Fire, Marine, and Casualty Insurance - 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
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 313
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 287
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 276
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 268
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 267
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 265
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 233
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 226
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 218
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 218
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 210
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 204
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 188
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 177
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 153
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 152
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 152
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 146
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 144
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 144
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 144
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 140
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 138
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 136
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 132
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 129
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 128
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 125
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 124
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 122
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 120
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 119
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 118
Pnc Financial Services Group, Inc. 114
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 104
Deutsche Bank Ag\ 103
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 102
Citadel Advisors Llc 100
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 100
Morgan Stanley 100
BlackRock, Inc. 100
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 97
UBS Group AG 97
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 97
Wells Fargo & Company/mn 96
Jpmorgan Chase & Co 95
Royal Bank Of Canada 95
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 95
Citigroup Inc 95
Bank Of America Corp /de/ 95
Barclays Plc 95
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 94
Proequities, Inc. 94
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 94
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 93
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 93
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 93
Vanguard Group Inc 93
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 92
Goldman Sachs Group Inc 91
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 91
Geode Capital Management, Llc 91
Tower Research Capital LLC (TRC) 91
Susquehanna International Group, Llp 90
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 90
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 89
Northern Trust Corp 89
Renaissance Technologies Llc 89
Ameriprise Financial Inc 89
Millennium Management Llc 88
State Street Corp 88
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 87
Dimensional Fund Advisors Lp 87
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 87
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 87
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 86
Bank of New York Mellon Corp 86
Bank Of Montreal /can/ 86
Bessemer Group Inc 86
Parametric Portfolio Associates Llc 86
Invesco Ltd. 86
Bnp Paribas Arbitrage, Sa 85
Rhumbline Advisers 85
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 85
Russell Investments Group, Ltd. 85
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 85
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 85
Fmr Llc 84
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 84
American International Group, Inc. 84
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 84
Sonora Investment Management, LLC 84
Credit Suisse Ag/ 84
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 84
IFP Advisors, Inc 83
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 83
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 82
California State Teachers Retirement System 82
NOBOX - Northern Funds - Northern Bond Index Fund 81
Manufacturers Life Insurance Company, The 81
SG Americas Securities, LLC 81
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 81
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 80
Charles Schwab Investment Management Inc 80
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 79
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 79
Six Circles Trust - Six Circles Global Bond Fund 79
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 79
Legal & General Group Plc 79
New York State Common Retirement Fund 79
Jane Street Group, Llc 79
Creative Planning 79
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 78
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 78
Simplex Trading, Llc 78
Metropolitan Life Insurance Co/ny 78
Strs Ohio 78
Victory Capital Management Inc 78
California Public Employees Retirement System 78
Two Sigma Advisers, Lp 78
Two Sigma Investments, Lp 78
D. E. Shaw & Co., Inc. 77
Alliancebernstein L.p. 77
Steward Partners Investment Advisory, Llc 77
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 77
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 76
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 76
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 76
First Trust Advisors Lp 75
O'shaughnessy Asset Management, Llc 74
Envestnet Asset Management Inc 74
Prelude Capital Management, Llc 74
Sei Investments Co 74
Panagora Asset Management Inc 74
Aqr Capital Management Llc 74
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 73
Federated Hermes, Inc. 73
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 73
Marshall Wace, Llp 73
Us Bancorp \de\ 73
Acadian Asset Management Llc 73
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 73
Trexquant Investment LP 72
Arrowstreet Capital, Limited Partnership 72
Glenmede Trust Co Na 72
BlackRock Investment Management, LLC 72
Ubs Asset Management Americas Inc 72
Martingale Asset Management L P 72
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 72
Sterling Capital Management LLC 72
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 72
Nuveen Asset Management, LLC 71
Allianz Asset Management GmbH 71
Prudential Financial Inc 71
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 71
Cubist Systematic Strategies, LLC 71
American Century Companies Inc 71
Ameritas Investment Partners, Inc. 71
MetLife Investment Management, LLC 70
Jacobs Levy Equity Management, Inc 70
Ubs Ag 70
Advisor Group Holdings, Inc. 70
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 70
Price T Rowe Associates Inc /md/ 70
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 70
Swiss National Bank 70
Nisa Investment Advisors, Llc 70
BlackRock Fund Advisors 69
Public Employees Retirement System Of Ohio 69
Huntington National Bank 69
Amalgamated Bank 69
Voya Investment Management Llc 69
Nationwide Fund Advisors 69
Norges Bank 69
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 69
Comerica Bank 69
Teacher Retirement System Of Texas 69
Squarepoint Ops LLC 69
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 69
Teachers Advisors, Llc 68
Tiaa Cref Investment Management Llc 68
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 68
BlackRock Institutional Trust Company, N.A. 68
Gsa Capital Partners Llp 68
Meeder Asset Management Inc 68
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 68
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 68
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 68
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 68
Balyasny Asset Management Llc 68
Virtu Financial LLC 68
Wellington Management Group Llp 68
First Horizon Advisors, Inc. 68
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 67
Bridgeway Capital Management Inc 67
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 67
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 67
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 67
Tudor Investment Corp Et Al 67
Brandywine Global Investment Management, LLC 67
State Board Of Administration Of Florida Retirement System 67
Cwm, Llc 67
Northwestern Mutual Wealth Management Co 67
BlackRock Advisors LLC 67
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 67
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 67
Paloma Partners Management Co 67
Zurcher Kantonalbank (Zurich Cantonalbank) 67
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 67
Principal Financial Group Inc 67
Nomura Holdings Inc 66
KBC Group NV 66
Macquarie Group Ltd 66
Hsbc Holdings Plc 66
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 66
Jefferies Group LLC 66
Captrust Financial Advisors 66
Los Angeles Capital Management Llc 66
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 66
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 66
Quadrant Capital Group Llc 66
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 66
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 65
Massmutual Trust Co Fsb/adv 65
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 65
Hrt Financial Lp 65
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 65
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 65
Wolverine Trading, Llc 65
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 65
Ladenburg Thalmann Financial Services Inc 65
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 65
Stifel Financial Corp 65
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 65
Franklin Resources Inc 65
Verition Fund Management LLC 65
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 65
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 64
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 64
Dynamic Technology Lab Private Ltd 64
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 64
Engineers Gate Manager LP 64
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 64
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 64
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 64
ProShare Advisors LLC 64
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 64
Oxford Asset Management Llp 64
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 63
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 63
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 63
State Of Wisconsin Investment Board 63
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 63
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 63
Group One Trading, L.p. 63
Point72 Asset Management, L.P. 63
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 63
Lazard Asset Management Llc 63
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 63
Principal Funds Inc 63
Raymond James & Associates 63
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 63
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 63
Guggenheim Capital Llc 62
Walleye Trading LLC 62
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 62
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 62
Qube Research & Technologies Ltd 62
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 62
Parkside Financial Bank & Trust 62
NOSGX - Northern Funds - Northern Small Cap Value Fund 62
Parallax Volatility Advisers, L.P. 62
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 62
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 62
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 62
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 62
Advisor Group, Inc. 62
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 61
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 61
Schroder Investment Management Group 61
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 61
Parallel Advisors, LLC 61
Aperio Group, LLC 61
Advisory Services Network, LLC 61
Man Group plc 61
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 61
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 61
Russell Frank Co/ 61
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 61
BlackRock Group LTD 61
PDT Partners, LLC 61
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 60
Quantbot Technologies LP 60
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 60
LPL Financial LLC 60
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 60
Lsv Asset Management 60
Point72 Hong Kong Ltd 60
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 60
Marshall Wace North America L.P. 60
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 60
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 60
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 59
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 59
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 59
VDAFX - VALIC Co I - Dynamic Allocation Fund 59
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 59
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 59
Versant Capital Management, Inc 59
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 59
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 59
Zacks Investment Management 59
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 59
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 59
Vanguard Index Funds 59
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 59
Royce & Associates Lp 59
College Retirement Equities Fund 59
Kcg Holdings, Inc. 59
New York State Teachers Retirement System 59
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 59
Connor, Clark & Lunn Investment Management Ltd. 59
Signaturefd, Llc 59
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 59
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 59
Boothbay Fund Management, Llc 59
Emerald Acquisition Ltd. 58
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 58
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 58
Schonfeld Strategic Advisors LLC 58
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 58
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 58
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 58
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 58
Dupont Capital Management Corp 58
Quadrature Capital Ltd 58
Hancock Whitney Corp 58
Tiaa-cref Funds 58
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 58
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 58
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 58
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 57
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 57
IWV - iSHARES TRUST - iShares Russell 3000 ETF 57
Piedmont Investment Advisors Llc 57
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 57
Thrivent Financial For Lutherans 57
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 57
Fifth Third Bancorp 57
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 57
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 57
Acrospire Investment Management LLC 57
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 57
Teachers Retirement System Of The State Of Kentucky 57
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 57
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 57
HighTower Advisors, LLC 57
ExodusPoint Capital Management, LP 57
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 57
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 57
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 57
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 56
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 56
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 56
MUFG Americas Holdings Corp 56
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 56
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 56
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 56
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 56
Cornerstone Capital Management Holdings Llc. 56
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 56
Hillsdale Investment Management Inc. 56
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 56
Janus Henderson Group Plc 56
Cutler Group LP 56
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 56
Neuberger Berman Group LLC 56
Winton Capital Group Ltd 56
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 56
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 56
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 56
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 56
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
Glassman Wealth Services 55
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 55
Raymond James Financial Services Advisors, Inc. 55
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 55
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 55
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 55
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 55
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 55
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 55
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 55
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares 55
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 55
State of Tennessee, Treasury Department 55
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 55
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 55
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 55
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 55
Vanguard World Fund 55
EverSource Wealth Advisors, LLC 55
Vantagepoint Funds 55
Arizona State Retirement System 55
