Finance Services - Largest Owners in this Industry

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

Investor Number of Known Investments
Proequities, Inc. 194
UBS Group AG 181
Morgan Stanley 169
Citadel Advisors Llc 156
Susquehanna International Group, Llp 154
Jane Street Group, Llc 152
Millennium Management Llc 152
Bank Of America Corp /de/ 148
Tower Research Capital LLC (TRC) 145
Jpmorgan Chase & Co 138
Virtu Financial LLC 134
Royal Bank Of Canada 126
Goldman Sachs Group Inc 126
Advisor Group Holdings, Inc. 124
Vanguard Group Inc 120
Wells Fargo & Company/mn 119
Citigroup Inc 118
Hrt Financial Lp 118
BlackRock, Inc. 118
Barclays Plc 111
Geode Capital Management, Llc 110
Renaissance Technologies Llc 105
State Street Corp 101
Marshall Wace, Llp 100
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 95
Walleye Capital LLC 94
Group One Trading, L.p. 94
Fmr Llc 93
Two Sigma Securities, Llc 92
Northern Trust Corp 91
Two Sigma Investments, Lp 91
XTX Topco Ltd 91
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 89
Deutsche Bank Ag\ 88
Wolverine Asset Management Llc 87
Bnp Paribas Arbitrage, Sa 87
Boothbay Fund Management, Llc 87
Qube Research & Technologies Ltd 85
Walleye Trading LLC 85
D. E. Shaw & Co., Inc. 85
Simplex Trading, Llc 85
Hudson Bay Capital Management LP 82
Schonfeld Strategic Advisors LLC 82
Squarepoint Ops LLC 80
Bank Of Montreal /can/ 78
Invesco Ltd. 78
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 78
IFP Advisors, Inc 78
Wolverine Trading, Llc 77
LMR Partners LLP 76
Cubist Systematic Strategies, LLC 74
SBI Securities Co., Ltd. 73
Credit Suisse Ag/ 72
Balyasny Asset Management Llc 72
Nomura Holdings Inc 71
Bank of New York Mellon Corp 71
Toronto Dominion Bank 70
Rhumbline Advisers 70
Raymond James Financial Inc 69
Verition Fund Management LLC 69
Prelude Capital Management, Llc 69
Pnc Financial Services Group, Inc. 69
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 69
Creative Planning 68
Two Sigma Advisers, Lp 67
Charles Schwab Investment Management Inc 67
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 67
Cutler Group LP 67
Parallax Volatility Advisers, L.P. 67
Css Llc/il 67
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 66
Point72 Asset Management, L.P. 66
Jump Financial, LLC 65
Weiss Asset Management LP 65
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 65
FNY Investment Advisers, LLC 65
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 65
New York State Common Retirement Fund 64
Gsa Capital Partners Llp 62
Engineers Gate Manager LP 62
Northwestern Mutual Wealth Management Co 62
Quadrature Capital Ltd 62
Legal & General Group Plc 61
LPL Financial LLC 61
Russell Investments Group, Ltd. 61
GWM Advisors LLC 60
Allworth Financial LP 60
Paloma Partners Management Co 60
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 60
Quantbot Technologies LP 60
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 60
SG Americas Securities, LLC 60
Cwm, Llc 60
ExodusPoint Capital Management, LP 60
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 59
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 59
Signaturefd, Llc 59
Dimensional Fund Advisors Lp 59
Alliancebernstein L.p. 58
Toroso Investments, LLC 58
Manufacturers Life Insurance Company, The 58
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 58
Polar Asset Management Partners Inc. 58
Us Bancorp \de\ 57
Wellington Management Group Llp 57
Farther Finance Advisors, LLC 56
Rockefeller Capital Management L.P. 56
Magnetar Financial LLC 56
Centiva Capital, LP 55
Nuveen Asset Management, LLC 55
Ameriprise Financial Inc 55
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 54
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 54
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 54
PEAK6 Investments LLC 54
Mariner, LLC 54
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 53
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 53
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 53
Steward Partners Investment Advisory, Llc 53
Lazard Asset Management Llc 53
Advisory Services Network, LLC 53
Alpine Global Management, LLC 53
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 53
Federation des caisses Desjardins du Quebec 53
HighTower Advisors, LLC 53
IWC - iSHARES TRUST - iShares Micro-Cap ETF 52
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 52
Old Mission Capital Llc 52
Acadian Asset Management Llc 52
Cnh Partners Llc 52
Sei Investments Co 52
Voya Investment Management Llc 52
Penserra Capital Management LLC 52
Clear Street Llc 51
Tudor Investment Corp Et Al 51
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 51
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 51
EverSource Wealth Advisors, LLC 51
Panagora Asset Management Inc 51
Victory Capital Management Inc 51
Trexquant Investment LP 51
Highbridge Capital Management Llc 50
Caption Management, LLC 50
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 50
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 50
OMERS ADMINISTRATION Corp 50
HAP Trading, LLC 50
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 50
National Bank Of Canada /fi/ 50
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 50
Belvedere Trading LLC 49
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 49
California State Teachers Retirement System 49
Captrust Financial Advisors 49
Hsbc Holdings Plc 48
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 48
Parallel Advisors, LLC 48
Arrowstreet Capital, Limited Partnership 48
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 48
Stifel Financial Corp 48
Mirae Asset Global Investments Co., Ltd. 47
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 47
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 47
Global Retirement Partners, LLC 47
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 47
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 47
Man Group plc 47
First Trust Advisors Lp 47
Commonwealth Equity Services, Llc 46
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 46
Larson Financial Group LLC 46
CIBC Private Wealth Group, LLC 46
Healthcare Of Ontario Pension Plan Trust Fund 45
Price T Rowe Associates Inc /md/ 45
Ionic Capital Management LLC 45
Sculptor Capital LP 45
Ubs Oconnor Llc 45
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 45
Cambridge Investment Research Advisors, Inc. 45
American Century Companies Inc 45
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 44
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 44
Ameritas Investment Partners, Inc. 44
Alyeska Investment Group, L.P. 44
Caitong International Asset Management Co., Ltd 44
Vident Advisory, LLC 44
Cowen And Company, Llc 44
American International Group, Inc. 44
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 43
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 43
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 43
Aristeia Capital Llc 43
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 43
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 43
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 43
Amalgamated Bank 43
Cetera Investment Advisers 43
Envestnet Asset Management Inc 42
Landscape Capital Management, L.l.c. 42
Aqr Capital Management Llc 42
Kepos Capital LP 42
Ubs Asset Management Americas Inc 42
Y-Intercept (Hong Kong) Ltd 42
Franklin Resources Inc 42
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 41
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 41
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 41
Clear Street Markets Llc 41
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 41
Shaolin Capital Management LLC 41
SRS Capital Advisors, Inc. 41
Neuberger Berman Group LLC 41
Hartland & Co., LLC 41
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 41
Capstone Investment Advisors, Llc 41
MAI Capital Management 41
Raymond James & Associates 40
Glazer Capital, Llc 40
Harbour Investments, Inc. 40
Quarry LP 40
MetLife Investment Management, LLC 40
Quadrant Capital Group Llc 40
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 40
Vident Investment Advisory, LLC 40
State of Wyoming 40
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 40
Ergoteles LLC 40
Mercer Global Advisors Inc /adv 39
Saba Capital Management, L.P. 39
NSIDX - Northern Funds - Northern Small Cap Index Fund 39
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 39
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 39
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 39
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 39
Context Capital Management, LLC 39
Ground Swell Capital, LLC 39
Private Advisor Group, LLC 39
IWM - iSHARES TRUST - iShares Russell 2000 ETF 39
Nisa Investment Advisors, Llc 39
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 39
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 39
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 39
Moore Capital Management, Lp 39
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 39
BlueCrest Capital Management Ltd 39
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 39
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 39
CoreCap Advisors, LLC 39
GAMMA Investing LLC 39
MYDA Advisors LLC 39
State Of Wisconsin Investment Board 38
Kestra Advisory Services, LLC 38
Sterling Capital Management LLC 38
K2 Principal Fund, L.p. 38
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 38
Police & Firemen's Retirement System of New Jersey 38
Strs Ohio 38
Jefferies Financial Group Inc. 38
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 38
California Public Employees Retirement System 38
Jefferies Group LLC 38
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 38
Peak6 Llc 38
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 38
TD Waterhouse Canada Inc. 38
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 38
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 38
Federated Hermes, Inc. 38
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 38
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 38
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 38
Optiver Holding B.V. 38
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 38
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 37
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 37
National Asset Management, Inc. 37
Bluefin Capital Management, Llc 37
Mackenzie Financial Corp 37
Radcliffe Capital Management, L.P. 37
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 37
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 37
VCSLX - VALIC Co I - Small Cap Index Fund 37
Nuveen, LLC 37
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 37
Bayesian Capital Management, LP 37
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 37
Van Eck Associates Corp 37
Shay Capital LLC 37
Allspring Global Investments Holdings, LLC 37
Cantor Fitzgerald, L. P. 37
Gts Securities Llc 37
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 37
Macquarie Group Ltd 37
Anson Funds Management LP 37
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 37
Prudential Financial Inc 37
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 37
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 37
Graham Capital Management, L.P. 37
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 36
SLPIX - Profunds - Small-cap Profund Investor Class 36
Voloridge Investment Management, Llc 36
Point72 Hong Kong Ltd 36
Calamos Advisors LLC 36
IMC-Chicago, LLC 36
Susquehanna Fundamental Investments, Llc 36
Ancora Advisors, LLC 36
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 36
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 36
Public Employees Retirement System Of Ohio 36
Dynamic Technology Lab Private Ltd 36
Canada Pension Plan Investment Board 36
Profunds - Profund Vp Small-cap 36
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 36
Los Angeles Capital Management Llc 36
Profunds - Profund Vp Ultrasmall-cap 36
Cresset Asset Management, LLC 36
O'shaughnessy Asset Management, Llc 36
Principal Financial Group Inc 35
Rothschild Investment Llc 35
StoneX Group Inc. 35
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 35
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 35
PENN SERIES FUNDS INC - Small Cap Index Fund 35
Jones Financial Companies Lllp 35
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 35
Ronald Blue Trust, Inc. 35
Emerald Mutual Fund Advisers Trust 35
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 35
Zurcher Kantonalbank (Zurich Cantonalbank) 35
Connor, Clark & Lunn Investment Management Ltd. 35
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 35
Geneos Wealth Management Inc. 35
Covestor Ltd 35
IWV - iSHARES TRUST - iShares Russell 3000 ETF 35
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 35
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 35
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 35
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 35
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 35
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 35
Cvi Holdings, Llc 35
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 35
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 35
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 35
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 34
Teacher Retirement System Of Texas 34
Norges Bank 34
Winton Capital Group Ltd 34
Algert Global Llc 34
Comerica Bank 34
Whitebox Advisors Llc 34
Wealth Enhancement Advisory Services, Llc 34
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 34
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 34
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 34
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 34
Taconic Capital Advisors LP 34
Oxford Asset Management Llp 34
Lindbrook Capital, Llc 34
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 34
Alberta Investment Management Corp 34
Meeder Asset Management Inc 34
EAM Investors, LLC 33
UMA Financial Services, Inc. 33
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 33
Dark Forest Capital Management Lp 33
Janney Montgomery Scott LLC 33
Brevan Howard Capital Management LP 33
Empowered Funds, LLC 33
ProShare Advisors LLC 33
Bridgeway Capital Management Inc 33
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 33
Gillson Capital LP 33
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 33
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 33
Aquatic Capital Management LLC 33
Swiss National Bank 33
Rivernorth Capital Management, Llc 33
Castle Creek Arbitrage, LLC 33
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 33
Dupont Capital Management Corp 32
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 32
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 32
Jain Global LLC 32
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 32
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 32
Marshall Wace North America L.P. 32
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 32
Periscope Capital Inc. 32
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 32
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 32
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 32
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 32
True Wealth Design, LLC 32
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 32
Point72 Asia (Singapore) Pte. Ltd. 32
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 32
AdvisorNet Financial, Inc 32
Parkside Financial Bank & Trust 32
Caas Capital Management Lp 32
Root Financial Partners, LLC 32
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 32
Newbridge Financial Services Group, Inc. 32
Picton Mahoney Asset Management 32
Marex Group plc 31
R Squared Ltd 31
Allianz Asset Management GmbH 31
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 31
PDT Partners, LLC 31
Janus Henderson Group Plc 31
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 31
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 31
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 31
Diametric Capital, LP 31
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 31
Davidson Kempner Capital Management Lp 31
Capital Fund Management S.a. 31
Exchange Traded Concepts, Llc 31
Raymond James Financial Services Advisors, Inc. 31
Point72 (DIFC) Ltd 31
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 31
Bell Investment Advisors, Inc 31
Versant Capital Management, Inc 31
SG3 Management, LLC 31
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 31
Principal Securities, Inc. 30
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 30
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 30
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 30
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF 30
Headlands Technologies LLC 30
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 30
Blackstone Group Inc 30
Mangrove Partners 30
Pictet Asset Management Holding SA 30
Hbk Investments L P 30
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 30
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 30
Capital Performance Advisors Llp 30
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 30
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF 30
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 30
Intech Investment Management Llc 30
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 30
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 30
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 29
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 29
Parametric Portfolio Associates Llc 29
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 29
Bessemer Group Inc 29
Cerity Partners LLC 29
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 29
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 29
Corebridge Financial, Inc. 29
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 29
First Horizon Advisors, Inc. 29
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 29
J. Goldman & Co LP 29
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 29
BIT Capital GmbH 29
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 29
Truist Financial Corp 29
Huntington National Bank 29
Natixis 29
JustInvest LLC 29
Laurion Capital Management LP 29
Ci Investments Inc. 29
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 29
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 29
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 29
Sound Income Strategies, LLC 29
CIBC World Markets Inc. 29
American Portfolios Advisors 29
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 28
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 28
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 28
Maven Securities LTD 28
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 28
TENOR CAPITAL MANAGEMENT Co., L.P. 28
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF 28
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 28
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 28
Scientech Research LLC 28
Linden Advisors Lp 28
Vontobel Holding Ltd. 28
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 28
State Board Of Administration Of Florida Retirement System 28
Skaana Management L.P. 28
Coldstream Capital Management Inc 28
Mml Investors Services, Llc 28
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 28
SJS Investment Consulting Inc. 28
Spire Wealth Management 28
Monashee Investment Management LLC 27
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 27
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 27
KBC Group NV 27
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 27
Ieq Capital, Llc 27
Skopos Labs, Inc. 27
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 27
Fir Tree Capital Management Lp 27
Smartleaf Asset Management LLC 27
Phoenix Holdings Ltd. 27
Baader Bank INC 27
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 27
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 27
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 27
RSSL - Global X Funds - Global X Russell 2000 ETF 27
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 27
BNP Paribas Asset Management Holding S.A. 27
Massmutual Trust Co Fsb/adv 27
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 27
Creative Financial Designs Inc /adv 27
Leonteq Securities AG 27
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 27
Marathon Trading Investment Management LLC 27
Danske Bank A/s 27
Universal- Beteiligungs- und Servicegesellschaft mbH 26
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 26
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 26
Pathstone Holdings, LLC 26
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 26
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 26
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 26
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 26
Quantinno Capital Management LP 26
Atom Investors LP 26
Stratos Wealth Partners, LTD. 26
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 26
Yakira Capital Management, Inc. 26
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 26
Amundi 26
Symmetry Peak Management Llc 26
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 26
DRW Securities, LLC 26
Klp Kapitalforvaltning As 26
Occudo Quantitative Strategies Lp 26
MASTER BOND LLC - Master Total Return Portfolio 26
Blair William & Co/il 26
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 26
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 26
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 26
Wealthspire Advisors, LLC 26
Belpointe Asset Management LLC 26
683 Capital Management, LLC 26
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 26
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 26
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 26
Cornerstone Planning Group LLC 25
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 25
Meteora Capital, LLC 25
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 25
Gladstone Institutional Advisory LLC 25
Flow Traders U.s. Llc 25
Lighthouse Investment Partners, LLC 25
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 25
Arizona State Retirement System 25
Armistice Capital, Llc 25
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 25
Adage Capital Partners Gp, L.l.c. 25
Cibc World Markets Corp 25
Avion Wealth 25
Aristides Capital LLC 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 25
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 25
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 25
Sunbelt Securities, Inc. 25
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 25
Guggenheim Capital Llc 25
First Manhattan Co 25
Intrinsic Edge Capital Management LLC 25
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 25
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 25
Rivernorth Opportunities Fund, Inc. 25
Advisor Group, Inc. 25
Azora Capital LP 25
Fifth Third Bancorp 25
Ameritas Advisory Services, LLC 25
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 25
Rafferty Asset Management, LLC 25
Aigen Investment Management, Lp 25
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 25
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 25
Kcg Holdings, Inc. 25
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 25
CI Private Wealth, LLC 25
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 25
CIBC Asset Management Inc 25
Scotia Capital Inc. 24
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 24
Sigma Planning Corp 24
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 24
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 24
Bogart Wealth, LLC 24
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 24
NOBOX - Northern Funds - Northern Bond Index Fund 24
Hillsdale Investment Management Inc. 24
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 24
Valeo Financial Advisors, LLC 24
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 24
Money Concepts Capital Corp 24
Driehaus Capital Management Llc 24
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 24
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 24
Pinnacle Wealth Planning Services, Inc. 24
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 24
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 24
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 24
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 24
Ladenburg Thalmann Financial Services Inc 24
DeepCurrents Investment Group LLC 24
Prospera Financial Services Inc 24
BlackRock Fund Advisors 24
Arkadios Wealth Advisors 24
Mint Tower Capital Management B.V. 24
Sabby Management, Llc 24
Tradewinds Capital Management, LLC 24
Oppenheimer & Co Inc 24
Public Employees Retirement Association Of Colorado 24
International Assets Investment Management, Llc 24
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 24
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF 24
Stephens Consulting, LLC 24
Glenmede Trust Co Na 24
AE Wealth Management LLC 24
Public Sector Pension Investment Board 23
Wedbush Securities Inc 23
Corsair Capital Management, L.p. 23
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 23
HAP Trading, LLC 23
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 23
Capital Advisors, Ltd. LLC 23
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 23
Banque Cantonale Vaudoise 23
Basso Capital Management, L.p. 23
Harvest Portfolios Group Inc. 23
Flagship Harbor Advisors, Llc 23
Assetmark, Inc 23
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 23
Galaxy Group Investments LLC 23
Thompson Davis & Co., Inc. 23
Elequin Capital Lp 23
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 23
Sanctuary Advisors, LLC 23
Virginia Retirement Systems Et Al 23
Ellevest, Inc. 23
Metropolitan Life Insurance Co/ny 23
Catalyst Funds Management Pty Ltd 23
Twinbeech Capital Lp 23
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 23
Tucker Asset Management Llc 23
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 23
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 23
Activest Wealth Management 23
Clear Street Group Inc. 23
FORA Capital, LLC 23
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 23
P Schoenfeld Asset Management Lp 23
Murchinson Ltd. 22
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF 22
HGC Investment Management Inc. 22
Hollencrest Capital Management 22
Quest Partners LLC 22
Jacobs Levy Equity Management, Inc 22
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 22
DAPP - VanEck Vectors ETF Trust - VanEck Vectors Digital Transformation ETF 22
Counterpoint Mutual Funds LLC 22
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 22
SSIJX - AMERICAN BEACON FUNDS - American Beacon SSI Alternative Income Fund Institutional Class 22
Mirabella Financial Services Llp 22
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 22
First Republic Investment Management, Inc. 22
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 22
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 22
Exos Asset Management LLC 22
Shell Asset Management Co 22
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 22
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 22
Ensign Peak Advisors, Inc 22
Segantii Capital Management Ltd 22
State of New Jersey Common Pension Fund D 22
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 22
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 22
Arete Wealth Advisors, LLC 22
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 22
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 22
Vestcor Inc 22
Warberg Asset Management LLC 22
Beryl Capital Management LLC 22
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 22
Soros Fund Management Llc 22
Bridgefront Capital, LLC 22
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 22
Atlantic Union Bankshares Corp 22
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 22
Cetera Advisor Networks LLC 22
Benjamin F. Edwards & Company, Inc. 22
Credit Agricole S A 22
EntryPoint Capital, LLC 22
Relative Value Fund 22
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 22
Fortitude Family Office, LLC 22
Levin Capital Strategies, L.p. 21
Ubs Ag 21
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 21
Integrated Wealth Concepts LLC 21
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 21
Gradient Investments LLC 21
Harbor Capital Advisors, Inc. 21
Financial Management Professionals, Inc. 21
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 21
Gotham Asset Management, LLC 21
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 21
SkyView Investment Advisors, LLC 21
Colony Group, LLC 21
Advent Capital Management /de/ 21
Thrivent Financial For Lutherans 21
Vanguard Index Funds 21
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 21
Handelsbanken Fonder AB 21
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 21
North Star Investment Management Corp. 21
Sona Asset Management (us) Llc 21
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 21
Toth Financial Advisory Corp 21
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 21
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 21
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 21
Greenland Capital Management LP 21
LEOIX - LAZARD FUNDS INC - Lazard Enhanced Opportunities Portfolio Institutional Shares 21
Sherbrooke Park Advisers Llc 21
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 21
Hexagon Capital Partners LLC 21
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 21
Equitec Proprietary Markets, Llc 21
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 21
MMCAP International Inc. SPC 21
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 21
Independent Advisor Alliance 20
Boston Private Wealth Llc 20
PFG Investments, LLC 20
Apollon Wealth Management, LLC 20
Kestra Private Wealth Services, Llc 20
BTCR - Volt ETF Trust - Volt Crypto Industry Revolution and Tech ETF 20
Glassman Wealth Services 20
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 20
Hel Ved Capital Management Ltd 20
Point72 Middle East FZE 20
Patriot Financial Group Insurance Agency, LLC 20
TCI Wealth Advisors, Inc. 20
Trustcore Financial Services, Llc 20
Swiss Life Asset Management Ltd 20
Redwood Wealth Management Group, LLC 20
Plante Moran Financial Advisors, LLC 20
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 20
Six Circles Trust - Six Circles Credit Opportunities Fund 20
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 20
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF 20
Daiwa Securities Group Inc. 20
NEXT Financial Group, Inc 20
Schroder Investment Management Group 20
SummitTX Capital, L.P. 20
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 20
Aster Capital Management (DIFC) Ltd 20
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 20
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 20
EJF Capital LLC 20
DekaBank Deutsche Girozentrale 20
Sage Mountain Advisors LLC 20
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 20
Ritholtz Wealth Management 20
Howe & Rusling Inc 20
NFTZ - ETF Series Solutions - Defiance Digital Revolution ETF 20
Fox Run Management, L.l.c. 20
Archer Investment Corp 20
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 20
Quantamental Technologies LLC 20
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 20
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 20
Quent Capital, LLC 20
Compagnie Lombard Odier SCmA 20
Sowell Financial Services LLC 20
Pictet Asset Management Sa 20
Bank Of Nova Scotia 20
BlackRock Institutional Trust Company, N.A. 20
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 20
Sig Brokerage, Lp 20
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 19
Keating Financial Advisory Services, Inc. 19
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 19
Blueshift Asset Management, LLC 19
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 19
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 19
Truvestments Capital Llc 19
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 19
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 19
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 19
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 19
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 19
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 19
Owl Creek Asset Management, L.P. 19
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 19
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 19
FINX - Global X Funds - Global X FinTech ETF 19
J.w. Cole Advisors, Inc. 19
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 19
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 19
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 19
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 19
State of Tennessee, Treasury Department 19
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 19
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 19
Kemnay Advisory Services Inc. 19
Woodline Partners LP 19
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 19
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 19
EHLS - Tidal Trust II - Even Herd Long Short ETF 19
CENTRAL TRUST Co 19
Cetera Advisors LLC 19
1832 Asset Management L.P. 19
Td Private Client Wealth Llc 19
BlackRock Investment Management, LLC 19
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 19
PEAK6 Investments, L.P. 19
Six Circles Trust - Six Circles Global Bond Fund 19
Crestline Management, LP 19
Xponance, Inc. 19
Tiaa Cref Investment Management Llc 19
Caxton Associates Llp 19
MCF Advisors LLC 19
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 19
Concurrent Investment Advisors, LLC 19
Brown Advisory Inc 19
Entropy Technologies, LP 19
BKCH - Global X Funds - Global X Blockchain ETF 19
Savant Capital, LLC 19
State of Alaska, Department of Revenue 19
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 19
Ellington Management Group Llc 19
NewSquare Capital LLC 19
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 19
Marquette Asset Management, LLC 19
DAM - VanEck ETF Trust - VanEck Digital Assets Mining ETF 19
GFOF - ETF Series Solutions - Grayscale Future of Finance ETF 19
Hantz Financial Services, Inc. 19
Fiduciary Alliance LLC 19
Sandy Spring Bank 19
Gemmer Asset Management LLC 19
Lord, Abbett & Co. Llc 18
Brandywine Global Investment Management, LLC 18
Skandinaviska Enskilda Banken AB (publ) 18
