Colonial Trust Advisors 8
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 8
Royal Fund Management, LLC 8
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 8
Argent Capital Management Llc 8
Corient Capital Partners, LLC 8
NorthRock Partners, LLC 8
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 8
Formidable Asset Management, LLC 8
Rivernorth Opportunities Fund, Inc. 8
Capital A Wealth Management, LLC 8
Primecap Management Co/ca/ 8
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 8
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 8
Jag Capital Management, Llc 8
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 8
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 8
Peregrine Asset Advisers, Inc. 8
Suffolk Capital Management Llc 8
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 8
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 8
Sage Mountain Advisors LLC 8
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 8
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 8
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 8
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 8
Pioneer Floating Rate Trust 8
Kohlberg Kravis Roberts & Co. L.P. 8
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 8
First Command Bank 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
First Command Financial Services, Inc. 8
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 8
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 8
Virtus Global Multi-sector Income Fund 8
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 8
Semanteon Capital Management, LP 8
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 8
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 8
Asahi Life Asset Management Co., Ltd. 8
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 8
NOLCX - Northern Funds - Northern Large Cap Core Fund 8
Abich Financial Wealth Management LLC 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
CCMG - EA Series Trust - CCM Global Equity ETF 8
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 8
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
Winton Capital Management Ltd 8
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 8
Blackhawk Capital Partners LLC. 8
Knightsbridge Asset Management, Llc 8
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 8
CCASX - CONESTOGA FUNDS - Conestoga Small Cap Fund Investors Class 8
Allianzgi Convertible & Income Fund Ii 8
Cca Investments Trust 8
683 Capital Management, LLC 8
Boussard & Gavaudan Investment Management LLP 8
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 8
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 8
Carnegie Capital Asset Management, LLC 8
Manning & Napier Group, LLC 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
Allianzgi Convertible & Income Fund 8
Zazove Associates Llc 8
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 8
Hudock, Inc. 8
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 8
Dreman Value Management, L L C 8
Quest Investment Management Llc 8
Mizuho Trust & Banking Co., Ltd. 8
Hilltop National Bank 8
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 7
Concurrent Investment Advisors, LLC 7
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 7
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 7
Minichmacgregor Wealth Management, Llc 7
Unigestion Holding SA 7
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 7
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 7
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 7
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 7
Worldquant Millennium Advisors Llc 7
Foundations Investment Advisors, LLC 7
Equitable Holdings, Inc. 7
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 7
Penn Mutual Asset Management, LLC 7
AIA Group Ltd 7
Resources Management Corp /ct/ /adv 7
JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 7
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
Essex Savings Bank 7
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 7
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 7
Arrowgrass Capital Partners (us) Lp 7
Cowen Investment Management LLC 7
Personal Cfo Solutions, Llc 7
Ramius Advisors Llc 7
Rs Variable Products Trust 7
Creekmur Asset Management LLC 7
Arden Trust Co 7
Principal Street Partners, LLC 7
Thoroughbred Financial Services, Llc 7
Ossiam 7
Lake Point Wealth Management 7
O'Shares Investment Advisers, LLC 7
Western Wealth Management, LLC 7
Salomon & Ludwin, LLC 7
Alpha Quant Advisors, Llc 7
Winnow Wealth Llc 7
Aspect Partners, LLC 7
Main Street Group, LTD 7
Degroof Petercam Asset Management 7
Fiduciary Management Inc /wi/ 7
Vermillion & White Wealth Management Group, LLC 7
ClearAlpha Technologies LP 7
Nwq Investment Management Company, Llc 7
Steel Partners Holdings L.p. 7
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 7
Next Century Growth Investors Llc 7
Stephens Investment Management Group LLC 7
Guardian Life Insurance Co Of America 7
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 7
NEOS Investment Management LLC 7
Pekin Hardy Strauss, Inc. 7
Champlain Investment Partners, LLC 7
CAFG - Pacer Funds Trust - Pacer US Small Cap Cash Cows Growth Leaders ETF 7
Cribstone Capital Management, LLC 7
Dunhill Financial, LLC 7
Kentucky Retirement Systems Insurance Trust Fund 7
Ada Investment Management, LP 7
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 7
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 7
Mairs & Power Inc 7
Cm Wealth Advisors Llc 7
Peapack Gladstone Financial Corp 7
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 7
Eubel Brady & Suttman Asset Management Inc 7
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 7
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 7
Readystate Asset Management Lp 7
Miles Capital, Inc. 7
VitalStone Financial, LLC 7
Investment Management Of Virginia Llc 7
Brandes Investment Partners, Lp 7
Cooke & Bieler Lp 7
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 7
Aberdeen Asset Management Plc/uk 7
Scarborough Advisors, LLC 7
ASR Vermogensbeheer N.V. 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
Intrust Bank Na 7
Adirondack Trust Co 7
Vise Technologies, Inc. 7
Saudi Central Bank 7
My Personal CFO, LLC 7
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 7
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 7
JHYIX - abrdn Funds - abrdn Global High Income Fund Institutional Class 7
Psagot Value Holdings Ltd. / (Israel) 7
Clark Estates Inc/ny 7
Geneva Advisors, LLC 7
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 7
Financial Engines Advisors L.L.C. 7
Bivin & Associates, Inc. 7
Tilia Fiduciary Partners, Inc. 7
CastleKnight Management LP 7
Operose Advisors LLC 7
Reinhart Partners, Inc. 7
Metis Global Partners, LLC 7
Bourgeon Capital Management Llc 7
Stonegate Investment Group, LLC 7
Red Tortoise LLC 7
Banque Pictet & Cie Sa 7
Riverwater Partners LLC 7
Desjardins Global Asset Management Inc. 7
Community Bank, N.A. 7
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 7
Manning & Napier Advisors Llc 7
Pinnacle Financial Partners Inc 7
Kentucky Retirement Systems 7
BlackRock ESG Capital Allocation Trust 7
Thomas White International Ltd 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 7
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 7
Cullen Capital Management, LLC 7
Eisler Capital (UK) Ltd. 7
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 7
VVMCX - VALIC Co I - Mid Cap Value Fund 7
Woodmont Investment Counsel Llc 7
Siemens Fonds Invest GmbH 7
Welch & Forbes Llc 7
Tectonic Advisors Llc 7
Mizuho Asset Management Co.,Ltd. 7
Delphi Management Inc /ma/ 7
QCON - AMERICAN CENTURY ETF TRUST - American Century Quality Convertible Securities ETF 7
Legacy Wealth Asset Management, LLC 7
Kings Point Capital Management 7
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 7
New Jersey Better Educational Savings Trust 7
Main Street Financial Solutions, LLC 7
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 7
Reliance Trust Co Of Delaware 7
SeaBridge Investment Advisors LLC 7
Investment Management Corp of Ontario 7
REAP Financial Group, LLC 7
Columbia Wanger Asset Management Llc 7
F/M Investments LLC 7
Mcdonald Partners Llc 7
Mark Sheptoff Financial Planning, Llc 7
Charter Oak Capital Management, LLC 7
Lebenthal Global Advisors, LLC 7
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 7
Goelzer Investment Management, Inc. 7
Burt Wealth Advisors 7
TAKJX - TRANSAMERICA FUNDS - Transamerica High Yield ESG I2 7
Ten Capital Wealth Advisors, LLC 7
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 7
Cannell Capital Llc 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 7
PGGM Investments 7
Osborn Rohs Williams & Donohoe Ltd 7
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 7
Advisor OS, LLC 7
Farringdon Capital, Ltd. 7
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I 7
MU Investments Co., Ltd. 7
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 7
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 7
Ikos Cif Ltd 7
Marquette Asset Management, LLC 7
Cubic Asset Management, LLC 7
VEGN - ETF Series Solutions - US Vegan Climate ETF 7
Rothschild Investment Corp /il 7
Wellington Shields Capital Management, LLC 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
MFHVX - Advisors' Inner Circle Fund III - Mesirow Financial High Yield Fund Investor Shares 7
L & S Advisors Inc 7
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 7
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Growth Portfolio Class 7
MBEQX - M FUND INC - M International Equity Fund 7
Wbh Advisory Inc 7
Breton Hill Capital Ltd. 7
Visionary Asset Management, Inc. 7
Integrated Quantitative Investments LLC 7
Resona Asset Management Co.,Ltd. 7
State of New Jersey Common Pension Fund A 7
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class 7
TradeLink Global Equity LLC 7
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 7
Stephenson National Bank & Trust 7
Cushing Asset Management, Lp 7
Pacific Capital Wealth Advisors, Inc 7
Bryce Point Capital, LLC 7
Okabena Investment Services Inc 7
Carret Asset Management, Llc 7
Rockefeller Financial Services Inc 7
Great Diamond Partners, LLC 7
First Midwest Bank Trust Division 7
WealthTrust Fairport, LLC 7
Hexavest Inc. 7
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 7
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 7
Triangle Securities Wealth Management 7
Cumberland Partners Ltd 7
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 7
Red Door Wealth Management, LLC 7
Leavell Investment Management, Inc. 7
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 7
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 7
Malaga Cove Capital, LLC 7
City Holding Co 7
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 7
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 7
Three Peaks Capital Management, LLC 7
Dalton Greiner Hartman Maher & Co 7
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 7
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 7
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 7
Telemus Capital, Llc 7
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 7
Country Trust Bank 7
West Oak Capital, LLC 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
JIHDX - John Hancock Funds II - High Yield Fund Class 1 7
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 7
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 7
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 7
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 7
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 7
Armistice Capital, Llc 7
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 7
Reynders McVeigh Capital Management, LLC 7
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 7
CTC Alternative Strategies, Ltd. 7
VCULX - VALIC Co I - Growth Fund 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 7
Norinchukin Bank, The 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 7
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 7
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 7
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 7
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 7
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 7
Lingohr & Partner Asset Management GmbH 7
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 7
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 7
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 7
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 7
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 7
National Pension Service 7
Heritage Investors Management Corp 7
Weaver C. Barksdale & Associates, Inc. 7
Kessler Investment Group, LLC 7
Vision Financial Markets Llc 7
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 7
AlphaOne Investment Services, LLC 7
RWC Asset Management LLP 7
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 7
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 7
Fairfield, Bush & Co. 7
CR Intrinsic Investors, LLC 7
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 7
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 7
Echo Street Capital Management LLC 7
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 7
Kiwi Wealth Investments Limited Partnership 7
1492 Capital Management LLC 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 7
Apriem Advisors 7
Strategic Global Advisors, LLC 7
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 7
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 7
USS Investment Management Ltd 7
Fjarde Ap-fonden /fourth Swedish National Pension Fund 7
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 7
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 7
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 7
Union Bancaire Privee, UBP SA 7
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 7
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 7
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 7
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
HFLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD FLOATING RATE FUND Class A 7
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 7
Mn Services Vermogensbeheer B.V. 7
Jb Capital Partners Lp 7
Andra AP-fonden 7
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 7
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 7
Vivaldi Asset Management, LLC 7
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 7
Rivernorth Capital Management, Llc 7
Oaktree Capital Management Lp 7
Matarin Capital Management, LLC 7
Fma Advisory Inc 7
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 7
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 7
Oddo Bhf Asset Management Sas 7
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 7
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 7
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 7
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 7
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 7
Bahl & Gaynor Inc 7
Donaldson Capital Management, Llc 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 7
Anchor Bolt Capital, LP 7
Clearbridge, Llc 7
Tide Point Capital Management, Lp 7
Vollero Beach Capital Partners LLC 7
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 7
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 7
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 7
Avidian Wealth Solutions, LLC 7
Euclidean Technologies Management, LLC 7
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 7
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 7
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 7
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 7
First National Bank Of Omaha 7
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 7
Gardner Lewis Asset Management L P 7
Dai-ichi Life Holdings, Inc. 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 7
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 7
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 7
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 7
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 7
Otter Creek Advisors, LLC 7
Adirondack Research & Management Inc. 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Small Cap Growth Portfolio Institutional Class 7
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 7
Newland Capital Management, Llc 7
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 7
Samlyn Capital, Llc 7
Caldwell Securities, Inc 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
Perimeter Capital Partners, LLC 7
Legg Mason Investment Counsel, LLC 7
NuWave Investment Management, LLC 7
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 7
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 7
Wintrust Investments Llc 7
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 7
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 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
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
Stux Capital Management, LLC 7
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 7
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 7
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 7
ORG Wealth Partners, LLC 7
Rubric Capital Management LP 7
Radnor Capital Management, LLC 7
Value Holdings Management Co. Llc 7
JT Stratford LLC 7
Amtrust Financial Services, Inc. 7
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 7
Symmetry Partners, LLC 7
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 7
Total Investment Management Inc 7
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 7
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 7
Dai-Ichi Life Insurance Company, Ltd 7
Worth Venture Partners, LLC 7
Pacific Center for Financial Services 7
Almanack Investment Partners, LLC. 7
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A 7
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 7
Omnia Family Wealth, LLC 7
Pinnacle Bancorp, Inc. 7
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 7
Morse Asset Management, Inc 7
PenderFund Capital Management Ltd. 7
Sterling Investment Advisors, Ltd. 7
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 7
Achmea Investment Management B.V. 7
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 7
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 7
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 7
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 7
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 7
MPS Loria Financial Planners, LLC 7
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 7
EHLS - Tidal Trust II - Even Herd Long Short ETF 7
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 7
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A 7
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 7
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 7
Voya Infrastructure, Industrials & Materials Fund 7
Northwest & Ethical Investments L.P. 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7
Nuveen Senior Income Fund 7
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 7
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 7
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
Allianzgi Equity & Convertible Income Fund 7
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 7
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A 7
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 7
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 7
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 7
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 7
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
Gabelli Go Anywhere Trust 7
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 7
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 7
Gabelli Global Utility & Income Trust 7
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 7
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 7
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 7
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 7
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 7
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 7
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 7
Olstein Funds 7
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
Tri-continental Corp 7
Scout Funds 7
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 7
MGGBX - AMG FUNDS III - AMG Managers Global Income Opportunity Fund Class N 7
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 7
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 7
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 7
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 7
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 7
MFDAX - AMG Funds II - AMG GW&K Enhanced Core Bond ESG Fund Class N 7
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 7
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 7
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 7
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 7
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 7
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 7
Royce Global Value Trust, Inc. 7
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 7
Liberty All Star Growth Fund Inc. 7
MML Series Investment Fund II - MML Blend Fund Initial Class 7
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 7
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 7
World Equity Group, Inc. 7
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 7
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 7
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 7
SAGWX - TOUCHSTONE STRATEGIC TRUST - Touchstone Small Company Fund Class A 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 7
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 7
STXM - EA Series Trust - Strive Mid-Cap ETF 7
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 7
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 7
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 7
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 7
SLIM - Janus Detroit Street Trust - The Obesity ETF 7
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 7
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 7
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 7
Aberdeen Global Income Fund Inc 7
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 7
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 7
Pioneer Diversified High Income Trust 7
Satuit Capital Management Trust 7
Kkr Income Opportunities Fund 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 7