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 55
Walleye Capital LLC 55
BlueCrest Capital Management Ltd 55
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 55
Assetmark, Inc 55
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 54
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 54
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 54
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 54
Putnam Investments Llc 54
MetLife Securities, Inc 54
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 54
Public Employees Retirement Association Of Colorado 54
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 54
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 54
Ergoteles LLC 54
Oregon Public Employees Retirement Fund 54
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 54
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF 54
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 54
Allspring Global Investments Holdings, LLC 54
GAMMA Investing LLC 54
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 53
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 53
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 53
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 53
TCI Wealth Advisors, Inc. 53
Wolverine Asset Management Llc 53
Ancora Advisors, LLC 53
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 53
Tfs Capital Investment Trust 53
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 53
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 53
Toronto Dominion Bank 53
A.R.T. Advisors, LLC 53
Canada Pension Plan Investment Board 53
Great West Life Assurance Co /can/ 53
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 53
Covestor Ltd 53
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 53
United Services Automobile Association 53
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 53
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 53
Oppenheimer Etf Trust 53
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 53
Allworth Financial LP 52
Healthcare Of Ontario Pension Plan Trust Fund 52
Rydex Etf Trust 52
Menta Capital Llc 52
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 52
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 52
QS Investors, LLC 52
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 52
Raymond James Financial Inc 52
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 52
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 52
FNY Investment Advisers, LLC 52
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 52
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 52
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 52
Campbell & CO Investment Adviser LLC 52
Laurion Capital Management LP 52
Police & Firemen's Retirement System of New Jersey 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 52
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 52
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 51
Capital Advisors, Ltd. LLC 51
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 51
PENN SERIES FUNDS INC - International Equity Fund 51
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 51
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 51
Nuveen, LLC 51
Boston Partners 51
Eaton Vance Management 51
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 51
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 51
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 51
State of Wyoming 51
Truist Financial Corp 51
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 51
Centiva Capital, LP 51
Denali Advisors Llc 51
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 51
Janney Montgomery Scott LLC 51
GWM Advisors LLC 51
Capital Fund Management S.a. 51
XTX Topco Ltd 51
Stratos Wealth Partners, LTD. 51
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 51
Sofos Investments, Inc. 50
National Asset Management, Inc. 50
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 50
PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 50
SRS Capital Advisors, Inc. 50
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 50
Highbridge Capital Management Llc 50
Managed Account Advisors Llc 50
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 50
RidgeWorth Capital Management LLC 50
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 50
Voloridge Investment Management, Llc 50
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 50
Advisors Asset Management, Inc. 50
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 50
Global Retirement Partners, LLC 50
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 50
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 50
Lindbrook Capital, Llc 50
Federation des caisses Desjardins du Quebec 50
Jump Financial, LLC 50
Y-Intercept (Hong Kong) Ltd 50
Quantitative Systematic Strategies LLC 50
Corebridge Financial, Inc. 50
CIBC Private Wealth Group, LLC 50
Quantamental Technologies LLC 49
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 49
Intech Investment Management Llc 49
Larson Financial Group LLC 49
Rockefeller Capital Management L.P. 49
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 49
State of Alaska, Department of Revenue 49
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 49
PineBridge Investments, L.P. 49
First Mercantile Trust Co 49
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 49
Magnetar Financial LLC 49
Farther Finance Advisors, LLC 49
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 49
Private Trust Co Na 49
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 49
Virginia Retirement Systems Et Al 49
SBI Securities Co., Ltd. 49
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 48
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 48
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 48
Assenagon Asset Management S.A. 48
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 48
Berman Capital Advisors, LLC 48
OMERS ADMINISTRATION Corp 48
Public Sector Pension Investment Board 48
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 48
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 48
Axa S.a. 48
Globeflex Capital L P 48
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 48
Coldstream Capital Management Inc 48
PEAK6 Investments, L.P. 48
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 48
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 48
Loomis Sayles & Co L P 48
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 48
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 48
Capital Performance Advisors Llp 48
Deere & Co 48
State Farm Variable Product Trust 48
Stevens Capital Management Lp 48
State Farm Mutual Fund Trust 48
Mackenzie Financial Corp 48
Alps Advisors Inc 47
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 47
PEAK6 Investments LLC 47
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 47
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 47
Ground Swell Capital, LLC 47
Mirae Asset Global Investments Co., Ltd. 47
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 47
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 47
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 47
Ajo, Lp 47
Chicago Equity Partners Llc 47
M&t Bank Corp 47
Skopos Labs, Inc. 47
D.a. Davidson & Co. 47
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 47
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 47
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 47
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 47
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 47
LS Investment Advisors, LLC 47
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 47
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 47
Prospector Partners Llc 47
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 47
Aquatic Capital Management LLC 47
Susquehanna Fundamental Investments, Llc 47
Geneos Wealth Management Inc. 47
Municipal Employees' Retirement System of Michigan 47
Gotham Asset Management, LLC 46
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 46
Assured Investment Management LLC 46
Alpine Global Management, LLC 46
Occudo Quantitative Strategies Lp 46
Mutual Of America Capital Management Llc 46
True Wealth Design, LLC 46
Capstone Investment Advisors, Llc 46
Fuller & Thaler Asset Management, Inc. 46
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 46
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 46
Two Sigma Securities, Llc 46
Proficio Capital Partners LLC 46
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 46
Wealthspire Advisors, L.P. 46
Summit Trail Advisors, Llc 46
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 46
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 46
Oppenheimer Funds Inc 46
Analytic Investors, LLC 46
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 46
Pine River Capital Management L.P. 46
Graham Capital Management, L.P. 46
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 46
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 46
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 46
First Quadrant L P/ca 46
Vident Investment Advisory, LLC 45
Ensign Peak Advisors, Inc 45
First Republic Investment Management, Inc. 45
BRACX - Blackrock Allocation Target Shares - Bats Series C 45
LMR Partners LLP 45
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 45
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 45
Cresset Asset Management, LLC 45
Capstone Asset Management Co 45
Quantinno Capital Management LP 45
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 45
AMP Capital Investors Ltd 45
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 45
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 45
Amundi Pioneer Asset Management Inc 45
Amalgamated Financial Corp. 45
VTL Associates, LLC 45
Robeco Institutional Asset Management B.V. 45
Cornercap Investment Counsel Inc 45
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 45
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 45
Clear Street Markets Llc 45
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 44
Versor Investments LP 44
Systematic Financial Management Lp 44
Louisiana State Employees Retirement System 44
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 44
Commonwealth Equity Services, Llc 44
Profunds - Profund Vp Oil & Gas 44
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 44
Ronald Blue Trust, Inc. 44
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 44
Texas Permanent School Fund 44
Credit Agricole S A 44
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 44
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 44
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 44
Tfs Capital Llc 44
Whittier Trust Co 44
Nine Chapters Capital Management LLC 44
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 44
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 44
Rothschild Investment Llc 44
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 44
Philadelphia Financial Management of San Francisco, LLC 44
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 44
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 44
Jones Financial Companies Lllp 44
Blair William & Co/il 44
Regions Financial Corp 44
Private Capital Group, LLC 44
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 44
Capital Returns Management, LLC 44
First Manhattan Co 44
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 44
Benjamin F. Edwards & Company, Inc. 43
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 43
Cambridge Investment Research Advisors, Inc. 43
Guggenheim Active Allocation Fund 43
AHL Partners LLP 43
EntryPoint Capital, LLC 43
Umb Bank N A/mo 43
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 43
Ellington Management Group Llc 43
BNP Paribas Asset Management Holding S.A. 43
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 43
Mason Street Advisors, Llc 43
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 43
Dark Forest Capital Management Lp 43
Great Lakes Advisors, Llc 43
Natixis 43
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 43
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 43
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 43
Grantham, Mayo, Van Otterloo & Co. LLC 43
Thompson Siegel & Walmsley Llc 43
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 43
DekaBank Deutsche Girozentrale 43
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 43
Alberta Investment Management Corp 43
Smithfield Trust Co 43
Crossmark Global Holdings, Inc. 43
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 43
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 43
Orion Portfolio Solutions, LLC 43
Holocene Advisors, LP 43
Suntrust Banks Inc 43
Rafferty Asset Management, LLC 43
Farmers & Merchants Investments Inc 43
Numeric Investors Llc 43
Quarry LP 43
EBI - RBB Fund Trust - Longview Advantage ETF 43
PENN SERIES FUNDS INC - Small Cap Index Fund 43
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 43
Yousif Capital Management, Llc 43
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 43
Point72 Asia (Singapore) Pte. Ltd. 43
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 43
Profund Advisors Llc 43
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 42
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 42
GV Financial Advisors 42
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 42
Mariner, LLC 42
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 42
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 42
Private Advisor Group, LLC 42
Landscape Capital Management, L.l.c. 42
Aigen Investment Management, Lp 42
Avantax Planning Partners, Inc. 42
CoreCap Advisors, LLC 42
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 42
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 42
Kcm Investment Advisors Llc 42
NEXT Financial Group, Inc 42
Spark Investment Management LLC 42
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 42
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 42
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 42
Klp Kapitalforvaltning As 42
Smartleaf Asset Management LLC 42
Karp Capital Management Corp 42
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 42
Summit Global Investments 42
Hbk Investments L P 42
CIBC Asset Management Inc 42
Brown Brothers Harriman & Co 42
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 42
Algert Global Llc 42
Gabelli Funds Llc 42
Airain ltd 42
C M Bidwell & Associates Ltd 42
Shell Asset Management Co 42
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 42
Td Asset Management Inc 42
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 42
BlackRock Japan Co. Ltd 42
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 42
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 42
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 42
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 42
First Trust Intermediate Duration Preferred & Income Fund 41
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 41
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 41
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 41
FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF 41
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 41
NSIDX - Northern Funds - Northern Small Cap Index Fund 41
Nuveen Preferred & Income Securities Fund 41
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 41
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 41
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 41
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 41
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 41
Xact Kapitalforvaltning AB 41
Exchange Traded Concepts, Llc 41
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 41
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 41
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 41
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 41
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 41
FDx Advisors, Inc. 41
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 41
IndexIQ Advisors LLC 41
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 41
Sawtooth Solutions, LLC 41
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 41
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 41
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 41
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 41
Absolute Return Capital, LLC 41
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 41
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 41
Keybank National Association/oh 41
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 41
Vantage Consulting Group Inc 41
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 40
AdvisorNet Financial, Inc 40
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 40
VCSLX - VALIC Co I - Small Cap Index Fund 40
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 40
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 40
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 40
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 40
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 40
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 40
State of New Jersey Common Pension Fund D 40
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 40
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 40
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 40
Brown Advisory Inc 40
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 40
SLPIX - Profunds - Small-cap Profund Investor Class 40
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 40
Profunds - Profund Vp Ultrasmall-cap 40
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 40
Profunds - Profund Vp Small-cap 40
Sowell Financial Services LLC 40
Natixis Advisors, L.p. 40
Hartland & Co., LLC 40
Caitong International Asset Management Co., Ltd 40
Nomura Asset Management Co Ltd 40