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 18
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 18
Polymer Capital Management (US) LLC 18
Boston Partners 18
LRI Investments, LLC 18
Twin Peaks Wealth Advisors, LLC 18
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 18
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 18
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 18
Evoke Wealth, Llc 18
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 18
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 18
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 18
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 18
Royce & Associates Lp 18
Sciencast Management LP 18
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 18
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 18
ORG Partners LLC 18
Baird Financial Group, Inc. 18
Private Trust Co Na 18
M&t Bank Corp 18
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 18
Stevens Capital Management Lp 18
Jupiter Asset Management Ltd 18
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 18
Profund Advisors Llc 18
Beacon Pointe Advisors, LLC 18
Summit Trail Advisors, Llc 18
Edmond De Rothschild Holding S.a. 18
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 18
Campbell & CO Investment Adviser LLC 18
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 18
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF 18
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 18
Atria Investments Llc 18
Mount Yale Investment Advisors, LLC 18
Umb Bank N A/mo 18
Sawtooth Solutions, LLC 18
Salem Investment Counselors Inc 18
Diversified Trust Co 18
CAPROCK Group, Inc. 18
RBF Capital, LLC 18
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 18
Philadelphia Financial Management of San Francisco, LLC 18
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 18
Asset Dedication, LLC 18
CVA Family Office, LLC 18
Vivaldi Asset Management, LLC 18
Mizuho Securities Usa Llc 18
D.a. Davidson & Co. 18
CastleKnight Management LP 18
Harbor Investment Advisory, Llc 18
GAM Holding AG 18
Quantitative Investment Management, LLC 18
Advisors Asset Management, Inc. 18
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 18
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 18
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 18
Atria Wealth Solutions, Inc. 18
Segall Bryant & Hamill, Llc 18
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 18
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 18
Catalyst Capital Advisors LLC 18
ClariVest Asset Management LLC 18
Voya Prime Rate Trust 18
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 18
Valley National Advisers Inc 18
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF 18
Qrg Capital Management, Inc. 17
Td Asset Management Inc 17
Nvwm, Llc 17
Nomura Asset Management Co Ltd 17
Martingale Asset Management L P 17
Total Investment Management Inc 17
Strategic Wealth Partners, Ltd. 17
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 17
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 17
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 17
Ghisallo Capital Management LLC 17
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 17
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 17
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 17
Assenagon Asset Management S.A. 17
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 17
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 17
Concord Wealth Partners 17
APG Asset Management N.V. 17
Bailard, Inc. 17
Brewin Dolphin Ltd 17
Sonora Investment Management, LLC 17
WGMI - Valkyrie ETF Trust II - Valkyrie Bitcoin Miners ETF 17
CIBC Bancorp USA Inc. 17
Quinn Opportunity Partners LLC 17
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 17
Symmetry Investments LP 17
Hennion & Walsh Asset Management, Inc. 17
Pictet Asset Management Ltd 17
Eaton Vance Management 17
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 17
Nbc Securities, Inc. 17
Stonebridge Financial Group, LLC 17
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 17
Abound Wealth Management 17
A.R.T. Advisors, LLC 17
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 17
Axq Capital, Lp 17
Globeflex Capital L P 17
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 17
Dynamic Advisor Solutions LLC 17
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 17
C M Bidwell & Associates Ltd 17
Cornerstone Investment Partners, LLC 17
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 17
Natixis Advisors, L.p. 17
Hood River Capital Management LLC 17
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 17
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 17
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 17
Altshuler Shaham Ltd 17
Great West Life Assurance Co /can/ 17
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 17
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 17
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 17
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 17
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 17
SRN Advisors, LLC 17
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 17
NOSGX - Northern Funds - Northern Small Cap Value Fund 17
Sofos Investments, Inc. 17
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 17
Hughes Financial Services, LLC 17
Robeco Institutional Asset Management B.V. 17
Triumph Capital Management 17
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 17
Bulldog Investors, LLP 17
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 17
Mather Group, Llc. 17
Stone House Investment Management, LLC 17
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF 17
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 17
Holocene Advisors, LP 17
Berman Capital Advisors, LLC 17
E Fund Management (Hong Kong) Co., Ltd. 17
Perigon Wealth Management, LLC 17
CWA Asset Management Group, LLC 17
Zacks Investment Management 17
Advanced Series Trust - Ast Small-cap Growth Portfolio 17
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 17
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 17
Pacer Advisors, Inc. 16
GPS Wealth Strategies Group, LLC 16
New York State Teachers Retirement System 16
Wipfli Financial Advisors Llc, 16
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 16
Vima Llc 16
Teachers Advisors, Llc 16
Fortress Investment Group LLC 16
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 16
Aspect Partners, LLC 16
Berkley W R Corp 16
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 16
Seven Eight Capital, Lp 16
Brinker Capital Investments, LLC 16
Sequoia Financial Advisors, LLC 16
RFXIX - Mutual Fund & Variable Insurance Trust - Rational Special Situations Income Fund Institutional Shares 16
Atalaya Capital Management LP 16
Caxton Associates Lp 16
Ausdal Financial Partners, Inc. 16
Orion Portfolio Solutions, LLC 16
Acrospire Investment Management LLC 16
Spring Creek Capital Llc 16
Brown Brothers Harriman & Co 16
Keebeck Alpha, LP 16
TIG Advisors, LLC 16
Twin Tree Management, LP 16
Abich Financial Wealth Management LLC 16
Impact Partnership Wealth, LLC 16
Putnam Investments Llc 16
Fred Alger Management, Llc 16
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 16
Itau Unibanco Holding S.A. 16
Chesapeake Capital Corp /il/ 16
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 16
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 16
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 16
Axa S.a. 16
CenterBook Partners LP 16
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 16
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 16
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 16
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 16
Snowden Capital Advisors LLC 16
Fifth Lane Capital, Lp 16
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 16
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 16
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 16
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 16
Harvest Fund Management Co., Ltd 16
Raleigh Capital Management Inc. 16
DLD Asset Management, LP 16
Golden State Wealth Management, LLC 16
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 16
Lido Advisors, LLC 16
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 16
Bare Financial Services, Inc 16
XR Securities LLC 16
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 16
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 16
Beaird Harris Wealth Management, LLC 16
Park West Asset Management LLC 16
Equitable Holdings, Inc. 16
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 16
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 16
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 16
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 16
FIL Ltd 16
Weiss Strategic Interval Fund 16
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 16
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 16
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 16
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 16
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 16
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 16
Insigneo Advisory Services, Llc 16
Jfs Wealth Advisors, Llc 16
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 16
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 16
Rathbone Brothers plc 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 16
SageView Advisory Group, LLC 16
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 16
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 16
Weiss Multi-Strategy Advisers LLC 16
Bitwise Funds Trust - Bitwise Web3 ETF 16
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 16
Athanor Capital, Lp 16
Financial Advocates Investment Management 16
Main Management ETF Advisors, LLC 16
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF 16
Tradition Wealth Management, LLC 16
Abel Hall, LLC 16
Focused Wealth Management, Inc 16
Numerai GP LLC 15
Avantax Advisory Services, Inc. 15
Thoroughbred Financial Services, Llc 15
HHM Wealth Advisors, LLC 15
Strive Financial Group ,LLC 15
Voleon Capital Management Lp 15
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 15
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 15
BlackRock Advisors LLC 15
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares 15
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 15
United Capital Financial Advisers, Llc 15
WealthCollab, LLC 15
Gabelli Funds Llc 15
Private Wealth Management Group, LLC 15
Kingswood Wealth Advisors, Llc 15
SWAN Capital LLC 15
Asset Management One Co., Ltd. 15
Reilly Financial Advisors, Llc 15
Strategic Investment Solutions, Inc. /IL 15
Qsemble Capital Management, LP 15
Manchester Capital Management LLC 15
VitalStone Financial, LLC 15
STCE - SCHWAB STRATEGIC TRUST - Schwab Crypto Thematic ETF 15
Aperio Group, LLC 15
Evergreen Capital Management Llc 15
Amalgamated Financial Corp. 15
Rise Advisors, LLC 15
Teachers Retirement System Of The State Of Kentucky 15
Empyrean Capital Partners, LP 15
Guggenheim Active Allocation Fund 15
BlackRock ESG Capital Allocation Trust 15
Continuum Advisory, LLC 15
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 15
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 15
West Oak Capital, LLC 15
MNRS - Grayscale Funds Trust - Grayscale Bitcoin Miners ETF 15
Golden State Equity Partners 15
Mackay Shields Llc 15
TFC Financial Management 15
Koshinski Asset Management, Inc. 15
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 15
HighPoint Advisor Group LLC 15
RBB FUND, INC. - Adara Smaller Companies Fund 15
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 15
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 15
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 15
Capital Analysts, Inc. 15
Sanders Morris Harris Llc 15
BI Asset Management Fondsmaeglerselskab A/S 15
Sage Rock Capital Management LP 15
Hancock Whitney Corp 15
Camden Capital, LLC 15
Quaker Wealth Management, LLC 15
Spark Investment Management LLC 15
Steel Peak Wealth Management LLC 15
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 15
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 15
Venturi Wealth Management, LLC 15
Capula Management Ltd 15
Q Global Advisors, LLC 15
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 15
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 15
PGJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Golden Dragon China ETF 15
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 15
IHT Wealth Management, LLC 15
Ayrton Capital LLC 15
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 15
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 15
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 15
Westside Investment Management, Inc. 15
Fieldpoint Private Securities, LLC 15
Banco Bilbao Vizcaya Argentaria, S.a. 15
Resources Investment Advisors, LLC. 15
Banque Transatlantique SA 15
Groupe la Francaise 15
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 15
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 15
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 15
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 15
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 15
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 15
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 15
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 15
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 15
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 15
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 15
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 15
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 15
Regions Financial Corp 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
Alliancebernstein Global High Income Fund Inc 15
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 15
Centaurus Financial, Inc. 15
Crewe Advisors LLC 15
We Are One Seven, LLC 15
Principal Funds Inc 15
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 15
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 15
Fuller & Thaler Asset Management, Inc. 14
Aviva Plc 14
Arena Capital Advisors, LLC- CA 14
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 14
Central Asset Investments & Management Holdings (HK) Ltd 14
Manatuck Hill Partners, LLC 14
Proficio Capital Partners LLC 14
Concentric Capital Strategies, LP 14
Sender Co & Partners, Inc. 14
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 14
Beacon Capital Management, LLC 14
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 14
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 14
Transce3nd, LLC 14
Tobam 14
U.S. Capital Wealth Advisors, LLC 14
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 14
Polymer Capital Management (HK) LTD 14
Wealthfront Advisers Llc 14
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 14
VGI Partners Ltd 14
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 14
Amundi Pioneer Asset Management Inc 14
SOUTH STATE Corp 14
American Capital Advisory, LLC 14
Wolff Wiese Magana Llc 14
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 14
Seacrest Wealth Management, Llc 14
Sutton Wealth Advisors Inc. 14
Oasis Management Co Ltd. 14
Bogle Investment Management L P /de/ 14
Massachusetts Financial Services Co /ma/ 14
Gerber Kawasaki Wealth & Investment Management 14
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 14
Mariner Investment Group Llc 14
Nordea Investment Management Ab 14
B. Riley Financial, Inc. 14
SHP Wealth Management 14
Delta Asset Management Llc/tn 14
Foundations Investment Advisors, LLC 14
Ardsley Advisory Partners Lp 14
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 14
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 14
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 14
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 14
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 14
Wexford Capital Lp 14
Highlander Capital Management, LLC 14
LEND - Amplify ETF Trust - Amplify CrowdBureau(R) Peer-to-Peer Lending & Crowdfunding ETF 14
Cullen/frost Bankers, Inc. 14
Worth Venture Partners, LLC 14
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 14
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 14
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 14
Legacy Wealth Managment, LLC/ID 14
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 14
Yousif Capital Management, Llc 14
QCM Cayman, Ltd. 14
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 14
Parkwood LLC 14
BRACX - Blackrock Allocation Target Shares - Bats Series C 14
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 14
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 14
Clearline Capital LP 14
Sumitomo Mitsui Trust Holdings, Inc. 14
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 14
Westchester Capital Management, LLC 14
FLDFX - Meeder Funds - BALANCED FUND Retail Class 14
Banco BTG Pactual S.A. 14
Allianzgi Convertible & Income Fund Ii 14
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 14
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 14
Blue Bell Private Wealth Management, Llc 14
Employees Retirement System of Texas 14
Sterling Investment Advisors, Ltd. 14
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 14
WealthTrak Capital Management LLC 14
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 14
Allianzgi Convertible & Income Fund 14
Coppell Advisory Solutions LLC 14
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 14
Townsquare Capital Llc 14
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 14
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 14
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 14
Moors & Cabot, Inc. 14
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 14
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 14
GeoWealth Management, LLC 14
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio 14
Flaharty Asset Management, LLC 14
Versor Investments LP 14
Harvest Investment Services, LLC 14
Chicago Partners Investment Group LLC 14
SOA Wealth Advisors, LLC. 14
Neo Ivy Capital Management 13
Spot Trading L.L.C 13
Simplicity Wealth,LLC 13
Glen Eagle Advisors, LLC 13
Mutual Of America Capital Management Llc 13
Alphadyne Asset Management, LLC 13
Nishkama Capital, LLC 13
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 13
Yorktown Management & Research Co Inc 13
Lombard Odier Asset Management (USA) Corp 13
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 13
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 13
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 13
Vermillion Wealth Management, Inc. 13
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 13
Tortoise Investment Management, LLC 13
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 13
Freestone Capital Holdings, LLC 13
Harbour Capital Advisors, LLC 13
BCOR - Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF 13
EBI - RBB Fund Trust - Longview Advantage ETF 13
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 13
Hoey Investments, Inc 13
MERVX - MERGER FUND VL - The Merger Fund VL 13
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 13
College Retirement Equities Fund 13
Apollo Management Holdings, L.P. 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
Point72 Europe (London) LLP 13
Maverick Capital Ltd 13
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 13
Diameter Capital Partners LP 13
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 13
PenderFund Capital Management Ltd. 13
Transamerica Financial Advisors, Inc. 13
Bridgewater Associates, LP 13
Prestige Wealth Management Group LLC 13
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 13
Csenge Advisory Group 13
Sassicaia Capital Advisers Llc 13
Zweig-DiMenna Associates LLC 13
Hm Payson & Co 13
Emerald Advisers, Llc 13
Pensionmark Financial Group, Llc 13
Alight Capital Management LP 13
GHP Investment Advisors, Inc. 13
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 13
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 13
Nationwide Fund Advisors 13
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 13
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 13
Coston, McIsaac & Partners 13
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 13
Rossby Financial, LCC 13
PineBridge Investments, L.P. 13
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 13
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 13
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 13
Cape Investment Advisory, Inc. 13
Merit Financial Group, LLC 13
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 13
Susquehanna Portfolio Strategies, LLC 13
Pathstone Family Office, Llc 13
NODE - VanEck Funds - Onchain Economy ETF 13
Wiley Bros.-aintree Capital, Llc 13
LFGY - Tidal Trust II - YieldMax(TM) Crypto Industry & Tech Portfolio Option Income ETF 13
Prime Capital Investment Advisors, LLC 13
BRYN MAWR TRUST Co 13
Rialto Wealth Management, LLC 13
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 13
Jennison Associates Llc 13
Optimum Investment Advisors 13
Baker Avenue Asset Management, LP 13
Baldwin Brothers Inc/ma 13
Hidden Lake Asset Management LP 13
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 13
TCG Advisory Services, LLC 13
Soltis Investment Advisors LLC 13
Pinz Capital Management, LP 13
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 13
STFBX - Advisers Investment Trust - State Farm Balanced Fund 13
Citizens Financial Group Inc/ri 13
Thurston, Springer, Miller, Herd & Titak, Inc. 13
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 13
CX Institutional 13
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 13
Whittier Trust Co 13
Bitwise Funds Trust - Bitwise Bitcoin Standard Corporations ETF 13
Portolan Capital Management, LLC 13
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 13
Venture Visionary Partners LLC 13
Advisors Preferred, LLC 13
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 13
Clear Harbor Asset Management, LLC 13
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 13
Interval Partners, LP 13
Corton Capital Inc. 13
Oberweis Asset Management Inc/ 13
Farmers & Merchants Investments Inc 13
Atomi Financial Group, Inc. 13
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 13
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 13
Edgestream Partners, L.P. 13
Cowen Investment Management LLC 13
Kovitz Investment Group Partners, LLC 13
Ramius Advisors Llc 13
Caitlin John, LLC 13
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 13
Convergence Investment Partners, LLC 13
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 13
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 13
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 13
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 13
G2 Investment Partners Management LLC 13
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 13
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 13
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 13
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 13
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 12
Wealthspring Capital LLC 12
Edge Wealth Management LLC 12
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 12
AlphaMark Advisors, LLC 12
Carroll Financial Associates, Inc. 12
CloudAlpha Capital Management Limited/Hong Kong 12
First Hawaiian Bank 12
Quantitative Systematic Strategies LLC 12
Fisher Asset Management, LLC 12
DnB Asset Management AS 12
Park Avenue Securities Llc 12
VVSCX - VALIC Co I - Small Cap Value Fund 12
Oregon Public Employees Retirement Fund 12
Pine Valley Investments Ltd Liability Co 12
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 12
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 12
Thames Capital Management Llc 12
Vision Financial Markets Llc 12
Enlightenment Research, LLC 12
Mutual Advisors, LLC 12
CWB - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays Convertible Securities ETF 12
Summit Financial, LLC 12
Pearl River Capital, LLC 12
CenterStar Asset Management, LLC 12
Grantham, Mayo, Van Otterloo & Co. LLC 12
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 12
FinTrust Capital Advisors, LLC 12
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 12
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 12
PIMCO FUNDS - PIMCO Short Asset Portfolio 12
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 12
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 12
UniSuper Management Pty Ltd 12
Sepio Capital, LP 12
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 12
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 12
Tfs Capital Llc 12
Eqis Capital Management, Inc. 12
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 12
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 12
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 12
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 12
Dunhill Financial, LLC 12
Anchor Investment Management, LLC 12
Galaxy Digital Capital Management GP LLC 12
HBK Sorce Advisory LLC 12
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 12
Riggs Asset Managment Co. Inc. 12
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 12
Loomis Sayles & Co L P 12
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 12
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 12
Armstrong Advisory Group, Inc 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 12
Allianzgi Diversified Income & Convertible Fund 12
Shelton Capital Management 12
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 12
Coatue Management Llc 12
Bayforest Capital Ltd 12
Cohanzick Management, Llc 12
ICVT - iSHARES TRUST - iShares Convertible Bond ETF 12
Axxcess Wealth Management, Llc 12
Senator Investment Group LP 12
Alps Advisors Inc 12
Fieldview Capital Management, LLC 12
Atlantic Trust, LLC 12
MARSHALL WACE ASIA Ltd 12
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 12
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 12
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 12
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 12
Banco Santander, S.A. 12
Miller Value Partners, Llc 12
Horizon Kinetics Asset Management Llc 12
Teza Capital Management LLC 12
IMA Wealth, Inc. 12
PharVision Advisers, LLC 12
Dorsey Wright & Associates 12
DiNuzzo Private Wealth, Inc. 12
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 12
Stonehage Fleming Financial Services Holdings Ltd 12
Tsfg, Llc 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 12
Prudential Plc 12
HBW Advisory Services LLC 12
Kilter Group LLC 12
Capital Research Global Investors 12
Capital World Investors 12
Castleark Management Llc 12
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 12
Arosa Capital Management LP 12
Element Capital Management Llc 12
Bloom Tree Partners, Llc 12
TD Capital Management LLC 12
Samalin Investment Counsel, LLC 12
Illinois Municipal Retirement Fund 12
United Services Automobile Association 12
Bokf, Na 12
AMP Capital Investors Ltd 12
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 12
Great Lakes Advisors, Llc 12
BlackRock Group LTD 12
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 12
Wealth Quarterback LLC 12
Brighton Jones Llc 12
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 12
QS Investors, LLC 12
Meitav Dash Investments Ltd 12
Harel Insurance Investments & Financial Services Ltd. 12
Rsm Us Wealth Management Llc 12
EQ ADVISORS TRUST - 1290 VT Convertible Securities Portfolio Class IB 12
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 12
Navellier & Associates Inc 12
WPG Advisers, LLC 12
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 12
Gen-Wealth Partners Inc 12
Stephens Inc /ar/ 12
Synovus Financial Corp 12
Maryland State Retirement & Pension System 12
Veriti Management LLC 12
Palisade Capital Management Llc/nj 12
Militia Capital Partners, LP 12
Oaktree Capital Management Lp 12
Cornerstone Financial Management LLC 12
Guardian Wealth Advisors, LLC 11
Vivaldi Capital Management, LLC 11
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 11
Sumitomo Mitsui DS Asset Management Company, Ltd 11
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 11
Graticule Asia Macro Advisors LLC 11
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 11
Gamco Investors, Inc. Et Al 11
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 11
Tru Independence Asset Management 2, Llc 11
ACSKX - American Century Investment Trust - Short Duration Fund C Class 11
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 11
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 11
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 11
Peapack Gladstone Financial Corp 11
Motco 11
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 11
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 11
Aptus Capital Advisors, LLC 11
Kathmere Capital Management, LLC 11
Ovata Capital Management Ltd 11
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 11
Private Capital Group, LLC 11
Banque Pictet & Cie Sa 11
Rpo Llc 11
Whittier Trust Co Of Nevada Inc 11
Legacy Investment Solutions, LLC 11
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 11
Joel Isaacson & Co., LLC 11
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 11
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 11
Financial Consulate, Inc 11
Visionary Wealth Advisors 11
Paradigm Financial Partners, Llc 11
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 11
Institutional & Family Asset Management, Llc 11
McIlrath & Eck, LLC 11
Parkworth Wealth Management, Inc. 11
NumerixS Investment Technologies Inc 11
Dakota Wealth Management 11
Householder Group Estate & Retirement Specialist, LLC 11
Tocqueville Asset Management L.p. 11
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 11
Russell Frank Co/ 11
ORG Wealth Partners, LLC 11
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 11
Strengthening Families & Communities, LLC 11
JBF Capital, Inc. 11
SLT Holdings LLC 11
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 11
CEPI - ETF Opportunities Trust - REX Crypto Equity Premium Income ETF 11
Cary Street Partner Investment Advisory Llc 11
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 11
Byrne Asset Management LLC 11
VDAFX - VALIC Co I - Dynamic Allocation Fund 11
Financial Gravity Companies, Inc. 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 11
Strategic Advocates LLC 11
Verus Capital Partners, Llc 11
WealthPLAN Partners, LLC 11
HighMark Wealth Management LLC 11
GIMFX - GMO TRUST - GMO Implementation Fund 11
Susquehanna Securities, Llc 11
Korea Investment CORP 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 11
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 11
Zebra Capital Management LLC 11
Investors Research Corp 11
Union Square Park Capital Management, LLC 11
EA Series Trust 11
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 11
Silvercrest Asset Management Group Llc 11
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 11
Requisite Capital Management, LLC 11
Brookstone Capital Management 11
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 11
SIH Partners, LLLP 11
Colonial Trust Advisors 11
Congress Wealth Management LLC / DE / 11
Cloud Capital Management, LLC 11
Pekin Hardy Strauss, Inc. 11
Airain ltd 11
WR Wealth Planners, LLC 11
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 11
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 11
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 11
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 11
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 11
Kingsview Wealth Management, LLC 11
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 11
New York Life Investment Management Llc 11
Bartlett & Co. Wealth Management Llc 11
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 11
Financial Architects, Inc 11
Two Seas Capital LP 11
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 11
Clearbridge Investments, LLC 11
State Farm Mutual Fund Trust 11
Coastal Investment Advisors, Inc. 11
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 11
Calamos Wealth Management LLC 11
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 11
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 11
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 11
Fidelis Capital Partners, LLC 11
ICA Group Wealth Management, LLC 11
DGS Capital Management, LLC 11
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 11
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 11
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 11
United Capital Management of KS, Inc. 11
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 11
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 11
FNY Managed Accounts LLC 11
Eisler Capital (UK) Ltd. 11
AJOVista, LLC 11
Lee Financial Co 11
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 11
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 11
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 11
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 11
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 11
Yaupon Capital Management LP 11
Wealthcare Advisory Partners LLC 11
High Note Wealth, LLC 11
Glass Jacobson Investment Advisors llc 11
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 11
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 11
Bleakley Financial Group, LLC 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 11
Signature Resources Capital Management, LLC 11
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 11
Hartree Partners, LP 11
Third Point LLC 11
Ameritas Investment Corp 11
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 11
Rakuten Securities, Inc. 11
Axiom Investment Management LLC 11
Thompson Siegel & Walmsley Llc 11
Rational Advisors Llc 11
Water Island Capital Llc 11
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 11
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 11
Piedmont Investment Advisors Llc 11
111 Capital 11
T. Rowe Price Investment Management, Inc. 11
IFG Advisory, LLC 11
Mitsubishi UFJ Trust & Banking Corp 11
Castleview Partners, Llc 11
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 11
Verdence Capital Advisors LLC 11
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 11