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 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
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 7
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 7
Pioneer High Income Trust 7
Horizon Kinetics LLC 7
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 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
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 7
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 7
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 7
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 7
Diversify Advisory Services, LLC 7
Smallcap World Fund Inc 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA 7
Alpine Associates Management Inc. 7
Squar Milner Financial Services Llc 7
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 7
Tibra Equities Europe Ltd 7
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A 7
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 7
Carillon Tower Advisers, Inc. 7
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 7
Parisi Gray Wealth Management 7
Kaizen Advisory, Llc 7
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 7
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 7
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 7
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 7
6 Meridian 7
Nissay Asset Management Corp /japan/ /adv 7
Premia Global Advisors, Llc 7
One Wealth Advisors, LLC 7
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 7
Solstein Capital, LLC 7
Centerpoint Advisors, LLC 7
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 7
Nvwm, Llc 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 7
Tower View Investment Management & Research LLC 6
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 6
Cerebellum GP, LLC 6
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 6
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 6
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Banco de Sabadell, S.A 6
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 6
Easterly Investment Partners Llc 6
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 6
AlphaStar Capital Management, LLC 6
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 6
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 6
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 6
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 6
Seeyond 6
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 6
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 6
PRW Wealth Management LLC 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 6
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 6
Founders Capital Management 6
Ridgewood Investments LLC 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 6
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 6
Calvert Impact Fund Inc 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 6
Intellectus Partners, LLC 6
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 6
22nw, Lp 6
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 6
Moloney Securities Asset Management, LLC 6
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 6
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 6
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 6
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 6
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 6
Financial Advisors Network, Inc. 6
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 6
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 6
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 6
Pentwater Capital Management LP 6
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 6
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 6
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 6
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF 6
Northwest Wealth Management, Llc 6
Stone House Investment Management, LLC 6
Solas Capital Management, LLC 6
Chiron Investment Management, LLC 6
Profunds - Profund Vp Bull 6
Profunds - Profund Vp Ultrabull 6
MWFRX - METROPOLITAN WEST FUNDS - Metropolitan West Floating Rate Income Fund Class M 6
First Bank & Trust 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
AustralianSuper Pty Ltd 6
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 6
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 6
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 6
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 6
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
Patton Fund Management, Inc. 6
Formula Growth Ltd 6
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 6
Principle Wealth Partners Llc 6
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 6
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 6
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 6
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 6
SevenBridge Financial Group, LLC 6
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 6
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 6
Antonetti Capital Management LLC 6
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 6
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 6
TrinityPoint Wealth, LLC 6
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 6
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 6
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 6
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 6
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 6
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 6
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 6
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 6
Onefund, Llc 6
Q Global Advisors, LLC 6
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 6
TOPPX - TOCQUEVILLE TRUST - The Tocqueville Opportunity Fund 6
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 6
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 6
Stonehage Fleming (uk) Ltd 6
Isi Strategy Fund Inc 6
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 6
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 6
Kerrisdale Advisers, LLC 6
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 6
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 6
Robertson Stephens Wealth Management, LLC 6
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 6
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Advance Capital I Inc 6
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 6
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 6
Cannell Peter B & Co Inc 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 6
Trustmark National Bank Trust Department 6
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 6
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 6
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class 6
Arabesque Asset Management Ltd 6
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 6
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 6
Rocky Mountain Advisers, Llc 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 6
Richardson Financial Services Inc. 6
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 6
Symmetry Peak Management Llc 6
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 6
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 6
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 6
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 6
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 6
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 6
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 6
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 6
Mizuho Securities Usa Llc 6
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 6
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 6
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 6
Silicon Valley Capital Partners 6
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 6
12th Street Asset Management Company, LLC 6
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 6
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 6
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 6
Hawk Ridge Capital Management Lp 6
Nokota Management, LP 6
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 6
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 6
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 6
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 6
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 6
Summit Financial, LLC 6
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 6
CMDY - iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF 6
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 6
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 6
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 6
Dfa Investment Trust Co - The U.s. Large Cap Value Series 6
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF 6
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 6
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 6
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 6
RFRAX - Columbia Funds Series Trust II - Columbia Floating Rate Fund Class A 6
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 6
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 6
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 6
Virtue Capital Management, LLC 6
Clarius Group, LLC 6
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 6
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 6
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 6
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 6
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 6
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
Godsey & Gibb Associates 6
Advent/claymore Enhanced Growth & Income Fund 6
Fiduciary Management Associates Llc 6
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 6
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 6
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 6
Shellback Capital, LP 6
HFHAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Floating Rate High Income Fund Class A 6
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 6
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 6
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 6
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 6
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 6
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 6
Oliver Luxxe Assets LLC 6
V Wealth Advisors LLC 6
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 6
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 6
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 6
Price Michael F 6
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 6
Retirement Wealth Solutions LLC 6
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 6
Melvin Capital Management LP 6
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 6
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 6
ULPIX - Profunds - Ultrabull Profund Investor Class 6
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 6
BLPIX - Profunds - Bull Profund Investor Class 6
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 6
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 6
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF 6
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 6
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 6
Blume Capital Management, Inc. 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 6
PWS - Pacer Funds Trust - Pacer WealthShield ETF 6
Waterfront Capital Partners, LLC 6
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 6
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 6
Mraz, Amerine & Associates, Inc. 6
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 6
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 6
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 6
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 6
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R 6
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 6
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 6
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 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
Gen-Wealth Partners Inc 6
PFG Private Wealth Management, LLC 6
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 6
SHHYX - Stone Harbor Investment Funds - Stone Harbor High Yield Bond Fund Institutional Class 6
Sentinel Asset Management, Inc. 6
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 6
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 6
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 6
First Wilshire Securities Management Inc 6
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 6
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 6
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 6
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 6
Nkcfo Llc 6
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 6
Capital International Inc /ca/ 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 6
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 6
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 6
Trust Co 6
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio 6
Pennsylvania Trust Co 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 6
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 6
Loews Corp 6
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 6
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A 6
Ckw Financial Group 6
PFLRX - PUTNAM FUNDS TRUST - Putnam Floating Rate Income Fund Class B shares 6
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 6
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 6
Fairman Group, LLC 6
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 6
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 6
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 6
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 6
Exencial Wealth Advisors, Llc 6
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 6
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 6
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 6
Ironwood Financial, llc 6
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 6
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 6
Willingdon Wealth Management 6
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 6
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 6
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 6
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 6
Origin Asset Management LLP 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 6
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 6
Price Capital Management, Inc. 6
RFG Advisory, LLC 6
Mowery & Schoenfeld Wealth Management, LLC 6
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 6
DSAM Partners (London) Ltd 6
VSTIX - VALIC Co I - Stock Index Fund 6
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 6
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund 6
RobecoSam USA, Inc. 6
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 6
Logan Capital Management Inc 6
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 6
Kcm Investment Advisors Llc 6
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 6
Leuthold Group, Llc 6
Sigma Capital Management Llc 6
SSO - PROSHARES TRUST - ProShares Ultra S&P500 6
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 6
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 6
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 6
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 6
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 6
Modera Wealth Management, LLC 6
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 6
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 6
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 6
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 6
Fulton Bank, N.a. 6
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 6
Pensionfund Sabic 6
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 6
Pensionfund DSM Netherlands 6
Trust Department Mb Financial Bank N A 6
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 6
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 6
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
First PREMIER Bank 6
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 6
Webster Bank, N. A. 6
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 6
Barnett & Company, Inc. 6
Dynamic Advisor Solutions LLC 6
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 6
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 6
Eastern Bank 6
Blue Bell Private Wealth Management, Llc 6
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 6
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 6
American Research & Management Co. 6
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 6
NINAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Intrinsic Value Fund Class A 6
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 6
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 6
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 6
Cim, Llc 6
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 6
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 6
FormulaFolio Investments, LLC 6
Paragon Capital Management Ltd 6
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 6
Ogorek Anthony Joseph /ny/ /adv 6
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares 6
Mitsubishi UFJ Securities Holdings Co., Ltd. 6
Spdr S&p 500 Etf Trust 6
Cutter & CO Brokerage, Inc. 6
Bank Of Hawaii 6
Waldron Private Wealth LLC 6
Turner Funds 6
Myriad Asset Management Ltd. 6
EPG Wealth Management LLC 6
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 6
N.E.W. Advisory Services LLC 6
Bellevue Asset Management, Llc 6
Great Lakes Retirement, Inc. 6
DELAWARE VIP TRUST - Delaware VIP Fund for Income Series Standard 6
Lafitte Capital Management LP 6
Vectors Research Management, LLC 6
HighMark Wealth Management LLC 6
Quantum Capital Management 6
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 6
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 6
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 6
Eagle Global Advisors Llc 6
Connor Clark & Lunn Investment Management Ltd 6
LMR Master Fund Ltd 6
D.B. Root & Company, LLC 6
Daiwa Capital Markets America Inc. 6
Rosenberg Matthew Hamilton 6
Atalaya Capital Management LP 6
tru Independence LLC 6
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 6
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 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
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 6
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 6
Atlantic Investment Management Inc 6
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 6
Certified Advisory Corp 6
ZFLAX - Trust for Advised Portfolios - Ziegler Senior Floating Rate Fund Class A 6
Gateway Investment Advisers Llc 6
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 6
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 6
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 6
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund 6
SFY - Tidal ETF Trust - SoFi Select 500 ETF 6
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 6
Canada Post Corp Registered Pension Plan 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
Oppenheimer Global Strategic Income Fund 6
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 6
Capital Investment Advisors, LLC 6
Prudent Man Advisors, LLC 6
Rockbridge Investment Management, LCC 6
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 6
KLDW - Investment Managers Series Trust - Knowledge Leaders Developed World ETF 6
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 6
First Heartland Consultants, Inc. 6
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 6
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 6
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 6
TD Securities (USA) LLC 6
Allianz Se 6
Eisler Capital Management Ltd. 6
Mufg Securities Americas Inc. 6
Hallmark Capital Management Inc 6
Bnc Wealth Management, Llc 6
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 6
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 6
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 6
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 6
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 6
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 6
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 6
Nelson Capital Management, LLC 6
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 6
Ironwood Investment Management Llc 6
Boenning & Scattergood, Inc. 6
Crescent Capital Consulting, LLC 6
Clearview Wealth Advisors LLC 6
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 6
Cardinal Capital Management 6
GoalVest Advisory LLC 6
Pflug Koory, LLC 6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 6
Banque Transatlantique SA 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 6
Guyasuta Investment Advisors Inc 6
Syverson Strege & Co 6
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 6
E Fund Management Co., Ltd. 6
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 6
BRC Investment Management LLC 6
CBOE Vest Financial, LLC 6
TCG Advisory Services, LLC 6
Hgk Asset Management Inc 6
Vantage Investment Advisors, LLC 6
CoreFirst Bank & Trust 6
Freedman Financial Associates, Inc. 6
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 6
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 6
44 Wealth Management Llc 6
IronBridge Private Wealth, LLC 6
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 6
Capitolis Advisors LLC 6
Orchard Capital Managment, LLC 6
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 6
Gitterman Wealth Management, LLC 6
Headinvest, Llc 6
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 6
CSM Advisors, LLC 6
Redpoint Investment Management Pty Ltd 6
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 6
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF 6
National Penn Investors Trust Co /pa 6
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 6
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 6
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 6
Arcadia Investment Management Corp/mi 6
Delos Wealth Advisors, LLC 6
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 6
Advisors Capital Management, LLC 6
NOSIX - Northern Funds - Northern Stock Index Fund 6
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 6
Dearborn Partners Llc 6
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 6
Meiji Yasuda Life Insurance Co 6
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 6
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 6