Riverhead Capital Management Llc 40
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 40
Reilly Financial Advisors, Llc 40
Weiss Multi-Strategy Advisers LLC 40
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 40
Stone Ridge Asset Management LLC 40
Bayesian Capital Management, LP 40
General Motors Investment Management Corp 40
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 40
Manchester Capital Management LLC 40
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 40
CENTRAL TRUST Co 40
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 40
FundVantage Trust - Verplanck Balanced Fund 40
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 40
Cibc World Markets Corp 40
Zebra Capital Management LLC 40
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 40
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 40
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 40
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 40
Wedge Capital Management L L P/nc 40
Visium Asset Management, LP 40
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 40
Tarbox Family Office, Inc. 40
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 39
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 39
Amundi 39
Principal Securities, Inc. 39
ClariVest Asset Management LLC 39
Csenge Advisory Group 39
Fox Run Management, L.l.c. 39
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 39
Pinnacle Wealth Planning Services, Inc. 39
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 39
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 39
Cadence Capital Management Llc 39
First Hawaiian Bank 39
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 39
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 39
Old Mutual Customised Solutions (proprietary) Ltd 39
MASTER BOND LLC - Master Total Return Portfolio 39
Belpointe Asset Management LLC 39
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 39
Parkwood LLC 39
Point72 Middle East FZE 39
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 39
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 39
Lord, Abbett & Co. Llc 39
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 39
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 39
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 39
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 39
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 39
Northern Trust Co Of Connecticut 39
QCVAX - Clearwater Investment Trust - Clearwater International Fund 39
Fortitude Family Office, LLC 39
Handelsbanken Fonder AB 39
IAK - iSHARES TRUST - iShares U.S. Insurance ETF 39
Hotchkis & Wiley Capital Management Llc 39
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 39
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 39
Mercer Global Advisors Inc /adv 39
Ieq Capital, Llc 39
NumerixS Investment Technologies Inc 39
IWM - iSHARES TRUST - iShares Russell 2000 ETF 39
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 39
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 39
Atria Investments Llc 38
Pathstone Family Office, Llc 38
MAI Capital Management 38
Enterprise Financial Services Corp 38
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 38
Bartlett & Co. LLC 38
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 38
Rehmann Capital Advisory Group 38
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 38
Wbi Investments, Inc. 38
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 38
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 38
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 38
Picton Mahoney Asset Management 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
Societe Generale 38
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 38
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 38
Valeo Financial Advisors, LLC 38
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 38
Cetera Investment Advisers 38
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 38
Carroll Financial Associates, Inc. 38
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 38
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 38
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 38
Boston Private Wealth Llc 38
Css Llc/il 38
Cohen & Steers Reit & Preferred Income Fund Inc 38
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 38
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 38
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 38
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 38
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 38
Snowden Capital Advisors LLC 38
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 38
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 38
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 38
Ellevest, Inc. 38
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 38
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 38
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 38
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 38
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 37
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 37
Wealth Enhancement Advisory Services, Llc 37
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 37
Cullen/frost Bankers, Inc. 37
Synovus Financial Corp 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
James Investment Research Inc 37
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 37
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 37
Cerity Partners LLC 37
Bartlett & Co. Wealth Management Llc 37
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 37
Quest Partners LLC 37
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 37
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 37
Spire Wealth Management 37
CPXAX - COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 37
APG Asset Management N.V. 37
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 37
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 37
Maryland State Retirement & Pension System 37
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 37
PFFD - Global X Funds - Global X U.S. Preferred ETF 37
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 37
Rothschild Asset Management Inc 37
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 37
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 37
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 37
Advisors Preferred, LLC 37
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 37
Cambria Investment Management, L.P. 37
Interval Partners, LP 37
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 37
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 37
Asset Management One Co., Ltd. 37
American Portfolios Advisors 37
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 37
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 37
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 37
Old Mutual Global Investors (UK) Ltd. 37
New York Life Investment Management Llc 37
USA Financial Portformulas Corp 37
Clinton Group Inc 37
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 37
Illinois Municipal Retirement Fund 37
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 37
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 36
Pacer Advisors, Inc. 36
Twin Tree Management, LP 36
Bowling Portfolio Management LLC 36
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 36
First Citizens Bank & Trust Co 36
Jfs Wealth Advisors, Llc 36
Jefferies Financial Group Inc. 36
Massachusetts Financial Services Co /ma/ 36
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 36
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 36
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 36
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 36
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 36
Employees Retirement System of Texas 36
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 36
Invictus RG 36
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 36
GAM Holding AG 36
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 36
PGX - Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF 36
SAC Capital Advisors LP 36
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 36
Caxton Associates Lp 36
Bank Of Nova Scotia 36
United Capital Financial Advisers, Llc 36
Private Wealth Management Group, LLC 36
Cnh Partners Llc 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
Vestcor Inc 36
Stephens Consulting, LLC 36
World Asset Management Inc 36
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 36
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 36
Elkfork Partners LLC 36
Point72 (DIFC) Ltd 36
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 36
Gyon Technologies Capital Management, LP 36
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 36
JNBA Financial Advisors 36
Commonwealth Equity Services, Inc 36
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 36
Nordea Investment Management Ab 36
Everence Capital Management Inc 36
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 36
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 36
Hantz Financial Services, Inc. 36
Plante Moran Financial Advisors, LLC 36
International Assets Investment Management, Llc 36
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 36
Hartford Mutual Funds Inc/ct 36
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 36
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 36
Financial Management Professionals, Inc. 36
Commonwealth Bank Of Australia 36
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 35
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 35
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 35
Weld Capital Management Llc 35
Howe & Rusling Inc 35
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 35
Qs Batterymarch Financial Management, Inc 35
NN Investment Partners Holdings N.V. 35
Brevan Howard Capital Management LP 35
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 35
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 35
Aster Capital Management (DIFC) Ltd 35
Invesco Bond Fund 35
Hudson Bay Capital Management LP 35
Rational Advisors Llc 35
We Are One Seven, LLC 35
Bokf, Na 35
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 35
Citizens Financial Group Inc/ri 35
Utah Retirement Systems 35
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 35
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 35
Princeton Alpha Management LP 35
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 35
Blueshift Asset Management, LLC 35
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 35
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 35
Convergence Investment Partners, LLC 35
Sutton Wealth Advisors Inc. 35
CWM Advisors, LLC 35
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 35
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 35
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 35
Nebula Research & Development LLC 35
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 35
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 35
Jane Street Holding, LLC 35
Oppenheimer & Co Inc 35
Universal- Beteiligungs- und Servicegesellschaft mbH 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 35
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 35
Sciencast Management LP 35
WFG Advisors, LP 35
Oppenheimer Asset Management Inc. 35
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 35
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 35
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 35
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 35
Westpac Banking Corp 35
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 35
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 35
Cohen & Steers Select Preferred & Income Fund, Inc. 35
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 35
Empowered Funds, LLC 35
CIBC World Markets Inc. 35
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 35
Cornerstone Advisors, Inc. 35
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 34
Avion Wealth 34
Harbour Investments, Inc. 34
Vanguard Horizon Funds 34
UMA Financial Services, Inc. 34
Sherbrooke Park Advisers Llc 34
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 34
Alyeska Investment Group, L.P. 34
Brookfield Asset Management Inc. 34
National Bank Of Canada /fi/ 34
Advanced Series Trust - Ast Small-cap Growth Portfolio 34
Venturi Wealth Management, LLC 34
Baird Financial Group, Inc. 34
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 34
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 34
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 34
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 34
Petrus Trust Company, LTA 34
Skandinaviska Enskilda Banken AB (publ) 34
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 34
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 34
Eqis Capital Management, Inc. 34
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 34
Catalyst Capital Advisors LLC 34
Adage Capital Partners Gp, L.l.c. 34
New Vernon Investment Management Llc 34
Twin Peaks Wealth Advisors, LLC 34
Penserra Capital Management LLC 34
Polar Asset Management Partners Inc. 34
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 34
Vanguard Whitehall Funds 34
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 34
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A 34
FineMark National Bank & Trust 34
Pathstone Holdings, LLC 34
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 34
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 34
Diversified Trust Co 34
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 34
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 34
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 34
Weiss Asset Management LP 34
Mackay Shields Llc 34
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 34
ETRADE Capital Management LLC 34
Savant Capital, LLC 34
Oppenheimer Global Multi Strategies Fund 34
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 34
Hollencrest Capital Management 34
Pitcairn Co 33
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 33
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 33
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 33
Mml Investors Services, Llc 33
Placemark Investments, Inc. 33
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 33
Bogle Investment Management L P /de/ 33
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 33
Cornerstone Planning Group LLC 33
FORA Capital, LLC 33
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 33
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 33
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 33
IEFN - iShares U.S. ETF Trust - iShares Evolved U.S. Financials ETF 33
SJS Investment Consulting Inc. 33
Mason Street Advisors, Llc 33
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 33
Gemmer Asset Management LLC 33
Harbor Capital Advisors, Inc. 33
Winton Diversified Opportunities Fund 33
Catalyst Funds Management Pty Ltd 33
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 33
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 33
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 33
Cordant, Inc. 33
Candriam Luxembourg S.C.A. 33
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 33
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 33
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 33
Checchi Capital Advisers, LLC 33
AE Wealth Management LLC 33
JustInvest LLC 33
IHT Wealth Management, LLC 33
Toroso Investments, LLC 33
Pnc Funds 33
Td Private Client Wealth Llc 33
FJ Capital Management LLC 33
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 33
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 33
Brinker Capital Investments, LLC 33
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 33
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 33
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 33
FIL Ltd 33
Teza Capital Management LLC 32
Wealthfront Inc 32
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 32
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 32
BRYN MAWR TRUST Co 32
GW&K Investment Management, LLC 32
Mitsubishi UFJ Trust & Banking Corp 32
Paradigm Asset Management Co Llc 32
Nuveen Preferred & Income Opportunities Fund 32
Sei Trust Co 32
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 32
Financial Gravity Companies, Inc. 32
MUFG Securities EMEA plc 32
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 32
Fieldpoint Private Securities, LLC 32
Pictet Asset Management Ltd 32
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 32
Meridian Wealth Partners, LLC 32
ORG Partners LLC 32
6 Meridian 32
Counterpoint Mutual Funds LLC 32
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 32
Mycio Wealth Partners, Llc 32
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 32
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 32
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 32
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 32
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 32
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 32
Bridgewater Associates, LP 32
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 32
Bell Investment Advisors, Inc 32
Index Management Solutions, LLC 32
Prospera Financial Services Inc 32
Kestra Advisory Services, LLC 32
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 32
Quent Capital, LLC 32
Bailard, Inc. 32
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 32
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 32
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 32
Evercore Wealth Management, LLC 32
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 32
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 32
CPSIX - Unified Series Trust - Fci Bond Fund 32
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 32