EP Wealth Advisors, Inc. 11
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 11
JTC Employer Solutions Trusteee Ltd 11
Ballentine Partners, LLC 11
RFP Financial Group LLC 11
Arlington Trust Co LLC 11
Hunting Hill Global Capital, LLC 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 11
AXA Investment Managers S.A. 11
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 11
BDO Wealth Advisors, LLC 11
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 11
Atlas Capital Advisors Llc 11
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 11
Western Wealth Management, LLC 10
Quantessence Capital LLC 10
Moneta Group Investment Advisors Llc 10
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 10
VisionPoint Advisory Group, LLC 10
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 10
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 10
Baillie Gifford & Co 10
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 10
Shepherd Kaplan Krochuk, Llc 10
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 10
Nuveen S&p 500 Dynamic Overwrite Fund 10
Nine Chapters Capital Management LLC 10
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 10
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 10
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 10
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 10
Johnson Financial Group, Inc. 10
Kim, Llc 10
Kovack Advisors, Inc. 10
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 10
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 10
Pittenger & Anderson Inc 10
Scarborough Advisors, LLC 10
Candriam Luxembourg S.C.A. 10
Tricadia Capital Management, LLC 10
Guerra Advisors Inc 10
Liberty Wealth Management Llc 10
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF 10
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 10
Crossmark Global Holdings, Inc. 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 10
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 10
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 10
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 10
Global Financial Private Client, LLC 10
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 10
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 10
Atw Spac Management Llc 10
Vennlight Capital Management, LP 10
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 10
Vise Technologies, Inc. 10
Morse Asset Management, Inc 10
FXSCX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Focused Index Fund 10
Ridgewood Investments LLC 10
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 10
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 10
IFM Investors Pty Ltd 10
Cigna Investments Inc /new 10
Louisiana State Employees Retirement System 10
Advanced Series Trust - Ast Small-cap Value Portfolio 10
Baystate Wealth Management LLC 10
Spartan Fund Management Inc. 10
Capital Advisors Inc/ok 10
Vestmark Advisory Solutions, Inc. 10
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 10
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 10
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 10
Delos Wealth Advisors, LLC 10
Tiaa-cref Funds 10
State Farm Variable Product Trust 10
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 10
Citadel Securities GP LLC 10
State Of Michigan Retirement System 10
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 10
Formidable Asset Management, LLC 10
Sloy Dahl & Holst, LLC 10
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 10
Purpose Unlimited Inc. 10
Barrow Hanley Mewhinney & Strauss Llc 10
III Capital Management 10
Jacobi Capital Management LLC 10
Susquehanna Advisors Group, Inc. 10
Change Path, LLC 10
Rock Creek Group, LP 10
Berkshire Capital Holdings Inc 10
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 10
WCFIX - Westchester Capital Funds - WCM Alternatives: Credit Event Fund Institutional Class 10
Synergy Financial Management, LLC 10
Traynor Capital Management, Inc. 10
Parametrica Management Ltd 10
Oliver Lagore Vanvalin Investment Group 10
K.J. Harrison & Partners Inc 10
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 10
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 10
Migdal Insurance & Financial Holdings Ltd. 10
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 10
Your Advocates Ltd., LLP 10
Clearview Wealth Advisors LLC 10
Municipal Employees' Retirement System of Michigan 10
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 10
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 10
Main Street Group, LTD 10
KERR FINANCIAL PLANNING Corp 10
Special Opportunities Fund, Inc. 10
Kera Capital Partners, Inc. 10
Royce Value Trust Inc 10
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 10
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 10
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 10
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 10
Weld Capital Management Llc 10
ECNS - iSHARES TRUST - iShares MSCI China Small-Cap ETF 10
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 10
Oversea-Chinese Banking CORP Ltd 10
Forum Financial Management, LP 10
Black Maple Capital Management LP 10
Montag A & Associates Inc 10
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 10
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10
BW Gestao de Investimentos Ltda. 10
Legato Capital Management LLC 10
Inceptionr Llc 10
Bluefin Trading, LLC 10
Lombard Odier Asset Management (Europe) Ltd 10
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 10
IFC & Insurance Marketing, Inc. 10
Red Door Wealth Management, LLC 10
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 10
Coastal Bridge Advisors, LLC 10
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 10
Signet Financial Management, Llc 10
Virtus ETF Advisers LLC 10
Bellwether Advisors, LLC 10
Covington Capital Management 10
Hemington Wealth Management 10
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares 10
Tfs Capital Investment Trust 10
Hilton Head Capital Partners, LLC 10
Diversify Advisory Services, LLC 10
Matauro, Llc 10
Texas Permanent School Fund 10
Everence Capital Management Inc 10
E Fund Management Co., Ltd. 10
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF 10
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 10
Ssi Investment Management Llc 10
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF 10
Fort Baker Capital Management LP 10
Aventura Private Wealth, LLC 10
EAM Global Investors LLC 10
Gordian Capital Singapore Pte Ltd 10
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF 10
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 10
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 10
IndexIQ Advisors LLC 10
Duality Advisers, Lp 10
Hudock, Inc. 10
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 10
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 10
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 10
Pinpoint Asset Management Ltd 10
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 10
Greenline Wealth Management LLC 10
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 10
Integrity Capital Management (HK) Ltd 10
RFG Advisory, LLC 10
Erste Asset Management GmbH 10
N.E.W. Advisory Services LLC 10
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 10
Elyxium Wealth, LLC 10
Ethic Inc. 10
No Street GP LP 10
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 10
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 10
Highline Wealth Partners Llc 10
Ingalls & Snyder Llc 10
Laurel Wealth Advisors LLC 10
FDx Advisors, Inc. 10
Buckingham Strategic Partners 10
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 10
Oarsman Capital, Inc. 10
Privium Fund Management B.V. 10
CTC Alternative Strategies, Ltd. 10
PMC FIG Opportunities LLC 10
EMG Holdings, L.P. 10
Whipplewood Advisors, LLC 10
Old National Bancorp /in/ 10
Tuttle Tactical Management LLC 10
Warren Averett Asset Management, LLC 10
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 10
GM Advisory Group, Inc. 10
Uniplan Investment Counsel, Inc. 10
Vermillion & White Wealth Management Group, LLC 10
Alpha Paradigm Partners, LLC 10
Torren Management, LLC 10
CWM Advisors, LLC 10
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 10
Brookfield Asset Management Inc. 10
Ashton Thomas Private Wealth, LLC 10
Greenleaf Trust 10
United Advisor Group, LLC 10
Rotella Capital Management, Inc. 10
Artisan Partners Limited Partnership 10
SPX Equities Gestao de Recursos Ltda 10
First Horizon Corp 10
nVerses Capital, LLC 10
Oakworth Capital, Inc. 10
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 10
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 10
Inspire Advisors, LLC 10
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
Icapital Wealth Llc 9
Oppenheimer Asset Management Inc. 9
VR Advisory Services Ltd 9
Nebula Research & Development LLC 9
Annis Gardner Whiting Capital Advisors, LLC 9
Ares Financial Consulting, LLC 9
STXK - EA Series Trust - Strive Small-Cap ETF 9
Cipher Capital LP 9
IPG Investment Advisors LLC 9
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 9
Assured Investment Management LLC 9
Miracle Mile Advisors, LLC 9
Cannell Capital Llc 9
Wesbanco Bank Inc 9
Deltec Asset Management Llc 9
Mendota Financial Group, LLC 9
DV Trading LLC 9
Friedenthal Financial 9
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 9
TRFM - ETF Series Solutions - AAM Transformers ETF 9
Trust Co Of Toledo Na /oh/ 9
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 9
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 9
FNTC - Direxion Shares ETF Trust - Direxion Daily FinTech Bull 2X Shares 9
Roble, Belko & Company, Inc 9
Regal Investment Advisors LLC 9
City State Bank 9
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 9
Wasatch Advisors Inc 9
HB Wealth Management, LLC 9
Atlantic Edge Private Wealth Management, LLC 9
Avaii Wealth Management, Llc 9
Sandia Investment Management LP 9
Keybank National Association/oh 9
MetLife Securities, Inc 9
Eagle Global Advisors Llc 9
Frazier Financial Advisors, LLC 9
Hilltop Holdings Inc. 9
CarsonAllaria Wealth Management, Ltd. 9
Evermay Wealth Management Llc 9
Amplius Wealth Advisors, LLC 9
Basswood Capital Management, L.l.c. 9
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 9
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 9
Numeric Investors Llc 9
Glenmede Investment Management, LP 9
RiverPark Advisors, LLC 9
Tarbox Family Office, Inc. 9
JNL SERIES TRUST - JNL Bond Index Fund (I) 9
Winch Advisory Services, LLC 9
Heritage Wealth Management, Llc 9
NewEdge Wealth, LLC 9
Precision Wealth Strategies, LLC 9
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 9
Creekmur Asset Management LLC 9
Retirement Group, LLC 9
AtonRa Partners 9
Denali Advisors Llc 9
Investment Management Corp of Ontario 9
Sittner & Nelson, Llc 9
Krilogy Financial LLC 9
Moody National Bank Trust Division 9
Scoggin Management Lp 9
Nwam Llc 9
Optima Capital Llc 9
IAG Wealth Partners, LLC 9
San Luis Wealth Advisors LLC 9
Barings Llc 9
Central Pacific Bank - Trust Division 9
Alpine Woods Capital Investors, Llc 9
Utah Retirement Systems 9
Pantera Capital Partners LP 9
Fwl Investment Management, Llc 9
Macroview Investment Management Llc 9
Chesapeake Asset Management Llc 9
Van Hulzen Asset Management, LLC 9
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 9
MUFG Americas Holdings Corp 9
Agf Management Ltd 9
James Investment Research Inc 9
Motiv8 Investments LLC 9
Family Management Corp 9
Am Investment Strategies Llc 9
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 9
Zions Bancorporation, National Association /ut/ 9
Manager Directed Portfolios - Pemberwick Fund Shares 9
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 9
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 9
Frontier Wealth Management LLC 9
Thomas J. Herzfeld Advisors, Inc. 9
Rosenberg Matthew Hamilton 9
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 9
Medallion Wealth Advisors, LLC 9
JNBA Financial Advisors 9
Private Ocean, LLC 9
Pitcairn Co 9
Horan Securities, Inc. 9
Meridian Wealth Partners, LLC 9
Andra AP-fonden 9
Westfuller Advisors, LLC 9
Carolinas Wealth Consulting Llc 9
Keebeck Wealth Management, LLC 9
Ajo, Lp 9
Pentwater Capital Management LP 9
WFG Advisors, LP 9
Matarin Capital Management, LLC 9
Signature Equity Partners, LLC 9
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 9
Verity Asset Management, Inc. 9
Chilton Capital Management Llc 9
XML Financial, LLC 9
Atticus Wealth Management, Llc 9
Plancorp, LLC 9
Cedar Mountain Advisors, LLC 9
Sandler Capital Management 9
Serengeti Asset Management LP 9
Hawk Ridge Capital Management Lp 9
Stone Ridge Asset Management LLC 9
Maplelane Capital, Llc 9
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 9
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 9
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 9
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 9
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 9
Sessa Capital IM, L.P. 9
Delaware Management Holdings, Inc. 9
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 9
Virtus Investment Advisers, Inc. 9
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 9
Lincoln National Corp 9
Nations Financial Group Inc, /ia/ /adv 9
Cornerstone Capital Management Holdings Llc. 9
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 9
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 9
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 9
Dogwood Wealth Management LLC 9
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 9
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 9
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 9
Jane Street Holding, LLC 9
FKLZX - Franklin Alternative Strategies Funds - Franklin K2 Long Short Credit Fund Advisor Class 9
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 9
Tfo-tdc, Llc 9
Goldentree Asset Management Lp 9
Jump Trading, Llc 9
Global X Management CO LLC 9
Leap Investments Lp 9
Formula Growth Ltd 9
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 9
Etf Managers Group, Llc 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 9
JJJ Advisors Inc. 9
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 9
Good Life Advisors, LLC 9
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 9
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 9
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 9
Summit Global Investments 9
Fortis Advisors, LLC 9
MSD Partners, L.P. 9
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 9
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 9
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 9
Joseph P. Lucia & Associates, LLC 9
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 9
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 9
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 9
Standard Life Aberdeen plc 9
Surevest, LLC 9
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 9
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 9
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 9
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 9
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 9
Massar Capital Management, LP 9
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 9
Allianzgi Equity & Convertible Income Fund 9
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 9
Albion Financial Group /ut 9
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 9
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 9
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 9
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 9
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 9
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 9
Nuveen Nasdaq 100 Dynamic Overwrite Fund 9
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 9
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 9
Strategic Blueprint, LLC 9
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 9
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 9
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 9
Caisse De Depot Et Placement Du Quebec 9
Salomon & Ludwin, LLC 9
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 9
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 9
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 9
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 9
Pimco Dynamic Income Fund 9
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 9
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 9
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 9
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 9
ANZAX - Allianz Funds Multi-Strategy Trust - AllianzGI Convertible Fund Class A 9
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 9
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 9
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 9
ULTRA SERIES FUND - Core Bond Fund Class I 9
Abundance Wealth Counselors 9
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 9
Rokos Capital Management LLP 9
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 9
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 9
Islet Management, LP 9
Innealta Capital, Llc 9
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 9
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 9
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 9
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 9
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 9
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional 9
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 9
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 9
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 9
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 9
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 9
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 9
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 9
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 9
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 9
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 9
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 9
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 9
X-Square Capital, LLC 9
Pinnacle Associates Ltd 9
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 9
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 9
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 9
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 9
Westfield Capital Management Co Lp 9
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 9
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 9
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative 9
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 9
BRASX - Blackrock Allocation Target Shares - Bats Series S 9
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 9
Kayne Anderson Rudnick Investment Management Llc 9
Westwood Holdings Group Inc 9
Farallon Capital Management Llc 9
Fidelity Multi-Strategy Credit Fund 9
Nemes Rush Group LLC 9
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 8
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 8
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 8
Wedge Capital Management L L P/nc 8
Antara Capital LP 8
TWEB - Tidal ETF Trust - SoFi Web 3 ETF 8
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 8
NSGRX - Northern Funds - Northern Small Cap Core Fund 8
BSBAX - Northern Funds - Northern Short Bond Fund 8
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 8
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 8
GV Financial Advisors 8
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
Silver Rock Financial LP 8
OP Asset Management Ltd 8
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 8
First Quadrant L P/ca 8
PTF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Technology Momentum ETF 8
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C 8
Fifth Third Wealth Advisors LLC 8
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 8
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 8
Pacifica Partners Inc. 8
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 8
Moody Aldrich Partners Llc 8
SpiderRock Advisors, LLC 8
GoalVest Advisory LLC 8
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 8
Granite Point Capital Management, L.P. 8
Carmignac Gestion 8
Pineridge Advisors LLC 8
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 8
Portus Wealth Advisors, LLC 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
Sachetta, LLC 8
Qtron Investments LLC 8
Integrated Advisors Network LLC 8
VCBDX - VALIC Co I - Core Bond Fund 8
Readystate Asset Management Lp 8
Gmt Capital Corp 8
Atlantic Private Wealth, LLC 8
Capital International Investors 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
GFIN - Goldman Sachs ETF Trust - Goldman Sachs Motif Finance Reimagined ETF 8
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 8
Pilgrim Partners Asia Pte Ltd 8
First Mercantile Trust Co 8
REAP Financial Group, LLC 8
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 8
Privium Fund Management (UK) Ltd 8
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 8
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 8
Navalign, LLC 8
DAACX - Adviser Managed Trust - Diversified Equity Fund 8
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 8
Cadence Capital Management Llc 8
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 8
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 8
Symphony Asset Management Llc 8
HFM Investment Advisors, LLC 8
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 8
JPL Wealth Management, LLC 8
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 8
Crawford Fund Management, LLC 8
EMFQ - Amplify ETF Trust - Amplify International Online Retail ETF 8
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 8
Integrated Core Strategies (us) Llc 8
Nkcfo Llc 8
Putnam ETF Trust - Putnam ESG Ultra Short ETF - 8
PENN SERIES FUNDS INC - International Equity Fund 8
NINE MASTS CAPITAL Ltd 8
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 8
Accredited Wealth Management, LLC 8
NorthRock Partners, LLC 8
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 8
Artemis Investment Management LLP 8
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 8
PSI Advisors, LLC 8
Game Plan Financial Advisors, LLC 8
Financial Perspectives, Inc 8
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 8
Teamwork Financial Advisors, LLC 8
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 8
B. Metzler seel. Sohn & Co. AG 8
VGLSX - VALIC Co I - Global Strategy Fund 8
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 8
Omni Partners Llp 8
Legacy Financial Advisors, Inc. 8
Bay Harbor Wealth Management, LLC 8
Archford Capital Strategies, LLC 8
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 8
Column Capital Advisors, LLC 8
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 8
FLDB - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond ETF 8
Pimco Flexible Credit Income Fund 8
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 8
Kennedy Capital Management, Inc. 8
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 8
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 8
Chicago Equity Partners Llc 8
Stoneridge Investment Partners Llc 8
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 8
CNSAX - Aim Growth Series (invesco Growth Series) - Invesco Convertible Securities Fund Class A 8
Harvest Capital Strategies LLC 8
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 8
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 8
Clare Market Investments LLC 8
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 8
Zazove Associates Llc 8
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 8
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 8
Old Point Trust & Financial Services N A 8
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 8
Sierra Ocean, Llc 8
Planning Capital Management Corp 8
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund 8
Avantax Planning Partners, Inc. 8
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8
Laidlaw Wealth Management LLC 8
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 8
DAVENPORT & Co LLC 8
Cinctive Capital Management LP 8
Rehmann Capital Advisory Group 8
Perritt Capital Management Inc 8
Longitude (Cayman) Ltd. 8
RidgeWorth Capital Management LLC 8
BOCHK Asset Management Ltd 8
Eaton Vance Ltd Duration Income Fund 8
Diligent Investors, LLC 8
Arrington Capital Management, LLC 8
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 8
Clarus Wealth Advisors 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 8
Evercore Wealth Management, LLC 8
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 8
Transcend Wealth Collective, Llc 8
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 8
Moisand Fitzgerald Tamayo, LLC 8
XSW - SPDR SERIES TRUST - SPDR(R) S&P(R) Software & Services ETF 8
BlackRock Japan Co. Ltd 8
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 8
Procyon Private Wealth Partners, LLC 8
J. Derek Lewis & Associates Inc. 8
GGBFX - GuideStone Funds - Global Bond Fund Investor 8
BTG Pactual Asset Management US LLC 8
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 8
Sheaff Brock Investment Advisors, LLC 8
RMB Capital Management, LLC 8
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 8
Claro Advisors LLC 8
Fideuram Asset Management (Ireland) dac 8
V Wealth Advisors LLC 8
Cypress Wealth Services, LLC 8
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 8
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 8
Drive Wealth Management, Llc 8
ACG Wealth 8
Masso Torrence Wealth Management Inc. 8
Binnacle Investments Inc 8
Davidson Kempner Partners 8
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 8
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 8
Liontrust Investment Partners LLP 8
Wunderlich Securities, Inc. 8
IGV - iSHARES TRUST - iShares Expanded Tech-Software Sector ETF 8
Grove Bank & Trust 8
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 8
Mcguire Capital Advisors Inc 8
Wagner Wealth Management, Llc 8
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 8
Hurley Capital, LLC 8
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 8
RMR Wealth Builders 8
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF 8
Cannon Global Investment Management, LLC 8
IWB - iSHARES TRUST - iShares Russell 1000 ETF 8
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF 8
Tennessee Valley Asset Management Partners 8
Cornercap Investment Counsel Inc 8
Orion Capital Management LLC 8
Bank Julius Baer & Co. Ltd, Zurich 8
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 8
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 8
Minichmacgregor Wealth Management, Llc 8
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 8
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 8
Sierra Summit Advisors Llc 8
Alphacrest Capital Management Llc 8
Royal Fund Management, LLC 8
Krane Funds Advisors LLC 8
Aviance Capital Partners, LLC 8
Abound Financial, Llc 8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8
St Germain D J Co Inc 8
Sea Otter Advisors LLC 8
Deere & Co 8
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 8
Discovery Capital Management, Llc / Ct 8
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 8
Fortitude Advisory Group L.L.C. 8
Jackson Creek Investment Advisors LLC 8
Prosperity Wealth Management, Inc. 8
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 8
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 8
National Pension Service 8
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 8
Buckingham Strategic Wealth, Llc 8
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 8
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 8
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 8
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 8
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 8
Situational Awareness LP 8
DPFAX - Northern Lights Fund Trust - Deer Park Total Return Credit Fund Class A 8
Maridea Wealth Management LLC 8
Westpac Banking Corp 8
Harvest Group Wealth Management, Llc 8
Kohmann Bosshard Financial Services, LLC 8
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 8
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 8
Mark Sheptoff Financial Planning, Llc 8
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 8
Contravisory Investment Management, Inc. 8
Bamco Inc /ny/ 8
272 Capital LP 8
Yong Rong (HK) Asset Management Ltd 8
Karpus Management, Inc. 8
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 8
Great Valley Advisor Group, Inc. 8
D'Orazio & Associates, Inc. 8
Easterly Investment Partners Llc 8
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 8
Savvy Advisors, Inc. 8
Eurizon Capital SGR S.p.A. 8
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 8
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 8
Kore Private Wealth LLC 8
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 8
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 8
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 8
Zullo Investment Group, Inc. 8
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 8
RIGZ - Alpha Architect ETF Trust - Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 8
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 8
Ninepoint Partners LP 8
Benjamin Edwards Inc 8
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 8
Limestone Investment Advisors LP 8
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 8
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 8
Aurelius Capital Management, LP 8
Trust Co Of Vermont 8
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 8
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 8
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 8
Wetherby Asset Management Inc 8
Nbt Bank N A /ny 8
Treasurer of the State of North Carolina 8
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 8
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 8
Williams Jones Wealth Management, LLC. 8
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 8
Clearfield Capital Management Lp 8
Bbr Partners, Llc 8
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 8
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 8
Brooklands Fund Management Ltd 8
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 8
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 8
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 8
Pacitti Group Inc. 8
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 8
Torno Capital, Llc 8
Vectors Research Management, LLC 8
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 8
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 8
Bartlett & Co. LLC 8
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 8
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 8
Avidian Wealth Solutions, LLC 8
JT Stratford LLC 8
Smallwood Wealth Investment Management, LLC 8
O'Dell Group, LLC 8
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 8
Tortoise Capital Advisors, L.l.c. 8
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 8
Advanced Series Trust - Ast Advanced Strategies Portfolio 8
Bardin Hill Management Partners Lp 8
Lsv Asset Management 8
Advisor Resource Council 8
Longfellow Investment Management Co Llc 8
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 8
Gateway Investment Advisers Llc 8
West Paces Advisors Inc. 8
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 8
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 8
Meridian Wealth Management, LLC 8
VBB - Valkyrie ETF Trust II - Valkyrie Balance Sheet Opportunities ETF 8
Schechter Investment Advisors, LLC 8
Nissay Asset Management Corp /japan/ /adv 8
EFG International AG 8
Global Trust Asset Management, LLC 8
Resolute Advisors LLC 8
Divisadero Street Capital Management, LP 8
IYF - iSHARES TRUST - iShares U.S. Financials ETF 8
Equitec Specialists, Llc 8
Partners Capital Investment Group, Llp 8
Jaffetilchin Investment Partners, LLC 8
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 8
FCVT - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust SSI Strategic Convertible Securities ETF 8
Metavasi Capital LP 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 8
Ewa, Llc 8
Cable Car Capital LLC 8
World Equity Group, Inc. 8
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 8
Invesco Bond Fund 8
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 8
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 8
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 8
LS Investment Advisors, LLC 8
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 8
Ten Capital Wealth Advisors, LLC 8
UGPIX - PROFUNDS - UltraChina ProFund Investor Class 8
Princeton Global Asset Management LLC 8
First Command Advisory Services, Inc. 8
Global Wealth Strategies & Associates 8
Journey Strategic Wealth Llc 8
Norden Group Llc 8
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 8
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 8
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 8
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 8
Claymore Exchange-traded Fund Trust 8
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 8
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 8
Governors Lane LP 8
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 8
Seaport Global Asset Management Llc 8
Persistent Asset Partners Ltd 8
Hilltop National Bank 8
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 7
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 7
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 7
Galaxy Digital Capital Management LP 7
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 7
Patten Group, Inc. 7
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 7
Titleist Asset Management, Llc 7
Adviser Investments LLC 7
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 7
Hazlett, Burt & Watson, Inc. 7
First Foundation Advisors 7
SGPIX - Profunds - Small-cap Growth Profund Investor Class 7
Tcwp Llc 7
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 7
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 7
Inscription Capital, LLC 7
Worth Asset Management, LLC 7
Unique Wealth Strategies, LLC 7
Moloney Securities Asset Management, LLC 7
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 7