Greenline Partners, LLC 6
BKD Wealth Advisors, LLC 6
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 6
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 6
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 6
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 6
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 6
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 6
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A 6
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 6
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 6
Studio Investment Management Llc 6
Ab Pooling Portfolios 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 6
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 6
STFBX - Advisers Investment Trust - State Farm Balanced Fund 6
JB Capital LLC 6
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 6
Usa Mutuals Advisors, Inc. 6
Fairway Wealth LLC 6
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 6
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 6
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 6
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 6
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 6
Wayfinding Financial, LLC 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Leisure Capital Management 6
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 6
Miracle Mile Advisors, LLC 6
British Airways Pensions Investment Management Ltd 6
Paragon Capital Management LLC 6
NorthCrest Asset Manangement, LLC 6
Zullo Investment Group, Inc. 6
Clarus Wealth Advisors 6
Bollard Group LLC 6
Copeland Capital Management, LLC 6
Timpani Capital Management LLC 6
Tyler-Stone Wealth Management 6
WMS Partners, LLC 6
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 6
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 6
Minneapolis Portfolio Management Group, LLC 6
De Burlo Group Inc 6
Tdam Usa Inc. 6
Values First Advisors, Inc. 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 6
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 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
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
Marino, Stram & Associates Llc 6
Castle Rock Wealth Management, LLC 6
Independence Bank of Kentucky 6
Safeguard Financial, LLC 6
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 6
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 6
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 6
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 6
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 6
GFS Advisors, LLC 6
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 6
Hirtle Callaghan & Co LLC 6
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 6
Leeward Investments, LLC - MA 6
IronBridge Capital Management LP 6
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 6
Baader Bank INC 6
Range Financial Group LLC 6
Fortitude Advisory Group L.L.C. 6
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 6
Lloyds Banking Group plc 6
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 6
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 6
Philadelphia Trust Co 6
Zions Bancorporation, National Association /ut/ 6
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 6
Azimuth Capital Investment Management LLC 6
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 6
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 6
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 6
PBBIX - FundVantage Trust - Polen Upper Tier High Yield Fund Institutional Class 6
Silvant Capital Management LLC 6
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 6
Longfellow Investment Management Co Llc 6
Czech National Bank 6
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 6
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 6
Green Square Capital Advisors Llc 6
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 6
Schechter Investment Advisors, LLC 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
Citizens Business Bank 6
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 6
Trifecta Capital Advisors, LLC 6
S&t Bank/pa 6
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 6
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 6
Roundview Capital LLC 6
Flow Traders U.s. Llc 6
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 6
New England Capital Financial Advisors LLC 6
Alliance Wealth Advisors, LLC /UT 6
McGlone Suttner Wealth Management, Inc. 6
Bulldog Investors, LLP 6
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 6
Sumitomo Life Insurance Co 6
Forward Management, LLC 6
Garda Capital Partners Lp 6
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 6
180 Wealth Advisors, Llc 6
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 6
Allstate Investment Management Co 6
MMCAP International Inc. SPC 6
Genesee Valley Trust Co 6
Emerald Investment Partners, Llc 6
Harvest Management Llc 6
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 6
West Branch Capital LLC 6
potrero capital research llc 6
Coppell Advisory Solutions Corp. 6
Canandaigua National Bank & Trust Co 6
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 6
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 6
Putnam ETF Trust - Putnam ESG High Yield ETF - 6
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 6
Caxton Associates Llp 6
Gendell Jeffrey L 6
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 6
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 6
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 6
Perkins Capital Management Inc 6
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 6
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 6
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 6
MANA Advisors LLC 6
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 6
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 6
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 6
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 6
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 6
Credential Qtrade Securities Inc. 6
Tiaa Trust, National Association 6
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 6
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6
Bernzott Capital Advisors 6
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 6
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 6
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 6
F3Logic, LLC 6
Lecap Asset Management Ltd 6
Varma Mutual Pension Insurance Co 6
Sasco Capital Inc / Ct/ 6
Cardinal Capital Management Llc /ct 6
PACIFIC SELECT FUND - Equity Index Portfolio Class I 6
Ariel Investments, Llc 6
Traub Capital Management LLC 6
Plato Investment Management Ltd 6
Coatue Management Llc 6
Us Global Investors Funds 6
Blackrock 2022 Global Income Opportunity Trust 6
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 6
Sivia Capital Partners, LLC 6
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 6
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 6
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 6
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 6
John Hancock Hedged Equity & Income Fund 6
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 6
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 6
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 6
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 6
DeepCurrents Investment Group LLC 6
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 6
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 6
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6
Securian Funds Trust - SFT Index 500 Fund Class 1 6
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 6
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I 6
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 6
Cynosure Management, Llc 6
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 6
WUSAX - WANGER ADVISORS TRUST - Wanger USA 6
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 6
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 6
Private Advisors, LLC 6
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 6
PENN SERIES FUNDS INC - High Yield Bond Fund 6
PENN SERIES FUNDS INC - Index 500 Fund 6
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 6
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 6
TIMOTHY PLAN - Timothy Strategic Variable 6
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 6
Antara Capital LP 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
Gyl Financial Synergies, Llc 6
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 6
SRTTX - SMA RELATIONSHIP TRUST - Series T 6
Gabelli Utility Trust 6
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 6
Stock Portfolio - Stock Portfolio 6
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 6
Southpoint Capital Advisors LP 6
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 6
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 6
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 6
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 6
EXI - iSHARES TRUST - iShares Global Industrials ETF 6
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 6
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 6
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
XFFLX - Franklin Floating Rate Master Trust - Franklin Floating Rate Master Series Class A 6
Bain Capital Public Equity Management Ii, Llc 6
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV 6
MSGGX - MERIDIAN FUND INC - Meridian Small Cap Growth Fund Legacy Class 6
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 6
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 6
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 6
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 6
Allianzgi Convertible & Income 2024 Target Term Fund 6
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 6
WIREX - PFS FUNDS - Wireless Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 6
Voya Global Equity Dividend & Premium Opportunity Fund 6
Mid Atlantic Financial Management Inc/adv 6
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 6
Vulcan Value Partners, LLC 6
Voya Global Advantage & Premium Opportunity Fund 6
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 6
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 6
PFG Advisors 6
Voleon Capital Management Lp 6
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 6
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 6
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 6
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 6
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A 5
Starboard Value LP 5
Mangrove Partners 5
Relative Value Partners Group, LLC 5
Fosun International Ltd 5
Third Point LLC 5
FrontFour Capital Group LLC 5
York Capital Management Global Advisors, LLC 5
Gates Capital Management, Inc. 5
G2 Investment Partners Management LLC 5
First Pacific Advisors, LP 5
Venator Capital Management Ltd. 5
Standard Life Investments LTD 5
Owl Creek Asset Management, L.P. 5
PointState Capital LP 5
Impala Asset Management LLC 5
Parnassus Investments /ca 5
AMF Pensionsforsakring AB 5
Thornburg Investment Management Inc 5
Marathon Capital Management 5
Rutabaga Capital Management Llc/ma 5
Sentry Investments Corp. 5
Baillie Gifford & Co 5
Lapides Asset Management, LLC 5
Traynor Capital Management, Inc. 5
Hall Laurie J Trustee 5
Capital Advisors Inc/ok 5
Bowen Hanes & Co Inc 5
Brahman Capital Corp. 5
Contrarian Capital Management, L.l.c. 5
Atlanta Capital Management Co L L C 5
Capital International Sarl 5
Capital International Ltd /ca/ 5
Foster Dykema Cabot & Co Inc/ma 5
Snyder Capital Management L P 5
Marco Investment Management Llc 5
White Pine Capital Llc 5
Weber Alan W 5
KLCM Advisors, Inc. 5
Snow Capital Management Lp 5
Netols Asset Management, Inc. 5
Pinnacle Holdings, LLC 5
Aviance Capital Management, Llc 5
Argent Trust Co 5
Lenox Wealth Management, Inc. 5
Parsons Capital Management Inc/ri 5
Chesapeake Asset Management Llc 5
Signature Estate & Investment Advisors Llc 5
Greenwood Capital Associates Llc 5
Apex Capital Management 5
Clifford Swan Investment Counsel Llc 5
Edge Asset Management, Inc 5
Vanguard Windsor Funds 5
Oak Ridge Investments Llc 5
Mastrapasqua Asset Management Inc 5
Tortoise Capital Advisors, L.l.c. 5
Investors Capital Advisory Services 5
Symons Capital Management Inc 5
WESPAC Advisors, LLC 5
Nippon Life Global Investors Americas, Inc. 5
Private Management Group Inc 5
Halbert Hargrove Global Advisors, Llc 5
Lowe Wealth Advisors, LLC 5
Corrado Advisors, Llc 5
Apollo Management Holdings, L.P. 5
Cypress Capital Group 5
Clough Capital Partners L P 5
Schafer Cullen Capital Management Inc 5
First Foundation Advisors 5
Saturna Capital CORP 5
Independence Capital Asset Partners, LLC 5
Southeast Asset Advisors Inc. 5
Trellus Management Company, LLC 5
Bbr Partners, Llc 5
Uniplan Investment Counsel, Inc. 5
Aviance Capital Partners, LLC 5
IPG Investment Advisors LLC 5
Private Capital Advisors, Inc. 5
Rathbone Brothers plc 5
Stevens First Principles Investment Advisors 5
SeaTown Holdings Pte. Ltd. 5
Family Firm, Inc. 5
Clear Investment Research, Llc 5
Strategy Asset Managers Llc 5
Private Bank & Trust Co 5
Garde Capital, Inc. 5
Wealthquest Corp 5
Lebenthal Holdings,LLC 5
Falcon Point Capital, Llc 5
Investment Centers Of America Inc 5
WealthTrust Axiom LLC 5
Atwood & Palmer Inc 5
Bp Plc 5
Jensen Investment Management Inc 5
Fortaleza Asset Management Inc/ 5
Pinnacle Summer Investments, Inc. 5
Tiaa Cref Trust Co Fsb/mo 5
Essex Financial Services, Inc. 5
High Pointe Capital Management Llc 5
Athena Capital Advisors Llc 5
Thompson Investment Management, Inc. 5
Dividend Asset Capital, Llc 5
Montecito Bank & Trust 5
IMA Wealth, Inc. 5
Monroe Bank & Trust/mi 5
Woodley Farra Manion Portfolio Management Inc 5
Ohio National Investments, Inc. 5
Lombardia Capital Partners Llc 5
Charter Trust Co 5
Riverbridge Partners Llc 5
Prentiss Smith & Co Inc 5
Marietta Investment Partners Llc 5
QCM Cayman, Ltd. 5
Steinberg Asset Management Llc 5
Lorber David A 5
Solaris Asset Management Llc 5
TradeLink Capital LLC 5
Cypress Capital Management LLC (WY) 5
Cordasco Financial Network 5
Decatur Capital Management, Inc. 5
Evanson Asset Management, LLC 5
Franklin Street Advisors Inc /nc 5
Knowledge Leaders Capital, LLC 5
Exchange Capital Management, Inc. 5
B & T Capital Management DBA Alpha Capital Management 5
Gierl Augustine Investment Management Inc 5
Exxonmobil Investment Management Inc /tx 5
Boston Common Asset Management, LLC 5
Gallagher Fiduciary Advisors, LLC 5
ACG Wealth 5
Tiger Eye Capital LLC 5
Hartline Investment Corp/ 5
AEGON USA Investment Management, LLC 5
Arrow Financial Corp 5
Nbt Bank N A /ny 5
River Wealth Advisors LLC 5
Amica Pension Fund Board Of Trustees 5
Ledyard National Bank 5
Beese Fulmer Investment Management, Inc. 5
Bellecapital International Ltd. 5
PCJ Investment Counsel Ltd. 5
Hunter Associates Investment Management Llc 5
Columbia Asset Management 5
Chemical Bank 5
PartnerRe Asset Management CORP 5
Potomac Capital Management, Inc. 5
Smith, Salley & Associates 5
Fernwood Investment Management, LLC 5
Sanders Morris Harris Llc 5
Cornerstone Advisory, LLC 5
Rowland & Co Investment Counsel/adv 5
Alpha Omega Wealth Management LLC 5
Exane Asset Management 5
Wrapmanager Inc 5
FDO Partners, LLC 5
Millrace Asset Group, Inc. 5
Gratia Capital, Llc 5
Lodge Hill Capital, LLC 5
Insight Capital Research & Management Inc 5
Granite Point Capital Management, L.P. 5
Telemark Asset Management, LLC 5
Motley Fool Wealth Management, LLC 5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5
Camden Asset Management L P /ca 5
Wealthsource Partners, Llc 5
Arosa Capital Management LP 5
Northwestern Mutual Investment Services Llc 5
Ruggie Capital Group 5
Rodgers Brothers Inc. 5
Simcoe Capital Management, LLC 5
Bronson Point Management LLC 5
Ratan Capital Management LP 5
Park Avenue Institutional Advisers LLC 5
Advocacy Wealth Management Services, LLC 5
Rampart Investment Management Company, LLC 5
Euclid Advisors LLC 5
Connors Investor Services Inc 5
Cleararc Capital Inc 5
Banco BTG Pactual S.A. 5
Southport Management, L.l.c. 5
Pacific Global Investment Management Co 5
Railway Pension Investments Ltd 5
Silver Rock Financial LP 5
Mariner Wealth Advisors-NYC, LLC 5
Guardian Investor Services Llc 5
Balter Liquid Alternatives, LLC 5
BlueCrest Capital Management LLP 5
Kms Financial Services, Inc 5
Legg Mason Investment Counsel & Trust Co., N.A. 5
McAdams Wright Ragen, Inc. 5
Banyan Partners, LLC 5
Telluride Asset Management LLC 5
Jackson, Grant Investment Advisers, Inc. 5
Alerus Financial Na 5
Ibex Wealth Advisors 5
ELCO Management Co., LLC 5
Norway Savings Bank 5
Benson Investment Management Company, Inc. 5
Kohmann Bosshard Financial Services, LLC 5
Private Advisory Group LLC 5
McAdam, LLC 5
Kettle Hill Capital Management, Llc 5
Hartree Partners, LP 5
Fondren Management LP 5
Western Standard LLC 5
Sapience Investments, LLC 5
Israel Discount Bank Of New York /gfn 5
Doyle Wealth Management 5
Knights of Columbus Asset Advisors LLC 5
Israel Discount Bank of New York 5
Tiaa, Fsb 5
HGC Investment Management Inc. 5
Ferris Capital, Llc 5
XR Securities LLC 5
Townsend & Associates, Inc 5
Price Wealth Management, Inc. 5
Global Trust Asset Management, LLC 5
Franklin Universal Trust 5
Voya Natural Resources Equity Income Fund 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
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 5
Amcap Fund 5
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 5
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 5
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 5
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 5
RFISX - Ranger Funds Investment Trust - Ranger Small Cap Fund Institutional Class 5
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 5
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 5
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 5
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 5
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 5
Nuveen S&p 500 Buywrite Income Fund 5
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 5
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 5
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 5
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 5
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 5
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 5
KIFAX - Forward Funds - Salient Select Income Fund Class A 5
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 5
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 5
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 5
Special Opportunities Fund, Inc. 5
NCINX - Nicholas High Income Fund, Inc. - Nicholas High Income Fund Inc Class I 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 5
Tortoise Energy Independence Fund, Inc. 5
Delaware Investments Dividend & Income Fund, Inc 5
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 5
Deutsche Value Series, Inc 5
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 5
Global X Funds 5
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 5
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 5
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 5
Advent Claymore Convertible Securities & Income Fund Ii 5
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 5
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset 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
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 5
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 5
Clough Global Dividend & Income Fund 5
Ares Dynamic Credit Allocation Fund, Inc. 5
Western Asset High Income Fund Ii Inc. 5
Bancroft Fund Ltd 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 5
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 5
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 5
Relative Value Fund 5
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 5
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 5
Ridgeworth Funds 5
Vanguard Morgan Growth Fund 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
Insight Select Income Fund 5
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 5
Ab Multi-manager Alternative Fund 5
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 5
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 5
BDFFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON DISCOVERY FUND 5
Ellsworth Growth & Income Fund Ltd 5
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 5
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 5
Gabelli Nextshares Trust 5
Pacholder High Yield Fund Inc 5
Aries Wealth Management 5
Freedom Day Solutions, LLC 5
Buckley Wealth Management, LLC 5
North Fourth Asset Management, LP 5
Crabel Capital Management, LLC 5
PDS Planning, Inc 5
Diameter Capital Partners LP 5
MainStreet Investment Advisors LLC 5
Lake Street Advisors Group, Llc 5
Weil Company, Inc. 5
Vivaldi Opportunities Fund 5
Burleson & Company, LLC 5
Acuitas Investments, LLC 5
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5
Locust Wood Capital Advisers, Llc 5
Equitable Trust Co 5
Portfolio Strategies, Inc. 5
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 5
Ofi Carlyle Private Credit Fund 5
Delta Investment Management, LLC 5
Legacy Bridge, LLC 5
Grandview Asset Management LLC 5
Angeles Investment Advisors, LLC 5
Coastal Capital Group, Inc. 5
Community Capital Management, Inc. 5
Paradigm Financial Partners, Llc 5
9258 Wealth Management, LLC 5
Kinneret Advisory, LLC 5
Yaupon Capital Management LP 5
Wealthbridge Capital Management, Llc 5
Human Investing LLC 5
Covenant Partners, LLC 5
Princeton Global Asset Management LLC 5
Quilter Plc 5
Garrett Wealth Advisory Group, LLC 5
Fs Multi-alternative Income Fund 5
Aegon Asset Management Uk Plc 5
Patriot Investment Management Inc. 5
Nicolet Advisory Services, Llc 5
Julex Capital Management, Llc 5
WealthStone, Inc. 5
Plaisance Capital LLC 5
Williams Jones Wealth Management, LLC. 5
Pacitti Group Inc. 5
Alaska Permanent Fund Corp 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
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
HFAAX - JANUS INVESTMENT FUND - Janus Henderson Developed World Bond Fund Class A 5
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
Jnl Series Trust - Jnl/crescent High Income Fund (a) 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
NOCBX - Northern Funds - Northern Core Bond Fund 5
NOFIX - Northern Funds - Northern Fixed Income Fund 5
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A 5
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 5
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 5