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 32
Cetera Advisor Networks LLC 32
Tocqueville Asset Management L.p. 32
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 32
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 32
Pictet Asset Management Holding SA 32
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF 32
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 32
Wipfli Financial Advisors Llc, 32
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF 32
VCAAX - VALIC Co I - Asset Allocation Fund 32
Forum Funds 32
Iat Reinsurance Co Ltd. 32
Trust Co Of Vermont 31
Advisor Partners Ii, Llc 31
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 31
Annis Gardner Whiting Capital Advisors, LLC 31
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 31
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 31
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 31
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 31
Monarch Partners Asset Management LLC 31
Atom Investors LP 31
Janus Capital Management Llc 31
Sanctuary Advisors, LLC 31
CI Private Wealth, LLC 31
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 31
nVerses Capital, LLC 31
Hexagon Capital Partners LLC 31
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 31
Clearbridge Investments, LLC 31
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 31
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 31
BDO Wealth Advisors, LLC 31
Calvert Investment Management, Inc. 31
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 31
Silvercrest Asset Management Group Llc 31
Guggenheim Strategic Opportunities Fund 31
Navellier & Associates Inc 31
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 31
Earnest Partners Llc 31
Disciplined Investments, LLC 31
Duality Advisers, Lp 31
Twinbeech Capital Lp 31
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 31
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 31
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 31
BNP Paribas Investment Partners S.A. 31
FLDFX - Meeder Funds - BALANCED FUND Retail Class 31
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 31
Old National Bancorp /in/ 31
Driehaus Capital Management Llc 31
State Of Michigan Retirement System 31
Segall Bryant & Hamill, Llc 31
Ameritas Investment Corp 31
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 31
Alphacrest Capital Management Llc 31
Hemington Wealth Management 31
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 31
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 31
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 31
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 31
Barings Llc 31
Irish Life Investment Managers Ltd. 31
Aviva Plc 31
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 31
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 31
Dreman Value Management, L L C 31
Itau Unibanco Holding S.A. 31
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 31
Flagship Harbor Advisors, Llc 31
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 31
Corton Capital Inc. 31
Seven Eight Capital, Lp 31
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 31
Wedbush Securities Inc 30
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 30
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 30
NorthCoast Asset Management LLC 30
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 30
Cigna Investments Inc /new 30
Spot Trading L.L.C 30
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 30
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 30
Kingsview Wealth Management, LLC 30
Mirabella Financial Services Llp 30
Evoke Wealth, Llc 30
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 30
MML Series Investment Fund II - MML Blend Fund Initial Class 30
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 30
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 30
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 30
Advanced Series Trust - Ast Small-cap Value Portfolio 30
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 30
MBOVX - M FUND INC - M Large Cap Value Fund 30
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 30
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 30
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 30
Glen Harbor Capital Management LLC 30
Kennedy Capital Management, Inc. 30
Cipher Capital LP 30
Pictet Asset Management Sa 30
Edgestream Partners, L.P. 30
Smith Asset Management Group Lp 30
Entropy Technologies, LP 30
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 30
AGF Investments LLC 30
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 30
Independent Advisor Alliance 30
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 30
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 30
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 30
Ontario Teachers Pension Plan Board 30
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 30
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 30
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 30
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 30
WASHINGTON TRUST Co 30
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 30
Treasurer of the State of North Carolina 30
Brookstone Capital Management 30
IWC - iSHARES TRUST - iShares Micro-Cap ETF 30
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 30
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 30
Lighthouse Investment Partners, LLC 30
Yorktown Management & Research Co Inc 30
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 30
Atlantic Trust, LLC 30
Inceptionr Llc 30
Heritage Wealth Advisors 30
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 30
Gamco Investors, Inc. Et Al 30
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 30
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 30
IBM Retirement Fund 30
Hartford Investment Management Co 30
Regentatlantic Capital Llc 30
Warren Averett Asset Management, LLC 30
Creative Financial Designs Inc /adv 30
Rise Advisors, LLC 30
Steward Financial Group LLC 30
Resources Investment Advisors, LLC. 30
Global Financial Private Client, LLC 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 30
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 30
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 30
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 30
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 30
North Star Investment Management Corp. 30
Jennison Associates Llc 30
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 30
Sanctuary Wealth Advisors, LLC 30
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 30
Commerzbank Aktiengesellschaft /fi 30
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 30
Clear Harbor Asset Management, LLC 30
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 30
Humankind Benefit Corp - Humankind US Stock ETF 29
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 29
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 29
Ubs Oconnor Llc 29
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 29
Moore Capital Management, Lp 29
Stephens Inc /ar/ 29
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 29
Crow Point Partners, LLC 29
New England Securities Corp /MA/ 29
New Mexico Educational Retirement Board 29
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 29
Eagle Asset Management Inc 29
Salem Investment Counselors Inc 29
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 29
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 29
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 29
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 29
Claymore Exchange-traded Fund Trust 29
Nbc Securities, Inc. 29
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 29
Atlas Capital Advisors Llc 29
Bb&t Securities, Llc 29
Ci Investments Inc. 29
NewSquare Capital LLC 29
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 29
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 29
Ameritas Advisory Services, LLC 29
Commerce Bank 29
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 29
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 29
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 29
Advisor Partners Llc 29
PFLD - ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF 29
Prestige Wealth Management Group LLC 29
Kanaly Trust Co 29
EAM Investors, LLC 29
Rialto Wealth Management, LLC 29
Sunbelt Securities, Inc. 29
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 29
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 29
IYF - iSHARES TRUST - iShares U.S. Financials ETF 29
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 29
Endeavour Capital Advisors Inc 29
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 29
Leuthold Group, Llc 29
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 29
Jupiter Asset Management Ltd 29
Delpha Capital Management, Llc 29
CenterStar Fund, LLC 29
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc. 29
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 29
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 29
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 29
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 29
Johnson Financial Group, Inc. 29
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 29
STFBX - Advisers Investment Trust - State Farm Balanced Fund 29
Westwood Holdings Group Inc 29
Cetera Advisors LLC 29
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 29
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 29
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 29
Advanced Series Trust - Ast Advanced Strategies Portfolio 29
Whittier Trust Co Of Nevada Inc 29
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 29
Meadow Creek Investment Management LLC 29
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 29
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 29
Tortoise Investment Management, LLC 29
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 29
Cantab Capital Partners LLP 29
Seacrest Wealth Management, Llc 29
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 28
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 28
Wealthcare Capital Management Llc 28
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 28
Innealta Capital, Llc 28
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 28
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 28
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 28
Pearl River Capital, LLC 28
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 28
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 28
People's United Financial, Inc. 28
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 28
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 28
Woodmont Investment Counsel Llc 28
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 28
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 28
Tlp Group Llc 28
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 28
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 28
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 28
TD Waterhouse Canada Inc. 28
GABELLI & Co INVESTMENT ADVISERS, INC. 28
Erste Asset Management GmbH 28
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF 28
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 28
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 28
BRC Investment Management LLC 28
Colony Group Llc 28
SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF 28
National Planning Corp 28
Schubert & Co 28
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 28
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 28
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 28
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 28
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 28
KIE - SPDR SERIES TRUST - SPDR(R) S&P Insurance ETF 28
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 28
PSK - SPDR SERIES TRUST - SPDR(R) Wells Fargo Preferred Stock ETF 28
RSSL - Global X Funds - Global X Russell 2000 ETF 28
Ing Groep Nv 28
Continuum Advisory, LLC 28
Winslow, Evans & Crocker, Inc. 28
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 28
Contravisory Investment Management, Inc. 28
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 28
Lenox Wealth Advisors, LLC 28
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 28
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 28
Livforsakringsbolaget Skandia, Omsesidigt 28
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 28
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 28
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 28
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 28
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 28
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 28
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 28
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 28
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 28
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 28
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 28
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 28
Zweig-DiMenna Associates LLC 28
Patriot Financial Group Insurance Agency, LLC 28
Moors & Cabot, Inc. 28
LRI Investments, LLC 28
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 28
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 28
Gradient Investments LLC 28
Riverview Trust Co 27
Legg Mason Investment Counsel, LLC 27
Oakbrook Investments Llc 27
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 27
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 27
Ashton Thomas Private Wealth, LLC 27
Fiera Capital Corp 27
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 27
Asset Dedication, LLC 27
Hm Payson & Co 27
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 27
Securian Asset Management, Inc 27
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 27
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 27
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 27
Arkadios Wealth Advisors 27
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 27
Profunds - Profund Vp Financials 27
Stanley-Laman Group, Ltd. 27
Bryn Mawr Capital Management Inc 27
Axq Capital, Lp 27
Guardian Wealth Advisors, LLC 27
Jpmorgan Trust Iii 27
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 27
Edge Advisors, Llc 27
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 27
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 27
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 27
Capital Guardian Trust Co 27
Financial Architects, Inc 27
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 27
1832 Asset Management L.P. 27
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 27
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 27
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 27
DAACX - Adviser Managed Trust - Diversified Equity Fund 27
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 27
Mizuho Trust & Banking Co., Ltd. 27
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 27
UYG - PROSHARES TRUST - ProShares Ultra Financials 27
Beacon Pointe Advisors, LLC 27
FNPIX - Profunds - Financials Ultrasector Profund Investor Class 27
Sequoia Financial Advisors, LLC 27
Crestline Management, LP 27
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 27
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 27
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 27
Mather Group, Llc. 27
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 27
Allstate Corp 27
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 27
Capula Management Ltd 27
Sandy Spring Bank 27
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 27
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 27
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 27
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 27
Standard Life Aberdeen plc 27
Bb&t Investment Services, Inc. 27
Xponance, Inc. 27
Retirement Systems of Alabama 27
Caisse De Depot Et Placement Du Quebec 27
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 27
Baird Robert W & Co Inc /wi/ 27
Keebeck Alpha, LP 27
Hanseatic Management Services Inc 27
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 27
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 27
Daiwa Securities Group Inc. 27
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 27
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 27
Etf Managers Group, Llc 27
Bay Harbor Wealth Management, LLC 27
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 27
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 27
I.g. Investment Management, Ltd. 27
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 27
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 27
PPRSX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-2 27
Focused Wealth Management, Inc 26
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 26
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 26
Mount Yale Investment Advisors, LLC 26
Parkworth Wealth Management, Inc. 26
Centaurus Financial, Inc. 26
Virtus Investment Advisers, Inc. 26
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 26
GeoWealth Management, LLC 26
Headlands Technologies LLC 26
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 26
Veriti Management LLC 26
Washington Trust Bank 26
FIBR - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 26
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 26
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 26
MML Series Investment Fund II - MML Equity Rotation Fund Class II 26
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 26
Flinton Capital Management LLC 26
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 26
Calamos Strategic Total Return Fund 26
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 26
Harvest Fund Management Co., Ltd 26
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 26