Kessler Investment Group, LLC 7
Level Four Advisory Services, Llc 7
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 7
Intellectus Partners, LLC 7
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 7
Pine River Capital Management L.P. 7
Northpointe Capital Llc 7
Meramec Financial Planners, LLC 7
Connacht Asset Management LP 7
Berry Street Capital Management LLP 7
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 7
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 7
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 7
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 7
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 7
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 7
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 7
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 7
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 7
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 7
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 7
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 7
180 Wealth Advisors, Llc 7
Systematic Financial Management Lp 7
Rakuten Investment Management, Inc. 7
Lauer Wealth, LLC 7
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 7
MorganRosel Wealth Management, LLC 7
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 7
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 7
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 7
Intracoastal Capital, Llc 7
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 7
Wealthfront Inc 7
Redpoint Investment Management Pty Ltd 7
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 7
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 7
Lenox Wealth Advisors, LLC 7
Virtus Global Dividend & Income Fund Inc. 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 7
YHB Investment Advisors, Inc. 7
Parisi Gray Wealth Management 7
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 7
Brown, Lisle/cummings, Inc. 7
HACSX - HARBOR FUNDS - Harbor Convertible Securities Fund Institutional Class 7
Kowal Investment Group, LLC 7
Falcon Edge Capital, LP 7
Jacobs Asset Management, Llc 7
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 7
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 7
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 7
Nicholas Investment Partners, LP 7
ParaFi Capital LP 7
Kistler-Tiffany Companies, LLC 7
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 7
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 7
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 7
One68 Global Capital, LLC 7
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 7
JASVX - SARATOGA ADVANTAGE TRUST - James Alpha Structured Credit Value Portfolio Class A 7
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 7
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 7
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 7
Close Asset Management Ltd 7
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 7
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 7
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 7
Waratah Capital Advisors Ltd. 7
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 7
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 7
Raiffeisen Bank International AG 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
Exos TFP Holdings LLC 7
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 7
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 7
Carlson Capital L P 7
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 7
BCJ Capital Management, LLC 7
Ritter Daniher Financial Advisory LLC / DE 7
DC Investments Management, LLC 7
Front Row Advisors LLC 7
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 7
Global Assets Advisory, LLC 7
Bard Associates Inc 7
Kelly Financial Services LLC 7
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 7
O'Neil Global Advisors, Inc. 7
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 7
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 7
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 7
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 7
Lake Point Wealth Management 7
Vinva Investment Management Ltd 7
Sapient Capital Llc 7
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 7
Mach-1 Financial Group, Inc. 7
Romano Brothers And Company 7
DecisionPoint Financial, LLC 7
AVEE - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Small Cap Equity ETF 7
Abacus Wealth Partners, LLC 7
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 7
HighVista Strategies LLC 7
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 7
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 7
Kingdon Capital Management, L.l.c. 7
Vestor Capital, Llc 7
Vanguard Portfolio Management Llc 7
Luminus Management Llc 7
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 7
Perpetual Ltd 7
Colony Group Llc 7
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 7
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 7
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 7
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 7
J. Safra Sarasin Holding AG 7
Vantage Consulting Group Inc 7
Penbrook Management LLC 7
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 7
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 7
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 7
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 7
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 7
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 7
GSG Advisors LLC 7
Hallmark Capital Management Inc 7
Tiger Global Management Llc 7
Shufro Rose & Co Llc 7
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7
Sfmg, Llc 7
Steigerwald, Gordon & Koch Inc. 7
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 7
Gryphon Financial Partners LLC 7
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 7
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 7
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 7
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 7
Ctc Llc 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 7
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 7
HST Ventures, LLC 7
Samlyn Capital, Llc 7
Mirae Asset Securities (usa) Inc. 7
Carmichael Hill & Associates, Inc. 7
PrairieView Partners, LLC 7
Tompkins Financial Corp 7
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 7
United Community Bank 7
Bedel Financial Consulting, Inc. 7
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 7
Sierra Capital LLC 7
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 7
SCS Capital Management LLC 7
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 7
Fjarde Ap-fonden /fourth Swedish National Pension Fund 7
Allegheny Financial Group LTD 7
Opal Wealth Advisors, LLC 7
Mv Capital Management, Inc. 7
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 7
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 7
Palogic Value Management, L.P. 7
Rangeley Capital, LLC 7
City Holding Co 7
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 7
Hutchin Hill Capital, LP 7
Ellsworth Growth & Income Fund Ltd 7
Cromwell Holdings LLC 7
New Wave Wealth Advisors Llc 7
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 7
Adirondack Trust Co 7
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 7
NorthCrest Asset Manangement, LLC 7
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 7
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 7
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF 7
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 7
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 7
Cassady Schiller Wealth Management, LLC 7
Callan Family Office, LLC 7
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 7
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Insight Advisors, LLC/ PA 7
Riverview Trust Co 7
Credential Qtrade Securities Inc. 7
Clarity Capital Partners LLC 7
Pinnacle Financial Partners, Inc. 7
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 7
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 7
Boulder Hill Capital Management Lp 7
Stratos Wealth Advisors, LLC 7
Fedenia Advisers LLC 7
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 7
Jag Capital Management, Llc 7
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 7
Red Tortoise LLC 7
NewGen Asset Management Ltd 7
Lakeview Capital Partners, LLC 7
Shariaportfolio, Inc. 7
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 7
Full18 Capital LLC 7
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 7
Pasadena Private Wealth, LLC 7
AHIVX - American Century Investment Trust - High Income Fund Investor Class 7
Ariose Capital Management Ltd 7
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 7
Eagle Asset Management Inc 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
JASVX - James Alpha Funds Trust - James Alpha Structured Credit Value Fund Class A 7
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 7
Pinnbrook Capital Management Lp 7
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 7
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 7
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 7
WASHINGTON TRUST Co 7
PIMCO FUNDS - PIMCO Low Duration Portfolio 7
Mason Street Advisors, Llc 7
Hartline Investment Corp/ 7
Texas Capital Bank Wealth Management Services Inc 7
Interchange Capital Partners, LLC 7
Mizuho Markets Americas Llc 7
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 7
Addison Advisors LLC 7
Soros Capital Management Llc 7
Maltese Capital Management Llc 7
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class 7
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 7
Anfield Capital Management, LLC 7
American Research & Management Co. 7
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 7
Blue Owl Capital Holdings LP 7
PFS Partners, LLC 7
GFG Capital, LLC 7
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 7
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7
Commerce Bank 7
Commerzbank Aktiengesellschaft /fi 7
Perennial Investment Advisors, LLC 7
Cooper Financial Group 7
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 7
NinePointTwo Capital 7
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 7
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 7
Eagle Bay Advisors LLC 7
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 7
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 7
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 7
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 7
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 7
Tcw Group Inc 7
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 7
Invictus RG 7
Advisory Research Inc 7
Silverback Asset Management Llc 7
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 7
Zions Bancorporation, N.A. 7
Main Street Financial Solutions, LLC 7
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 7
Lansforsakringar Fondforvaltning AB (publ) 7
Ankerstar Wealth, LLC 7
Cambria Investment Management, L.P. 7
AlTi Global, Inc. 7
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 7
Sippican Capital Advisors 7
Centerpoint Advisors, LLC 7
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 7
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 7
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 7
Amplify ETF Trust - Amplify Thematic All-Stars ETF 7
Delphia (USA) Inc. 7
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 7
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 7
Kiker Wealth Management, LLC 7
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 7
Lgl Partners, Llc 7
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 7
Oak Thistle LLC 7
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 7
Advent Claymore Convertible Securities & Income Fund 7
Bivin & Associates, Inc. 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 7
Petrus Trust Company, LTA 7
Sugarloaf Wealth Management, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 7
BOK Financial Private Wealth, Inc. 7
Swedbank AB 7
Royal London Asset Management Ltd 7
AllSquare Wealth Management LLC 7
Gilder Gagnon Howe & Co Llc 7
Gilpin Wealth Management, Llc 7
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 7
Ulysses Management LLC 7
Copia Wealth Management 7
Davy Global Fund Management Ltd 7
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 7
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 7
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 7
Horrell Capital Management, Inc. 7
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 7
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 7
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 7
University Of Texas/texas Am Investment Managment Co 7
CVI Investments, Inc. 7
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 7
Ratan Capital Management LP 7
WT Wealth Management 7
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 7
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 7
Ulland Investment Advisors, LLC 7
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 7
Accurate Wealth Management, LLC 7
Murphy & Mullick Capital Management Corp 7
Cranbrook Wealth Management, LLC 7
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 7
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 7
Gulf International Bank (UK) Ltd 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 7
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 7
Tyler-Stone Wealth Management 7
People's United Financial, Inc. 7
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7
ArrowMark Colorado Holdings LLC 7
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 7
Absolute Gestao de Investimentos Ltda. 7
First Personal Financial Services 7
Options Solutions, Llc 7
ULTRA SERIES FUND - Diversified Income Fund Class I 7
LM Advisors LLC 7
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 7
ARS Investment Partners, LLC 7
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 7
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 7
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 7
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 7
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 7
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 7
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 7
VCSVX - VALIC Co II - Small Cap Value Fund 7
USA Financial Portformulas Corp 7
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 7
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 7
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 7
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 7
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 7
Park Square Financial Group, LLC 7
Griffin Asset Management, Inc. 7
Profunds - Profund Vp Small-cap Growth 7
Lone Pine Capital Llc 7
VCGAX - VALIC Co I - Growth & Income Fund 7
VCAAX - VALIC Co I - Asset Allocation Fund 7
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 7
Johnson Investment Counsel Inc 7
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 7
Ing Groep Nv 7
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 7
MRP Capital Investments, LLC 7
Wealthspire Advisors, L.P. 7
BluePath Capital Management, LLC 7
FXIMX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series M Series M 7
Lodestone Wealth Management LLC 7
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 7
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 7
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 7
Prescott Group Capital Management, L.l.c. 7
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 7
BerganKDV Wealth Management, LLC 7
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 7
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 7
BFOR - ALPS ETF Trust - Barron's 400 ETF 7
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 7
Caldwell Securities, Inc 7
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 7
Ethos Financial Group, LLC 7
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 7
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 7
Cambridge Trust Co 7
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 7
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 7
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 7
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 7
Yeomans Consulting Group, Inc. 7
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 7
Wealth Watch Advisors, INC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 7
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 7
Envestnet Portfolio Solutions, Inc. 7
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 7
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 7
Emerald Acquisition Ltd. 7
Bleichroeder LP 7
Webster Bank, N. A. 7
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 7
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 7
Rothschild Investment Corp /il 7
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 7
Bridgewater Advisors Inc. 7
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 7
Osbon Capital Management Llc 7
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 7
Hamilton Lane Advisors Llc 7
Garde Capital, Inc. 7
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 7
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 7
Planned Solutions, Inc. 7
Trust Co 7
AlphaCore Capital LLC 7
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 7
Ibex Wealth Advisors 7
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 7
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 7
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 7
GLCAX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Counterpoint Portfolio A 7
Value Aligned Research Advisors, LLC 7
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 7
Private Wealth Asset Management, LLC 7
Vaughan Nelson Investment Management, L.p. 7
Global Wealth Management Investment Advisory, Inc. 7
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 7
Paragon Wealth Strategies, LLC 7
Rubric Capital Management LP 7
Mpwm Advisory Solutions, Llc 7
Farmers & Merchants Trust Co of Chambersburg PA 7
E. Ohman J:or Asset Management AB 7
Resona Asset Management Co.,Ltd. 7
Integrated Quantitative Investments LLC 7
AWM Investment Company, Inc. 7
Modus Advisors, LLC 7
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 7
TRANSAMERICA FUNDS - Transamerica Core Bond I2 7
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 7
Weaver Consulting Group 7
High Net Worth Advisory Group LLC 7
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 7
McAdam, LLC 7
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 7
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 7
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 7
Humankind Benefit Corp - Humankind US Stock ETF 7
Capital Investment Advisory Services, LLC 7
Vanguard World Fund 7
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 7
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 7
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 7
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 7
Almanack Investment Partners, LLC. 6
Solstein Capital, LLC 6
Founders Financial Alliance, LLC 6
CPSIX - Unified Series Trust - Fci Bond Fund 6
Anthracite Investment Company, Inc. 6
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 6
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 6
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 6
Peregrine Asset Advisers, Inc. 6
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 6
Havemeyer Place LP 6
Liberty Mutual Group Asset Management Inc. 6
Amplify ETF Trust - Amplify AI Powered Equity ETF 6
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 6
Sovran Advisors, LLC 6
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 6
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 6
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF 6
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 6
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 6
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 6
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 6
Duncker Streett & Co Inc 6
PENN SERIES FUNDS INC - Small Cap Value Fund 6
Axel Capital Management, LLC 6
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 6
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 6
West Tower Group, LLC 6
Elkfork Partners LLC 6
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 6
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 6
Next Financial Holdings 6
Stansberry Asset Management, Llc 6
M&G Plc 6
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 6
Ascent Group, LLC 6
Kula Investments, LLC 6
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 6
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 6
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 6
Altium Capital Management LP 6
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 6
RCTRX - Advisor Managed Portfolios - Regan Total Return Income Fund Investor Class 6
Bruce G. Allen Investments, LLC 6
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 6
Piper Sandler & Co. 6
Sageworth Trust Co 6
MTM Investment Management, LLC 6
WCG Wealth Advisors LLC 6
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 6
Tegean Capital Management, Llc 6
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 6
Richard W. Paul & Associates, LLC 6
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 6
Alkeon Capital Management Llc 6
361 Capital Llc 6
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 6
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 6
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 6
Proffitt & Goodson Inc 6
Meiji Yasuda Asset Management Co Ltd. 6
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 6
T3 Companies, LLC 6
TB Alternative Assets Ltd. 6
Highland Capital Management Lp 6
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A 6
Nalls Sherbakoff Group, Llc 6
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 6
Capital Investment Advisors, LLC 6
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 6
Clear Creek Financial Management, LLC 6
FJ Capital Management LLC 6
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 6
EMQQ - EXCHANGE TRADED CONCEPTS TRUST - EMQQ The Emerging Markets Internet & Ecommerce ETF 6
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 6
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 6
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 6
FormulaFolio Investments, LLC 6
Commonwealth Equity Services, Inc 6
TradeLink Capital LLC 6
Psagot Value Holdings Ltd. / (Israel) 6
Boston Advisors Llc 6
Columbus Circle Investors 6
Robinson Capital Management, Llc 6
ZEGA Investments, LLC 6
Credit Industriel Et Commercial 6
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 6
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 6
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 6
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
Profunds - Profund Vp Oil & Gas 6
Steamboat Capital Partners, LLC 6
One Wealth Advisors, LLC 6
Centric Wealth Management 6
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 6
Ibex Investors LLC 6
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 6
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 6
Reuter James Wealth Management, Llc 6
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 6
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 6
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 6
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 6
Capitolis Liquid Global Markets LLC 6
Tabor Asset Management, LP 6
Graham Capital Wealth Management, Llc 6
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 6
Psagot Investment House Ltd. 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 6
AUERX - Unified Series Trust - Auer Growth Fund 6
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 6
Modern Wealth Management, LLC 6
Janney Capital Management LLC 6
L & S Advisors Inc 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 6
Omni Partners US LLC 6
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 6
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 6
Private Advisory Group LLC 6
Grey Fox Wealth Advisors, LLC 6
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 6
CSat Investment Advisory, L.P. 6
Allstate Corp 6
Hanseatic Management Services Inc 6
Machina Capital S.a.s. 6
Castle Hook Partners LP 6
Ninety One UK Ltd 6
REX Advisers, LLC 6
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 6
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 6
Park Place Capital Corp 6
CFICX - CALVERT FUND - Calvert Income Fund Class A 6
Bb&t Securities, Llc 6
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 6
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 6
Blue Square Asset Management, Llc 6
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 6
KG&L Capital Management,LLC 6
Winslow, Evans & Crocker, Inc. 6
Groupama Asset Managment 6
Cim Investment Mangement Inc 6
MOON - Direxion Shares ETF Trust - Direxion Moonshot Innovators ETF 6
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 6
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 6
Elo Mutual Pension Insurance Co 6
ACT Capital Management, LLLP 6
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 6
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 6
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 6
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 6
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 6
Myriad Asset Management US LP 6
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 6
Garda Capital Partners Lp 6
Shelton Wealth Management, Llc 6
Jessup Wealth Management, Inc 6
URTH - iShares, Inc. - iShares MSCI World ETF 6
Worldquant Millennium Advisors Llc 6
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 6
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 6
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 6
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 6
Summit Partners Public Asset Management, Llc 6
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 6
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 6
Donoghue Forlines LLC 6
Oxinas Partners Wealth Management LLC 6
Tidal Trust II - Nicholas Crypto Income ETF 6
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 6
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 6
Aj Wealth Strategies, Llc 6
Omni Event Management Ltd 6
M Holdings Securities, Inc. 6
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 6
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 6
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 6
Retirement Wealth Solutions LLC 6
Mesirow Financial Investment Management, Inc. 6
Zrc Wealth Management, Llc 6
Accuvest Global Advisors 6
Colonial Trust Co / SC 6
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 6
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 6
Waldron Private Wealth LLC 6
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 6
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 6
Rinkey Investments 6
LifePro Asset Management 6
Oppenheimer Funds Inc 6
Pnc Funds 6
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 6
Virtus Global Multi-sector Income Fund 6
HYLD - Exchange Listed Funds Trust - High Yield ETF 6
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 6
Semmax Financial Advisors Inc. 6
North Dakota State Investment Board 6
Ahrens Investment Partners LLC 6
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 6
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 6
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 6
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 6
Moran Wealth Management, LLC 6
Pathway Financial Advisers, LLC 6
Farringdon Capital, Ltd. 6
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 6
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 6
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 6
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 6
CBTG - Listed Funds Trust - Cabot Growth ETF 6
Waddell & Reed Financial Inc 6
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 6
Tairen Capital Ltd 6
BankPlus Trust Department 6
Meadow Creek Investment Management LLC 6
HOLD - AdvisorShares Trust - AdvisorShares Sage Core Reserves ETF 6
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 6
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 6
Cannell Peter B & Co Inc 6
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 6
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 6
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 6
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 6
Global X Japan Co., Ltd. 6
Crescent Grove Advisors, LLC 6
Polianta Ltd 6
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 6
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 6
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 6
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 6
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 6
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 6
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 6
Diker Management Llc 6
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 6
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 6
Platform Technology Partners 6
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 6
VCCBX - VALIC Co II - Core Bond Fund 6
Smith, Moore & Co. 6
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 6
Voss Capital, LLC 6
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 6
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 6
Horizon Investments, LLC 6
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 6
Godfrey Financial Associates, Inc. 6
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 6
Hobbs Group Advisors, LLC 6
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 6
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 6
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 6
Ogorek Anthony Joseph /ny/ /adv 6
Quintet Private Bank (Europe) S.A. 6
MUFG Securities EMEA plc 6
First Citizens Bank & Trust Co 6
Nikko Asset Management Americas, Inc. 6
Mendon Capital Advisors Corp 6
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 6
AHL Partners LLP 6
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 6
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 6
Dockside LLC 6
Bfsg, Llc 6
LMCLX - Trust for Advised Portfolios - Miller Income Fund Class I 6
Frontier Capital Management Co Llc 6
Dymon Asia Capital (singapore) Pte. Ltd. 6
Riverhead Capital Management Llc 6
DiMeo Schneider & Associates, L.L.C. 6
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 6
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 6
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 6
Wellington Shields Capital Management, LLC 6
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 6
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 6
Spears Abacus Advisors LLC 6
UYG - PROSHARES TRUST - ProShares Ultra Financials 6
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 6
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 6
Grey Street Capital, LLC 6
Xact Kapitalforvaltning AB 6
Schubert & Co 6
Royce Micro-cap Trust, Inc /md/ 6
Sava Infond d.o.o. 6
Clark Capital Management Group, Inc. 6
Achmea Investment Management B.V. 6
STHYX - AB BOND FUND, INC. - AB Sustainable Thematic Credit Portfolio Advisor Class 6
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 6
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 6
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 6
Profunds - Profund Vp Financials 6
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 6
VCCCX - VALIC Co I - Capital Conservation Fund 6
Lakewood Capital Management, Lp 6
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 6
First United Bank Trust/ 6
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 6
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 6
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 6
Eudaimonia Partners, LLC 6
Parsons Capital Management Inc/ri 6
Bangor Savings Bank 6
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 6
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 6
TT International Asset Management LTD 6
Kestra Investment Management, LLC 6
Indiana Trust & Investment Management CO 6
Cornerstone Advisory, LLC 6
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 6
Invst, LLC 6
Tokio Marine Asset Management Co Ltd 6
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 6
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6
Smith Asset Management Group Lp 6
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 6
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 6
Kohlberg Kravis Roberts & Co. L.P. 6
Laird Norton Trust Company, Llc 6
Financial Network Wealth Advisors LLC 6
Jericho Capital Asset Management L.P. 6
Western Standard LLC 6
VCULX - VALIC Co I - Growth Fund 6
Newtyn Management, LLC 6
Trivest Advisors Ltd 6
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF 6
Triad Wealth Partners, LLC 6
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 6
Davis Capital Management 6
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 6
North Capital, Inc. 6
Enterprise Financial Services Corp 6
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 6
Nuveen Multi-Asset Income Fund 6
Knights of Columbus Asset Advisors LLC 6
Northwest & Ethical Investments L.P. 6
CNB Bank 6
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 6
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 6
VTL Associates, LLC 6
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 6
Gwn Securities Inc. 6
Estabrook Capital Management 6
Disciplined Investments, LLC 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 6
Calton & Associates, Inc. 6
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 6
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 6
Delpha Capital Management, Llc 6
Paces Ferry Wealth Advisors, Llc 6
SAC Capital Advisors LP 6
Knightsbridge Asset Management, Llc 6
CMT Capital Markets Trading GmbH 6
RPG Investment Advisory, LLC 6
Core Bond Portfolio - Core Bond Portfolio 6
Dynamic Technology Lab Pte Ltd 6
AIEQ - ETF Managers Trust - AI Powered Equity ETF 6
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 6
LKFIX - LKCM Funds - LKCM Fixed Income Fund 6