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 5
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 5
Advanced Series Trust - Ast Mid-cap Growth Portfolio 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 5
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 5
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 5
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 5
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 5
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 5
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 5
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 5
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A 5
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 5
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 5
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 5
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 5
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 5
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 5
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 5
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 5
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 5
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 5
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 5
BSCFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON SMALL CAP FUND 5
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class 5
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 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
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
JSVAX - JANUS INVESTMENT FUND - Janus Henderson Contrarian Fund Class T 5
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 5
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 5
LACAX - COLUMBIA ACORN TRUST - Columbia Acorn Fund Class A 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 5
DEVDX - DRIEHAUS MUTUAL FUNDS - Driehaus Event Driven Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Convertible Portfolio Initial Class 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
GPSCX - VICTORY PORTFOLIOS - Victory RS Small Cap Equity Fund Class A 5
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 5
Securian Funds Trust - SFT Ivy Small Cap Growth Fund 5
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 5
RYOTX - ROYCE FUND - Royce Micro-Cap Fund Investment Class 5
PENN SERIES FUNDS INC - Smid Cap Growth Fund 5
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 5
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 5
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 5
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 5
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 5
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 5
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF 5
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 5
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N 5
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 5
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 5
RCMCX - ROYCE CAPITAL FUND - Royce Capital Fund - Micro-Cap Portfolio Investment Class 5
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 5
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity 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 Blended Mid Cap Managed Volatility Fund Standard Class 5
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 5
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 5
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 5
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 5
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 5
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF 5
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 5
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 5
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 5
WSGRX - IVY FUNDS - Ivy Small Cap Growth Fund Class R 5
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 5
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 5
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 5
SMDPX - STERLING CAPITAL FUNDS - STERLING CAPITAL SMID OPPORTUNITIES FUND A Shares 5
SBVAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Value Fund Class A 5
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 5
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 5
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 5
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 5
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 5
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 5
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 5
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 5
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 5
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 5
Profunds - Profund Vp Large-cap Value 5
Profunds - Profund Vp Large-cap Growth 5
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 5
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 5
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 5
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 5
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 5
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 5
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund 5
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
LAMGX - LORD ABBETT SECURITIES TRUST - Lord Abbett Micro-Cap Growth Fund Class A 5
MCOAX - MAINSTAY FUNDS - MainStay MacKay Convertible Fund Class A 5
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 5
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 5
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 5
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 5
TOPHX - TOCQUEVILLE TRUST - The Tocqueville Phoenix Fund 5
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 5
MLSAX - Aberdeen Funds - Aberdeen Focused U.S. Equity Fund (formerly Aberdeen Equity Long-Short Fund) Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
PGPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-2 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
GICIX - GOLDMAN SACHS TRUST - Goldman Sachs International Small Cap Insights Fund Institutional 5
DGDAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Dynamic Bond Income Fund Class A 5
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 5
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 5
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 5
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 5
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 5
HYFAX - HARBOR FUNDS - Harbor High-Yield Bond Fund Institutional Class 5
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 5
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I 5
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 5
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 5
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 5
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 5
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 5
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 5
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 5
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 5
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 5
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 5
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 5
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 5
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 5
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 5
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 5
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF 5
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 5
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 5
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 5
SHIAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration High Income Fund Class A 5
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 5
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 5
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares 5
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 5
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 5
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 5
YOVAX - AMERICAN PENSION INVESTORS TRUST - YORKTOWN SMALL-CAP FUND Class A 5
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 5
FRMPX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Growth Opportunities Fund Class A 5
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 5
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 5
HAHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HIGH YIELD FUND Class A 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
FAFRX - Franklin Investors Securities Trust - Franklin Floating Rate Daily Access Fund Class A 5
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 5
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 5
VMGRX - VANGUARD WHITEHALL FUNDS - Vanguard Mid-Cap Growth Fund Investor Shares 5
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares 5
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 5
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 5
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 5
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 5
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 5
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 5
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 5
LGPIX - Profunds - Large-cap Growth Profund Investor Class 5
LVPIX - Profunds - Large-cap Value Profund Investor Class 5
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 5
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF 5
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 5
CPNAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco All Cap Market Neutral Fund Class A 5
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 5
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 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
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 5
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 5
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A 5
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 5
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 5
AlphaCore Capital LLC 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
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
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 5
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 5
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 5
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 5
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 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
VSAGX - VALIC Co I - Small Cap Aggressive Growth Fund 5
VGLSX - VALIC Co I - Global Strategy Fund 5
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 5
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
JSJIX - John Hancock Funds II - Small Cap Growth Fund Class NAV 5
EWG Elevate Inc. 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 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
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 5
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 5
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 5
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 5
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 5
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 5
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 5
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 5
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares 5
Pacifica Partners Inc. 5
Steel Peak Wealth Management LLC 5
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 5
Rowland Carmichael Advisors Inc /adv 5
Camden Capital, LLC 5
Horizon Bancorp Inc /in/ 5
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 5
L2 Asset Management, LLC 5
Texas Capital Bank Wealth Management Services Inc 5
Lion Street Advisors, LLC 5
Sage Rock Capital Management LP 5
Ovata Capital Management Ltd 5
Jade Capital Advisors, LLC 5
Visionary Wealth Advisors 5
Keebeck Wealth Management, LLC 5
Optas, LLC 5
Hohimer Wealth Management, Llc 5
Deseret Mutual Benefit Administrators 5
Bayberry Capital Partners LP 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
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 5
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 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
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 5
Consolidated Planning Corp 5
Glg Inc. 5
Veracity Capital LLC 5
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF 5
MFCPX - M FUND INC - M Capital Appreciation Fund 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
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
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 5
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF 5
PPM Funds - PPM High Yield Core Fund (Inst) 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 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
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
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
Crawford Fund Management, LLC 5
Hunter Perkins Capital Management, LLC 5
ODGIX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FUND CLASS I 5
AUERX - Unified Series Trust - Auer Growth Fund 5
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 5
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 5
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 5
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 5
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 5
First Pacific Financial 5
VNMC - Natixis ETF Trust II - Natixis Vaughan Nelson Mid Cap ETF 5
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 5
ACVF - ETF Opportunities Trust - American Conservative Values ETF 5
Legacy Financial Group LLC 5
McCarthy Asset Management, Inc. 5
Mizuho Markets Americas Llc 5
Liontrust Investment Partners LLP 5
IAG Wealth Partners, LLC 5
Bck Capital Management Lp 5
Ophir Asset Management Pty Ltd 5
Mach-1 Financial Group, Inc. 5
Cartenna Capital, LP 5
Cadent Capital Advisors, LLC 5
Distillate Capital Partners LLC 5
Curated Wealth Partners LLC 5
SummerHaven Investment Management, LLC 5
Ade, Llc 5
Retirement Group, LLC 5
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 5
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 5
PGIM Short Duration High Yield Opportunities Fund 5
Systematic Alpha Investments, LLC 5
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 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
Sierra Capital LLC 5
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 5
Prentice Wealth Management LLC 5
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 5
Emfo, Llc 5
VIOPX - VALIC Co I - International Opportunities Fund 5
PNC Managed Account Solutions, Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 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
McElhenny Sheffield Capital Management, LLC 5
Smith Group Asset Management, LLC 5
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 5
Wedmont Private Capital 5
Clear Street Llc 5
Amplius Wealth Advisors, LLC 5
Absolute Capital Management, LLC 5
Carmel Capital Partners, LLC 5
Invesco Dynamic Credit Opportunity Fund 5
Retirement Planning Co of New England, Inc. 5
Paralel Advisors LLC 5
Sona Asset Management (us) Llc 5
Lindenwold Advisors 5
Resolute Capital Asset Partners LLC 5
Ulland Investment Advisors, LLC 5
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 5
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 5
APHUX - ARTISAN PARTNERS FUNDS INC - Artisan Floating Rate Fund Institutional Shares 5
American Trust 5
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 5
PGAQX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM ESG High Yield Fund Class R6 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
High Net Worth Advisory Group LLC 5
Empirical Asset Management, LLC 5
Resurgent Financial Advisors LLC 5
1620 Investment Advisors, Inc. 5
Clear Sky Advisers, LLC 5
DISV - Dimensional ETF Trust - Dimensional International Small Cap Value ETF 5
Castle Wealth Management Llc 5
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 5
PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund 5
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 5
MMSB - IndexIQ Active ETF Trust - IQ MacKay Multi-Sector Income ETF 5
Mesirow Institutional Investment Management, Inc. 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
STRV - EA Series Trust - Strive 500 ETF 5
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 5
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 5
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 5
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 5
Glass Jacobson Investment Advisors llc 5
Eisler Capital (US) LLC 5
Oversea-Chinese Banking CORP Ltd 5
Strategic Investment Solutions, Inc. /IL 5
Fortis Capital Advisors, LLC 5
Meeder Advisory Services, Inc. 5
Applied Finance Capital Management, LLC 5
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 5
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF 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
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 5
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 5
Barrett & Company, Inc. 5
Klr Investment Advisors, Llc 5
Atomi Financial Group, Inc. 5
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 5
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 5
Financiere des Professionnels - Fonds d,investissement inc. 5
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 5
Valued Wealth Advisors LLC 5
Financial Perspectives, Inc 5
Trust Point Inc. 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Cetera Trust Company, N.A 5
Unique Wealth Strategies, LLC 5
Signal Advisors Wealth, LLC 5
Groupama Asset Managment 5
Pineridge Advisors LLC 5
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 5
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 5
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 5
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 5
Institutional Investment Strategy Fund 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
Pathway Financial Advisers, LLC 5
Global X Japan Co., Ltd. 5
Lynx Investment Advisory 5
J. Safra Sarasin Holding AG 5
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Net Worth Advisory Group 5
Alpine Bank Wealth Management 5
Legacy Investment Solutions, LLC 5
Legacy Wealth Managment, LLC/ID 5
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 5
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 5
Avanza Fonder AB 5
Kera Capital Partners, Inc. 5
Financial Life Planners 5
Regents Gate Capital LLP 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
Bank of Jackson Hole Trust 5
Synergy Investment Management, LLC 5
Impact Capital Partners LLC 5
Madison Investment Advisors, LLC 5
Generali Asset Management SPA SGR 5
Crowley Wealth Management, Inc. 5
Sagespring Wealth Partners, Llc 5
Quest 10 Wealth Builders, Inc. 5
Vega Investment Solutions 5
Vermillion Wealth Management, Inc. 5
Park Square Financial Group, LLC 5
New Age Alpha Funds Trust - NAA Opportunity Fund Class C 5
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 5
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 5
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 5
Credential Securities Inc. 5
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 4
ANCIX - ANCORA TRUST - Ancora Microcap Fund Class I 4
Choate Investment Advisors 4
Ransom Advisory, Ltd 4
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 4
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 4
PFW Advisors LLC 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 4
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 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
Td Asset Management Usa Funds Inc. 4
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 4
AGF Investments America Inc. 4
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 4
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 4
Canal Insurance CO 4
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 4
Folger Hill Asset Management LP 4
Meyer Handelman Co 4
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 4
Kestrel Investment Management Corp 4
PRNT - Ark ETF Trust - The 3D Printing ETF 4
Lord Abbett Developing Growth Fund, Inc. 4
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares 4
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 4
PLHIX - Aristotle Funds Series Trust - Aristotle High Yield Bond Fund Class I 4
Strategic Financial Concepts, LLC 4
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 4
Omni Partners US LLC 4
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 4
Halpern Financial, Inc. 4
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 4
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 4
DecisionPoint Financial, LLC 4
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 4
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 4
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 4
Azimuth Capital Management LLC 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
Securian Funds Trust - SFT T. Rowe Price Value Fund 4
Alphasimplex Group, Llc 4
Engine Capital Management, LP 4
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 4
UPGR - DBX ETF TRUST - Xtrackers US Green Infrastructure Select Equity ETF 4
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 4
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF 4
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 4
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 4
Planned Solutions, Inc. 4
Canandaigua National Corp 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 4
United Community Bank 4
Burgundy Asset Management Ltd. 4
CSMVX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Small Cap Growth Fund Retail Class 4
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 4
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 4
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 4
Eads & Heald Wealth Management 4
Hermes Investment Management Ltd 4
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 4
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 4
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 4
Taylor Hoffman Wealth Management 4
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 4
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 4
Thomas J. Herzfeld Advisors, Inc. 4
Tower Bridge Advisors 4
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 4
Horizon Financial Services, Llc 4