Vident Advisory, LLC 26
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 26
Toth Financial Advisory Corp 26
Mckinley Capital Management Llc /delaware 26
MCF Advisors LLC 26
Zions Bancorporation, N.A. 26
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 26
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 26
Burney Co/ 26
Zions Bancorporation 26
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 26
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 26
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 26
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 26
Sageworth Trust Co 26
Invictus RG Pte. Ltd. 26
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 26
Maven Securities LTD 26
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 26
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 26
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 26
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 26
Optimum Investment Advisors 26
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 26
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 26
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 26
IWB - iSHARES TRUST - iShares Russell 1000 ETF 26
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 26
JHMF - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Financials ETF 26
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 26
Rsm Us Wealth Management Llc 26
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 26
Colony Group, LLC 26
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 26
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 26
Royce Value Trust Inc 26
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 26
Agf Investments Inc. 26
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 26
Balentine LLC 26
Raymond James Trust N.a. 26
Cary Street Partner Investment Advisory Llc 26
NSGRX - Northern Funds - Northern Small Cap Core Fund 26
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 26
Parametrica Management Ltd 26
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 26
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 26
WPG Advisers, LLC 26
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 26
Zeke Capital Advisors, Llc 26
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 26
DiNuzzo Private Wealth, Inc. 26
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 26
Royal London Asset Management Ltd 26
Oak Thistle LLC 26
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 26
TFC Financial Management 26
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 26
Lmcg Investments, Llc 26
Scoria Capital Partners LP 26
Quest Capital Management Inc /adv 26
Barrow Hanley Mewhinney & Strauss Llc 26
Capital World Investors 26
Symphony Asset Management Llc 26
Lido Advisors, LLC 26
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 26
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 26
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 26
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 26
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 26
Harvest Group Wealth Management, Llc 25
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 25
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 25
Vigilant Capital Management, LLC 25
VCGAX - VALIC Co I - Growth & Income Fund 25
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 25
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 25
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 25
Mendota Financial Group, LLC 25
Arden Investment Series Trust 25
Usca Ria Llc 25
CSat Investment Advisory, L.P. 25
Quinn Opportunity Partners LLC 25
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 25
Atria Wealth Solutions, Inc. 25
Integrated Wealth Management 25
Gillson Capital LP 25
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 25
Procyon Private Wealth Partners, LLC 25
Cable Hill Partners, LLC 25
Columbia Partners L L C Investment Management 25
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 25
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 25
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 25
Baker Avenue Asset Management, LP 25
Envestnet Portfolio Solutions, Inc. 25
Comerica Securities,inc. 25
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 25
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 25
Ballentine Partners, LLC 25
Golden State Wealth Management, LLC 25
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 25
CX Institutional 25
IUSS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US Small Company ETF 25
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 25
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 25
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 25
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 25
Matarin Capital Management, LLC 25
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 25
FinTrust Capital Advisors, LLC 25
Independent Portfolio Consultants, Inc. 25
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 25
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 25
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF 25
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 25
Prudential Plc 25
First Personal Financial Services 25
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 25
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 25
Timber Hill LLC 25
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 25
Alpine Woods Capital Investors, Llc 25
Element Capital Management Llc 25
Flaherty & Crumrine Preferred Securities Income Fund Inc 25
HFM Investment Advisors, LLC 25
Front Row Advisors LLC 25
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 25
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 25
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 25
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 25
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 25
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 25
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 25
Childress Capital Advisors, Llc 25
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 25
Highland Capital Management, Llc 25
Calamos Advisors LLC 25
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 25
FNY Managed Accounts LLC 25
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 25
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund 25
Regent Peak Wealth Advisors LLC 25
Gupta Wealth Management LLC 25
Concord Wealth Partners 25
San Francisco Sentry Investment Group (ca) 25
SOUTH STATE Corp 25
Legacy Financial Advisors, Inc. 25
HAP Trading, LLC 25
Valley National Advisers Inc 25
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 25
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 25
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 25
Transamerica Partners Funds Group Ii 25
Old Mission Capital Llc 25
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 25
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 25
Transamerica Partners Funds Group 25
Hutchin Hill Capital, LP 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 25
Lee Financial Co 25
Johnson Investment Counsel Inc 25
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 25
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 25
Paces Ferry Wealth Advisors, Llc 25
Wexford Capital Lp 25
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 25
Arlington Partners LLC 24
Carolinas Wealth Consulting Llc 24
Alaska Permanent Fund Corp 24
QPFF - AMERICAN CENTURY ETF TRUST - American Century Quality Preferred ETF 24
Hennessy Advisors Inc 24
Avantax Advisory Services, Inc. 24
Archford Capital Strategies, LLC 24
GPRF - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 24
Park Avenue Securities Llc 24
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 24
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 24
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 24
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 24
Evergreen Capital Management Llc 24
Integrated Wealth Concepts LLC 24
Janney Capital Management LLC 24
Dynamic Capital Management Ltd 24
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 24
Cambridge Trust Co 24
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 24
Glenmede Investment Management, LP 24
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 24
Foresters Investment Management Company, Inc. 24
JJJ Advisors Inc. 24
Jaffetilchin Investment Partners, LLC 24
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 24
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 24
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 24
Townsquare Capital Llc 24
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 24
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 24
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 24
Fortitude Advisory Group L.L.C. 24
Apriem Advisors 24
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 24
Veritable, L.P. 24
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 24
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 24
Transamerica Partners Portfolios 24
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 24
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 24
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 24
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares 24
Machina Capital S.a.s. 24
Money Concepts Capital Corp 24
Oakworth Capital, Inc. 24
Bogart Wealth, LLC 24
Usaa Etf Trust 24
Koch Industries Inc 24
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 24
Breton Hill Capital Ltd. 24
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 24
Aberdeen Asset Management Plc/uk 24
Horizon Investments, LLC 24
Wiley Bros.-aintree Capital, Llc 24
Capital One, National Association 24
Northwest & Ethical Investments L.P. 24
RBF Capital, LLC 24
Bridgefront Capital, LLC 24
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 24
Trustcore Financial Services, Llc 24
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 24
Raleigh Capital Management Inc. 24
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 24
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 24
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 24
KBWP - Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF 24
FourThought Financial, LLC 24
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 24
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 24
Shelton Capital Management 24
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 24
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 24
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 24
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 24
First Horizon Corp 24
RBB FUND, INC. - Adara Smaller Companies Fund 24
Athanor Capital, Lp 24
Baldwin Brothers Inc/ma 24
Sit Investment Associates Inc 24
Advisory Research Inc 24
Merit Financial Group, LLC 24
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 24
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 24
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 24
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 24
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 24
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 24
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 24
Soros Fund Management Llc 24
Carlson Capital L P 24
Moody National Bank Trust Division 24
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 24
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 24
Peak6 Llc 24
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 24
Man Investments Ltd 24
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 24
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 24
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 24
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 24
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 24
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 24
Bruce G. Allen Investments, LLC 24
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares 24
Levin Capital Strategies, L.p. 24
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 23
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 23
Wetherby Asset Management Inc 23
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 23
Ethic Inc. 23
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 23
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 23
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 23
Americafirst Capital Management, Llc 23
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 23
Integrated Quantitative Investments LLC 23
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 23
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 23
Financial Advocates Investment Management 23
DC Investments Management, LLC 23
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 23
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 23
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 23
Gilder Gagnon Howe & Co Llc 23
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 23
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 23
MQS Management LLC 23
Motco 23
Swedbank AB 23
WealthPLAN Partners, LLC 23
Mosaic Family Wealth, LLC 23
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 23
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 23
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 23
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 23
PGGM Investments 23
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 23
West Tower Group, LLC 23
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 23
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 23
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 23
Trust Department Mb Financial Bank N A 23
Flaherty & Crumrine Preferred Income Fund Inc 23
First Allied Advisory Services, Inc. 23
CAPROCK Group, Inc. 23
Gerstein Fisher 23
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 23
Capital Bank & Trust Co 23
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 23
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 23
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 23
DAVENPORT & Co LLC 23
Echo Street Capital Management LLC 23
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 23
SECOR Capital Advisors, LP 23
Tompkins Financial Corp 23
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 23
Renaissance Group Llc 23
UniSuper Management Pty Ltd 23
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 23
Geneva Advisors, LLC 23
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 23
Sachetta, LLC 23
Banque Pictet & Cie Sa 23
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 23
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 23
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 23
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 23
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 23
Longfellow Investment Management Co Llc 23
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 23
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 23
Agf Management Ltd 23
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF 23
McIlrath & Eck, LLC 23
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 23
Forum Financial Management, LP 23
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 23
Mfs Multimarket Income Trust 23
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 23
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 23
Flaherty & Crumrine Preferred Income Opportunity Fund Inc 23
Regal Investment Advisors LLC 23
Natixis Investment Managers International 23
Chevy Chase Trust Holdings, Inc. 23
South Dakota Investment Council 23
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 23
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 23
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 23
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 23
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 23
King Luther Capital Management Corp 23
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 23
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 23
Tfo-tdc, Llc 23
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 23
Wilbanks Smith & Thomas Asset Management Llc 23
Chicago Partners Investment Group LLC 23
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 23
Sierra Capital LLC 23
Susquehanna Portfolio Strategies, LLC 23
Wealthcare Advisory Partners LLC 23
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 23
Tokio Marine Asset Management Co Ltd 23
Spring Creek Capital Llc 23
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 23
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 23
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 23
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 23
M&r Capital Management Inc 23
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 23
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 23
FSPCX - FIDELITY SELECT PORTFOLIOS - Insurance Portfolio 22
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 22
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 22
GIMFX - GMO TRUST - GMO Implementation Fund 22
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 22
Compagnie Lombard Odier SCmA 22
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 22
Simon Quick Advisors, Llc 22
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 22
Neuburgh Advisers LLC 22
Achmea Investment Management B.V. 22
Vaughan Nelson Investment Management, L.p. 22
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 22
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 22
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 22
Capital International Investors 22
Gts Securities Llc 22
Signet Financial Management, Llc 22
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 22
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 22
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 22