Annapolis Financial Services, LLC 6
Measured Wealth Private Client Group, LLC 6
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 6
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 6
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 6
Pin Oak Investment Advisors Inc 6
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 6
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 6
Ossiam 6
Cordant, Inc. 6
Y.D. More Investments Ltd 6
Great Lakes Retirement, Inc. 6
SJIM - Northern Lights Fund Trust IV - Inverse Cramer Tracker ETF 6
Arlington Capital Management, Inc. 6
USS Investment Management Ltd 6
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 6
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 6
Telemetry Investments, L.L.C. 6
Alpha DNA Investment Management LLC 6
Evolution Wealth Management Inc. 6
Renaissance Group Llc 6
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 6
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 6
Robertson Stephens Wealth Management, LLC 6
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 6
BSW Wealth Partners 6
Fortis Group Advisors, LLC 6
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 6
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 6
Inlight Wealth Management, LLC 6
Cypress Capital Management LLC (WY) 6
Carnegie Capital Asset Management, LLC 6
Heron Bay Capital Management 6
Eastern Bank 6
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 6
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 6
Wealthgarden F.s. Llc 6
Herold Advisors, Inc. 6
Perkins Capital Management Inc 6
Degroof Petercam Asset Management 6
Livforsakringsbolaget Skandia, Omsesidigt 6
Kornitzer Capital Management Inc /ks 6
WMNUX - ADVISORS' INNER CIRCLE FUND - Westwood Alternative Income Fund ULTRA SHARES 6
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 6
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 6
Waterloo Capital, L.P. 6
American National Bank 6
Lyon Street Capital, LLC 6
Cypress Point Wealth Management, LLC 6
Blume Capital Management, Inc. 6
Wealth Enhancement Trust Services, Inc. 6
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 6
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 6
Center for Financial Planning, Inc. 6
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 6
Hennessy Advisors Inc 6
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 6
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 6
New Age Alpha Advisors, LLC 6
Stonegate Investment Group, LLC 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 6
Gables Capital Management Inc. 6
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 6
Fiduciary Trust Co 6
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 6
Signal Advisors Wealth, LLC 6
Connective Portfolio Management, LLC 6
Hussman Strategic Advisors, Inc. 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 6
Leavell Investment Management, Inc. 6
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc. 6
DDD Partners, LLC 6
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 6
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF 6
Delta Investment Management, LLC 6
DMSFX - Brinker Capital Destinations Trust - Destinations Multi Strategy Alternatives Fund Class I 6
J.Safra Asset Management Corp 6
Aaron Wealth Advisors LLC 6
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 6
Vienna Asset Management LLC 6
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional 6
Forsta Ap-fonden 6
Keystone Financial Group 6
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 6
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 6
Advantage Alpha Capital Partners LP 6
Mount Lucas Management LP 6
Wealth Management Partners, LLC 6
Seldon Capital Lp 6
MEME - Listed Funds Trust - Roundhill MEME ETF 6
NN Investment Partners Holdings N.V. 6
First Pacific Advisors, LP 6
Metis Global Partners, LLC 6
Baker Tilly Financial, Llc 6
Wedmont Private Capital 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
Americana Partners, LLC 6
Menta Capital Llc 6
Bowling Portfolio Management LLC 6
Kamunting Street Capital Management, L.P. 6
Beach Point Capital Management LP 6
Abn Amro Investment Solutions 6
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 6
Steward Financial Group LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 6
Capital A Wealth Management, LLC 6
L2 Asset Management, LLC 6
Motley Fool Asset Management LLC 6
Simon Quick Advisors, Llc 6
Hotchkis & Wiley Capital Management Llc 6
GW&K Investment Management, LLC 6
Tidemark, LLC 6
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional 6
Allen Investment Management LLC 6
Crestwood Advisors Group LLC 6
Suntrust Banks Inc 6
Fiera Capital Corp 6
Polen Capital Management Llc 6
Feynman Point Asset Management LLC 6
Gladius Capital Management LP 6
Putnam High Income Securities Fund 6
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 6
Exit Wealth Advisors, LLC. 6
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 6
Mason Street Advisors, Llc 6
Eisler Capital Management Ltd. 6
U S Global Investors Inc 6
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 6
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 6
Cheyne Capital Management (UK) LLP 6
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 6
Corbin Capital Partners, L.P. 6
PDS Planning, Inc 6
Connective Capital Management, LLC 6
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 6
Cedar Wealth Management, LLC 6
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 6
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 6
Comprehensive Financial Planning, Inc./PA 6
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 6
Cooper Creek Partners Management Llc 6
Old Mutual Global Investors (UK) Ltd. 6
6 Meridian 6
Powell Investment Advisors, LLC 6
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 6
Capstone Asset Management Co 6
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 6
DLK Investment Management, LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 6
Eschler Asset Management LLP 6
Capital Wealth Planning, LLC 6
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 6
Optimize Financial Inc 6
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 6
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 6
BlackRock Credit Strategies Fund 6
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 6
Hound Partners, LLC 6
ARK Investment Management LLC 6
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 6
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 6
Covalis Capital Llp 6
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional 6
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 6
MSJSX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Endurance Portfolio Class IS 6
Financial Engines Advisors L.L.C. 6
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 6
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 6
Heritage Wealth Advisors 6
Custom Index Systems, Llc 6
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 6
Dana Investment Advisors, Inc. 6
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 6
Secure Asset Management, LLC 6
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 6
First Allied Advisory Services, Inc. 6
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 6
Cohen & Co Financial Management, LLC 6
Kapitalo Investimentos Ltda 6
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 6
SECOR Capital Advisors, LP 6
Agf Investments Inc. 6
SNS Financial Group, LLC 6
Ursa Fund Management, LLC 6
Bellecapital International Ltd. 6
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF 6
Sara-Bay Financial 6
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 6
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 6
Ameriflex Group, Inc. 6
Vantagepoint Funds 6
FourThought Financial, LLC 6
Level Financial Advisors, Inc. 6
Gf Fund Management Co. Ltd. 6
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 6
Pinkerton Retirement Specialists, LLC 6
Chiron Investment Management, LLC 6
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 6
Richards, Merrill & Peterson, Inc. 6
Cypress Capital, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 6
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 6
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 6
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 6
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 6
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 6
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 6
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 6
King Luther Capital Management Corp 6
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 6
BlueMar Capital Management, LLC 6
Pinnacle Financial Partners Inc 6
Wilbanks Smith & Thomas Asset Management Llc 6
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 6
Elevated Capital Advisors, LLC 5
Merewether Investment Management, LP 5
Duncan Williams Asset Management, LLC 5
F/M Investments LLC 5
Financial Synergies Wealth Advisors, Inc. 5
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 5
Polar Capital Holdings Plc 5
Balentine LLC 5
GeoSphere Capital Management 5
Think Investments LP 5
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 5
FUKOKU MUTUAL LIFE INSURANCE Co 5
Osmosis Investment Management UK Ltd 5
Ag2r La Mondiale Gestion D'actifs 5
Harbor Financial Services, Llc 5
eCIO, Inc. 5
Avestar Capital, LLC 5
Focus Financial Network, Inc. 5
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 5
Boussard & Gavaudan Investment Management LLP 5
Tredje AP-fonden 5
Norinchukin Bank, The 5
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 5
FirstWave Capital Management LLC 5
Veritable, L.P. 5
Future Financial Wealth Managment LLC 5
Mosley Wealth Management 5
Mediolanum International Funds Ltd 5
Shenkman Capital Management Inc 5
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 5
United Asset Strategies, Inc. 5
Essex Investment Management Co Llc 5
Capital CS Group, LLC 5
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 5
NLB Skladi, upravljanje premozenja, d.o.o. 5
Karp Capital Management Corp 5
Burney Co/ 5
Iron Horse Wealth Management, LLC 5
Condor Capital Management 5
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 5
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 5
BlackRock Capital Allocation Trust 5
Capital One, National Association 5
Bnc Wealth Management, Llc 5
Peoples Financial Services Corp. 5
Clear Point Advisors Inc. 5
Securian Asset Management, Inc 5
Nova Wealth Management, Inc. 5
First Pacific Financial 5
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 5
Mirador Capital Partners LP 5
Founders Financial Securities Llc 5
OTA Financial Group L.P. 5
S&t Bank/pa 5
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 5
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 5
Allianz Se 5
Usca Ria Llc 5
Capital International Inc /ca/ 5
Koch Industries Inc 5
AFLEX - Two Roads Shared Trust - Anfield Universal Fixed Income Fund Class A 5
Tt International 5
Delta Global Management LP 5
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 5
Beese Fulmer Investment Management, Inc. 5
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 5
Tamar Securities, LLC 5
Breakwater Investment Management 5
Advisor OS, LLC 5
RWC Asset Management LLP 5
Riverwater Partners LLC 5
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 5
Rockbridge Investment Management, LCC 5
WFA of San Diego, LLC 5
VestGen Advisors, LLC 5
Fairfield, Bush & Co. 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Ruffer LLP 5
SC CHINA HOLDING Ltd 5
Peterson Wealth Services 5
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 5
ASR Vermogensbeheer N.V. 5
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 5
Integrity Alliance, Llc. 5
Reflection Asset Management 5
Westend Capital Management LLC 5
Hanson & Doremus Investment Management 5
Cushing Asset Management, Lp 5
VEGN - ETF Series Solutions - US Vegan Climate ETF 5
Dixon Hughes Goodman Wealth Advisors LLC 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
Smithfield Trust Co 5
Fernwood Investment Management, LLC 5
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 5
Diversify Wealth Management, Llc 5
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 5
Wbi Investments, Inc. 5
ARBIX - FORUM FUNDS - Absolute Convertible Arbitrage Fund Institutional Shares 5
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 5
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 5
SMCP - ETF Series Solutions - AlphaMark Actively Managed Small Cap ETF 5
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 5
Walled Lake Planning & Wealth Management, Llc 5
Managed Account Advisors Llc 5
Miles Capital, Inc. 5
Capital Impact Advisors, LLC 5
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 5
Retirement Planning Co of New England, Inc. 5
Graypoint LLC 5
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 5
Huntleigh Advisors, Inc. 5
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 5
Zuckerman Investment Group, LLC 5
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 5
Dorsey & Whitney Trust CO LLC 5
Clean Yield Group 5
FRG Family Wealth Advisors LLC 5
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 5
Total Clarity Wealth Management, Inc. 5
Laurel Wealth Advisors, Inc. 5
Doliver Advisors, Lp 5
MADDEN SECURITIES Corp 5
Difesa Capital Management, Lp 5
Catalytic Wealth RIA, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5
Painted Porch Advisors LLC 5
Granite Investment Partners, LLC 5
Arcus Capital Partners, LLC 5
Principia Wealth Advisory, LLC 5
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 5
Ontario Teachers Pension Plan Board 5
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 5
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 5
Old Well Partners, LLC 5
ClearAlpha Technologies LP 5
Elevation Series Trust - RiverNorth Patriot ETF 5
Optas, LLC 5
Everstar Asset Management, LLC 5
Pacific Capital Wealth Advisors, Inc 5
CVSB - Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF 5
Capital Advisory Group Advisory Services, LLC 5
Benson Wealth Management INC 5
Heights Capital Management, Inc 5
Thomist Capital Management, LP 5
VARCOV Co. 5
LH Capital Markets, LLC 5
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 5
Investment Research & Advisory Group, Inc. 5
Washington Trust Advisors, Inc. 5
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares 5
Capital International Sarl 5
Causeway Capital Management Llc 5
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 5
Marcum Wealth, LLC 5
DG Capital Management, LLC 5
Dreman Value Management, L L C 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 5
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 5
Cavalier Investments, LLC 5
Krs Capital Management, Llc 5
Mizuho Markets Cayman LP 5
Rothschild Asset Management Inc 5
Gratia Capital, Llc 5
CBIZ Investment Advisory Services, LLC 5
Key FInancial Inc 5
Islay Capital Management, Llc 5
Mckinley Capital Management Llc /delaware 5
E Six Thirteen, Llc 5
Stokes Family Office, LLC 5
Visium Asset Management, LP 5
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5
Personal Capital Advisors Corp 5
Vicus Capital 5
Leelyn Smith, LLC 5
Truefg, Llc 5
RPg Family Wealth Advisory, LLC 5
SkyOak Wealth, LLC 5
Integrated Investment Consultants, LLC 5
Capital Asset Advisory Services LLC 5
Steadfast Capital Management Lp 5
Rachor Investment Advisory Services, LLC 5
Deerfield Management Company, L.p. (series C) 5
Arbiter Partners Capital Management LLC 5
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 5
Thrive Wealth Management, LLC 5
Dv Equities, Llc 5
Ardmore Road Asset Management LP 5
SG Capital Management LLC 5
Vetamer Capital Management, L.p. 5
Whale Rock Capital Management LLC 5
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 5
Westmount Partners, LLC 5
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 5
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 5
Hampton Road Capital Management LP 5
Avanza Fonder AB 5
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 5
Silicon Valley Capital Partners 5
S.A. Mason LLC 5
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 5
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 5
Beck Bode, LLC 5
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 5
Analytic Investors, LLC 5
SIR Capital Management, L.P. 5
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 5
ISEM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Emerging Markets ETF 5
River & Mercantile Asset Management Llp 5
Softbank Group Corp 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 5
Personal Cfo Solutions, Llc 5
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 5
Turning Point Benefit Group, Inc. 5
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 5
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 5
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 5
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 5
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 5
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 5
Ropes Wealth Advisors Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 5
First National Bank Of Omaha 5
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 5
Mainstay Capital Management Llc /adv 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 5
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 5
Princeton Alpha Management LP 5
Mandatum Life Insurance Co Ltd 5
Nantahala Capital Management, LLC 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 5
John Hancock Funds II - Science & Technology Fund Class NAV 5
EWG Elevate Inc. 5
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 5
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 5
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 5
BlackRock Funds V - BlackRock Sustainable Low Duration Bond Fund Institutional 5
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 5
Barometer Capital Management Inc. 5
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 5
Cornerstone Advisors, Inc. 5
Wellington Shields & Co., LLC 5
Stonebridge Capital Advisors LLC 5
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 5
VCSMX - VALIC Co I - Small Cap Fund 5
Mark Asset Management Lp 5
JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) 5
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5
Index Management Solutions, LLC 5
Railway Pension Investments Ltd 5
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 5
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 5
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 5
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 5
HRITX - Manager Directed Portfolios - Hood River International Opportunity Fund Retirement Shares 5
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 5
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 5
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
Consolidated Portfolio Review Corp 5
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 5
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 5
PACIX - COLUMBIA FUNDS SERIES TRUST - Columbia Convertible Securities Fund Class A 5
Qs Batterymarch Financial Management, Inc 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 5
SevenBridge Financial Group, LLC 5
Wcm Investment Management, Llc 5
Whitener Capital Management, Inc. 5
MML Series Investment Fund II - MML Equity Rotation Fund Class II 5
Key Client Fiduciary Advisors, LLC 5
Berbice Capital Management LLC 5
Comprehensive Financial Consultants Institutional, Inc. 5
FNI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Chindia ETF 5
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 5
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 5
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 5
Redwood Capital Management, Llc 5
FSIG - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Limited Duration Investment Grade Corporate ETF 5
CRDSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SHORT DURATION BOND FUND Institutional Shares 5
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 5
Elite Wealth Management, Inc. 5
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class 5
Well Done, LLC 5
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 5
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 5
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 5
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 5
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 5
Aveo Capital Partners, LLC 5
Savior LLC 5
First Command Bank 5
First Command Financial Services, Inc. 5
Mascoma Wealth Management LLC 5
PFG Private Wealth Management, LLC 5
Oxford Financial Group Ltd 5
Northwest Wealth Management, Llc 5
Sun Life Financial Inc 5
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 5
Provence Wealth Management Group 5
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
Covenant Asset Management, LLC 5
Symmetry Partners, LLC 5
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 5
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 5
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 5
SVPIX - Profunds - Small-cap Value Profund Investor Class 5
LGT Group Foundation 5
Hartford Mutual Funds Inc/ct 5
Maso Capital Partners Ltd 5
Gilliland Jeter Wealth Management LLC 5
Dai-Ichi Life Insurance Company, Ltd 5
Tactive Advisors, LLC 5
Almitas Capital LLC 5
Freestone Grove Partners LP 5
Glen Harbor Capital Management LLC 5
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 5
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Engle Capital Management, L.P. 5
BFIX - Build Funds Trust - Build Bond Innovation ETF 5
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 5
Wetzel Investment Advisors, Inc. 5
Temasek Holdings (Private) Ltd 5
Alpha Capital Anstalt 5
Advantage Investment Management, Llc 5
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 5
Altfest L J & Co Inc 5
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 5
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 5
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
Pinnacle Bancorp, Inc. 5
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 5
Bear Mountain Capital, Inc. 5
Independent Portfolio Consultants, Inc. 5
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 5
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 5
CFO4Life Group, LLC 5
M&g Investment Management Ltd 5
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 5
Patriot Investment Management Inc. 5
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 5
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 5
Marshall & Sterling Wealth Advisors Inc. 5
Archon Capital Management LLC 5
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 5
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 5
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 5
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 5
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 5
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 5
Algebris (uk) Ltd 5
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 5
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 5
Cruiser Capital Advisors, Llc 5
Means Investment Co., Inc. 5
Bramshill Investments, LLC 5
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 5
Mountain Capital Investment Advisors, Inc 5
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 5
Lake Street Financial Llc 5
Intesa Sanpaolo S.p.a. 5
First Heartland Consultants, Inc. 5
Castle Wealth Management Llc 5
Legacy Advisors, LLC 5
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 5
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 5
Avalon Trust Co 5
Sompo Japan Nipponkoa Asset Management Co.,ltd. 5
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 5
Arrowgrass Capital Partners (us) Lp 5
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 5
Quilter Plc 5
Lecap Asset Management Ltd 5
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 5
Arlington Partners LLC 5
Reyes Financial Architecture, Inc. 5
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 5
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 5
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 5
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 5
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 5
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 5
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 5
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 5
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 5
Eq Wealth Advisors, Llc 5
Biltmore Capital Advisors LLC 5
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 5
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 5
PFG Advisors 5
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 5
Kcl Capital, L.p. 5
Cary Street Partners Financial Llc 5
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
Campbell Capital Management Inc 5
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 5
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 5
Manchester Financial Inc 5
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 5
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 5
WealthPlan Investment Management, LLC 5
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 5
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 5
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 5
Blackrock Debt Strategies Fund, Inc. 5
Blackrock Core Bond Trust 5
Blackrock Ltd Duration Income Trust 5
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 5
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 5
AOTG - EA Series Trust - AOT Growth and Innovation ETF 5
Brendel Financial Advisors LLC 5
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 5
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 5
Angelo Gordon & Co., L.p. 5
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 5
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV 5
John Hancock Preferred Income Fund 5
John Hancock Preferred Income Fund Iii 5
John Hancock Preferred Income Fund Ii 5
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 5
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 5
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 5
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 5
Troluce Capital Advisors LLC 5
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 5
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 5
Northwest Investment Counselors, Llc 5
Quest 10 Wealth Builders, Inc. 5
Gabelli Convertible & Income Securities Fund Inc 5
Sagespring Wealth Partners, Llc 5
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 5
Cynosure Management, Llc 5
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 5
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 5
Jump Trading, LLC 5
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 5
EULAV Asset Management 5
Rivernorth Marketplace Lending Corp 5
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 5
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 5
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 5
Nuveen Core Equity Alpha Fund 5
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 5
Heartland Advisors Inc 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 5
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 5
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 5
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 5
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 5
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 5
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 5
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 5
SDSI - AMERICAN CENTURY ETF TRUST - American Century Short Duration Strategic Income ETF 5
Hoover Financial Advisors, Inc. 5
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 5
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 5
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 5
Beirne Wealth Consulting Services, LLC 5
Premier Path Wealth Partners, LLC 5
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A 5
Frank, Rimerman Advisors LLC 5
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 5
AIA Group Ltd 5
Wealthquest Corp 5
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 5
Clinton Group Inc 5
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 5
ADPAX - BERNSTEIN SANFORD C FUND INC - Short Duration Plus Portfolio AB Short Duration Class A 5
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 5
IOFAX - MUTUAL FUND SERIES TRUST - AlphaCentric Income Opportunities Fund Class A 5
Alpine Fox Capital LLC 5
AMF Pensionsforsakring AB 5
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 5
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 5
Ostrum Asset Management 5
Keystone Investors Pte Ltd 5
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 5
Portside Wealth Group, LLC 5
Jamison Private Wealth Management, Inc. 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 5
Kentucky Retirement Systems Insurance Trust Fund 5
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 5
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 5
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I 5
Seeyond 5
Profunds - Profund Vp Small-cap Value 5
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 5
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 5
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 5
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 5
General Motors Investment Management Corp 5
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 5
Ascend Capital, Llc 5
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 5
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 5
LJI Wealth Management, LLC 5
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 5
MINC - AdvisorShares Trust - AdvisorShares Newfleet Multi-Sector Income ETF 5
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 5
Guggenheim Strategic Opportunities Fund 5
Garden State Investment Advisory Services LLC 5
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 5
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 5
First Beijing Investment Ltd 5
Flow State Investments, L.P. 5
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 5
Family Firm, Inc. 5
Vantage Investment Advisors, LLC 5
KWEB - Krane Shares Trust - KraneShares CSI China Internet ETF 5
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 5
GLCN - VanEck Vectors ETF Trust - VanEck Vectors ChinaAMC CSI 300 ETF 5
Vanguard Capital Management Llc 5
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 5
iA Global Asset Management Inc. 5
Marathon Capital Management 5
Millstone Evans Group, LLC 5
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 5
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 5
Catherine Avery Investment Management LLC 5
Checchi Capital Advisers, LLC 5
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 5
Moss Adams Wealth Advisors LLC 5
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares 5
LGT Financial Advisors LLC 5
Magnus Financial Group LLC 5
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 5
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I 5
potrero capital research llc 5
EIXIX - MUTUAL FUND SERIES TRUST - Catalyst Enhanced Income Strategy Fund Class I 5
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 5
John Hancock Tax-advantaged Dividend Income Fund 5
Left Brain Wealth Management, LLC 5
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 5
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 5
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 5
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 5
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 5
Brant Point Investment Management Llc 5
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 5
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 5
Blackrock Credit Allocation Income Trust 5
Blackrock Multi-sector Income Trust 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 5
One River Asset Management, LLC 5
Burns Matteson Capital Management, LLC 5
Louisbourg Investments Inc. 5
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional 5
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 5
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 5
Fortis Capital Advisors, LLC 5
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 5
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 5
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 5
Freedom Wealth Alliance, Llc 5
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 5
PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio 5
Calamos Global Dynamic Income Fund 5
Meeder Advisory Services, Inc. 5
San Francisco Sentry Investment Group (ca) 5
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 5
South Dakota Investment Council 5
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 5
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 5
TrinityPoint Wealth, LLC 5
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 5
Generali Asset Management SPA SGR 5
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 5
IMG Wealth Management, Inc. 5
Coppell Advisory Solutions Corp. 5
Cribstone Capital Management, LLC 5
Portman Square Capital LLP 5
Intact Investment Management Inc. 5
Cramer Rosenthal Mcglynn Llc 5
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 5
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 5
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 5
KINETICS PORTFOLIOS TRUST - Kinetics Internet Portfolio 5
Northern Right Capital Management, L.P. 5
Costello Asset Management, INC 5
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 5
Hopwood Financial Services, Inc. 5
Wealth High Governance Capital Ltda 5
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 5
Luxor Capital Group, LP 5
Sheets Smith Wealth Management 5
Chelsea Counsel Co 5
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 5
Gluskin Sheff & Assoc Inc 5
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 5
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 5
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 5
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 5
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 5
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 5
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 5