Sprucegrove Investment Management Ltd 4
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 4
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 4
APEEX - Advisors' Inner Circle Fund III - Aperture Endeavour Equity Fund Class X Shares 4
FMIJX - FMI FUNDS INC - International Fund Investor Class 4
Gruss Capital Management LP 4
Polygon Management Ltd. 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 4
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 4
Credit Industriel Et Commercial 4
Ameriflex Group, Inc. 4
Corbenic Partners LLC 4
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 4
Salient Capital Advisors, LLC 4
Pax World Management Llc 4
Jamison Private Wealth Management, Inc. 4
Fortis Group Advisors, LLC 4
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 4
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 4
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 4
SRB Corp 4
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 4
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 4
Midwest Trust Co 4
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
Daruma Capital Management Llc 4
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 4
University Of Texas/texas Am Investment Managment Co 4
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 4
Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 4
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A 4
Alphagen Securities Llc 4
Gerstein Fisher 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 4
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A 4
Custom Index Systems, Llc 4
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 4
Platinum Investment Management Ltd 4
American Independence Funds Trust 4
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 4
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 4
Bear Mountain Capital, Inc. 4
Tyche Wealth Partners LLC 4
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 4
Cai Capital Management, Inc. 4
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 4
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
Telemetry Investments, L.L.C. 4
Paradigm Capital Management Inc/ny 4
ASFQX - Investment Managers Series Trust - 361 U.S. Small Cap Equity Fund Investor Class Shares 4
Canyon Capital Advisors Llc 4
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 4
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 4
BlackRock Capital Allocation Trust 4
Rock Creek Group, LP 4
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 4
Northwest Financial Advisors 4
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 4
Friedenthal Financial 4
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 4
Carnick & Kubik, LLC 4
Braun Stacey Associates Inc 4
EMG Holdings, L.P. 4
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 4
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 4
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 4
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 4
Minerva Advisors LLC 4
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class 4
Ipswich Investment Management Co., Inc. 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
Security National Trust Co 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
Peconic Partners Llc 4
JHMA - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Materials ETF 4
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 4
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 4
Torno Capital, Llc 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
Angelo Gordon & Co., L.p. 4
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 4
Barington Capital Group, L.p. 4
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 4
FJ Investments, LLC 4
FirstMerit Bank N A Trustee 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 4
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 4
Kiker Wealth Management, LLC 4
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF 4
Long Island Wealth Management, Inc. 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Sanibel Captiva Trust Company, Inc. 4
Cutler Capital Management, LLC 4
Hound Partners, LLC 4
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 4
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF 4
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 4
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 4
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 4
Argentus Capital Management, LLC 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
Estate Counselors, LLC 4
Patten & Patten Inc/tn 4
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 4
Jackson Credit Opportunities Fund 4
Arjuna Capital 4
HFSI - Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF 4
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
Scott & Selber, Inc. 4
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 4
Rossmore Private Capital 4
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 4
CWSGX - Chartwell Funds - Chartwell Small Cap Growth Fund 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Iron Horse Wealth Management, LLC 4
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 4
Kolinsky Wealth Management, LLC 4
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 4
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 4
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 4
Falcon Edge Capital, LP 4
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 4
Financial Synergies Wealth Advisors, Inc. 4
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 4
Zimmer Partners, LP 4
Reuter James Wealth Management, Llc 4
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 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
Aristotle Atlantic Partners, Llc 4
Gary Goldberg Planning Services Inc 4
Archer Capital Management, L.P. 4
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 4
Glenview Trust Co 4
Aveo Capital Partners, LLC 4
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
Perella Weinberg Partners Capital Management LP 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 4
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 4
Sheffield Asset Management, L.L.C. 4
Catalina Capital Group, LLC 4
Mediolanum International Funds Ltd 4
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 4
De Lisle Partners LLP 4
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 4
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 4
WMCVX - WASATCH FUNDS TRUST - Wasatch Small Cap Value Fund Investor Class shares 4
Zelman Capital LLC 4
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 4
Sessa Capital IM, L.P. 4
Nia Impact Advisors, Llc 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
PENN SERIES FUNDS INC - Mid Core Value Fund 4
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 4
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 4
Tortoise Power & Energy Infrastructure Fund Inc 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
S. Muoio & Co. Llc 4
Permanens Capital L.P. 4
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 4
Eaton Vance Tax Advantaged Dividend Income Fund 4
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 4
Murphy Capital Management Inc 4
Astrantus Ltd 4
Cohen & Steers, Inc. 4
Mjp Associates Inc /adv 4
Yarbrough Capital, LLC 4
Goodman Advisory Group, LLC 4
Odey Asset Management Group Ltd 4
NBSM - Neuberger Berman ETF Trust - Neuberger Berman Small-Mid Cap ETF 4
TWHIX - American Century Mutual Funds, Inc. - Heritage Fund Investor Class 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
Ahl Investment Management, Inc. 4
Water Asset Management LLC 4
Brass Tax Wealth Management, Inc 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
Sii Investments Inc/wi 4
Brown Capital Management Llc 4
ACSKX - American Century Investment Trust - Short Duration Fund C Class 4
Pacific Grove Capital LP 4
IFC Holdings Incorporated/FL 4
Nikko Asset Management Americas, Inc. 4
Aviso Financial Inc. 4
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 4
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 4
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 4
New Wave Wealth Advisors Llc 4
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund 4
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 4
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 4
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 4
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 4
BSCVX - Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
MSGIX - BMO FUNDS, INC. - BMO Small-Cap Growth Fund Class I 4
Murphy & Mullick Capital Management Corp 4
WGROX - WASATCH FUNDS TRUST - Wasatch Core Growth Fund Investor Class shares 4
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 4
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 4
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 4
BlackRock ETF Trust II - BlackRock High Yield ETF 4
Integrated Core Strategies (us) Llc 4
Penobscot Investment Management Company, Inc. 4
EJF Capital LLC 4
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 4
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 4
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
PSMHX - PRINCIPAL FUNDS INC - Small-MidCap Growth Fund Institutional 4
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A 4
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 4
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 4
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 4
1st Source Bank 4
CarsonAllaria Wealth Management, Ltd. 4
First National Trust Co 4
Industrial Alliance Investment Management Inc. 4
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 4
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 4
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 4
Groupe la Francaise 4
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 4
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 4
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 4
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 4
Palmer Square Funds Trust - Palmer Square Credit Opportunities ETF 4
First American Trust, Fsb 4
Catamount Wealth Management 4
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 4
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 4
Smith, Graham & Co., Investment Advisors, LP 4
Ulysses Management LLC 4
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 4
Hatteras Funds, LLC 4
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 4
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
Clarkston Capital Partners, LLC 4
Prospector Partners Llc 4
KAMES CAPITAL plc 4
Simply Money Advisors 4
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF 4
Samson Rock Capital LLP 4
QUANTRES ASSET MANAGEMENT Ltd 4
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares 4
Sapphire Star Partners LP 4
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 4
Schwartz Investment Counsel Inc 4
Palisade Asset Management, LLC 4
Tcw Strategic Income Fund Inc 4
Mission Wealth Management, Lp 4
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 4
Coastal Bridge Advisors, LLC 4
Oppenheimer Discovery Mid Cap Growth Fund 4
Cowa, Llc 4
Edge Capital Group, LLC 4
RWM Asset Management, LLC 4
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 4
Fortem Financial Group, Llc 4
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 4
Manchester Financial Inc 4
Hyman Charles D 4
Parian Global Management LP 4
Aequim Alternative Investments LP 4
Albar Capital Ltd 4
Cortina Funds, Inc. 4
Skaana Management L.P. 4
Lederer & Associates Investment Counsel/ca 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
Symmetry Investments LP 4
Delphia (USA) Inc. 4
BCJ Capital Management, LLC 4
Oppenheimer Limited-term Bond Fund 4
Spurstone Advisory Services, LLC 4
Centric Wealth Management 4
Kelly Lawrence W & Associates Inc/ca 4
John G Ullman & Associates Inc 4
Duff & Phelps Investment Management Co 4
Fulton Breakefield Broenniman Llc 4
Opseu Pension Plan Trust Fund 4
Tortoise Mlp Fund, Inc. 4
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 4
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 4
RDA Financial Network 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 4
TAP Consulting, LLC 4
OCSIX - NORTHERN LIGHTS FUND TRUST II - Orchard Small Cap Value Fund Class I Shares 4
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 4
Power Corp of Canada 4
MD Financial Management Inc. 4
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 4
Medina Singh Partners, LLC 4
Lester Murray Antman dba SimplyRich 4
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 4
Hiddenite Capital Partners LP 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
Horizon Kinetics Asset Management Llc 4
Little House Capital Llc 4
Sandbar Asset Management LLP 4
IFG Advisory, LLC 4
Bar Harbor Trust Services 4
Thor Advisors, Llc 4
Toews Corp /adv 4
JBF Capital, Inc. 4
Mercer Capital Advisers, Inc. 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
Ferguson Wellman Capital Management, Inc 4
Matrix Trust Co 4
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 4
Pfs Investments Inc. 4
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 4
GGBFX - GuideStone Funds - Global Bond Fund Investor 4
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 4
MBM Wealth Consultants, LLC 4
Tranquility Partners, LLC 4
Virtus ETF Advisers LLC 4
Clear Creek Financial Management, LLC 4
Marshall & Sterling Wealth Advisors Inc. 4
Meros Investment Management, LP 4
Stonehage Fleming Financial Services Holdings Ltd 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 4
Whitnell & Co. 4
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 4
Orser Capital Management, Llc 4
Premier Fund Managers Ltd 4
Re Advisers Corp 4
AllSquare Wealth Management LLC 4
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 4
Kingfisher Capital LLC 4
Bodri Capital Management, LLC 4
RP Investment Advisors LP 4
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 4
Db-x Exchange-traded Funds Inc. 4
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 4
Northeast Financial Consultants Inc 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
CFS Investment Advisory Services, LLC 4
United Asset Strategies, Inc. 4
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 4
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares 4
TCF National Bank 4
Greenwich Wealth Management LLC 4
Jackson Wealth Management, LLC 4
EFG Asset Management (North America) Corp. 4
Stratos Wealth Advisors, LLC 4
Stratton Management Co 4
Reston Wealth Management Llc 4
Ambassador Advisors, LLC 4
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 4
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 4
Beck Bode, LLC 4
C2C Wealth Management, LLC 4
Options Solutions, Llc 4
Marble Harbor Investment Counsel, LLC 4
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 4
Connable Office Inc 4
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 4
Annapolis Financial Services, LLC 4
Keel Point, LLC 4
Motley Fool Asset Management LLC 4
BAFYX - Brown Advisory Funds - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 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
Roman Butler Fullerton & Co 4
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 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
American Beacon Sound Point Enhanced Income Fund 4
Mill Road Capital Management LLC 4
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 4
Tealwood Asset Management Inc 4
Saya Management Lp 4
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I 4
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 4
Peloton Wealth Strategists 4
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4
Oaktree Diversified Income Fund Inc. 4
Scoria Capital Partners LP 4
Lyon Street Capital, LLC 4
Privium Fund Management (UK) Ltd 4
Lavaca Capital Llc 4
Dfpg Investments, Llc 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Close Asset Management Ltd 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 4
Fragasso Group Inc. 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 4
First Houston Capital, Inc. 4
Altus Wealth Group LLC 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 4
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 4
Cobblestone Capital Advisors Llc /ny/ 4
Sphinx Trading, Lp 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 4
American Financial Network Advisory Services Llc 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
Meteora Capital, LLC 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
PPM Funds - PPM Floating Rate Income Fund (Inst) 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 4
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 4
CPI - IndexIQ ETF Trust - IQ Real Return ETF 4
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 4
Fulcrum Asset Management LLP 4
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares 4
THLSX - THORNBURG INVESTMENT TRUST - Thornburg Long/Short Equity Fund - Class I 4
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 4
AIA Investment Management Private Ltd 4
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 4
Atlas Private Wealth Advisors 4
Monte Financial Group, LLC 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 4
Carmichael Hill & Associates, Inc. 4
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 4
Cozad Asset Management Inc 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 4
Synergy Financial Management, LLC 4
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 4
Dymon Asia Capital (singapore) Pte. Ltd. 4
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 4
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 4
Palouse Capital Management, Inc. 4
Polar Capital Holdings Plc 4
Md Sass Investors Services Inc 4
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 4
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
Jabre Capital Partners S.A. 4
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 4
VCCCX - VALIC Co I - Capital Conservation Fund 4
BSBAX - Northern Funds - Northern Short Bond Fund 4
Gdl Fund 4
NMIEX - Northern Funds - Active M International Equity Fund 4
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 4
Strengthening Families & Communities, LLC 4
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund 4
Howard Capital Management Inc. 4
Williams Jones & Associates LLC 4
Northwest Bancshares, Inc. 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
Cranbrook Wealth Management, LLC 4
Arnhold LLC 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 4
Beaconlight Capital, Llc 4
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 4
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 4
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 4
Resolute Advisors LLC 4
Claybrook Capital, LLC 4
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 4
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 4
Hc Financial Advisors Inc 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
Nwam Llc 4
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 4
Geller Advisors LLC 4
Adams Natural Resources Fund, Inc. 4
Df Dent & Co Inc 4
Ahrens Investment Partners LLC 4
Beacon Investment Advisory Services, Inc. 4
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 4
Sittner & Nelson, Llc 4
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 4
Palo Capital, Inc. 4
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 4
Beacon Financial Group 4
Tiedemann Advisors, Llc 4
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 4
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 4
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 4
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 4
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I 4
Sumit Capital, Llc 4
Stock Yards Bank & Trust Co 4
LGT Group Foundation 4
Northwest Capital Management Inc 4
Detwiler Fenton Investment Management LLC 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 4
Gilman Hill Asset Management, LLC 4
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 4
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 4
VAMGX - VALIC Co II - Mid Cap Growth Fund 4
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 4
PrairieView Partners, LLC 4
Lipe & Dalton 4
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A 4
Patton Albertson Miller Group, Llc 4
EVR Research LP 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
Pegasus Partners Ltd. 4
Hightower 6M Holding, LLC 4
Pier 88 Investment Partners Llc 4
Daiwa SB Investments Ltd. 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 4
Delta Lloyd Asset Management N.v. 4
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 4
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 4
Marshwinds Advisory Co 4
Community Trust & Investment Co 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
AMCPX - AMCAP FUND - AMCAP FUND Class A 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
Dfa Investment Trust Co - The Continental Small Company Series 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
Norris Perne & French Llp/mi 4
Mechanics Financial Corp 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 4
Rheos Capital Works Inc. 4
Wade G W & Inc 4
Athos Capital Ltd 4
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 4
Angeles Wealth Management, Llc 4
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 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
Geneva Partners, LLC 4
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 4
Quotient Investors, LLC 4
DCXAX - MUTUAL FUND SERIES TRUST - Catalyst Hedged Commodity Strategy Fund Class A 4
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 4
IMS Capital Management 4
Jacobs & Co/ca 4
Wellesley Asset Management 4
Fruth Investment Management 4
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
BLB&B Advisors, LLC 4
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 4
Acropolis Investment Management, LLC 4
Aua Capital Management, Llc 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
Oppenheimer Discovery Fund 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
New Century Investment Management, Inc 4
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 4
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 4
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 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
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 4
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 4
Gabelli ETFs Trust - Gabelli Asset ETF 4
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I 4
NinePointTwo Capital 4
Todd Asset Management Llc 4
Old Point Trust & Financial Services N A 4
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 4
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 4