BerganKDV Wealth Management, LLC 22
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 22
Mountain Road Advisors, LLC 22
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 22
Jain Global LLC 22
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 22
Crewe Advisors LLC 22
RFP Financial Group LLC 22
Twin Capital Management Inc 22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 22
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 22
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 22
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 22
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 22
Sumitomo Mitsui DS Asset Management Company, Ltd 22
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 22
Liberty Mutual Group Asset Management Inc. 22
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 22
Tcwp Llc 22
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 22
Clark Capital Management Group, Inc. 22
Intellectus Partners, LLC 22
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 22
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 22
Riggs Asset Managment Co. Inc. 22
Baystate Wealth Management LLC 22
Global X Funds 22
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 22
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 22
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 22
SYSTM Wealth Solutions LLC 22
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 22
Heartland Advisors Inc 22
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 22
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A 22
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 22
Symmetry Partners, LLC 22
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF 22
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 22
Optiver Holding B.V. 22
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 22
Sound Income Strategies, LLC 22
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 22
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 22
Whipplewood Advisors, LLC 22
Mv Capital Management, Inc. 22
Santa Fe Partners LLC 22
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 22
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc 22
RMB Capital Management, LLC 22
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 22
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 22
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 22
Kapitalo Investimentos Ltda 22
LGT Financial Advisors LLC 22
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 22
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 22
Brinker Capital Inc 22
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 22
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 22
Institutional & Family Asset Management, Llc 22
Woodline Partners LP 22
Capstone Series Fund Inc 22
Kore Private Wealth LLC 22
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 22
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 22
Cca Investments Trust 22
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 22
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund 22
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 22
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 22
Diamond Hill Capital Management Inc 22
Flaherty & Crumrine Total Return Fund Inc 22
Alera Investment Advisors, LLC 22
Leavell Investment Management, Inc. 22
Foundry Partners, LLC 22
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 22
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 22
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A 22
Ramsey Quantitative Systems 22
Gideon Capital Advisors, Inc. 22
Kayne Anderson Rudnick Investment Management Llc 22
Weiss Strategic Interval Fund 22
Icon Advisers Inc/co 22
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 22
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 22
Colonial Trust Co / SC 22
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 22
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 22
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 22
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 22
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 22
Moran Wealth Management, LLC 22
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 22
Scotia Capital Inc. 22
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 22
Eagle Bay Advisors LLC 22
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 21
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 21
CenterStar Asset Management, LLC 21
Bedel Financial Consulting, Inc. 21
HB Wealth Management, LLC 21
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 21
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 21
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 21
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 21
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 21
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 21
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 21
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 21
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 21
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 21
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 21
Quantitative Investment Management, LLC 21
Verdence Capital Advisors LLC 21
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 21
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 21
Banque Cantonale Vaudoise 21
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 21
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 21
Harbor Investment Advisory, Llc 21
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 21
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 21
Stonebridge Financial Group, LLC 21
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 21
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A 21
Moneta Group Investment Advisors Llc 21
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 21
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 21
Greenleaf Trust 21
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 21
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 21
Calamos Long/Short Equity & Dynamic Income Trust 21
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF 21
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 21
Eudaimonia Partners, LLC 21
Bp Plc 21
GHP Investment Advisors, Inc. 21
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 21
Thompson Davis & Co., Inc. 21
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 21
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF 21
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 21
Gateway Investment Advisers Llc 21
Zurich Insurance Group Ltd/FI 21
Abound Wealth Management 21
AQGNX - AQR Funds - AQR Global Equity Fund Class N 21
WR Wealth Planners, LLC 21
DnB Asset Management AS 21
Thurston, Springer, Miller, Herd & Titak, Inc. 21
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 21
Fisher Asset Management, LLC 21
Wunderlich Securities, Inc. 21
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 21
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 21
Ledyard National Bank 21
Founders Financial Alliance, LLC 21
Koshinski Asset Management, Inc. 21
Deprince Race & Zollo Inc 21
Water Island Capital Llc 21
Freestone Capital Holdings, LLC 21
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 21
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 21
Hoxton Financial, Inc. 21
Harel Insurance Investments & Financial Services Ltd. 21
Wolff Wiese Magana Llc 21
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21
JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV 21
Tcw Group Inc 21
Qrg Capital Management, Inc. 21
Northwestern Mutual Investment Management Company, Llc 21
Vontobel Holding Ltd. 21
Stifel Nicolaus & Co Inc \mo\ 21
Associated Banc-corp 21
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 21
DRW Securities, LLC 21
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 21
Shepherd Kaplan Krochuk, Llc 21
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 21
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 21
Delphi Private Advisors LLC 21
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 21
Jacobi Capital Management LLC 21
Shay Capital LLC 21
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 21
Unison Advisors LLC 21
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 21
Covington Capital Management 21
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 21
Sumitomo Mitsui Trust Holdings, Inc. 21
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 21
U.S. Capital Wealth Advisors, LLC 21
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 21
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
Nachman Norwood & Parrott, Inc 21
Krane Funds Advisors LLC 21
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 21
Castleview Partners, Llc 21
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 21
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 21
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 21
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 21
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 21
Buckingham Strategic Partners 21
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 21
Mfs Charter Income Trust 21
VisionPoint Advisory Group, LLC 20
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 20
EQ ADVISORS TRUST - Multimanager Mid Cap Growth Portfolio Class IA 20
Advantage Investment Management, Llc 20
Capital Asset Advisory Services LLC 20
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 20
Nissay Asset Management Corp /japan/ /adv 20
Ritholtz Wealth Management 20
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20
Truvestments Capital Llc 20
Wesbanco Bank Inc 20
Abich Financial Wealth Management LLC 20
Wealthfront Advisers Llc 20
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 20
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 20
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 20
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 20
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 20
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 20
BFOR - ALPS ETF Trust - Barron's 400 ETF 20
Aviance Capital Partners, LLC 20
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 20
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 20
Mn Services Vermogensbeheer B.V. 20
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 20
MML Series Investment Fund II - MML Equity Fund Initial Class 20
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 20
Lecap Asset Management Ltd 20
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 20
AIEQ - ETF Managers Trust - AI Powered Equity ETF 20
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 20
Spears Abacus Advisors LLC 20
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 20
Cerebellum GP, LLC 20
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 20
Ogorek Anthony Joseph /ny/ /adv 20
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 20
Key FInancial Inc 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 20
Weaver Consulting Group 20
M&g Investment Management Ltd 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 20
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 20
Venture Visionary Partners LLC 20
Webster Bank, N. A. 20
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 20
CVA Family Office, LLC 20
Lucus Advisors Llc 20
Calton & Associates, Inc. 20
Horizons Etf Trust I 20
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 20
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 20
Mutual Advisors, LLC 20
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 20
Wilmington Trust, National Association 20
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 20
Tyers Asset Management LLC 20
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 20
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 20
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 20
ID Management A/S 20
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 20
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 20
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 20
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 20
Resona Asset Management Co.,Ltd. 20
City National Bank 20
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 20
PRW Wealth Management LLC 20
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 20
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 20
Pentwater Capital Management LP 20
Tibra Equities Europe Ltd 20
Jackson Creek Investment Advisors LLC 20
Omnia Family Wealth, LLC 20
EA Series Trust 20
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 20
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 20
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 20
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 20
Vise Technologies, Inc. 20
TCTC Holdings, LLC 20
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 20
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 20
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 20
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 20
Andra AP-fonden 20
Impact Partnership Wealth, LLC 20
HBK Sorce Advisory LLC 20
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 20
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 20
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 20
Boston Private Bank & Trust Co 20
Lincoln National Corp 20
URTH - iShares, Inc. - iShares MSCI World ETF 20
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 20
USS Investment Management Ltd 20
Santori & Peters, Inc. 20
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 20
Mach-1 Financial Group, Inc. 20
Montag A & Associates Inc 20
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 20
JSML - Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF 20
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 20
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 20
Column Capital Advisors, LLC 20
Altshuler Shaham Ltd 20
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 20
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 20
Rotella Capital Management, Inc. 20
R Squared Ltd 20
Westport Resources Management Inc 20
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 20
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 20
Numerai GP LLC 20
Polar Capital LLP 20
Yakira Capital Management, Inc. 20
Denver Investment Advisors Llc 20
Ab Pooling Portfolios 20
Ridgewood Investments LLC 20
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 20
Stonebridge Capital Advisors LLC 20
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class 20
Highline Wealth Partners Llc 20
CWA Asset Management Group, LLC 19
Arlington Trust Co LLC 19
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 19
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 19
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 19
Apollon Wealth Management, LLC 19
River Road Asset Management, LLC 19
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 19
Voya Global Advantage & Premium Opportunity Fund 19
Opus Capital Group, LLC 19
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 19
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 19
Wagner Wealth Management, Llc 19
Delta Asset Management Llc/tn 19
Prana Capital Management, LP 19
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 19
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 19
Integrated Investment Consultants, LLC 19
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 19
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 19
PGMIX - JPMORGAN TRUST II - JPMorgan Market Expansion Enhanced Index Fund Class I 19
Worldquant Millennium Advisors Llc 19
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 19
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 19
Korea Investment CORP 19
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 19
Berkley W R Corp 19
Opal Wealth Advisors, LLC 19
Alpine Series Trust 19
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 19
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 19
Neo Ivy Capital Management 19
Meiji Yasuda Asset Management Co Ltd. 19
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 19
FormulaFolio Investments, LLC 19
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 19
Boston Advisors Llc 19
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 19
Brewin Dolphin Ltd 19
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 19
Pinnacle Associates Ltd 19
Tradewinds Capital Management, LLC 19
Turner Investments, L.p. 19
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 19
Full18 Capital LLC 19
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 19
Richard Bernstein Advisors LLC 19
Mraz, Amerine & Associates, Inc. 19
STXV - EA Series Trust - Strive 1000 Value ETF 19
Anchor Investment Management, LLC 19
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 19
Bank Of Hawaii 19
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 19
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A 19
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 19
New Age Alpha Advisors, LLC 19
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 19
Symphony Financial, Ltd. Co. 19
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 19
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 19
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 19
CenturyLink Investment Management Co 19
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 19
Cramer Rosenthal Mcglynn Llc 19
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 19
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 19
Glg Llc 19
Hughes Financial Services, LLC 19
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 19
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 19
Railway Pension Investments Ltd 19
Blue Arrow Capital Management Llc 19