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 5
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 5
Crystalline Management Inc. 5
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 5
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 5
SZCAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Core Fund Class A 5
Chilton Investment Co Llc 5
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 5
Highland Capital Management Fund Advisors, L.p. 5
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 5
Kentucky Retirement Systems 5
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 5
North Fourth Asset Management, LP 5
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 5
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 5
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 5
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 5
Gupta Wealth Management LLC 5
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 5
STXV - EA Series Trust - Strive 1000 Value ETF 5
Prana Capital Management, LP 5
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 5
Evolution Wealth Advisors, LLC 5
Authentikos Wealth Advisory, LLC 5
Lake Street Advisors Group, Llc 5
Vanguard Capital Wealth Advisors 5
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 5
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 5
Wilkerson Advisory Group LLC 5
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 5
Cordasco Financial Network 5
First Eagle Investment Management, LLC 5
FOMO - Collaborative Investment Series Trust - FOMO ETF 5
Summit Wealth Group Llc / Co 5
Sivia Capital Partners, LLC 5
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 5
Lynwood Capital Management Inc. 5
Pinpoint Asset Management (Singapore) Pte. Ltd. 5
Boreal Capital Management LLC 5
Retirement Systems of Alabama 5
SPAX - Tidal ETF Trust - Robinson Alternative Yield Pre-Merger SPAC ETF 5
Voisard Asset Management Group, Inc. 5
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 5
Whitcomb & Hess, Inc. 5
Integral Derivatives, LLC 5
Winnow Wealth Llc 5
Emfo, Llc 5
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 5
Northside Capital Management, LLC 5
Able Wealth Management LLC 5
Bulltick Wealth Management, LLC 5
Acumen Wealth Advisors, LLC 5
Siemens Fonds Invest GmbH 5
Smith Anglin Financial, LLC 5
Prentice Wealth Management LLC 5
Foundry Partners, LLC 5
SPXZ - Listed Funds Trust - Morgan Creek-Exos SPAC Originated ETF 5
Malaga Cove Capital, LLC 5
Sargent Bickham Lagudis LLC 5
Tikvah Management LLC 5
Nfj Investment Group, Llc 5
Chevy Chase Trust Holdings, Inc. 5
Pallas Capital Advisors LLC 5
AXS Investments LLC 5
Evelyn Partners Investment Management (Europe) Ltd 5
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 5
V-Square Quantitative Management LLC 5
Piscataqua Savings Bank 5
SPC - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Pre-Merger SPAC ETF 5
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 5
Legacy Wealth Asset Management, LLC 5
First PREMIER Bank 5
Country Trust Bank 5
Streeterville Capital LLC 5
BlackRock ETF Trust II - BlackRock Total Return ETF 5
B. Metzler seel. Sohn & Co. Holding AG 5
SPCX - Collaborative Investment Series Trust - The SPAC and New Issue ETF 5
Ellis Investment Partners, LLC 5
RMG Wealth Management LLC 5
HN Saltoro Capital, LP 5
Livingston Group Asset Management CO (operating as Southport Capital Management) 5
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 4
First Capital Advisors Group, LLC. 4
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 4
Watts Gwilliam & Co., LLC 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 4
Actinver Wealth Management, Inc. 4
Transcendent Capital Group LLC 4
FSC Wealth Advisors, LLC 4
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 4
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 4
Cambiar Investors Llc 4
Cookson Peirce & Co Inc 4
Fortem Financial Group, Llc 4
Endurance Wealth Management, Inc. 4
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 4
Cyrus J. Lawrence, LLC 4
BigSur Wealth Management LLC 4
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 4
Mission Wealth Management, Lp 4
WT Asset Management Ltd 4
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R 4
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 4
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 4
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 4
Dagco, Inc. 4
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 4
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 4
Pier 88 Investment Partners Llc 4
Parian Global Management LP 4
Halbert Hargrove Global Advisors, Llc 4
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 4
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 4
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 4
Pimco Income Opportunity Fund 4
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 4
DKM Wealth Management, Inc. 4
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 4
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 4
TCP Asset Management, LLC 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
Harbor Advisors LLC 4
Daymark Wealth Partners, Llc 4
Teton Westwood Funds 4
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 4
Fagan Associates, Inc. 4
Arden Trust Co 4
Helix Partners Management LP 4
Bnp Paribas 4
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 4
LACFX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Convertible Fund Class A 4
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 4
Bryce Point Capital, LLC 4
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 4
AdvisorShares Investments LLC 4
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 4
World Asset Management Inc 4
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 4
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 4
Sentry Investment Management Llc 4
Corient Capital Partners, LLC 4
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 4
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 4
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 4
HMS Capital Management, LLC 4
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 4
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 4
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 4
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 4
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 4
United Financial Planning Group LLC 4
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 4
Copper Rock Capital Partners, LLC 4
West Branch Capital LLC 4
CRNSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL SMALL-CAP FUND Institutional Shares 4
Telemus Capital, Llc 4
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 4
Chiron Capital Management, Llc 4
Camelot Portfolios, LLC 4
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 4
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 4
Patton Fund Management, Inc. 4
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 4
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 4
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 4
Richmond Investment Services, LLC 4
Claudia M.p. Batlle, Crp (r) Llc 4
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 4
FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio 4
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 4
Encompass More Asset Management 4
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 4
Trium Capital LLP 4
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 4
Alerus Financial Na 4
Dynasty Wealth Management, Llc 4
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 4
Twin Capital Management Inc 4
Investment House Llc 4
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 4
Valued Wealth Advisors LLC 4
PayPay Securities Corp 4
OHIO NATIONAL FUND INC - ON Bond Portfolio 4
New England Capital Financial Advisors LLC 4
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 4
NOFIX - Northern Funds - Northern Fixed Income Fund 4
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 4
RMDAX - ALLIANZ FUNDS - AllianzGI Mid-Cap Fund A 4
Oaktree Diversified Income Fund Inc. 4
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 4
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 4
Pier Capital, LLC 4
Accent Capital Management, LLC 4
Point Break Capital Management, LLC 4
Team Hewins, LLC 4
Susquehanna International Securities, Ltd. 4
denkapparat Operations GmbH 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
Cable Hill Partners, LLC 4
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 4
Chokshi & Queen Wealth Advisors, Inc 4
DT Investment Partners, LLC 4
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 4
Armis Advisers, LLC 4
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 4
Legacy Capital Group California, Inc. 4
BlueCrest Capital Management LLP 4
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 4
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 4
PIMCO FUNDS - PIMCO All Asset: Multi-Short PLUS Fund 4
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 4
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 4
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 4
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 4
Tortoise Index Solutions, LLC 4
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 4
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 4
Gruss Capital Management LP 4
SYSTM Wealth Solutions LLC 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 4
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 4
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 4
Lucus Advisors Llc 4
Oxbow Advisors, LLC 4
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 4
MBOVX - M FUND INC - M Large Cap Value Fund 4
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 4
Redhawk Wealth Advisors, Inc. 4
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 4
Capital Markets Trading UK LLP 4
Oracle Alpha Inc. 4
Chartwell Investment Partners, Llc 4
Monolith Management Ltd 4
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 4
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 4
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 4
Viking Global Investors Lp 4
VCBCX - VALIC Co I - Blue Chip Growth Fund 4
VBCVX - VALIC Co I - Systematic Value Fund 4
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 4
MWATX - Metropolitan West Funds - Metropolitan West Alpha Trak 500 Fund 4
Taylor Frigon Capital Management LLC 4
MSSGX - MORGAN STANLEY INSTITUTIONAL FUND INC - Inception Portfolio CLASS I 4
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund 4
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 4
Emerald Investment Partners, Llc 4
APBAX - Cavanal Hill Funds - Active Core Fund Investor 4
Virtue Capital Management, LLC 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
Profunds - Profund Vp Asia 30 4
ICONIQ Capital, LLC 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 4
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 4
Welch Group, LLC 4
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 4
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 4
Miura Global Management, LLC 4
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
Kynikos Associates LP 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
DHEAX - DIAMOND HILL FUNDS - Diamond Hill Short Duration Total Return Fund Class A 4
Fort Point Capital Partners LLC 4
EOPS - Emles Trust - Emles Alpha Opportunities ETF 4
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 4
Myriad Asset Management Ltd. 4
Signature Estate & Investment Advisors Llc 4
Finivi Inc. 4
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 4
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 4
Oppenheimer Etf Trust 4
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 4
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 4
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IA 4
Congress Asset Management Co /ma 4
Elkhorn Partners Limited Partnership 4
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
Rooted Wealth Advisors, Inc. 4
LZGIX - LAZARD FUNDS INC - Lazard Global Fixed Income Portfolio Institutional Shares 4
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 4
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 4
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 4
Capstone Financial Advisors, Inc. 4
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 4
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 4
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 4
Aspiriant, Llc 4
Greenwood Capital Associates Llc 4
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 4
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 4
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 4
Baltimore-Washington Financial Advisors, Inc. 4
Lingohr & Partner Asset Management GmbH 4
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 4
Delta Financial Group, Inc. 4
CenterStar Fund, LLC 4
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 4
Advisory Alpha, LLC 4
Oppenheimer Global Multi Strategies Fund 4
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 4
Regatta Capital Group, Llc 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 4
Nilsine Partners, LLC 4
Johnson Midwest Financial, LLC 4
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 4
PFPPX - PRINCIPAL FUNDS INC - MidCap Growth Fund R-3 4
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 4
Pinnacle Wealth Management, LLC 4
CBLS - Listed Funds Trust - Changebridge Capital Long/Short Equity ETF 4
Meritage Portfolio Management 4
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 4
EFG Asset Management (North America) Corp. 4
Sherman Porfolios, Llc 4
Pennsylvania Capital Management Inc /adv 4
Kercheville Advisors, LLC 4
Amitell Capital Pte Ltd 4
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 4
New Mexico Educational Retirement Board 4
Ferguson Wellman Capital Management, Inc 4
Bridges Investment Management Inc 4
Earnest Partners Llc 4
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 4
Evanson Asset Management, LLC 4
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 4
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 4
Golden Green, Inc. 4
Mosaic Family Wealth, LLC 4
Aspen Grove Capital, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
Global X Funds 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
Lowe Wealth Advisors, LLC 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 4
Monolith Advisors 4
Deprince Race & Zollo Inc 4
Alambic Investment Management, L.P. 4
Autumn Glory Partners, LLC 4
Putnam Fl Investment Management Co 4
CHICAGO TRUST Co NA 4
Graney & King, LLC 4
Contour Asset Management LLC 4
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 4
Rocky Mountain Advisers, Llc 4
West Family Investments, Inc. 4
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 4
Granite Bay Wealth Management, LLC 4
Northeast Financial Consultants Inc 4
DECMX - Advisors Preferred Trust - BCM Decathlon Moderate Fund Class A 4
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 4
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 4
West Michigan Advisors, Llc 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
Varma Mutual Pension Insurance Co 4
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 4
Markston International Llc 4
ISAM Funds (UK) Ltd 4
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 4
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
B & T Capital Management DBA Alpha Capital Management 4
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 4
CPOAX - Morgan Stanley Insight Fund - Morgan Stanley Insight Fund A 4
Integrity Wealth Solutions LLC 4
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class 4
MidFirst Bank 4
Accel Wealth Management 4
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 4
Clark Wealth Partners 4
Bank Of Hawaii 4
Kolinsky Wealth Management, LLC 4
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 4
Bronson Point Management LLC 4
MSS Series Trust - One Rock Fund 4
Financial Freedom, LLC 4
Cim, Llc 4
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 4
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 4
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 4
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 4
Klingenstein Fields & Co Lp 4
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 4
Second Curve Capital Llc 4
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 4
Lombard Odier Asset Management (Switzerland) SA 4
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 4
Ambassador Advisors, LLC 4
Asahi Life Asset Management Co., Ltd. 4
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 4
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 4
Black Swift Group, LLC 4
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 4
Linscomb & Williams, Inc. 4
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 4
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 4
Conversant Capital LLC 4
ZPR Investment Management 4
Ntv Asset Management Llc 4
Waverton Investment Management Ltd 4
Annex Advisory Services, LLC 4
Private Wealth Advisors, LLC 4
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 4
Ashford Capital Management Inc 4
W.G. Shaheen & Associates DBA Whitney & Co 4
Cherry Tree Wealth Management, LLC 4
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 4
Lifeworks Advisors, LLC 4
ETPA - Managed Portfolio Series - Tortoise Digital Payments Infrastructure Fund 4
Redmond Asset Management, LLC 4
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 4
ABN AMRO Bank N.V. 4
Seven Mile Advisory 4
Perkins Coie Trust Co 4
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 4
Deuterium Capital Management, LLC 4
Anchor Capital Advisors Llc 4
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 4
Wolf Group Capital Advisors 4
Hillhouse Capital Advisors, Ltd. 4
Evergreen Private Wealth LLC 4
Tiger Pacific Capital LP 4
Rydex Etf Trust 4
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 4
All Season Financial Advisors, Inc. 4
Pure Financial Advisors, Inc. 4
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 4
Little House Capital Llc 4
Nepsis, Inc. 4
Sankala Group LLC 4
Decker Retirement Planning Inc. 4
Omega Advisors Inc. 4
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 4
Resolute Capital Asset Partners LLC 4
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 4
Slate Path Capital LP 4
Jackson Wealth Management, LLC 4
Florida Financial Advisors, Llc 4
Absolute Return Capital, LLC 4
Sc Us (ttgp), Ltd. 4
PFA Pension, Forsikringsaktieselskab 4
Northwestern Mutual Investment Management Company, Llc 4
TriaGen Wealth Management LLC 4
Suvretta Capital Management, Llc 4
Terrapin Asset Management, LLC 4
Mbb Public Markets I Llc 4
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 4
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 4
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 4
Polar Capital LLP 4
SlateStone Wealth, LLC 4
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 4
SMTH - ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF 4
VSM Wealth Advisory, LLC 4
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 4
MKP Capital Management, L.L.C. 4
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 4
Community Bank, N.A. 4
Mascagni Wealth Management, Inc. 4
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 4
WMG Financial Advisors, LLC 4
McMahon Financial Advisors, LLC 4
WealthTrust-Arizona, LLC 4
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 4
PUTNAM INVESTMENT FUNDS - Putnam PanAgora Market Neutral Fund Class B Shares 4
Childress Capital Advisors, Llc 4
Hilton Capital Management, LLC 4
Capricorn Fund Managers Ltd 4
Briaud Financial Planning, Inc 4
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 4
MBE Wealth Management, LLC 4
Heartwood Wealth Advisors LLC 4
Cornerstone Wealth Management, LLC 4
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 4
Curio Wealth, Llc 4
Adams Diversified Equity Fund, Inc. 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 4
Oxler Private Wealth LLC 4
Sageworth Trust Co of South Dakota 4
Evelyn Partners Investment Management Services Ltd 4
Abacus Planning Group, Inc. 4
La Banque Postale Asset Management SA 4
TSA Wealth Managment LLC 4
MBM Wealth Consultants, LLC 4
Board of Trustees of The Leland Stanford Junior University 4
Seelaus Asset Management LLC 4
Alpha Cubed Investments, LLC 4
Tiger Management L.l.c. 4
Busey Wealth Management 4
Deane Retirement Strategies, Inc. 4
Asset Management Corp /il/ /adv 4
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 4
RWM Asset Management, LLC 4
New Millennium Group LLC 4
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 4
Us Financial Advisors, Llc 4
Clough Global Equity Fund 4
Masters Capital Management Llc 4
Clough Global Opportunities Fund 4
Himension Fund 4
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 4
Hodges Capital Management Inc. 4
Osterweis Capital Management Inc 4
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 4
Guardian Wealth Advisors, Llc / Nc 4
Gill Capital Partners, Llc 4
Ascent Wealth Partners, LLC 4
Epoch Investment Partners, Inc. 4
Bolton Lp 4
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 4
Par Capital Management Inc 4
Oddo Bhf Asset Management Sas 4
Simplify Asset Management Inc. 4
Bank of New Hampshire 4
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 4
Winthrop Capital Management, LLC 4
Alpine Series Trust 4
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional 4
Lord Abbett Credit Opportunities Fund 4
Mawer Investment Management Ltd. 4
Financial Connections Group, Inc. 4
Lumature Wealth Partners, LLC 4
Firestone Capital Management 4
Origin Asset Management LLP 4
Howard Hughes Medical Institute 4
Horizon Bancorp Inc /in/ 4
Mayfair Advisory Group, LLC 4
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IB 4
Mma Asset Management Llc 4
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 4
Annandale Capital, LLC 4
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 4
Hirtle Callaghan & Co LLC 4
Cion Ares Diversified Credit Fund 4
Zurich Insurance Group Ltd/FI 4
HBC Financial Services, PLLC 4
Isthmus Partners, Llc 4
Winton Diversified Opportunities Fund 4
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 4
Wealth Alliance 4
Bancroft Fund Ltd 4
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
William Blair Investment Management, Llc 4
Gyon Technologies Capital Management, LP 4
Calamos Convertible Opportunities & Income Fund 4
Calamos Strategic Total Return Fund 4
Calamos Convertible & High Income Fund 4
Calamos Dynamic Convertible & Income Fund 4
Wealth Architects, LLC 4
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
Modera Wealth Management, LLC 4
Jade Capital Advisors, LLC 4
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF 4
Alta Park Capital, LP 4
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 4
Harbourvest Partners Llc 4
Invenomic Capital Management LP 4
PIMCO FUNDS - PIMCO Short-Term Portfolio 4
Clear Street Derivatives LLC 4
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 4
Washington Trust Bank 4
Fiduciary Planning LLC 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 4
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 4
Core Wealth Advisors, Inc. 4
Avalon Advisors, Llc 4
SpiderRock Trading LLC 4
TrimTabs Asset Management, LLC 4
Shanda Payment Holdings Ltd. 4
China Universal Asset Management Co., Ltd. 4
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 4
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 4
Polygon Management Ltd. 4
Mission Creek Capital Partners, Inc. 4
Corrado Advisors, Llc 4
Matthews International Capital Management Llc 4
Woodward Diversified Capital, Llc 4
Godsey & Gibb Associates 4
Evexia Wealth Llc 4
CAP Partners, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 4
Atlas Principals, LLC 4
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 4
One Capital Management, LLC 4
Manning & Napier Advisors Llc 4
Live Oak Investment Partners 4
DHJJ Financial Advisors, Ltd. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
Cornerstone National Bank & Trust Co 4
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 4
Volterra Technologies LP 4
Polaris Wealth Advisory Group, LLC 4
Paradigm Financial Advisors, LLC 4
LaSalle St. Investment Advisors, LLC 4
CBLS - Elevation Series Trust - Clough Hedged Equity ETF 4
Cutter & CO Brokerage, Inc. 4
Nokomis Capital, L.L.C. 4
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 4
Mn Services Vermogensbeheer B.V. 4
Argent Advisors, Inc. 4
Callan Capital, LLC 4
Resonant Capital Advisors, LLC 4
M&r Capital Management Inc 4
Icon Advisers Inc/co 4
Guided Capital Wealth Management, LLC 4
Harraden Circle Investments, LLC 4
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 4
Verde Servicos Internacionais S.A. 4
Next Capital Management LLC 4
Trust Asset Management LLC 4
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 4
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 4
Revisor Wealth Management LLC 4
Insight Select Income Fund 4
ETRADE Capital Management LLC 4
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 4
Seven Grand Managers, Llc 4
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 4
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 4
Stephenson National Bank & Trust 4
Freedman Financial Associates, Inc. 4
Argent Capital Management Llc 4
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 4
MASTERINVEST Kapitalanlage GmbH 4
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF 4
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 4
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 4
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 4
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 4
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 4
TRUE Private Wealth Advisors 4
NTB Financial Corp 4
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 4
Wiser Advisor Group LLC 4
Heritage Oak Wealth Advisors Llc 4
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 4
Fermata Advisors, LLC 4
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 4
Raymond James Trust N.a. 4
Western Asset Variable Rate Strategic Fund Inc. 4
NorthAvenue LLC 4
Truepoint, Inc. 4
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 4
Roxbury Financial LLC 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
Arena Investors LP 4
KLCM Advisors, Inc. 4
Ziegler Capital Management, LLC 4
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 4
Wealth Effects Llc 4
Connor Clark & Lunn Investment Management Ltd 4
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 4
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 4
IPO - RENAISSANCE CAPITAL GREENWICH FUNDS - Renaissance IPO ETF 4
Souders Financial Advisors 4
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 4
IXG - iSHARES TRUST - iShares Global Financials ETF 4
Private Capital Advisors, Inc. 4
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 4
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 4
Foresters Investment Management Company, Inc. 4
Mizuho Securities Usa Llc 4
Bayban 4
Aviso Financial Inc. 4
NEOS Investment Management LLC 4
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 4
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 4
Seawolf Capital, LLC 4
Spouting Rock Asset Management, LLC 4
Wellspring Financial Advisors, LLC 4
Indus Capital Partners, Llc 4
XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 4
America First Investment Advisors, LLC 4
Kcm Investment Advisors Llc 4
BRIGHT VALLEY CAPITAL Ltd 4
Brinker Capital Inc 4
Salient Capital Advisors, LLC 4
Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 4
Altus Wealth Group LLC 4
Correct Capital Wealth Management 4
FundVantage Trust - Verplanck Balanced Fund 4
Asset Planning,Inc 4
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares 4
LKBAX - LKCM Funds - LKCM Balanced Fund 4
Ashton Thomas Securities, Llc 4
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
TFAUX - Collaborative Investment Series Trust - Tactical Moderate Allocation Fund Class I 4
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 4
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 4
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 4
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 4
Strong Tower Advisory Services 4
Greenline Partners, LLC 4
Affinity Investment Advisors, Llc 4
Bbjs Financial Advisors, Llc 4
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 4
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 4
Columbia Partners L L C Investment Management 4
D L Carlson Investment Group Inc 4
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 4
Trilogy Capital Inc. 4
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 4
Apriem Advisors 4
Silver Lake Group, L.L.C. 4
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA 4
Independence Bank of Kentucky 4
Charter Oak Capital Management, LLC 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 4
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 4
Littlejohn & Co Llc 4
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 4
Howard Capital Management Inc. 4
Highland Capital Management, Llc 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 4
QVT Financial LP 4
Victory Financial Group, Llc 4
Intersect Capital LLC 4
Eddie Patel Inc 4
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 4
Fulton Bank, N.a. 4
Gyroscope Capital Management Group, Llc 4
Mraz, Amerine & Associates, Inc. 4
ARKF - Ark ETF Trust - ARK Fintech Innovation ETF 4
RCSTX - Red Cedar Fund Trust - Red Cedar Short Term Bond Fund Institutional Class 4
RR Advisors, LLC 4
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 4
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 4
Stockman Wealth Management, Inc. 4
VFIN - Simplify Exchange Traded Funds - Simplify Volt Fintech Disruption ETF 4
LVW Advisors, LLC 4
Piermont Capital Management LLC 4
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 4
Sandhill Capital Partners LLC 4
Better Money Decisions, LLC 4
McElhenny Sheffield Capital Management, LLC 4
Redwood Investment Management, Llc 4
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 4
SFY - Tidal ETF Trust - SoFi Select 500 ETF 4
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 4
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 4
Renaissance Capital LLC 4
DBLTX - DoubleLine Funds Trust - DoubleLine Total Return Bond Fund Class I 4
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 4
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 4
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 4
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 4
Vanguard Horizon Funds 4
Stock Yards Bank & Trust Co 4
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 4
Echo Street Capital Management LLC 4
Wealthcare Capital Management Llc 4
Legacy Bridge, LLC 4
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 4
Oak Grove Capital LLC 4
United Maritime Capital Llc 4
Cheviot Value Management, LLC 4
Midwest Professional Planners, LTD. 4
Atlas Private Wealth Advisors 4
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 4
Proem Advisors LLC 4
Intrua Financial, LLC 4
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 4
Halpern Financial, Inc. 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 4
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 4
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 4
SmartHarvest Portfolios, LLC 4
Silver Capital Management Llc 4
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 4
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 4
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 4
JNL SERIES TRUST - JNL/Neuberger Berman Gold Plus Strategy Fund (I) 4
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 4
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 4
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 4
ROSS\JOHNSON & Associates LLC 4
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 4
Odyssean, LLC 4
Bank of Jackson Hole Trust 4
Atlas Merchant Capital LLC 4
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 4
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 4
Longboard Asset Management, LP 4
Walkner Condon Financial Advisors LLC 4
Edmond De Rothschild (suisse) S.a. 4
Blackrock Corporate High Yield Fund, Inc. 4
Icon Wealth Partners, LLC 4
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 4
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 4
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 4
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 4
Allianzgi Convertible & Income 2024 Target Term Fund 4
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 4
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 4
D1 Capital Partners L.P. 4
Forum Funds 4
Grace Capital 4
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 4
Indaba Capital Management, L.P. 4
CGC Financial Services, LLC 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 4
Strategic Wealth Advisors Group, LLC 4
Nuveen Preferred & Income Term Fund 4
Paradigm Asset Management Co Llc 4
Nuveen Preferred & Income 2022 Term Fund 4
Systematic Alpha Investments, LLC 4
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4
Pinnacle Summer Investments, Inc. 4
Penn Capital Management Co Inc 4
Knuff & Co LLC 4
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 4
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 4
Pimco Corporate & Income Opportunity Fund 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 4
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 4
Tradewinds, LLC. 4
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 4
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 4
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 4
Nuveen Preferred & Income Opportunities Fund 4
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 4
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 4
Putnam Premier Income Trust 4
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 4
Science & Technology Partners, L.P. 4
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 4
Wealth Preservation Advisors, LLC 4
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 4
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 4
Lenox Wealth Management, Inc. 4