ISDS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US Small Company ETF 4
Versus Capital Real Assets Fund Llc 4
Orrstown Financial Services Inc 4
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 4
BTG Pactual Global Asset Management Ltd 4
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 4
RK Capital Management, LLC 4
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 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
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 4
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 4
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 4
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 4
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
Hudson Value Partners, LLC 4
First Dallas Securities Inc. 4
Catawba Capital Management /va 4
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 4
Vivaldi Capital Management, LLC 4
Kalmar Investments Inc /de/ 4
DISVX - Dfa Investment Dimensions Group Inc - Dfa International Small Cap Value Portfolio - Institutional Class 4
Capital Management Corp /va 4
Strategic Advisors LLC 4
Triasima Portfolio Management inc. 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 4
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 4
Sentinel Group Funds Inc 4
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 4
Highstreet Asset Management Inc. 4
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 4
Madison Investment Holdings Inc 4
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 4
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 4
Shamrock Asset Management LLC 4
Graticule Asia Macro Advisors LLC 4
New Harbor Financial Group, LLC 4
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf 4
Annex Advisory Services, LLC 4
BKLN - Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 4
MBE Wealth Management, LLC 4
Cedar Mountain Advisors, LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 4
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 4
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 4
Transatlantique Private Wealth Llc 4
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 4
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Leelyn Smith, LLC 4
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 4
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 4
Gofen & Glossberg Llc /il/ 4
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 4
Secure Asset Management, LLC 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
Tevis Investment Management 4
Perennial Investment Advisors, LLC 4
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 4
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 4
Channing Capital Management, LLC 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 4
Lord Abbett Credit Opportunities Fund 4
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 4
Ritter Daniher Financial Advisory LLC / DE 4
PIMCO Energy & Tactical Credit Opportunities Fund 4
ESL Trust Services, LLC 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A 4
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 4
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 4
SCIU - Global X Funds - Global X Scientific Beta US ETF 4
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 4
Islay Capital Management, Llc 4
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 4
Wsfs Capital Management, Llc 4
Atlas Private Wealth Management 4
Mayfair Advisory Group, LLC 4
AQGNX - AQR Funds - AQR Global Equity Fund Class N 4
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 4
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 4
Mondrian Investment Partners LTD 4
London Co Of Virginia 4
Midas Management Corp 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 4
FUKOKU MUTUAL LIFE INSURANCE Co 4
D L Carlson Investment Group Inc 4
Flaharty Asset Management, LLC 4
Harfst & Associates, Inc. 4
Century Capital Management Trust 4
Centenus Global Management, Lp 4
Greenhouse Funds LLLP 4
Marcum Wealth, LLC 4
Vanguard Specialized Funds 4
Menard Financial Group LLC 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 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
Rockland Trust Co 4
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 4
Kathmere Capital Management, LLC 4
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 4
WealthPlan Investment Management, LLC 4
Martin Capital Partners, LLC 4
ABASX - AB TRUST - AB Discovery Value Fund Class A 4
ProVise Management Group, LLC 4
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
Crow Point Global Dividend Plus Fund 4
Delphi Private Advisors LLC 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
Integre Asset Management, LLC 4
BSGSX - BAIRD FUNDS INC - Baird Small/Mid Cap Growth Fund Investor Class 4
Liberty All Star Equity Fund 4
Findlay Park Partners LLP 4
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 4
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 4
Westend Capital Management LLC 4
Haafor (Singapore) Pte. Ltd. 4
Allen Investment Management LLC 4
Resonant Capital Advisors, LLC 4
Peddock Capital Advisors, Llc 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
Kamunting Street Capital Management, L.P. 4
Barings Global Short Duration High Yield Fund 4
Legg Mason Asset Management (Japan) Co., Ltd. 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 4
Capital Impact Advisors, LLC 4
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 4
Gillson Capital LP 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 4
Horrell Capital Management, Inc. 4
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 4
Coyle Financial Counsel LLC 4
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 4
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 4
Brewin Dolphin Wealth Management Ltd 4
Cary Street Partners Financial Llc 4
Troluce Capital Advisors LLC 4
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 4
Curi Wealth Management, LLC 4
Intact Investment Management Inc. 4
Godshalk Welsh Capital Management, Inc. 4
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 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
Precept Management LLC 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 4
Cion Ares Diversified Credit Fund 4
Rivulet Capital, Llc 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Fft Wealth Management Llc 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 4
Davidson Capital Management Inc. 4
Sustainable Insight Capital Management, LLC 4
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 4
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 4
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 4
Mount Lucas Management LP 4
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 4
Optimize Financial Inc 4
America First Investment Advisors, LLC 4
Needham Investment Management Llc 4
Brookside Capital Management Llc 4
Ivory Investment Management, Llc 4
GlobalBridge, Inc. 4
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 4
ISCF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl Small-Cap ETF 4
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 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
Gmt Capital Corp 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 4
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 4
Mariner Investment Group Llc 4
BlackRock ETF Trust II - BlackRock Floating Rate Loan ETF 4
RHJSX - Advisors' Inner Circle Fund - Rice Hall James Micro Cap Portfolio Institutional Class Shares 4
CCSO - Tidal Trust II - Carbon Collective Climate Solutions U.S. Equity ETF 4
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 4
BLACKROCK FUNDS - BlackRock Global Impact Fund Institutional 4
Personal Capital Advisors Corp 4
Boston Financial Mangement Llc 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
Fund 1 Investments, LLC 4
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 4
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 4
BLACKROCK FUNDS - BlackRock U.S. Impact Fund Institutional 4
Mayflower Financial Advisors, LLC 4
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 4
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 4
Lyell Wealth Management, Lp 4
Morningstar Investment Services LLC 4
Kirr Marbach & Co Llc /in/ 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
ARK Investment Management LLC 4
Gluskin Sheff & Assoc Inc 4
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 4
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 4
Curat Global, LLC 4
RHJMX - Advisors' Inner Circle Fund - Rice Hall James Small Cap Portfolio Institutional Class Shares 4
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 4
GUHYX - VICTORY PORTFOLIOS - Victory High Yield Fund Class A 4
Madden Advisory Services, Inc. 4
Guggenheim Credit Allocation Fund 4
Nordwand Advisors, LLC 4
J.Safra Asset Management Corp 4
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares 4
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF 4
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares 4
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 4
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 4
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
Impax Asset Management LTD 4
First Commonwealth Financial Corp /pa/ 4
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 4
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 4
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 4
Li Winifred I 4
AXS Investments LLC 4
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 4
Capital Management Associates /ny/ 4
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares 4
Koesten, Hirschmann & Crabtree, INC. 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
Littlejohn & Co Llc 4
Talon Private Wealth, LLC 4
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 4
Pvg Asset Management Corp 4
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I 4
Karpus Management, Inc. 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
Gruber & Mcbaine Capital Management Llc 4
Haverford Financial Services, Inc. 4
Grey Fox Wealth Advisors, LLC 4
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 4
TAMRO Capital Partners LLC 4
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 4
Gerber Kawasaki Wealth & Investment Management 4
Capital Group Investment Management Pte. Ltd. 4
FOURPOINTS Investment Managers, S.A.S. 4
G.F.W. Energy XII, L.P. 4
Dover Advisors, Llc 4
South Texas Money Management Ltd 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
Broadview Advisors Llc 4
Geduld E E 4
Freedom Wealth Alliance, Llc 4
Maseco Llp 4
Kiley Juergens Wealth Management, Llc 4
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 4
GATEX - Gateway Trust - Gateway Fund Class A Shares 4
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 4
Klingman & Associates, LLC 4
Kempen Capital Management N.v. 4
Ford Financial Group, LLC 4
Compass Wealth Management LLC 4
1060 Capital, LLC 4
Sirios Capital Management L P 4
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 4
Mazama Capital Management Inc 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
BUFHX - BUFFALO FUNDS - Buffalo High Yield Fund Investor Class 4
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 4
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 4
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 4
BlackRock Private Investments Fund 4
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 4
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 4
Neumeier Poma Investment Counsel Llc 4
Tortoise Pipeline & Energy Fund, Inc. 4
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 4
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 4
KKR Credit Opportunities Portfolio 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
Fourth Dimension Wealth, LLC 4
Tortoise Energy Infrastructure Corp 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
Eos Focused Equity Management, L.P. 4
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 4
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 4
Heartland Bank & Trust Co 4
Croft-leominster Inc 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 4
RiverPoint Capital Management, LLC 4
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 4
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund 4
Connecticut Wealth Management, LLC 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
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 4
Tennessee Valley Asset Management Partners 4
Soviero Asset Management, LP 4
Beech Hill Advisors, Inc. 4
Avalon Trust Co 4
Ofi Invest Asset Management 4
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 4
Frank, Rimerman Advisors LLC 4
SCGIX - VIRTUS ASSET TRUST - Virtus Silvant Small-Cap Growth Stock Fund Class A 4
Pine Valley Investments Ltd Liability Co 4
ADJEX - AZZAD FUNDS - Azzad Ethical Fund 4
Disciplined Growth Investors Inc /mn 4
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 4
Trivant Custom Portfolio Group, LLC 4
PACIFIC SELECT FUND - Floating Rate Income Portfolio Class I 4
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 4
Acorn Wealth Advisors, LLC 4
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 4
Lord Abbett Floating Rate High Income Fund 4
OmniStar Financial Group, Inc. 4
Empower Advisory Group, LLC 4
Kernodle & Katon Asset Management Group, LLC 4
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 4
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
Forty4 Asset Management LLC 4
Zazove Convertible Securities Fund Inc 4
SMITH HAYES Advisers, Inc 4
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 4
Aubrey Capital Management Ltd 4
VVSGX - VALIC Co I - Small Cap Growth Fund 4
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 4
ITB - iSHARES TRUST - iShares U.S. Home Construction ETF 4
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 3
Crawford Lake Capital Management, LLC 3
Tortoise Index Solutions, LLC 3
Tribune Investment Group LP 3
Hcim Trust 3
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 3
Parcion Private Wealth LLC 3
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 3
BancorpSouth Bank 3
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 3
MRP Capital Investments, LLC 3
Verity & Verity, LLC 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
Sawyer & Company, Inc 3
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 3
American Fidelity Dual Strategy Fund Inc 3
MSLEX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Senior Loan Portfolio Class IS 3
Large-cap Value Portfolio 3
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 3
VELA Funds - VELA Income Opportunities Fund Class A 3
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A 3
Nuveen High Income November 2021 Target Term Fund 3
Sentinel Variable Products Trust 3
LWM Advisory Services, LLC 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 3
S. R. Schill & Associates 3
Delta Financial Group, Inc. 3
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 3
Sargent Investment Group, LLC 3
Lee Danner & Bass Inc 3
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF 3
Main Street Research LLC 3
CWS Financial Advisors, LLC 3
Cedar Brook Financial Partners, LLC 3
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 3
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 3
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 3
Boundary Creek Advisors LP 3
Mystic Asset Management, Inc. 3
Midwest Professional Planners, LTD. 3
Beverly Hills Private Wealth, LLC 3
Cannon Global Investment Management, LLC 3
BLACKROCK FUNDS - BlackRock Global Equity Absolute Return Fund Class K 3
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 3
SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF 3
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 3
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 3
Acima Private Wealth, Llc 3
Front Barnett Associates Llc 3
Wolf Group Capital Advisors 3
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 3
Coston, McIsaac & Partners 3
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 3
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 3
Investment Research & Advisory Group, Inc. 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A 3
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 3
WCGNX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Growth Fund Class N 3
Spitfire Capital Llc 3
Mawer Investment Management Ltd. 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Brightline Capital Management, Llc 3
GTCSX - GLENMEDE FUND INC - Small Cap Equity Portfolio Advisor 3
GRIOX - Manager Directed Portfolios - Greenspring Income Opportunities Fund Institutional Shares 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
One68 Global Capital, LLC 3
Quantessence Capital LLC 3
Vernier Capital Partners, Lp 3
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 3
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 3
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 3
LH Capital Markets, LLC 3
Affiance Financial, LLC 3
MDCP - Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF 3
Anchorage Capital Group, L.L.C. 3
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 3
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N 3
Omega Advisors Inc. 3
Evanston Investments, Inc., dba Evanston Advisors 3
Heck Capital Advisors, LLC 3
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 3
Yacktman Asset Management Lp 3
Blue Arrow Capital Management Llc 3
Maplelane Capital, Llc 3
Cordatus Wealth Management LLC 3
OTA Financial Group L.P. 3
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A 3
Accredited Wealth Management, LLC 3
Hyperion Capital Advisors LP 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. VALUE OPPORTUNITIES FUND Series I 3
Incline Global Management LLC 3
American National Insurance Co /tx/ 3
Bridgewater Advisors Inc. 3
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 3
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 3
WBSNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Growth Fund Class N 3
Thematics Asset Management 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Northstar Asset Management Llc 3
NTHEX - Northeast Investors Trust - Northeast Investors Trust 3
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
Gwn Securities Inc. 3
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 3
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 3
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 3
Chung Wu Investment Group, LLC 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 3
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1 3
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 3
Ascent Group, LLC 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
Nuveen Fund Advisors, LLC 3
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares 3
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 3
No Street GP LP 3
Capital Advisory Group Advisory Services, LLC 3
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 3
Bragg Financial Advisors, Inc 3
Eukles Asset Management 3
Green Arrow Capital Management Llc 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 3
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 3
Landsberg, Bennett, & Dubbaneh LLC 3
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 3
MASTERINVEST Kapitalanlage GmbH 3
Glassy Mountain Advisors, Inc. 3
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 3
HCR Wealth Advisors 3
Joel Isaacson & Co., LLC 3
Novem Group 3
Ballast Advisors Llc 3
Koss-Olinger Consulting, LLC 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 3
Advanced Investment Partners, LLC 3
Overland Advisors, LLC 3
Comprehensive Financial Consultants Institutional, Inc. 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 3
O'Neil Global Advisors, Inc. 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
Candlestick Capital Management LP 3
Financial Network Wealth Management LLC 3
Jacobus Wealth Management, Inc. 3
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 3
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 3
WCG Management, L.P. 3
Twelve Points Wealth Management LLC 3
Bell Bank 3
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 3
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
Albert D Mason Inc 3
Polar Capital LLP 3
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 3
Bank Of Nova Scotia Trust Co 3
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 3
Thames Capital Management Llc 3
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A 3
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF 3
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 3
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 3
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 3
Atherton Lane Advisers, Llc 3
Argent Advisors, Inc. 3
B. Riley Fbr, Inc. 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Naples Global Advisors, Llc 3
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 3
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 3
Channel Wealth Llc 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
Lionsbridge Wealth Management LLC 3
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 3
WBCIX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Core Fund Class I 3
SPX Equities Gestao de Recursos Ltda 3
Ccm Investment Group, Llc 3
Stack Financial Management, Inc 3
Jnl Series Trust - Jnl/s&p 4 Fund (a) 3
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 3
SKGAX - STEWARD FUNDS, INC. - Steward Small Cap Growth Fund Class A 3
PACIFIC SELECT FUND - Developing Growth Portfolio Class I 3
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A 3
Lonestar Capital Management LLC 3
Intrua Financial, LLC 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 3
Grant Street Asset Management, Inc. 3
Old Port Advisors 3
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 3
Segment Wealth Management, LLC 3
Y.D. More Investments Ltd 3
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 3
Oppenheimer Global High Yield Fund 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 3
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
Polen Capital Management Llc 3
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 3
Towle & Co 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 3
Gries Financial Llc 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
VBCVX - VALIC Co I - Systematic Value Fund 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
FSA Wealth Management LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 3
Polaris Wealth Advisory Group, LLC 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 3
King Wealth 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
Apis Capital Advisors, LLC 3