Pinnacle Financial Partners Inc 19
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 19
Bayforest Capital Ltd 19
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 19
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 19
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 19
Activest Wealth Management 19
Advisor Resource Council 19
NOCBX - Northern Funds - Northern Core Bond Fund 19
Ativo Capital Management LLC 19
Pzena Investment Management Llc 19
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 19
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 19
Pallas Capital Advisors LLC 19
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 19
Shapiro Robert N 19
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class 19
Ausdal Financial Partners, Inc. 19
SpiderRock Trading LLC 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 19
Wealthspire Advisors, LLC 19
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 19
Solaris Asset Management Llc 19
Fjarde Ap-fonden /fourth Swedish National Pension Fund 19
Allegis Investment Advisors, LLC 19
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. 19
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF 19
Global X Management CO LLC 19
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 19
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 19
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 19
Park Place Capital Corp 19
Measured Wealth Private Client Group, LLC 19
Trustmark National Bank Trust Department 19
Virginia Retirement System 19
Emerald Mutual Fund Advisers Trust 19
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 19
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 19
Sigma Planning Corp 19
Shinko Asset Management Co., Ltd. 19
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 19
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 19
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 19
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 19
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 19
Vivaldi Asset Management, LLC 19
WealthTrak Capital Management LLC 19
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 19
Cookson Peirce & Co Inc 19
Stux Capital Management, LLC 19
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 19
Magnus Financial Group LLC 19
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 19
Avestar Capital, LLC 19
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 19
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 19
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 19
Lombard Odier Asset Management (Switzerland) SA 19
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 19
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 19
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 19
Inspire Advisors, LLC 19
Cromwell Holdings LLC 19
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 19
Qsemble Capital Management, LP 19
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 19
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 19
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 19
Mizuho Securities Usa Llc 19
Kestra Private Wealth Services, Llc 19
Knight Capital Group, Inc. 19
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 19
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 19
Westfield Capital Management Co Lp 19
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 19
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 19
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 19
Chilton Capital Management Llc 19
IFM Investors Pty Ltd 19
AXS Investments LLC 19
Reliance Trust Co Of Delaware 19
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 19
Forsta Ap-fonden 19
Wedmont Private Capital 18
Elite Wealth Management, Inc. 18
Alexandria Capital, LLC 18
Dynamic Advisor Solutions LLC 18
Axxcess Wealth Management, Llc 18
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 18
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 18
Dfa Investment Trust Co - The U.s. Large Cap Value Series 18
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 18
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 18
PSAPX - PRINCIPAL FUNDS INC - SmallCap S&P 600 Index Fund R-1 18
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 18
Seeyond 18
Meiji Yasuda Life Insurance Co 18
CBOE Vest Financial, LLC 18
Wakefield Asset Management LLLP 18
Tradition Wealth Management, LLC 18
SummitTX Capital, L.P. 18
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 18
Next Capital Management LLC 18
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 18
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 18
Ceredex Value Advisors LLC 18
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 18
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 18
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 18
Epoch Investment Partners, Inc. 18
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 18
Nuveen Preferred & Income Term Fund 18
Dubuque Bank & Trust Co 18
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 18
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 18
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 18
Laurel Wealth Advisors, Inc. 18
Quotient Investors, LLC 18
Interchange Capital Partners, LLC 18
First Capital Advisors Group, LLC. 18
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 18
TradeLink Global Equity LLC 18
Essex Investment Management Co Llc 18
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 18
Sierra Ocean, Llc 18
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 18
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 18
BBVA USA Bancshares, Inc. 18
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 18
ABASX - AB TRUST - AB Discovery Value Fund Class A 18
Gulf International Bank (UK) Ltd 18
First Interstate Bank 18
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 18
Solstein Capital, LLC 18
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 18
Maverick Capital Ltd 18
Baader Bank INC 18
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 18
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 18
Delta Lloyd Nv 18
Icon Wealth Partners, LLC 18
SRB Corp 18
Paulson Wealth Management Inc. 18
DFSB - Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 18
Ropes Wealth Advisors Llc 18
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 18
Telemetry Investments, L.L.C. 18
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 18
Hartford Series Fund Inc 18
Vantage Investment Advisors, LLC 18
Colonial Trust Advisors 18
Paragon Capital Management Ltd 18
Edge Wealth Management LLC 18
Tredje AP-fonden 18
Dana Investment Advisors, Inc. 18
HighPoint Advisor Group LLC 18
Avalon Advisors, Llc 18
Elo Mutual Pension Insurance Co 18
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 18
Ifrah Financial Services, Inc. 18
Winton Capital Management Ltd 18
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 18
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 18
Cassady Schiller Wealth Management, LLC 18
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 18
361 Capital Llc 18
BI Asset Management Fondsmaeglerselskab A/S 18
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 18
Bollard Group LLC 18
Wilmington Trust Co 18
Kilter Group LLC 18
Migdal Insurance & Financial Holdings Ltd. 18
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 18
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 18
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 18
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 18
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600 18
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 18
Glazer Capital, Llc 18
Perigon Wealth Management, LLC 18
Fred Alger Management, Llc 18
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 18
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A 18
Intersect Capital LLC 18
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund 18
Westside Investment Management, Inc. 18
Perpetual Ltd 18
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 18
Stoneridge Investment Partners Llc 18
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 18
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 18
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares 18
Joel Isaacson & Co., LLC 18
Coppell Advisory Solutions LLC 18
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 18
Blackstone Group Inc 18
Fortis Capital Advisors, LLC 18
Dai-Ichi Life Insurance Company, Ltd 18
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 18
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 18
S. Muoio & Co. Llc 18
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 18
Coastal Investment Advisors, Inc. 18
Dorsey Wright & Associates 18
Mill Creek Capital Advisors, LLC 18
NOFIX - Northern Funds - Northern Fixed Income Fund 18
Dalton Greiner Hartman Maher & Co 18
SkyView Investment Advisors, LLC 18
Moisand Fitzgerald Tamayo, LLC 18
PGF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Financial Preferred ETF 18
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 18
Voleon Capital Management Lp 18
Mizuho Asset Management Co.,Ltd. 18
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 18
Pendal Group Ltd 18
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares 18
1st Global Advisors, Inc. 18
Unigestion Holding SA 18
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 18
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 18
Salomon & Ludwin, LLC 18
Cohen & Steers Infrastructure Fund Inc 18
Meritage Portfolio Management 18
Lebenthal Asset Management, LLC 18
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A 18
Daiwa Capital Markets America Inc. 18
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 18
Kingdon Capital Management, L.l.c. 18
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 18
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 18
Nicholas Investment Partners, LP 18
Accurate Wealth Management, LLC 18
Qtron Investments LLC 18
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 18
EverPoint Asset Management, LLC 18
EULAV Asset Management 18
Highstreet Asset Management Inc. 18
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 18
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 18
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 18
Rockefeller Financial Services Inc 18
YorkBridge Wealth Partners, LLC 18
Pensionmark Financial Group, Llc 18
Kalos Management, Inc. 18
Diametric Capital, LP 18
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 18
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 18
HHM Wealth Advisors, LLC 18
1620 Investment Advisors, Inc. 18
Belvedere Trading LLC 18
Legacy Advisors, LLC 18
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 18
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 18
Advance Capital I Inc 18
Scientech Research LLC 17
Capital Analysts, Inc. 17
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 17
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 17
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 17
Endurance Wealth Management, Inc. 17
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 17
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 17
Frazier Financial Advisors, LLC 17
Tradeworx Inc. 17
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 17
American National Bank 17
Caption Management, LLC 17
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Sustainability Fixed Income Portfolio Institutional Class 17
Kentucky Retirement Systems Insurance Trust Fund 17
VGLSX - VALIC Co I - Global Strategy Fund 17
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 17
Turtle Creek Wealth Advisors, LLC 17
Horan Securities, Inc. 17
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 17
Callan Family Office, LLC 17
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 17
Emerald Advisers, Llc 17
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 17
Private Ocean, LLC 17
Sheaff Brock Investment Advisors, LLC 17
Horizon Kinetics LLC 17
Boston Trust Walden Corp 17
Grove Bank & Trust 17
Donald Smith & Co., Inc. 17
TRUE Private Wealth Advisors 17
Washington Trust Advisors, Inc. 17
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 17
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 17
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 17
Munder Series Trust 17
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 17
Cinctive Capital Management LP 17
FPFD - FIDELITY COVINGTON TRUST - Fidelity Preferred Securities & Income ETF 17
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF 17
J.w. Cole Advisors, Inc. 17
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 17
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 17
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 17
Bleakley Financial Group, LLC 17
PSM - Principal Exchange-Traded Funds - Principal U.S. Small-MidCap Multi-Factor Core Index ETF 17
Pinnacle Bancorp, Inc. 17
PhiloSmith Capital Corp 17
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 17
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 17
Truewealth Llc 17
IMC-Chicago, LLC 17
Fifth Third Wealth Advisors LLC 17
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 17
Caldwell Securities, Inc 17
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 17
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF 17
Kentucky Retirement Systems 17
Liberty Wealth Management Llc 17
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 17
Standard Family Office LLC 17
KPSCX - KP Funds - KP SMALL CAP EQUITY FUND INSTITUTIONAL SHARES 17
Banco Bilbao Vizcaya Argentaria, S.a. 17
Princeton Global Asset Management LLC 17
Newbridge Financial Services Group, Inc. 17
OVOL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Low Volatility Factor ETF 17
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 17
Fidelis Capital Partners, LLC 17
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 17
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 17
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 17
Perkins Investment Management, LLC 17
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 17
McQueen, Ball & Associates Inc. 17
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF 17
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 17
Seizert Capital Partners, Llc 17
Claro Advisors LLC 17
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 17
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 17
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 17
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 17
NatWest Group plc 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 17
ATMOX - AQR Funds - AQR TM Large Cap Momentum Style Fund Class I 17
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 17
Pacitti Group Inc. 17
Dai-ichi Life Holdings, Inc. 17
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 17
Brighton Jones Llc 17
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 17
Glen Eagle Advisors, LLC 17
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund 17
Verus Capital Partners, Llc 17
Vertex One Asset Management Inc. 17
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 17
PXBIX - PAX WORLD FUNDS SERIES TRUST I - PAX CORE BOND FUND Institutional Class 17
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 17
Ashton Thomas Securities, Llc 17
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 17
Alpha Windward Llc 17
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 17
Mount Lucas Management LP 17
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 17
Bbr Partners, Llc 17
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 17
Kovitz Investment Group Partners, LLC 17
Voya Global Equity Dividend & Premium Opportunity Fund 17
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 17
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 17
ISAM Funds (UK) Ltd 17
Oppenheimer Variable Account Funds 17
One Wealth Advisors, LLC 17
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 17
SYNTAX ETF TRUST - Syntax Stratified SmallCap ETF 17
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 17
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 17
Van Eck Associates Corp 17
National Pension Service 17
WealthTrust-Arizona, LLC 17
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 17
Nuveen S&p 500 Dynamic Overwrite Fund 17
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 17
State of New Jersey Common Pension Fund A 17
Capital Research Global Investors 17
Eaton Vance Tax Advantaged Dividend Income Fund 17
American Capital Advisory, LLC 17
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 17
Cantor Fitzgerald, L. P. 17
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 17
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 17
Beacon Capital Management, LLC 17
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 17
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 17
Red Tortoise LLC 17
Sargent Bickham Lagudis LLC 17
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 17
Gdl Fund 17
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 17
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 17
Gw Henssler & Associates Ltd 17
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 17
Champlain Investment Partners, LLC 17
RWCD - Direxion Shares ETF Trust - Direxion MSCI USA Cyclicals Over Defensives ETF 17
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 17
EP Wealth Advisors, Inc. 17
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 17
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 17
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 17
AlphaMark Advisors, LLC 17
Equitable Trust Co 17
Pittenger & Anderson Inc 17
Camarda Financial Advisors, LLC 17
Ziegler Capital Management, LLC 17
Cribstone Capital Management, LLC 17
Redpoint Investment Management Pty Ltd 17