Spearhead Capital Advisors, Llc 4
Williamson Legacy Group, LLC 4
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 4
Dialectic Capital Management, Lp 4
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 4
Sawyer & Company, Inc 4
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 4
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 4
DSC Meridian Capital LP 4
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 4
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 4
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 4
Long Focus Capital Management, Llc 4
Advisor Partners Ii, Llc 4
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 4
Kintayl Capital LP 4
Sawgrass Asset Management Llc 4
Irish Life Investment Managers Ltd. 4
Desjardins Global Asset Management Inc. 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 4
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 4
Sarver Vrooman Wealth Advisors 4
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 4
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 4
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 4
Creek Drive Management Group LLC 4
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 4
Truewealth Llc 4
Willis Johnson & Associates, Inc. 4
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 4
Canton Hathaway, LLC 4
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 4
Ada Investment Management, LP 4
Phocas Financial Corp. 4
Capital Bank & Trust Co 4
Adams Street Partners Llc 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 4
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 4
JAGJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Ultra Short Term Bond Trust Series I 4
Generali Investments CEE, investicni spolecnost, a.s. 4
Silverleafe Capital Partners, LLC 4
Source Capital Inc /de/ 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 4
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 4
Heck Capital Advisors, LLC 4
Cantor Fitzgerald Investment Adviser L.p. 4
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 4
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 4
Empower Advisory Group, LLC 4
Aware Super Pty Ltd as trustee of Aware Super 4
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A 4
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 4
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A 4
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I 4
Sentinus, LLC 4
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 4
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I 4
Lee Johnson Capital Management, Llc 4
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 4
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 4
Prosperity Financial Group, Inc. 4
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
Prakash Investment Advisors Llc 4
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 4
Kiley Juergens Wealth Management, Llc 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Gabelli Equity Trust Inc 4
Triasima Portfolio Management inc. 4
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
Osborn Rohs Williams & Donohoe Ltd 4
Evolve Private Wealth, Llc 4
Johnson Financial Group, LLC 4
Henry James International Management Inc. 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Mayflower Financial Advisors, LLC 4
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 4
Providence Capital Advisors, LLC 4
Texas Yale Capital Corp. 4
One Fin Capital Management LP 4
Syon Capital Llc 4
Saudi Central Bank 4
Selective Wealth Management, Inc. 4
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 4
Cowen Group, Inc. 4
Syquant Capital Sas 4
Caisse Des Depots Et Consignations 4
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 4
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 4
Cornerstone Wealth Group, LLC 4
Bourgeon Capital Management Llc 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
Sanctuary Wealth Advisors, LLC 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 4
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 4
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 4
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 4
Sequoia China Equity Partners (Hong Kong) Ltd 4
Infrastructure Capital Advisors, Llc 4
Central Bank & Trust Co 4
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 4
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 4
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 4
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 4
Comerica Securities,inc. 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
Athena Capital Advisors Llc 4
Measured Risk Portfolios, Inc. 4
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 4
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 4
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 4
Clough Capital Partners L P 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
Nuveen Tax-advantaged Dividend Growth Fund 4
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 4
RVRB - ADVISORS SERIES TRUST - Reverb ETF 4
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 4
Advisor Partners Llc 4
Claris Advisors, Llc / Mo / 4
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 4
CCVIX - CALAMOS INVESTMENT TRUST/IL - Calamos Convertible Fund Class A 4
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 4
Seneschal Advisors, LLC 4
Beacon Investment Advisory Services, Inc. 4
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 4
CAGCX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Convertible Fund Class A 4
Ceredex Value Advisors LLC 4
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 4
Bernard Wealth Management Corp. 4
Heritage Investors Management Corp 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
Alpine Associates Management Inc. 4
Honeycomb Asset Management LP 4
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 4
Naples Money Management LLC 4
Starboard Value LP 4
HCR Wealth Advisors 4
FLUD - Franklin Templeton ETF Trust - Franklin Liberty Ultra Short Bond ETF Liberty Ultra Short Bond ETF 4
Strategic Financial Concepts, LLC 4
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
Integrated Wealth Management 4
STRV - EA Series Trust - Strive 500 ETF 4
DSC Advisors, L.P. 4
Sugar Maple Asset Management, LLC 4
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 4
Resources Management Corp /ct/ /adv 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
Selway Asset Management 4
Balboa Wealth Partners 4
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 4
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 4
Precept Management LLC 4
London & Capital Asset Management Ltd 4
Lansing Street Advisors 4
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 4
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 4
Equitable Trust Co 4
Fullerton Fund Management Co Ltd 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 4
Retireful, LLC 4
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 4
Lisanti Capital Growth, LLC 4
Fsi Group, Llc 4
Jasper Ridge Partners, L.P. 4
HAO - Invesco Exchange-Traded Fund Trust II - Invesco China Small Cap ETF 4
Hartford Investment Management Co 4
Templeton Global Income Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 4
Horizon Financial Services, Llc 4
Voya Financial Advisors, Inc. 4
Atwood & Palmer Inc 4
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 4
OnyxPoint Global Management LP 4
Empirical Finance, LLC 4
JDM Financial Group LLC 4
ASB Consultores, LLC 4
LGT Fund Management Co Ltd. 4
Private Capital Management Llc 4
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 4
Oribel Capital Management, LP 4
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 4
Union Bancaire Privee, UBP SA 4
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 4
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF 4
Flinton Capital Management LLC 4
Trifecta Capital Advisors, LLC 4
Talon Private Wealth, LLC 4
Meridian Wealth Advisors, LLC 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 4
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 4
Timber Hill LLC 4
Yarra Square Partners LP 4
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 4
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 4
Acuitas Investments, LLC 4
Axiom International Investors Llc /de 4
Novem Group 4
Hc Financial Advisors Inc 4
PWS - Pacer Funds Trust - Pacer WealthShield ETF 4
NorthCoast Asset Management LLC 4
Endeavour Capital Advisors Inc 4
Conning Inc. 3
Gagnon Securities Llc 3
Sumitomo Life Insurance Co 3
Greenlight Capital Inc 3
Anchorage Capital Group, L.L.C. 3
Greenwoods Asset Management Ltd 3
Bank Hapoalim Bm 3
Relative Value Partners Group, LLC 3
Sit Investment Associates Inc 3
General Electric Co 3
Goodwin Daniel L 3
Fosun International Ltd 3
Eminence Capital, Lp 3
Honig Barry C 3
Benefit Street Partners LLC 3
Loews Corp 3
Tenzing Global Management, LLC 3
Lansdowne Partners (uk) Llp 3
Berkshire Hathaway Inc 3
York Capital Management Global Advisors, LLC 3
Solas Capital Management, LLC 3
Pacific Grove Capital LP 3
Jarislowsky, Fraser Ltd 3
Janus Capital Management Llc 3
Cortina Asset Management, LLC 3
Venator Capital Management Ltd. 3
PFM Health Sciences, LP 3
PointState Capital LP 3
Crosslink Capital Inc 3
Beck Capital Management, Llc 3
Thornburg Investment Management Inc 3
Eidelman Virant Capital 3
Platinum Investment Management Ltd 3
Next Century Growth Investors Llc 3
Eventide Asset Management, Llc 3
Guardian Life Insurance Co Of America 3
King Street Capital Management, L.p. 3
Capital Advantage, Inc. 3
Gladstone Capital Management LLP 3
IBM Retirement Fund 3
JCSD Capital, LLC 3
Greenwood Gearhart Inc 3
Ativo Capital Management LLC 3
Brahman Capital Corp. 3
Sand Hill Global Advisors, LLC 3
Capital International Ltd /ca/ 3
Mcmillion Capital Management Inc 3
Roosevelt Investment Group Llc 3
White Pine Capital Llc 3
Harvest Management Llc 3
TimesSquare Capital Management, LLC 3
Forward Management, LLC 3
Pinnacle Holdings, LLC 3
Capital Directions Investment Advisors, LLC 3
CQS Cayman LP 3
Valiant Capital Management, L.P. 3
Girard Partners Ltd. 3
Courier Capital Llc 3
Cooke & Bieler Lp 3
New Amsterdam Partners Llc/ny 3
Vanguard Explorer Fund 3
Howland Capital Management Llc 3
Punch & Associates Investment Management, Inc. 3
Aberdeen Asset Management Plc/uk 3
YA II PN, Ltd. 3
Herndon Capital Management Llc 3
Todd Asset Management Llc 3
Seizert Capital Partners, Llc 3
Holderness Investments Co 3
Opus Capital Group, LLC 3
AMG National Trust Bank 3
GFS Advisors, LLC 3
Iridian Asset Management Llc/ct 3
De Burlo Group Inc 3
Tealwood Asset Management Inc 3
Geneva Advisors, LLC 3
Keel Point, LLC 3
Main Street Research LLC 3
Bollard Group LLC 3
Princeton Capital Management Llc 3
First National Trust Co 3
Grimes & Company, Inc. 3
Paragon Capital Management LLC 3
Pictet North America Advisors SA 3
Leisure Capital Management 3
Horizon Investment Services, LLC 3
Ipswich Investment Management Co., Inc. 3
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3
Zevenbergen Capital Investments Llc 3
ValueAct Holdings, L.P. 3
KEYWISE CAPITAL MANAGEMENT Ltd 3
Gerstein Fisher 3
Alphagen Securities Llc 3
Meiji Yasuda Life Insurance Co 3
Woodmont Investment Counsel Llc 3
Trellus Management Company, LLC 3
Kimelman & Baird, LLC 3
Key Colony Management, LLC 3
Arcadia Investment Management Corp/mi 3
Geduld E E 3
Sprott Inc. 3
Headinvest, Llc 3
Zeke Capital Advisors, Llc 3
Mizuho Asset Management Co.,Ltd. 3
ARGA Investment Management, LP 3
Ninety One SA (PTY) Ltd 3
Kings Point Capital Management 3
NJ State Employees Deferred Compensation Plan 3
Barrett Asset Management, LLC 3
Hikari Power Ltd 3
Spinnaker Trust 3
Garnet Equity Capital Holdings, Inc. 3
Teton Advisors, Inc. 3
PARUS FINANCE (UK) Ltd 3
Clear Investment Research, Llc 3
Meridian Management Co 3
Sphinx Trading, Lp 3
Monetta Financial Services Inc 3
Qci Asset Management Inc/ny 3
Lee Danner & Bass Inc 3
Strategy Asset Managers Llc 3
Regentatlantic Capital Llc 3
Monarch Partners Asset Management LLC 3
BTC Capital Management, Inc. 3
Lebenthal Holdings,LLC 3
Westport Resources Management Inc 3
Scout Investments, Inc. 3
Sii Investments Inc/wi 3
First New York Securities Llc /ny 3
Ironwood Investment Management Llc 3
Bp Plc 3
Shikiar Asset Management Inc 3
Essex Financial Services, Inc. 3
Hl Financial Services Llc 3
Palladium Partners Llc 3
WestEnd Advisors, LLC 3
Tiedemann Advisors, Llc 3
Alta Advisers Ltd 3
Dividend Asset Capital, Llc 3
Private Wealth Partners, LLC 3
Gateway Advisory, LLC 3
Westwood Management Corp /il/ 3
Estate Counselors, LLC 3
Guild Investment Management, Inc. 3
Vigilant Capital Management, LLC 3
Kanaly Trust Co 3
Dumont & Blake Investment Advisors Llc 3
Ares Management Llc 3
Overbrook Management Corp 3
Marathon Asset Management Lp 3
Laffer Investments 3
Redwood Investments, LLC 3
Boardman Bay Capital Management Llc 3
Glg Llc 3
Integre Asset Management, LLC 3
Mycio Wealth Partners, Llc 3
Bienville Capital Management, LLC 3
Harfst & Associates, Inc. 3
Rockefeller Financial Services Inc 3
First Interstate Bank 3
Old Mutual Customised Solutions (proprietary) Ltd 3
Shamrock Asset Management LLC 3
Flossbach Von Storch Ag 3
WealthTrust Fairport, LLC 3
M3F, Inc. 3
Salzhauer Michael 3
Hartford Financial Management Inc. 3
HITE Hedge Asset Management LLC 3
Paragon Capital Management Ltd 3
Cumberland Partners Ltd 3
Hosking Partners LLP 3
1st Global Advisors, Inc. 3
Shinko Asset Management Co., Ltd. 3
Financial Advisory Service, Inc. 3
Orrstown Financial Services Inc 3
Spirit Of America Management Corp/ny 3
First American Bank 3
Smith Affiliated Capital Corp. 3
Grassi Investment Management 3
Wade G W & Inc 3
Cullinan Associates Inc 3
New England Research & Management, Inc. 3
Texas Capital Bancshares Inc/tx 3
Merriman Wealth Management, LLC 3
Bruderman Asset Management, LLC 3
Wall Street Access Asset Management, LLC 3
Leuthold Group, Llc 3
HighTower Trust Services, LTA 3
Reynders McVeigh Capital Management, LLC 3
RiverFront Investment Group, LLC 3
Homrich & Berg 3
ARGI Investment Services, LLC 3
Gallagher Fiduciary Advisors, LLC 3
BBT Capital Management, LLC 3
Lehman Financial Resources, Inc. 3
Pacific Ridge Capital Partners, LLC 3
Gargoyle Investment Advisor L.L.C. 3
Ironwood Financial, llc 3
Exencial Wealth Advisors, Llc 3
Argent Trust Co 3
Gratus Capital LLC 3
Regents Of The University Of California 3
Stanley-Laman Group, Ltd. 3
Accredited Investors Inc. 3
Palisade Asset Management, LLC 3
Mitchell Mcleod Pugh & Williams Inc 3
Boyd Watterson Asset Management Llc/oh 3
Skylands Capital, LLC 3
American Asset Management Inc. 3
Capital Guardian Trust Co 3
Piershale Financial Group, Inc. 3
I.g. Investment Management, Ltd. 3
Ayalon Holdings Ltd. 3
Firsthand Capital Management, Inc. 3
Odey Asset Management Group Ltd 3
Proxima Capital Management, LLC 3
StepStone Group LP 3
Harvard Management Co Inc 3
Continental Advisors Llc 3
Centerbridge Partners, L.P. 3
Timber Creek Capital Management LLC 3
FineMark National Bank & Trust 3
Kiwi Wealth Investments Limited Partnership 3
1492 Capital Management LLC 3
Kepos Capital LP 3
Columbia Asset Management 3
Nair Vinay 3
Gabelli Equity Series Funds Inc 3
RENN Fund, Inc. 3
Bracebridge Capital, LLC 3
Talkot Capital, LLC 3
WESPAC Advisors SoCal, LLC 3
Virginia Retirement System 3
Wildcat Capital Management, LLC 3
Boston Trust Walden Corp 3
Handelsinvest Investeringsforvaltning 3
Oliver Luxxe Assets LLC 3
Kalos Management, Inc. 3
Springhouse Capital Management, LP 3
Douglas Lane & Associates, LLC 3
Old Second National Bank Of Aurora 3
Exane Derivatives 3
Exane Asset Management 3
Bristlecone Advisors, LLC 3
New England Securities Corp /MA/ 3
Wrapmanager Inc 3
Gideon Capital Advisors, Inc. 3
Rovida Advisors Inc. 3
Clarius Group, LLC 3
Valinor Management, Llc 3
Millrace Asset Group, Inc. 3
Appaloosa Lp 3
AlpInvest Partners B.V. 3
Swiss Re Ltd 3
BTG Pactual Global Asset Management Ltd 3
SVA Wealth Management, LLC 3
Coe Capital Management, LLC 3
Camden Asset Management L P /ca 3
Espalier Global Management LLC 3
ACK Asset Management LLC 3
Wealthsource Partners, Llc 3
Dynamic Capital Management Ltd 3
Jabre Capital Partners S.A. 3
Hitchwood Capital Management LP 3
Antipodean Advisors LLC 3
Prince Street Capital Management LLC 3
Nokota Management, LP 3
Clearbridge, Llc 3
TCTC Holdings, LLC 3
Atika Capital Management LLC 3
Northwestern Mutual Investment Services Llc 3
Duquesne Family Office LLC 3
Hall Kathryn A. 3
Simcoe Capital Management, LLC 3
Permanens Capital L.P. 3
Light Street Capital Management, Llc 3
Partner Investment Management, L.P. 3
Claar Advisors LLC 3
Alpenglow Capital LP 3
Electron Capital Partners, LLC 3
Thrax Management, LLC 3
Stelac Advisory Services LLC 3
Park Avenue Institutional Advisers LLC 3
Stifel Nicolaus & Co Inc \mo\ 3
JS Capital Management LLC 3
Associated Banc-corp 3
Bluestein R H & Co 3
Connors Investor Services Inc 3
Cahill Financial Advisors Inc 3
Partners Group Holding AG 3
Birch Hill Investment Advisors LLC 3
Reliant Investment Management, LLC 3
Covalent Partners LLC 3
Institutional Venture Management XIV, LLC 3
Prospect Capital Advisors, LLC 3
Pacific Global Investment Management Co 3
NS Partners Ltd 3
Friess Associates Llc 3
Md Sass Investors Services Inc 3
Apis Capital Advisors, LLC 3
Baird Robert W & Co Inc /wi/ 3
Catamount Wealth Management 3
Balter Liquid Alternatives, LLC 3
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3
Wisconsin Capital Management Llc 3
Legg Mason Investment Counsel, LLC 3
Crcm Lp 3
Sei Trust Co 3
Societe Generale 3
Erickson Ronald P 3
Delphi Private Advisors LLC 3
Nuveen Fund Advisors, LLC 3
Bellwether Investment Group, LLC 3
AWH Capital, L.P. 3
Wilmington Funds Management Corp 3
ANTIPODES PARTNERS Ltd 3
AustralianSuper Pty Ltd 3
AGF Investments LLC 3
Strycker View Capital Llc 3
Wittenberg Investment Management, Inc. 3
Elgethun Capital Management 3
FNY Partners Fund LP 3
Kettle Hill Capital Management, Llc 3
Gainplan LLC 3
Cpwm, Llc 3
Fondren Management LP 3
Chescapmanager LLC 3
Neuburgh Advisers LLC 3
Vantis Investment Advisers L.P. 3
R&F Capital Advisors LP 3
Crawford Lake Capital Management, LLC 3
Pacific Center for Financial Services 3
GSB Wealth Management, LLC 3
Omnia Family Wealth, LLC 3
Linden Capital L.P. 3
Founders Capital Management 3
Global Financial Private Capital, LLC 3
Circle Wealth Management, LLC 3
Quattro Financial Advisors Llc 3
Dimension Capital Management Llc 3
Spot Trading L.l.c. 3
Athos Capital Ltd 3
AlphaStar Capital Management, LLC 3
Summit X, LLC 3
Bb&t Investment Services, Inc. 3
Pinnacle Family Advisors, LLC 3
Ault Global Holdings, Inc. 3
MPS Loria Financial Planners, LLC 3
Edge Advisors, Llc 3
Rubini Jonathan Brian 3
Rimon Gold Assets Ltd 3
Vista Private Wealth Partners. LLC 3
Bigger Capital Fund L P 3
Cerebellum GP, LLC 3
Unison Advisors LLC 3
Tower View Investment Management & Research LLC 3
Fulcrum Capital LLC 3
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
Quadrant Private Wealth Management, LLC 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 3
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
Multi-strategy Growth & Income Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 3
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 3
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 3
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 3
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 3
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 3
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A 3
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 3
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 3
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 3
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 3
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 3
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 3
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 3
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 3
Nuveen Multi-market Income Fund 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 3
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 3
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 3
Nuveen Global High Income Fund 3
Nuveen Tax Advantaged Total Return Strategy Fund 3
Gabelli Dividend & Income Trust 3
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 3
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 3
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. 3
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 3
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 3
Cohen & Steers Reit & Preferred Income Fund Inc 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 3
Cohen & Steers Select Preferred & Income Fund, Inc. 3
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 3
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 3
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 3
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 3
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 3
Pimco Dynamic Credit & Mortgage Income Fund 3
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc. 3
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 3
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 3
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV 3
Trust For Advisor Solutions 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 3
John Hancock Hedged Equity & Income Fund 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 3
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 3
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
QCVAX - Clearwater Investment Trust - Clearwater International Fund 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 3
Western Asset Income Fund 3
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 3
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 3
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 3
Liberty All Star Growth Fund Inc. 3
Advantage Advisers Xanthus Fund, L.l.c. 3
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 3
Western Asset Investment Grade Defined Opportunity Trust Inc. 3
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 3
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 3
Flaherty & Crumrine Total Return Fund Inc 3
Cushing Mlp Total Return Fund 3
Cushing Renaissance Fund 3
Flaherty & Crumrine Preferred Income Fund Inc 3
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 3
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 3
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 3
Flaherty & Crumrine Preferred Securities Income Fund Inc 3
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 3
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 3
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 3
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 3
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 3
Eaton Vance Tax-managed Diversified Equity Income Fund 3
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 3
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 3
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 3
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 3
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 3
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 3
Clough Global Dividend & Income Fund 3
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 3
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 3
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 3
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 3
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 3
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 3
Eaton Vance Enhanced Equity Income Fund 3
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 3
Acap Strategic Fund 3
Putnam Master Intermediate Income Trust 3
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 3
Ab Multi-manager Alternative Fund 3
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 3
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 3
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund 3
Underlying Funds Trust 3
Claraphi Advisory Network, LLC 3
Copperwynd Financial, LLC 3
Northwest Capital Management Inc 3
Sanctuary Wealth Management, L.L.C. 3
Castle Rock Wealth Management, LLC 3
Signition Lp 3
Tibra Equities Europe Ltd 3
Taylor Hoffman Wealth Management 3
Polunin Capital Partners Ltd 3
Allen Capital Group, LLC 3
Ford Financial Group, LLC 3
Sovarnum Capital L.p. 3
MayTech Global Investments, LLC 3
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3
Congress Park Capital LLC 3
Kaizen Advisory, Llc 3
Alphasimplex Group, Llc 3
Aft, Forsyth & Company, Inc. 3
Blackhawk Capital Partners LLC. 3
MANA Advisors LLC 3
Strategic Vision Investment Ltd 3
Deer Park Road Corp 3
Elephas Investment Management Ltd 3
G&S Capital LLC 3
Fore Capital, LLC 3
Slow Capital, Inc. 3
Brasada Capital Management, Lp 3
Certified Advisory Corp 3
Paulson Wealth Management Inc. 3
Vivaldi Opportunities Fund 3
Burleson & Company, LLC 3
Factorial Partners, Llc 3
Arnhold LLC 3
KC Investment Advisors, LLC 3
Greenhaven Road Investment Management, L.P. 3
Nicola Wealth Management Ltd. 3
Schwab Charitable Fund 3
Unigestion Holding SA 3
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 3
Brand Asset Management Group, Inc. 3
Pflug Koory, LLC 3
Wealthstar Advisors, Llc 3
Taikang Asset Management (Hong Kong) Co Ltd 3
Kavar Capital Partners, LLC 3
Impax Asset Management Group plc 3
Orland Properties Ltd 3
Eukles Asset Management 3
Lavaca Capital Llc 3
Graves-Light Private Wealth Management, Inc. 3
Discovery Value Fund 3
Econ Financial Services Corp 3
Personal Wealth Partners 3
CRA Financial Services, LLC 3
Old North State Trust, LLC 3
Seacliff Capital, Llc 3
Coastal Capital Group, Inc. 3
Hamilton Wealth, LLC 3
Sargent Investment Group, LLC 3
Advisory Resource Group 3
Mizuho Securities Co. Ltd. 3
Private Portfolio Partners Llc 3
Security Benefit Life Insurance Co /ks/ 3
Alphabet Inc. 3
PRW Wealth Management LLC 3
MFN Partners Management, LP 3
Toms Capital Investment Management Lp 3
Alera Investment Advisors, LLC 3
Susquehanna International Group Ltd. 3
Johns Hopkins University 3
Massachusetts Institute Of Technology 3
Guidance Point Advisors, LLC 3
Bernardo Wealth Planning LLC 3
Edge Capital Group, LLC 3
Aspire Private Capital, LLC 3
Mid Atlantic Financial Management Inc/adv 3
Covenant Partners, LLC 3
Aequim Alternative Investments LP 3
Northwood Liquid Management Lp 3
Executive Wealth Management, LLC 3
ERn Financial, LLC 3
O'Brien Greene & Co. Inc 3
Garrett Wealth Advisory Group, LLC 3
Aegon Asset Management Uk Plc 3
Kmg Fiduciary Partners, Llc 3
Sage Rhino Capital Llc 3
Ccg Wealth Management, Llc 3
TAP Consulting, LLC 3
Zhang Financial LLC 3
First National Corp /ma/ /adv 3
Shilanski & Associates, Inc. 3
OneAscent Financial Services LLC 3
MidWestOne Financial Group, Inc. 3
Keudell/Morrison Wealth Management 3
Principle Wealth Partners Llc 3
Campbell Multi-strategy Trust 3
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 3
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 3
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 3
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 3
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 3
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 3
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 3
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 3
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 3
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 3
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 3
NOSIX - Northern Funds - Northern Stock Index Fund 3
NOCBX - Northern Funds - Northern Core Bond Fund 3
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 3
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 3
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 3
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 3
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 3
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 3
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A 3
Advanced Series Trust - Ast High Yield Portfolio 3
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 3
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3
Advanced Series Trust - Ast Small-cap Growth Opportunities Portfolio 3
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 3
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 3
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 3
PACIFIC SELECT FUND - Equity Index Portfolio Class I 3
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 3
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 3
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 3
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 3
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 3
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 3
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 3
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 3
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 3
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 3
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 3
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 3
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 3
FFIYX - AB BOND FUND, INC. - AB FlexFee International Bond Portfolio Advisor Class 3
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 3
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 3
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 3
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 3
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 3
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 3
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A 3
BUYAX - MUTUAL FUND SERIES TRUST - Catalyst Buyback Strategy Fund Class A 3
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 3
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 3
KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 3
KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 3
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 3
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 3
LSHAX - KINETICS MUTUAL FUNDS INC - Kinetics Spin-Off and Corporate Restructuring Fund Advisor Class A 3
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 3
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 3
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF 3
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 3
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 3
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 3
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 3
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 3
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 3
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 3
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 3
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 3
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 3
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 3
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A 3
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL 3
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 3
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 3
WEIAX - TETON WESTWOOD FUNDS - TETON Convertible Securities Fund CLASS A 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 3
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 3
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 3
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 3
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 3
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 3
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 3
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 3
MML Series Investment Fund II - MML Blend Fund Initial Class 3
Blackrock Allocation Target Shares - Bats Series A 3
BEXFX - BARON SELECT FUNDS - Baron Emerging Markets Fund 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 3
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 3
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 3
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 3
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 3
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 3
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 3
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 3
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 3
MIGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Advantage Portfolio Class I 3
MSEQX - Morgan Stanley Institutional Fund Inc - Growth Portfolio Class I 3
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 3
TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 3
Securian Funds Trust - SFT Index 500 Fund Class 1 3
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 3
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 3
PENN SERIES FUNDS INC - Index 500 Fund 3
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 3
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 3
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 3
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 3
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 3
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 3
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 3
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 3
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 3
Brighthouse Funds Trust I - Brighthouse/Eaton Vance Floating Rate Portfolio Class A 3
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 3
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 3
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 3
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 3
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 3
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 3
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 3
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 3
MEGIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Growth Portfolio Class I 3
MMGTX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Discovery Portfolio Class II 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 3
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 3
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 3