Cornerstone Advisors Inc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
Point72 Europe (London) LLP 3
O'Dell Group, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 3
Signature Wealth Management Group 3
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 3
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 3
FSGRX - Franklin Strategic Series - Franklin Small Cap Growth Fund Class A 3
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 3
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 3
Doliver Advisors, Lp 3
Longboard Asset Management, LP 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
Whalerock Point Partners, Llc 3
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 3
Mrj Capital Inc 3
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 3
Cynosure Advisors, Llc 3
Amussen Hunsaker Associates Llc 3
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 3
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 3
ARGI Investment Services, LLC 3
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 3
VCIGX - VALIC Co I - Dividend Value Fund 3
Bank of New Hampshire 3
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 3
Nicola Wealth Management Ltd. 3
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF 3
Hager Investment Management Services, Llc 3
Smallwood Wealth Investment Management, LLC 3
Verdad Advisers, LP 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
Legacy Capital Wealth Partners, LLC 3
25 Llc 3
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 3
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 3
Quad-Cities Investment Group, LLC 3
FIFLX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Fund for Income Class R6 3
Gables Capital Management Inc. 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
Richelieu Gestion PLC 3
Sprott Inc. 3
BlueMar Capital Management, LLC 3
Baron Silver Stevens Financial Advisors, Llc 3
Miller Investment Management, LP 3
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 3
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 3
RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class 3
Adirondack Funds 3
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 3
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 3
Artemis Wealth Advisors, LLC 3
Aspiriant, Llc 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 3
Grace Brothers Management Llc 3
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 3
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 3
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 3
ILGEX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Class R 3
Truadvice, LLC 3
FRANKLIN FLOATING RATE MASTER TRUST - Franklin Floating Rate Income Fund Advisor Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 3
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 3
Aware Super Pty Ltd as trustee of Aware Super 3
Jet Capital Investors L P 3
Maryland Capital Management 3
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 3
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3
Pathway Financial Advisors LLC 3
Greenlight Capital Inc 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
Bard Associates Inc 3
NLACX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Core Fund Class A 3
denkapparat Operations GmbH 3
Third Avenue Management Llc 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
HighTower Trust Services, LTA 3
Vancity Investment Management Ltd 3
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 3
Cobalt Capital Management, Inc. 3
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 3
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 3
360 Financial, Inc. 3
Gyroscope Capital Management Group, Llc 3
Brown Advisory Securities, LLC 3
Guild Investment Management, Inc. 3
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 3
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 3
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A 3
Wall Street Access Asset Management, LLC 3
GeoSphere Capital Management 3
Woodward Diversified Capital, Llc 3
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 3
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 3
Villere St Denis J & Co Llc 3
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 3
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 3
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 3
Alta Advisers Ltd 3
Fairpointe Capital LLC 3
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 3
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 3
Oppenheimer & Close, LLC 3
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 3
TFG Advisers LLC 3
FSC Wealth Advisors, LLC 3
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares 3
Condor Capital Management 3
Crow Point Partners, LLC 3
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 3
Park National Corp /oh/ 3
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 3
Atala Financial Inc 3
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 3
Stuart Chaussee & Associates, Inc. 3
Cacti Asset Management Llc 3
CT Financial Advisors LLC 3
LDGVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Durable Growth Fund Class R6 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
Abdiel Capital Advisors, LP 3
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 3
Kempner Capital Management Inc. 3
Clarity Financial LLC 3
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 3
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 3
Arbor Capital Management Llc 3
Sunnymeath Asset Management, Inc. 3
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV 3
Kimelman & Baird, LLC 3
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 3
TRANSAMERICA SERIES TRUST - Transamerica PineBridge Inflation Opportunities VP Initial 3
First Trust High Yield Opportunities 2027 Term Fund 3
LAUAX - COLUMBIA ACORN TRUST - Columbia Acorn USA Class A 3
Cahill Financial Advisors Inc 3
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 3
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 3
TETAX - RBC FUNDS TRUST - RBC Enterprise Fund A Shares 3
Douglas Lane & Associates, LLC 3
Altfest L J & Co Inc 3
Northern Oak Wealth Management Inc 3
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 3
Kendall Capital Management 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
New York Life Investments Alternatives 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 3
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 3
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
DHJJ Financial Advisors, Ltd. 3
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 3
Trevor Stewart Burton & Jacobsen Inc 3
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell 3
Permit Capital, LLC 3
CFBUX - LORD ABBETT TRUST I - Lord Abbett Climate Focused Bond Fund Class R6 3
Guidance Capital, Inc 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
Buffington Mohr McNeal 3
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 3
Sand Grove Capital Management LLP 3
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 3
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 3
Broadview Funds Trust 3
Fidelity Multi-Strategy Credit Fund 3
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 3
Novare Capital Management Llc 3
Wealthspring Capital LLC 3
BHIMX - ALPS Series Trust - Brigade High Income Fund Founders Class 3
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 3
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 3
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 3
Wax Asset 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
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 3
Douglass Winthrop Advisors, LLC 3
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 3
ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
New Vernon Capital Holdings II LLC 3
Avalon Global Asset Management LLC 3
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 3
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 3
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV 3
Oaktree Funds 3
Appaloosa Management Lp 3
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 3
CGC Financial Services, LLC 3
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A 3
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 3
RPg Family Wealth Advisory, LLC 3
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
Leith Wheeler Investment Counsel Ltd. 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 3
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 3
Kleinwort Benson Investors Dublin Ltd 3
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 3
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class 3
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 3
Nova Wealth Management, Inc. 3
Constellation Wealth Advisors, LLC 3
Horizons Etf Trust I 3
Legg Mason Bw Global Income Opportunities Fund Inc. 3
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 3
Newtyn Management, LLC 3
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares 3
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
InterOcean Capital Group, LLC 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 3
Bangor Savings Bank 3
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 3
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 3
Aris Wealth Services, Inc. 3
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund 3
Wynnefield Capital Inc 3
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 3
New England Asset Management Inc 3
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 3
Peoples Bank/KS 3
FISCX - Franklin Investors Securities Trust - Franklin Convertible Securities Fund Class A 3
Buck Wealth Strategies, LLC 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
Eagle Boston Investment Management Inc 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 3
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 3
Ruedi Wealth Management, Inc. 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
Everhart Financial Group, Inc. 3
Lawson Kroeker Investment Management Inc/ne 3
Putney Financial Group LLC 3
WELLINGTON TRUST Co N A 3
CMIDX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Mid Cap Growth Fund Retail Class 3
Ballast Asset Management, LP 3
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 3
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 3
Engine No. 1 Llc 3
Wallace Advisory Group, LLC 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
Rogco, Lp 3
Argyle Capital Management Inc. 3
KAMES CAPITAL management Ltd 3
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
Ramirez Asset Management, Inc. 3
Uncommon Cents Investing LLC 3
Guidant Wealth Advisors 3
Simmons Bank 3
Allen Mooney & Barnes Investment Advisors LLC 3
Cornerstone Strategic Value Fund Inc 3
Commons Capital, Llc 3
Fund Management at Engine No. 1 LLC 3
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A 3
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 3
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 3
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 3
WBIE - Absolute Shares Trust - WBI BullBear Rising Income 3000 ETF 3
CrestPoint Capital Management, LLC 3
Laurus Investment Counsel Inc. 3
Davidson Investment Advisors 3
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 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
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 3
Edmunds White Partners Llc 3
Cognios Capital, LLC 3
Meristem Family Wealth, LLC 3
VICTORY VARIABLE INSURANCE FUNDS - Victory High Yield VIP Series Class I 3
Farmers & Merchants Trust Co of Chambersburg PA 3
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 3
Virtus Total Return Fund Inc. 3
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF 3
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 3
Guardian Capital Lp 3
Badgley Phelps & Bell Inc 3
Hershey Trust Co 3
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class 3
Calamos ETF Trust - Calamos Convertible Equity Alternative ETF 3
EHP Funds Inc. 3
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund 3
Banced Corp 3
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 3
Cullinan Associates Inc 3
Rosenblum Silverman Sutton S F Inc /ca 3
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 3
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class 3
Chicago Capital Management, LLC 3
Ashfield Capital Partners, LLC 3
PARK CIRCLE Co 3
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 3
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3
Norman Fields, Gottscho Capital Management, LLC 3
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 3
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia 3
Fullerton Fund Management Co Ltd 3
FundVantage Trust - Polen High Income ETF 3
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 3
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 3
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF 3
Gca Investment Management, Llc 3
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 3
Davis R M Inc 3
Premier Path Wealth Partners, LLC 3
Cornerstone Total Return Fund Inc 3
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 3
EFG Asset Management (Americas) Corp. 3
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 3
Timberline Asset Management LLC 3
Trueblood Wealth Management, LLC 3
Marianas Fund Management Llc 3
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 3
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 3
CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class 3
Tritonpoint Wealth, Llc 3
Frontier Wealth Management LLC 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 3
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 3
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 3
Valentine Capital Asset Management, Inc. 3
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 3
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 3
Well Done, LLC 3
Alta Capital Management Llc/ 3
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 3
Haberer Registered Investment Advisor Inc 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Oppenheimer Integrity Funds 3
NZS Capital, LLC 3
JSALX - JPMorgan Trust I - JPMorgan Systematic Alpha Fund Class A 3
Spartan Fund Management Inc. 3
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 3
Mitsubishi UFJ Asset Management (UK) Ltd. 3
Sapient Capital Llc 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 3
Markel Corp 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
SCJ - iShares, Inc. - iShares MSCI Japan Small-Cap ETF 3
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I 3
Benin Management CORP 3
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 3
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 3
ICSCX - Advisors' Inner Circle Fund - Icm Small Company Portfolio Institutional Class Shares 3
Fusion Investment Group, LLC 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 3
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 3
EVLMC - Eaton Vance NextShares Trust II - Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond NextShares 3
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 3
Fedenia Advisers LLC 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
Putnam Investors Fund 3
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 3
Spirit Of America Management Corp/ny 3
Stone Ridge Trust Iii 3
PBXIX - Mutual Fund & Variable Insurance Trust - Rational/Pier 88 Convertible Securities Fund -Institutional Shares 3
Andina Capital Management, LLC 3
Endex Capital Management Llc 3
Northern Right Capital Management, L.P. 3
Hara Capital LLC 3
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 3
AJOVista, LLC 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
Cheyne Capital Management (UK) LLP 3
Quantum Private Wealth, LLC 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
MeadowBrook Investment Advisors LLC 3
FAKSX - Frost Family of Funds - FROST MID CAP EQUITY FUND Investor Class Shares 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 3
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 3
PSMPX - PENN Capital Funds Trust - Penn Capital Managed Alpha SMID Cap Equity Fund Institutional Class 3
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
Partnership Wealth Management, LLC 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 3
Hudson Valley Investment Advisors Inc /adv 3
FALN - iSHARES TRUST - iShares Fallen Angels USD Bond ETF 3
Front Street Capital Management, Inc. 3
Factorial Partners, Llc 3
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 3
Quantum Capital Management, LLC / NJ 3
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 3
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I 3
Intrepid Capital Management Inc 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Growth Fund Class I 3
Kercheville Advisors, LLC 3
Henssler Funds Inc 3
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 3
Steelhead Partners Llc 3
Southernsun Asset Management, Llc 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 3
Oppenheimer Corporate Bond Fund 3
Achievement Holdings L.P. 3
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 3
DIEAX - BNY MELLON STOCK FUNDS - BNY Mellon International Core Equity Fund Class A 3
ISVL - iSHARES TRUST - iShares International Developed Small Cap Value Factor ETF 3
VIEX Capital Advisors, LLC 3
Yellowstone Partners, LLC 3
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF 3
Donald L. Hagan, LLC 3
CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF 3
Beck Capital Management, Llc 3
Avenue Income Credit Strategies Fund 3
Whalen Wealth Management Inc. 3
HCHYX - HC CAPITAL TRUST - The Fixed Income Opportunity Portfolio HC Strategic Shares 3
Kodai Capital Management LP 3
Adalta Capital Management LLC 3
Palmer Square Opportunistic Income Fund 3
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 3
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 3
Dodge & Cox 3
Thornburg Income Builder Opportunities Trust 3
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 3
HWG Holdings LP 3
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 3
Williamson Legacy Group, LLC 3
Financial Enhancement Group LLC 3
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 3
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 3
Portfolio Solutions, LLC 3
CIOAX - CALVERT WORLD VALUES FUND INC - Calvert International Opportunities Fund Class A 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
Founders Capital Management, Llc 3
Genesis Wealth Advisors, LLC 3
New England Investment & Retirement Group, Inc. 3
Polymer Capital Management (HK) LTD 3
Anchor Capital Management Company, Llc 3
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 3
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I 3
Vision Capital Management, Inc. 3
First Business Financial Services, Inc. 3
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 3
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 3
ZPSVX - Trust for Advised Portfolios - Ziegler Piermont Small Cap Value Fund Institutional Class 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 3
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
WLVIX - ADVISORS' INNER CIRCLE FUND - Westwood Total Return Fund INSTITUTIONAL CLASS SHARES 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 3
LM Advisors LLC 3
Scalar Gauge Management, Llc 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
Badgley Phelps Wealth Managers, LLC 3
J. W. Coons Advisors, LLC 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 3
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 3
Kanawha Capital Management Llc 3
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 3
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 3
Vicus Capital 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
Quadcap Wealth Management, LLC 3
GAST - Gabelli ETFs Trust - Gabelli Automation ETF 3
First Sabrepoint Capital Management Lp 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 3
Bank Of Stockton 3
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF 3
Wealth Advisory Solutions, LLC 3
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF 3
Mcclain Value Management Llc 3
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A 3
Comprehensive Financial Planning, Inc./PA 3
Oak Associates Ltd /oh/ 3
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 3
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 3
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 3
Blue Sky Asset Management, LLC 3
Milestone Investment Advisors LLC 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 3
GM Advisory Group, Inc. 3
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 3
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 3
Secured Retirement Advisors, Llc 3
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 3
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF 3
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 3
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 3
Senator Investment Group LP 3
SVA Wealth Management, LLC 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 3
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 3
Petros Family Wealth, LLC 3
Dfa Investment Trust Co - The Japanese Small Company Series 3
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
13D Management LLC 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
Baker Ellis Asset Management LLC 3
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 3
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 3
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 3
PAOIX - Capitol Series Trust - Preserver Alternative Opportunities Fund Institutional Shares 3
EVHY - Morgan Stanley ETF Trust - Eaton Vance High Yield ETF 3
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 3
AGPIX - AGF Investments Trust - AGF Global Sustainable Growth Equity Fund Class I 3
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF 3
DHOAX - Delaware Group Income Funds - Delaware High-yield Opportunities Fund Class A 3
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 3
Edmp, Inc. 3
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 3
Platte River Capital LLC 3
DG Capital Management, LLC 3
Barometer Capital Management Inc. 3
East Coast Asset Management, LLC. 3
LVW Advisors, LLC 3
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class 3
DOZR - Direxion Shares ETF Trust - Direxion Daily US Infrastructure Bull 2X Shares 3
Birch Grove Capital LP 3
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 3
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 3
RSKIX - MSS Series Trust - CCA Aggressive Return Fund Institutional 3
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 3
Covey Capital Advisors, LLC 3
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 3
SSEFX - Advisors' Inner Circle Fund III - SouthernSun U.S. Equity Fund Class N Shares 3
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 3
ROCI - EA Series Trust - ROC ETF 3
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 3
Crescent Park Management, L.P. 3
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 3
LKBAX - LKCM Funds - LKCM Balanced Fund 3
Paladin Advisory Group, LLC 3
aeris Capital Holding GmbH 3
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3
Alden Global Capital LLC 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
Global Wealth Strategies & Associates 3
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 3
Botty Investors LLC 3
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 3
Accent Capital Management, LLC 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
PACIFIC SELECT FUND - Focused Growth Portfolio Class I 3
LRT Capital Management, LLC 3
Evergreen Wealth Solutions, LLC 3
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
D. E. Shaw & Co, L.p. 3
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 3
Courier Capital Llc 3
55i, Llc 3
Windsor Group LTD 3
Gleason Group, Inc. 3
Hoey Investments, Inc 3
Gibbs Wealth Management 3
Hopwood Financial Services, Inc. 3
Agate Pass Investment Management, LLC 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
Modus Advisors, LLC 3
SNLN - Highland Funds I - Highland/iBoxx Senior Loan ETF 3
Safeguard Investment Advisory Group, LLC 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
WASOX - BOSTON TRUST WALDEN FUNDS - Walden Small Cap Fund 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 3
Key Group Holdings (cayman), Ltd. 3
Mechanics Bank Trust Department 3
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund 3
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 3
Outfitter Financial LLC 3
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 3
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 3
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 3
GEOSX - UNIFIED SERIES TRUST - Essex Environmental Opportunities Fund Institutional Class 3
Pillar Pacific Capital Management Llc 3
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 3
Jnl Variable Fund Llc - Jnl/mellon Consumer Discretionary Sector Fund (a) 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 3
Roxbury Financial LLC 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
Riverloft Capital Management L.P. 3
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 3
Skyline Asset Management Lp 3
Elevation Etf Trust 3
Cpwm, Llc 3
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 3
Counsel Portfolio Services Inc. 3
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 3
PENN SERIES FUNDS INC - Large Cap Value Fund 3
Sterne Agee Group, Inc. 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
Jackson Square Capital, Llc 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 3
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF 3
Thrivent Core Funds - Thrivent Core Small Cap Value Fund 3
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 3
Westover Capital Advisors, LLC 3
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
Insight Folios Inc 3
S.A. Mason LLC 3
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund 3
Compass Ion Advisors, LLC 3
Cedar Wealth Management, LLC 3
SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF 3
Wingate Wealth Advisors, Inc. 3
Colonial River Wealth Management, LLC 3
PENN SERIES FUNDS INC - Flexibly Managed Fund 3
Pullen Investment Management, LLC 3
Breithorn Capital Management 3
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity 3
Saiers Capital, LLC 3
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 3
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 3
Sabal Trust CO 3
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 3
Fpc Investment Advisory, Inc. 3
M&G Plc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 3
Sienna Gestion 3
Dinsmore Capital Management Co/nj 3
Capital Insight Partners, Llc 3
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 3
Bnp Paribas 3
LBA Wealth Management, LLC 3
Altavista Wealth Management, Inc. 3
Cascade Financial Partners, LLC 3
Cypress Capital Management Llc 3
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 3
Eagle Ridge Investment Management 3
Aureus Asset Management, LLC 3
Icc Capital Management Inc/ 3
New Covenant Trust Company, N.A. 3
Asset Planning Services, Ltd. 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 3
Whitener Capital Management, Inc. 3
Glenhill Advisors Llc 3
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 3
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF 3
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
Nokomis Capital, L.L.C. 3
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Bond Fund Class Y 3
EILAX - EATON VANCE GROWTH TRUST - Eaton Vance International Small-Cap Fund Class A 3
WestEnd Advisors, LLC 3
Alydar Partners Llc 3
Palladium Partners Llc 3
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 3
Dynasty Wealth Management, Llc 3
PIMCO FUNDS - PIMCO Sector Fund Series - H 3
Torch Wealth Management LLC 3
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund 3
QVT Financial LP 3
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 3
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 3
Northwest Quadrant Wealth Management, LLC 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
CFO4Life Group, LLC 3
Beck Mack & Oliver Llc 3
Litman Gregory Asset Management LLC 3
Keynote Financial Services Llc 3
Murchinson Ltd. 3
TruNorth Capital Management, LLC 3
Garrison Asset Management, LLC 3
Wealth Management Associates, Inc. 3
Viking Global Investors Lp 3
Global Alpha Capital Management Ltd. 3
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 3
Trust Co Of Virginia /va 3
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 3
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 3
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 3
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 3
Hartford Financial Management Inc. 3
Selz Capital LLC 3
Acrisure Capital Management, LLC 3
GLSCX - Managed Portfolio Series - Great Lakes Small Cap Opportunity Fund Investor Class Shares 3
PACIFIC FUNDS SERIES TRUST - PF Developing Growth Fund CLASS P 3
WMICX - WASATCH FUNDS TRUST - Wasatch Micro Cap Fund Investor Class shares 3
Eaton Vance Tax-managed Buy-write Income Fund 3
Alphinity Investment Management Pty Ltd 3
Family Management Corp 3
Nantahala Capital Management, LLC 3
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund 3
City Center Advisors, LLC 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
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 3
Aevitas Wealth Management, Inc. 3
Carmignac Gestion 3
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A 3
Sky Investment Group LLC 3
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 3
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 3
MJT & Associates Financial Advisory Group, Inc. 3
Naviter Wealth, LLC 3
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 3
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 3
RiverPark Advisors, LLC 3
Multi-strategy Growth & Income Fund 3
Hikari Power Ltd 3
Summit Asset Management, LLC 3
Birchcreek Wealth Management, LLC 3
Caldwell & Orkin Inc 3
Northstar Wealth Partners LLC 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
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 3
Fairfield Financial Advisors, LTD 3
Pembroke Management, LTD 3
Winslow Capital Management, LLC 3
Chesley Taft & Associates LLC 3
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 3
SHHYX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor High Yield Bond Fund Class I 3
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A 3
PENN SERIES FUNDS INC - Smid Cap Value Fund 3
Cs Mckee Lp 3
Fort Pitt Capital Group, Llc 3
PENN SERIES FUNDS INC - Small Cap Growth Fund 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 3
Ecofi Investissements Sa 3
Confluence Investment Management Llc 3
AMER - Emles Trust - Emles Made in America ETF 3
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 3
Intersect Capital LLC 3
Basswood Capital Management, L.l.c. 3
Firsthand Capital Management, Inc. 3
Cross Staff Investments Inc 3
Blackrock Enhanced Equity Dividend Trust 3
Mengis Capital Management, Inc. 3
Icon Wealth Advisors, LLC 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
Majedie Asset Management Ltd 3
Seaport Global Asset Management Llc 3
MRMIX - BMO FUNDS, INC. - BMO Mid-Cap Growth Fund Class I 3
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 3
Oxbow Advisors, LLC 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
Cyndeo Wealth Partners, LLC 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 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
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 3
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 3
NBFC - Neuberger Berman ETF Trust - Neuberger Berman Flexible Credit Income ETF 3
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF 3
Marshall Financial Group LLC 3
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A 3
Springbank Value Partners Lp 3
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 3
Primoris Wealth Advisors, Llc 3
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 3
Granite Investment Advisors, LLC 3
Lloyd Park, LLC 3
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 3
Tran Capital Management, L.p. 3
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 3
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 3
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 3
TIOCX - TRANSAMERICA FUNDS - Transamerica Inflation Opportunities C 3
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund 3
PLEBX - PACIFIC FUNDS SERIES TRUST - Pacific Funds ESG Core Bond I 3
VELA Investment Management, LLC 3
PFFD - Global X Funds - Global X U.S. Preferred ETF 3
Fractal Investments LLC 3
Alan B. Lancz & Associates, Inc. 3
Tcfg Wealth Management, Llc 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 3
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 3
Provenance Wealth Advisors, LLC 3
Painted Porch Advisors LLC 3
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 3
Centricity Wealth Management, LLC 3
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 3
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
Piershale Financial Group, Inc. 3
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 3
PENN SERIES FUNDS INC - Large Core Value Fund 3
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 3
Morgens Waterfall Vintiadis & Co Inc 3
Aquila Investment Management LLC 3
Investors Asset Management Of Georgia Inc /ga/ /adv 3
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 3
NCM Capital Advisers, Inc. 3
Payden & Rygel 3
Sonen Capital LLC 3
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 3
Stansberry Asset Management, Llc 3
Nippon Life Insurance Co 3
Difesa Capital Management, Lp 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
First Western Trust Bank 3
Alpine Series Trust 3
Kennebec Savings Bank 3
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 3
Poplar Forest Capital LLC 3
Waterloo Capital, L.P. 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
Grimes & Company, Inc. 3
Ag2r La Mondiale Gestion D'actifs 3
Corbyn Investment Management Inc/md 3
Zwj Investment Counsel Inc 3
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 3
Asset Management Corp /il/ /adv 3
Seven Grand Managers, Llc 3
Princeton Capital Management Llc 3
Iszo Capital Management Lp 3
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 3
Delaware Vip Trust - Delaware Vip Value Series Standard Class 3
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 3
TriaGen Wealth Management LLC 3
Proffitt & Goodson Inc 3
PIMCO FUNDS - PIMCO Short Asset Portfolio 3
EdgeRock Capital LLC 3
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 3
Engaged Capital LLC 3
Morton Brown Family Wealth, LLC 3
Segra Capital Management, LLC 3
Henrickson Nauta Wealth Advisors, Inc. 3
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 3
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 3
Samalin Investment Counsel, LLC 3
Claymore Exchange-traded Fund Trust 2 3
Juncture Wealth Strategies, Llc 3
IECS - iShares U.S. ETF Trust - iShares Evolved U.S. Consumer Staples ETF 3
Berkshire Asset Management Llc/pa 3
Lakewood Capital Management, Lp 3
West Financial Advisors, LLC 3
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund 3
Jessup Wealth Management, Inc 3
Trillium Asset Management, Llc 3
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 3
HYSD - Columbia ETF Trust I - Columbia Short Duration High Yield ETF 3
Mirador Capital Partners LP 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
Western Asset Corporate Loan Fund Inc. 3
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 3
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 3
IDMAX - Manager Directed Portfolios - iM Dolan McEniry Corporate Bond Fund Advisor Shares 3
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 3
Integrity Alliance, Llc. 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 3
VAPPX - VALIC Co I - Capital Appreciation Fund 3
Connectus Wealth, LLC 3
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 3
FSDPX - FIDELITY SELECT PORTFOLIOS - Materials Portfolio 3
BTC Capital Management, Inc. 3
Crawford Investment Counsel Inc 3
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Boyd Watterson Asset Management Llc/oh 3
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 3
ASGTX - TRANSAMERICA FUNDS - Transamerica Small Cap Growth A 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 3
Stonebridge Financial Planning Group, LLC 3
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio 3
Investment House Llc 3
Omni Partners Llp 3
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 3
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional 3
Kaizen Financial Strategies 3
BFRNX - Perpetual Americas Funds Trust - Barrow Hanley Floating Rate Fund Institutional Shares 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
Krs Capital Management, Llc 3
Kesler, Norman & Wride, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 3
Aristotle Capital Boston, LLC 3
HDSVX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Small Intrinsic Value Fund Retail Class 3
ICONIQ Capital, LLC 3
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 3
Arcadia Investment Advisors Llc 3
Junto Capital Management LP 3
National Investment Services of America, LLC 3
Biltmore Wealth Management, LLC 3
Westwood Management Corp /il/ 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T 3
Capital Square, LLC 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class 3
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV 3
Carolina Wealth Advisors, LLC 3
Kingstown Capital Management L.p. 3
Board of the Pension Protection Fund 3
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
Drake & Associates, LLC 3
Gallo Partners, LP 3
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I 3
Eos Management, L.P. 3
Kemnay Advisory Services Inc. 3
MorganRosel Wealth Management, LLC 3
HDPMX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Fund Retail Class 3
Holistic Financial Partners 3
Decker Retirement Planning Inc. 3
B.O.S.S. Retirement Advisors, LLC 3
CTF Capital Management, LP 3
Fifth Lane Capital, Lp 3
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 3
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares 3
Richard W. Paul & Associates, LLC 3
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I 3
MONECO Advisors, LLC 3
RE Dickinson Investment Advisors, LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 3
SailingStone Capital Partners LLC 3
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 3
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 3
Knuff & Co LLC 3
Hoover Financial Advisors, Inc. 3
Point View Wealth Management, Inc. 3
Actinver Wealth Management, Inc. 3
Principal Diversified Select Real Asset Fund 3
Folger Nolan Fleming Douglas Capital Management, Inc 3
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 3
McKinley Carter Wealth Services, Inc. 3
Oppenheimer Capital Income Fund 3
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 3
BIBL - Northern Lights Fund Trust IV - Inspire 100 ETF 3
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 3
Tuscan Ridge Asset Management Llc 3
FSM Wealth Advisors, LLC 3
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
Monument Capital Management 3
Pluribus Labs, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 3
Surevest, LLC 3
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund 3
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 3
CTC Capital Management, LLC 3
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund 3
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
Cohanzick Management, Llc 3
Atika Capital Management LLC 3
Kalos Management, Inc. 3
Geneva Capital Management Llc 3
Ironbridge Funds, Inc. 3
Baron Wealth Management LLC 3
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 3
KCCIX - Advisors' Inner Circle Fund III - Knights of Columbus Core Bond Fund I Shares 3
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 3
Summit Global Management, Inc. 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 3
Susquehanna International Group Ltd. 3
Cidel Asset Management Inc 3
Alethea Capital Management, Llc 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
CastleArk Alternatives, LLC 3
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 3
Western Pacific Wealth Management, LP 3
Voss Capital, LLC 3
Efficient Market Advisors, LLC 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 3
Lake Street Financial Llc 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 3
Speece Thorson Capital Group Inc 3
Bardin Hill Management Partners Lp 3
Abundance Wealth Counselors 3
Divisadero Street Capital Management, LP 3
Wahed Invest LLC 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
Ardevora Asset Management LLP 3
WCMLX - Investment Managers Series Trust - WCM Small Cap Growth Fund Institutional Class Shares 3
Nuveen High Income 2020 Target Term Fund 3
Strategic Wealth Designers 3
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 3
Joseph P. Lucia & Associates, LLC 3
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A 3
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 3
Shaker Investments Llc/oh 3
Watson Rebecca 3
Fundamentun, Llc 3
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 3
Bremer Bank National Association 3
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 3
Wedgewood Investors Inc /pa/ 3
Gq Asset Management, Llc 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
Cascadia Advisory Services, LLC 3
AXSKX - Investment Managers Series Trust II - AXS Sustainable Income Fund Class I 3
Sovereign's Capital Management, LLC 3
Marks Group Wealth Management, Inc 3
Financial Advisors, LLC 3
Guardian Wealth Management, Inc. 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
Lincoln Capital Corp 3
Lumature Wealth Partners, LLC 3
Orinda Asset Management LLC 3
Bremer Trust National Association 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
GURU - Global X Funds - Global X Guru Index ETF 3
Chatham Capital Group, Inc. 3
FFNKX - VARIABLE INSURANCE PRODUCTS FUND IV - Materials Portfolio Initial Class 3
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 3
Fulcrum Capital LLC 3
Anfield Capital Management, LLC 3
Icapital Wealth Llc 3
Himco Variable Insurance Trust 3
Western Asset Global High Income Fund Inc. 3
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 3
Port Capital LLC 3
CCMSX - Advisors' Inner Circle Fund II - Cardinal Small Cap Value Fund Institutional Class Shares 3
Mattern Wealth Management LLC 3
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 3
Weaver Consulting Group 3
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 3
Sendero Wealth Management, LLC 3
Ninety One UK Ltd 3
Becker Capital Management Inc 3
Corvex Management LP 3
SlateStone Wealth, LLC 3
Unison Advisors LLC 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
Greenwood Gearhart Inc 3
Cheviot Value Management, LLC 3
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 3
Quad Capital Management Advisors LLC 3
Transform Wealth, LLC 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 3
Roberts Capital Advisors, LLC 3
Security Benefit Life Insurance Co /ks/ 3
Bennett Lawrence Management L L C/ny 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 3
GSB Wealth Management, LLC 3
THCGX - THORNBURG INVESTMENT TRUST - Thornburg Core Growth Fund - Class A 3
Sepio Capital, LP 3
OneAscent Financial Services LLC 3
MidWestOne Financial Group, Inc. 3
Ruffer LLP 3
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 3
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 3
High Point Bank & Trust Co 3
Bleichroeder LP 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
Robinson Value Management, Ltd. 3
Cornerstone Advisors, LLC 3
Guggenheim Equal Weight Enhanced Equity Income Fund 3
Private Portfolio Partners Llc 3
NUMG - Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF 3
ARGFX - ARIEL INVESTMENT TRUST - Ariel Fund Investor Class 3
Schroder Capital Funds (delaware) 3
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 3
Jlb & Associates Inc 3
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 3
TEXN - iSHARES TRUST - iShares Texas Equity ETF 3
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 3
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 3
Nuveen Nasdaq 100 Dynamic Overwrite Fund 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
Ascent Wealth Partners, LLC 3
Berwyn Funds 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 3
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 3
RBB FUND, INC. - Aquarius International Fund 3
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 3
VGROX - Voya EQUITY TRUST - Voya SMID Cap Growth Fund Class A 3
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 3
HBW Advisory Services LLC 3
American Financial Group Inc 3
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A 3
Tiemann Investment Advisors, Llc 3
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund 3
Wilmington Trust Investment Management, LLC 3
Spearhead Capital Advisors, Llc 3
First Merchants Corp 3
TVAFX - THORNBURG INVESTMENT TRUST - Thornburg Value Fund - Class A 3
Comerica Securities Inc 3
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 3
Omni Event Management Ltd 3
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 3
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 3