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 3
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 3
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional 3
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 3
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 3
PIMCO FUNDS - PIMCO International Portfolio 3
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 3
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 3
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 3
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 3
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 3
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 3
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 3
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 3
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 3
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 3
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 3
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 3
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 3
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 3
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 3
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 3
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 3
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 3
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 3
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 3
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 3
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 3
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 3
MACGX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Discovery Portfolio Class A Shares 3
GENY - Principal Exchange-Traded Funds - Principal Millennials Index ETF 3
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 3
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 3
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 3
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 3
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 3
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 3
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 3
PLUDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Ultra Short Income Advisor Class 3
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 3
Profunds - Profund Vp Large-cap Value 3
Profunds - Profund Vp Large-cap Growth 3
Profunds - Profund Vp Bull 3
Profunds - Profund Vp Ultrabull 3
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Short Duration Bond Portfolio Class I 3
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 3
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 3
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 3
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 3
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 3
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
IFRAX - Voya FUNDS TRUST - Voya Floating Rate Fund Class A 3
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 3
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 3
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 3
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 3
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 3
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 3
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 3
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 3
NSBIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Short Duration Bond Fund Investor Class 3
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 3
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 3
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 3
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 3
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 3
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 3
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 3
IALAX - TRANSAMERICA FUNDS - Transamerica Capital Growth A 3
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 3
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 3
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 3
MXEEX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Short Duration Bond Fund Institutional Class 3
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 3
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 3
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 3
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 3
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 3
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 3
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 3
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 3
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 3
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 3
FSEAX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Asia Fund 3
FHKCX - FIDELITY INVESTMENT TRUST - Fidelity China Region Fund 3
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 3
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 3
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 3
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 3
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 3
HAMGX - HARBOR FUNDS - Harbor Mid Cap Growth Fund Institutional Class 3
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 3
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 3
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 3
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 3
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 3
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 3
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 3
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 3
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 3
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 3
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 3
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 3
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 3
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 3
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 3
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 3
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 3
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 3
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 3
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 3
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 3
CPI - IndexIQ ETF Trust - IQ Real Return ETF 3
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 3
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 3
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 3
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 3
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund 3
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 3
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 3
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF 3
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 3
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 3
CHIX - Global X Funds - Global X MSCI China Financials ETF 3
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 3
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 3
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 3
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 3
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 3
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I 3
AOFAX - ALGER FUNDS - Alger Small Cap Focus Fund Class A 3
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A 3
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 3
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 3
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 3
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 3
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 3
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 3
FILDX - Frost Family of Funds - FROST LOW DURATION BOND FUND Institutional Class Shares 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 3
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
HSBC FUNDS - HSBC Strategic Income Fund Class A 3
LGPIX - Profunds - Large-cap Growth Profund Investor Class 3
LVPIX - Profunds - Large-cap Value Profund Investor Class 3
ULPIX - Profunds - Ultrabull Profund Investor Class 3
BLPIX - Profunds - Bull Profund Investor Class 3
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 3
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 3
VFSVX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Investor Shares 3
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 3
EEB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BRIC ETF 3
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 3
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 3
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 3
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 3
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 3
Washburn Capital Management, Inc. 3
Belmont Capital, LLC 3
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 3
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 3
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 3
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A 3
Compass Ion Advisors, LLC 3
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 3
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 3
AIQ - Global X Funds - Global X Future Analytics Tech ETF 3
BOSS - Global X Funds - Global X Founder-Run Companies ETF 3
FengHe Fund Management Pte. Ltd. 3
Beacon Financial Advisory LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 3
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 3
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 3
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 3
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 3
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 3
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 3
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio 3
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 3
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 3
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 3
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 3
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A 3
Acorn Financial Advisory Services Inc /adv 3
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 3
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 3
MECAX - AMG FUNDS III - AMG Managers Cadence Emerging Companies Fund Class N 3
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 3
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 3
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 3
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 3
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 3
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 3
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares 3
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 3
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 3
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 3
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 3
VSTIX - VALIC Co I - Stock Index Fund 3
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 3
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 3
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 3
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 3
SSO - PROSHARES TRUST - ProShares Ultra S&P500 3
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 3
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 3
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 3
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 3
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 3
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 3
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 3
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 3
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 3
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
FRFAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM Floating Rate Income Fund Class A 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
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 3
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 3
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 3
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 3
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 3
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 3
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 3
MCHI - iSHARES TRUST - iShares MSCI China ETF 3
EWUS - iSHARES TRUST - iShares MSCI United Kingdom Small-Cap ETF 3
PSCT - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF 3
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 3
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 3
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 3
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 3
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 3
SHOAX - AMERICAN BEACON FUNDS - American Beacon SiM High Yield Opportunities Fund A Class 3
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 3
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 3
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 3
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 3
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 3
Cfm Wealth Partners Llc 3
LifeSteps Financial, Inc. 3
Vista Wealth Management Group, LLC 3
Carolina Wealth Advisors, LLC 3
AllianzGI Artificial Intelligence & Technology Opportunities Fund 3
PIMCO Energy & Tactical Credit Opportunities Fund 3
Spdr S&p 500 Etf Trust 3
Aperture Investors, LLC 3
BCS Wealth Management 3
Indie Asset Partners, LLC 3
Pathway Capital Management, Lp 3
Mine & Arao Wealth Creation & Management, LLC. 3
Marcho Partners LLP 3
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 3
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 3
Jeereddi Investments, LP 3
Vivid Financial Management, Inc. 3
Legacy Wealth Planning, LLC 3
Independent Family Office, LLC 3
Choi Calvin 3
Menard Financial Group LLC 3
PYA Waltman Capital, LLC 3
Vigilare Wealth Management 3
Capital Wealth Alliance, LLC 3
Appian Way Asset Management LP 3
EPG Wealth Management LLC 3
Aprio Wealth Management, LLC 3
Atreides Management, LP 3
Bellevue Asset Management, Llc 3
Kirkoswald Asset Management LLC 3
Hohimer Wealth Management, Llc 3
Blueprint Investment Partners LLC 3
Dendur Capital Lp 3
Lionsbridge Wealth Management LLC 3
Seven Springs Wealth Group, LLC 3
FSA Wealth Management LLC 3
Wealth Advisors, Inc. 3
Tempus Wealth Planning, LLC 3
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 3
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 3
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 3
Magnolia Capital Advisors Llc 3
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 3
Northern Trust Co Of Connecticut 3
Symphony Financial, Ltd. Co. 3
Triton Wealth Management, PLLC 3
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF 3
Jackson Square Capital, Llc 3
tru Independence LLC 3
MBEQX - M FUND INC - M International Equity Fund 3
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 3
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 3
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 3
FTXNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 3
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 3
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 3
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 3
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A 3
PREOX - PERRITT FUNDS INC - Perritt Ultra MicroCap Fund Investor Class 3
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 3
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF 3
ARKK - Ark ETF Trust - ARK Innovation ETF 3
JAMFX - Jacob Funds Inc. - Jacob Internet Fund Investor Class 3
CADTX - Starboard Investment Trust - Cavalier Adaptive Income Fund Institutional Class Shares 3
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 3
BIGTX - Monteagle Funds - The Texas Fund Class I 3
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 3
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 3
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
LCCMX - Leader Funds Trust - Leader Short Term High Yield Bond Fund Investor Class 3
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 3
Anatole Investment Management Ltd 3
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 3
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 3
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 3
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 3
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 3
Innovator ETFs Trust - Innovator Loup Frontier Tech ETF 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 3
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 3
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 3
Feldmann Marc 3
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 3
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 3
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 3
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 3
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 3
ACVF - ETF Opportunities Trust - American Conservative Values ETF 3
Crescent Capital Consulting, LLC 3
David J Yvars Group 3
TrueWealth Advisors, LLC 3
Mjp Associates Inc /adv 3
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 3
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
APEIRON CAPITAL Ltd 3
Marshall Financial Group LLC 3
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 3
McCarthy Asset Management, Inc. 3
IVC Wealth Advisors LLC 3
Falcon Wealth Planning 3
Flagship Private Wealth, LLC 3
DCM Advisors, LLC 3
Berger Financial Group, Inc 3
Syverson Strege & Co 3
Steadview Capital Management LLC 3
Kaizen Financial Strategies 3
Samson Rock Capital LLP 3
Cowa, Llc 3
Financial Avengers, Inc. 3
Phoenix Wealth Advisors 3
Kavar Capital Partners Group, Llc 3
IvyRock Asset Management (HK) Ltd 3
Leverage Partners Absolute Return Fund SPC 3
OneAscent Wealth Management LLC 3
Alta Wealth Advisors LLC 3
CBOE Vest Financial, LLC 3
Cary Street Partners Asset Management Llc 3
Oder Investment Management, LLC 3
Bck Capital Management Lp 3
Iron Park Capital Partners, LP 3
Sandbox Financial Partners, LLC 3
Cadent Capital Advisors, LLC 3
Sax Wealth Advisors, Llc 3
Verdad Advisers, LP 3
Legacy Capital Wealth Partners, LLC 3
Nixon Capital, LLC 3
Mcdonald Partners Llc 3
MBL Wealth, LLC 3
New York Life Investments Alternatives 3
CoreFirst Bank & Trust 3
EVR Research LP 3
InterOcean Capital Group, LLC 3
140 Summer Partners LP 3
Onyx Bridge Wealth Group LLC 3
Aventail Capital Group, LP 3
Outfitter Financial LLC 3
Round Rock Advisors, LLC 3
Kozak & Associates, Inc. 3
EMC Capital Management 3
Ewing Morris & Co. Investment Partners Ltd. 3
VELA Funds - VELA Large Cap 130/30 Fund Class I 3
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 3
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 3
RCTRX - Trust for Advised Portfolios - Regan Total Return Income Fund Investor Class 3
Sage Private Wealth Group, Llc 3
Robbins Farley Llc 3
44 Wealth Management Llc 3
RWQ Financial Management Services, Inc. 3
Encompass Wealth Advisors, Llc 3
Timelo Investment Management Inc. 3
Curi Wealth Management, LLC 3
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 3
IronBridge Private Wealth, LLC 3
Rollins Financial 3
Everhart Financial Group, Inc. 3
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 3
Gold Dragon Worldwide Asset Management Ltd 3
Capital Advisors Wealth Management, LLC 3
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 3
Paradigm, Strategies in Wealth Management, LLC 3
Capitolis Advisors LLC 3
Bradley & Co. Private Wealth Management, LLC 3
Franchise Capital Ltd 3
Greenwoods Asset Management Hong Kong Ltd. 3
CSM Advisors, LLC 3
Stonnington Group, Llc 3
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 3
Heartland Bank & Trust Co 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 3
WealthTrust Asset Management, LLC 3
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 3
VVSGX - VALIC Co I - Small Cap Growth Fund 3
Bbva Usa 3
DSPC - Collaborative Investment Series Trust - The De-SPAC ETF 3
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 3
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 3
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 3
Strategic Asset Management, LLC 3
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 3
BKUI - BNY Mellon ETF Trust - BNY Mellon Ultra Short Income ETF 3
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 3
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 3
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 3
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 3
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 3
Amplify ETF Trust - Amplify Digital & Online Trading ETF 3
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 3
JIB - Janus Detroit Street Trust - Janus Henderson Sustainable & Impact Core Bond ETF 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Lake Hills Wealth Management, LLC 3
TKG Advisors, LLC 3
AMH Equity Ltd 3
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 3
Carmel Capital Partners, LLC 3
Yarbrough Capital, LLC 3
Goodman Advisory Group, LLC 3
Missouri Trust & Investment Co 3
Kathleen S. Wright Associates Inc. 3
Ahl Investment Management, Inc. 3
Vazirani Asset Management LLC 3
Phraction Management LLC 3
Scissortail Wealth Management, LLC 3
Warren Street Wealth Advisors, LLC 3
Stegent Equity Advisors, Inc. 3
Greenup Street Wealth Management Llc 3
Confluence Wealth Services, Inc. 3
Industrial Alliance Investment Management Inc. 3
Henrickson Nauta Wealth Advisors, Inc. 3
Synergy Financial Group, LTD 3
Taika Capital, LP 3
MQS Management LLC 3
Castle Financial & Retirement Planning Associates, Inc. 3
OPTIMAS CAPITAL Ltd 3
Manhattan West Asset Management, LLC 3
Sagefield Capital LP 3
Operose Advisors LLC 3
Mane Global Capital Management Lp 3
Patient Capital Management, LLC 3
Matrix Private Capital Group Llc 3
Horizon Wealth Management, LLC 3
Gould Capital, LLC 3
CTC Capital Management, LLC 3
Carronade Capital Management, LP 3
Tilia Fiduciary Partners, Inc. 3
Jenkins Wealth 3
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 3
C2C Wealth Management, LLC 3
Logan Stone Capital, LLC 3
RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A 3
RBIAX - RBC FUNDS TRUST - RBC BlueBay Strategic Income Fund Class A 3
AlphaCentric Advisors LLC 3
RUFF - ETF Opportunities Trust - Alpha Dog ETF 3
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 3
American Trust 3
INNO - Harbor ETF Trust - Harbor Disruptive Innovation ETF 3
WMNUX - Ultimus Managers Trust - Westwood Alternative Income Fund Ultra Shares 3
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 3
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 3
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 3
SWAR - Direxion Shares ETF Trust - Direxion Daily Software Bull 2X Shares 3
Baszucki Todd 3
Walker Asset Management, LLC 3
Objective Capital Management, LLC 3
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 3
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 3
Solidarilty Wealth, LLC 3
TIME - Capitol Series Trust - Clockwise Capital Innovation ETF 3
WPGSX - RBB FUND, INC. - WPG Partners Select Small Cap Value Fund Institutional Class 3
My Personal CFO, LLC 3
Commons Capital, Llc 3
Resurgent Financial Advisors LLC 3
EHP Funds Inc. 3
1620 Investment Advisors, Inc. 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
IPPP - Listed Funds Trust - Preferred-Plus ETF 3
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 3
Finer Wealth Management, Inc. 3
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 3
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 3
Joule Financial, LLC 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 3
EdgeRock Capital LLC 3
GDS Wealth Management 3
Miller Wealth Advisors, Llc 3
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 3
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 3
Plan Group Financial, LLC 3
Intrepid Financial Planning Group LLC 3
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 3
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 3
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 3
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 3
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 3
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 3
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 3
Czech National Bank 3
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund 3
BCDF - Listed Funds Trust - Horizon Kinetics Blockchain Development ETF 3
Yorkville Advisors Global, LP 3
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 3
Western Financial Corp/CA 3
Beaumont Financial Advisors, LLC 3
Verum Partners LLC 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
Nordwand Advisors, LLC 3
Olistico Wealth, LLC 3
Milestone Asset Management, Llc 3
Brainard Capital Management LLC 3
Alliance Wealth Advisors, LLC /UT 3
Koesten, Hirschmann & Crabtree, INC. 3
Eisler Capital (US) LLC 3
Tejara Capital Ltd 3
Core Wealth Partners LLC 3
Alpine Investment Management Ltd 3
Allstate Investment Management Co 3
Register Financial Advisors LLC 3
Mill Creek Capital Advisors, LLC 3
TFB Advisors LLC 3
AlphaQ Advisors LLC 3
Silverlake Wealth Management Llc 3
Bensler, LLC 3
Compass Wealth Management LLC 3
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 3
Lakewood Asset Management LLC 3
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 3
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 3
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 3
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 3
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 3
Baron Wealth Management LLC 3
Whitaker-Myers Wealth Managers, LTD. 3
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 3
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 3
Channel Wealth Llc 3
Vanderbilt University 3
North Ridge Wealth Advisors, Inc. 3
25 Llc 3
BIP Wealth, LLC 3
Barrett & Company, Inc. 3
Ofi Invest Asset Management 3
Imprint Wealth LLC 3
National Wealth Management Group, LLC 3
Advanced Portfolio Management, LLC 3
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 3
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 3
Elevatus Welath Management 3
Armstrong, Fleming & Moore, Inc 3
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 3
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 3
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 3
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 3
WFA Asset Management Corp 3
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 3
Financiere des Professionnels - Fonds d,investissement inc. 3
Lakeshore Financial Planning, Inc. 3
Knollwood Investment Advisory, LLC 3
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 3
DARP - Tidal Trust II - Grizzle Growth ETF 3
Trueblood Wealth Management, LLC 3
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 3
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 3
Turtle Creek Wealth Advisors, LLC 3
Vivid Wealth Management, LLC 3
OHSDX - RBB FUND, INC. - Oakhurst Short Duration Bond Fund Institutional Shares 3
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 3
Tyche Wealth Partners LLC 3
Dupree Financial Group, LLC 3
Andina Capital Management, LLC 3
a16z Perennial Management, L.P. 3
Fielder Capital Group LLC 3
Summa Corp. 3
Quotient Wealth Partners, LLC 3
Second Line Capital, LLC 3
Stablepoint Partners, LLC 3
Plato Investment Management Ltd 3
Whalen Wealth Management Inc. 3
Kodai Capital Management LP 3
First Financial Bankshares Inc 3
Foster Dykema Cabot & Partners, Llc 3
Clayton Financial Group LLC 3
Spectrum Wealth Counsel, LLC 3
Ribbit Management Company, LLC 3
Prospect Financial Services LLC 3
Sunpointe, LLC 3
Napa Wealth Management 3
Proathlete Wealth Management Llc 3
EVSB - Morgan Stanley ETF Trust - Eaton Vance Ultra-Short Income ETF 3
Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 3
Richardson Financial Services Inc. 3
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 3
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 3
Fairman Group, LLC 3
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 3
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 3
Azzad Asset Management Inc /adv 3
Multicoin Capital Management, LLC 3
Arrowroot Family Office, LLC 3
NSI - Northern Lights Fund Trust IV - National Security Emerging Markets Index ETF 3
CCMG - EA Series Trust - CCM Global Equity ETF 3
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 3
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 3
Seeds Investor Llc 3
Spirepoint Private Client, Llc 3
Atlanta Consulting Group Advisors, LLC 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
Mowery & Schoenfeld Wealth Management, LLC 3
Traphagen Investment Advisors Llc 3
POM Investment Strategies, LLC 3
Vista Investment Partners Llc 3
Raelipskie Partnership 3
Institutional Investment Strategy Fund 3
Amplify ETF Trust - Amplify Mobile Payments ETF 3
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS 3
STXM - EA Series Trust - Strive Mid-Cap ETF 3
Lynx Investment Advisory 3
Fullcircle Wealth Llc 3
Avenir Tech Ltd 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Fairscale Capital, LLC 3
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 3
Ariadne Wealth Management, LP 3
NCP Inc. 3
Summit Wealth Partners, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 3
Tcfg Wealth Management, Llc 3
Merkkuri Wealth Advisors LLC 3
Convergence Financial, LLC 3
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 3
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 3
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 3
Mainstream Capital Management LLC 3
Kennebec Savings Bank 3
Onefund, Llc 3
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 3
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 3
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 3
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 3
Independent Solutions Wealth Management, LLC 3
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 3
Floyd Financial Group Llc 3
Aspiring Ventures, LLC 3
Financial Life Planners 3
YANKCOM Partnership 3
Wingate Wealth Advisors, Inc. 3
Park Capital Management, LLC / WI 3
Abc Arbitrage Sa 3
Centricity Wealth Management, LLC 3
Compass Planning Associates Inc 3
LongView Asset Management LLC 3
Prasad Wealth Partners, LLC 3
Bravias Capital Group, LLC 3
Chung Wu Investment Group, LLC 3
Miller Financial Services LLC 3
Atala Financial Inc 3
Financially Speaking Inc 3
Crowley Wealth Management, Inc. 3
AssuredPartners Investment Advisors, LLC 3
Prudent Man Investment Management, Inc. 3
Grant Private Wealth Management Inc 3
Spahn Wealth & Retirement LLC 3
Uniting Wealth Partners, LLC 3
Ripple Effect Asset Management LP 3
Canada Post Corp Registered Pension Plan 3
Triglav Skladi, D.o.o. 3
Dilation Capital Management LP 3
Strive Asset Management, LLC 3
Mufg Securities Americas Inc. 3
Goodlander Investment Management, LLC 3
Sphera Management Technology Funds Ltd 3
Corigliano Investment Advisers, LLC 3
Cache Advisors, LLC 3
Tema Etfs Llc 3
Parvin Asset Management, LLC 3
Fourth Dimension Wealth, LLC 3
Baer Investment Advisory LLC 3
Putney Financial Group LLC 3
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF 3
Wood Tarver Financial Group, LLC 3
IronOak Wealth LLC. 3
Wealthedge Investment Advisors, Llc 3
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 3
CBSE - Elevation Series Trust - Clough Select Equity ETF 3
Aspetuck Financial Management LLC 3
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 3
Bosman Wealth Management, LLC 3
MJT & Associates Financial Advisory Group, Inc. 3
Mb, Levis & Associates, Llc 3
NWF Advisory Services Inc. 3
Ransom Advisory, Ltd 3
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 3
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
Wealth Management Associates, Inc. 3
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y 3
Claris Financial LLC 3
RK Capital Management, LLC/FL 3
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 3
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 3
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 3
Maseco Llp 3
Sullivan Wood Capital Management LLC 3
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 3
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3
Evelyn Partners Investment Management LLP 3
Midwest Trust Co 3
Holos Integrated Wealth LLC 3
Traub Capital Management LLC 3
Q Fund Management (Hong Kong) Ltd 3
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 3
Rexford Capital Inc 3
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 3
REMG - Russell Investments Exchange Traded Funds - Emerging Markets Equity Active ETF 3
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 3
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 3
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 3
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 3
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 3
Capital Group KKR Multi-Sector (plus) 3
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 3
Gullane Capital, LLC 3
GatePass Capital, LLC 3
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 3
Kepler Cheuvreux (Suisse) SA 3
Daytona Street Capital LLC 3
Cane Capital Partners, LLC 3
Ktf Investments, Llc 3
Sun Financial Inc 3
Indivisible Partners 3
Bluebird Wealth Management LLC 3
Investors Portfolio Services LLC 3
Core Wealth Advisors, Llc 3
Pinebridge Investments Llc 3
Sunrise Financial Services, LLC 3
Alchemi Wealth, LLC 3
OpenArc Corporate Advisory, LLC 3
Marnell Management LLC 3
E6 Portfolios, LLC 3
Mlp3, Llc 3
PCM Encore, LLC 3
71 West Capital Partners 3
Legend Capital Advisors LLC 3
Miller Capital Partners, Inc. 3
Align Financial, LLC 3
Prosperity Bancshares Inc 3
CoinFund Management LLC 3
Beartown Capital Management, LLC 3
Garton & Associates Financial Advisors LLC 3
Tulsa Wealth Advisors, INC 3
Gunpowder Capital Management, LLC dba Oliver Wealth Management 3
ARP Global Capital Ltd 3
Merited Wealth, LLC 3
Estate Planners Group, LLC 3
Titiun Yejiel 3