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 17
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 17
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF 17
Howard Hughes Medical Institute 17
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 17
West Paces Advisors Inc. 17
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 17
U S Global Investors Inc 17
First Bank & Trust 17
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 17
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 17
Steel Peak Wealth Management LLC 17
Dean Investment Associates, Llc 17
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 17
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 17
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 17
BLACKROCK FUNDS - iShares Edge MSCI Min Vol USA Index Fund Institutional 17
Kistler-Tiffany Companies, LLC 17
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 17
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 17
John Hancock Hedged Equity & Income Fund 17
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 17
Tdam Usa Inc. 16
Capitolis Advisors LLC 16
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 16
New Millennium Group LLC 16
Isi Strategy Fund Inc 16
Adviser Investments LLC 16
Hcim Trust 16
Campbell Multi-strategy Trust 16
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 16
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 16
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 16
Point72 Europe (London) LLP 16
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 16
Y.D. More Investments Ltd 16
Heritage Wealth Management, Llc 16
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 16
Ossiam 16
EWSC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Equal Weight ETF 16
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 16
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 16
Creekmur Asset Management LLC 16
Vestmark Advisory Solutions, Inc. 16
Next Financial Holdings 16
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 16
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 16
Lenox Wealth Management, Inc. 16
Redwood Investment Management, Llc 16
Deerfield Management Company, L.p. (series C) 16
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 16
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 16
Perkins Coie Trust Co 16
First Financial Corp /in/ 16
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 16
NFC Investments, LLC 16
Fort Washington Investment Advisors Inc /oh/ 16
American Trust 16
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 16
Laffer Investments 16
Lowe Brockenbrough & Co Inc 16
Hilltop Holdings Inc. 16
Artisan Partners Limited Partnership 16
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 16
Freestone Grove Partners LP 16
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 16
Macroview Investment Management Llc 16
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 16
Eagle Global Advisors Llc 16
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 16
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 16
Prime Capital Investment Advisors, LLC 16
Boyd Watterson Asset Management Llc/oh 16
Binnacle Investments Inc 16
AAIIX - ANCORA TRUST - Ancora Income Fund Class I 16
Duncker Streett & Co Inc 16
Weaver C. Barksdale & Associates, Inc. 16
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 16
Kestra Investment Management, LLC 16
Cowen Group, Inc. 16
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 16
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 16
CNB Bank 16
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 16
L & S Advisors Inc 16
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 16
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 16
Nuveen Multi-Asset Income Fund 16
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 16
Private Wealth Asset Management, LLC 16
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
IXG - iSHARES TRUST - iShares Global Financials ETF 16
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class 16
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 16
West Oak Capital, LLC 16
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 16
St Germain D J Co Inc 16
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 16
P Schoenfeld Asset Management Lp 16
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 16
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 16
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 16
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 16
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 16
Nvwm, Llc 16
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 16
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 16
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 16
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 16
Bank of Kentucky, Inc. 16
Intrust Bank Na 16
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 16
SLY - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap ETF 16
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 16
BOK Financial Private Wealth, Inc. 16
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 16
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 16
West Branch Capital LLC 16
Eastern Bank 16
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 16
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 16
Atlantic Union Bankshares Corp 16
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 16
Desjardins Global Asset Management Inc. 16
Hirtle Callaghan & Co LLC 16
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 16
Caas Capital Management Lp 16
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 16
Old Second National Bank Of Aurora 16
K2 Principal Fund, L.p. 16
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 16
Syntal Capital Partners, LLC 16
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 16
Bank Julius Baer & Co. Ltd, Zurich 16
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 16
Central Bank & Trust Co 16
Beck Mack & Oliver Llc 16
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 16
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 16
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 16
NorthRock Partners, LLC 16
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 16
Amplius Wealth Advisors, LLC 16
TIMOTHY PLAN - Timothy Strategic Variable 16
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 16
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 16
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 16
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 16
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 16
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 16
Connable Office Inc 16
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 16
Cornerstone Wealth Management, LLC 16
Investors Research Corp 16
Mark Sheptoff Financial Planning, Llc 16
Alpine Associates Management Inc. 16
BlueMar Capital Management, LLC 16
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 16
Norden Group Llc 16
Nwam Llc 16
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 16
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 16
Concurrent Investment Advisors, LLC 16
F&C Asset Management plc 16
WealthCollab, LLC 16
PFFA - ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF 16
Virtus ETF Advisers LLC 16
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 16
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 16
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 16
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 16
Nuveen Tax-advantaged Dividend Growth Fund 16
Edmond De Rothschild Holding S.a. 16
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 16
Mbb Public Markets I Llc 16
Bluefin Trading, LLC 16
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 16
Sugarloaf Wealth Management, LLC 16
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 16
Alphasimplex Group, Llc 16
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 16
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 16
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 16
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 16
Gardner Lewis Asset Management L P 16
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 16
Allred Capital Management, LLC 16
Guardian Capital Lp 16
American Research & Management Co. 16
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 16
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 16
Jump Trading, LLC 16
Metis Global Partners, LLC 16
Bradley Foster & Sargent Inc/ct 16
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 16
Archer Investment Corp 16
Country Trust Bank 16
Anchor Capital Advisors Llc 16
Polaris Wealth Advisory Group, LLC 16
Decade Capital Management Llc 16
Conning Inc. 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF 16
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 16
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 16
Evermay Wealth Management Llc 16
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 16
Confluence Wealth Services, Inc. 16
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 16
Aptus Capital Advisors, LLC 16
Price Capital Management, Inc. 16
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 16
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares 16
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 16
William Blair Investment Management, Llc 16
Sepio Capital, LP 16
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 16
Ibex Wealth Advisors 16
Center for Financial Planning, Inc. 16
Chartwell Investment Partners, Llc 16
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 16
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 16
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 16
Eaton Vance Tax Advantaged Global Dividend Income Fund 16
Williams Jones Wealth Management, LLC. 16
Destination Wealth Management 15
Asahi Life Asset Management Co., Ltd. 15
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 15
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 15
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 15
GFS Advisors, LLC 15
Atwood & Palmer Inc 15
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 15
Frank, Rimerman Advisors LLC 15
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 15
Transcend Wealth Collective, Llc 15
Stansberry Asset Management, Llc 15
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 15
Lake Point Wealth Management 15
D'Orazio & Associates, Inc. 15
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 15
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 15
Security National Trust Co 15
Parsons Capital Management Inc/ri 15
Sentry Investment Management Llc 15
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 15
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 15
Signition Lp 15
Cranbrook Wealth Management, LLC 15
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 15
DMRS - Transamerica ETF Trust - DeltaShares S&P 600 Managed Risk ETF 15
NewEdge Wealth, LLC 15
Fiduciary Trust Co 15
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 15
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 15
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 15
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 15
Community Bank, N.A. 15
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 15
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 15
Industrial Alliance Investment Management Inc. 15
First Eagle Investment Management, LLC 15
Knights of Columbus Asset Advisors LLC 15
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 15
PVFIX - BERTOLET CAPITAL TRUST - Pinnacle Value Fund 15
Zions Bancorporation, National Association /ut/ 15
IMA Wealth, Inc. 15
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 15
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 15
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF 15
DMVAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Value Fund Class A 15
B. Metzler seel. Sohn & Co. AG 15
Gq Asset Management, Llc 15
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF 15
Doyle Wealth Management 15
Winch Advisory Services, LLC 15
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 15
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 15
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 15
Connectus Wealth, LLC 15
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 15
Halbert Hargrove Global Advisors, Llc 15
Tobam 15
WealthStone, Inc. 15
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 15
Squar Milner Financial Services Llc 15
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 15
Confluence Investment Management Llc 15
Benjamin Edwards Inc 15
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 15
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 15
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 15
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
B. Metzler seel. Sohn & Co. Holding AG 15
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 15
Ostrum Asset Management 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
Amerivest Investment Management LLC 15
Ten Capital Wealth Advisors, LLC 15
AIA Investment Management Private Ltd 15
Harbour Capital Advisors, LLC 15
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 15
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 15
Nuveen Core Equity Alpha Fund 15
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 15
R&F Capital Advisors LP 15
Nuveen Tax Advantaged Total Return Strategy Fund 15
E. Ohman J:or Asset Management AB 15
Hl Financial Services Llc 15
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL 15
Bare Financial Services, Inc 15
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 15
Harvest Management Llc 15
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 15
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 15
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 15
Klingenstein Fields & Co Lp 15
Wasatch Advisors Inc 15
Havens Advisors Llc 15
Vanguard Windsor Funds 15
Dunhill Financial, LLC 15
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 15
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 15
Marino, Stram & Associates Llc 15
Wetzel Investment Advisors, Inc. 15
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 15
RPG Investment Advisory, LLC 15
Principia Wealth Advisory, LLC 15
Gryphon Financial Partners LLC 15
Albion Financial Group /ut 15
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 15
Alpha Paradigm Partners, LLC 15
Mutual of America Variable Insurance Portfolios, Inc. - Small Cap Equity Index Portfolio Class 15
RBUS - ETF Series Solutions - Nationwide Risk-Based U.S. Equity ETF 15
XSHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF 15
Dixon Hughes Goodman Wealth Advisors LLC 15
Emerald Investment Partners, Llc 15
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 15
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 15
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 15
Kassirer Asset Management Corp 15
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 15
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 15
Buckingham Strategic Wealth, Llc 15
Logan Capital Management Inc 15
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 15
Exane Derivatives 15
Cambiar Investors Llc 15
Hallmark Capital Management Inc 15
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 15
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 15
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 15
Ellsworth Advisors, LLC 15
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 15
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 15
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 15
Financial Network Wealth Advisors LLC 15
Oxbow Advisors, LLC 15
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 15
GPS Wealth Strategies Group, LLC 15
Garde Capital, Inc. 15
Burt Wealth Advisors 15
Spectrum Management Group, LLC 15
Legato Capital Management LLC 15
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 15
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 15
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 15
TRANSAMERICA FUNDS - Transamerica Core Bond I2 15
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 15
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 15
Lombard Odier Asset Management (USA) Corp 15
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 15
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 15
Affinity Investment Advisors, Llc 15
Polar Capital Holdings Plc 15
iA Global Asset Management Inc. 15
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 15
STSB - iSHARES TRUST - iShares Factors US Small Blend Style ETF 15
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 15
Hanson & Doremus Investment Management 15
WMS Partners, LLC 15
Simplicity Wealth,LLC 15
Hudock, Inc. 15
Institute for Wealth Management, LLC. 15
Dakota Wealth Management 15
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 15
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 15
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 15
GLG Partners LP 15
Centerpoint Advisors, LLC 15
Operose Advisors LLC 15
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 15
Sittner & Nelson, Llc 15
RWM Asset Management, LLC 15
NorthCrest Asset Manangement, LLC 15
Evolution Wealth Advisors, LLC 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 15
Legg Mason Asset Management (Japan) Co., Ltd. 15
Meeder Advisory Services, Inc. 15
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class 15
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 15
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 15
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 15
Psagot Investment House Ltd. 15
Highlander Capital Management, LLC 15
HighVista Strategies LLC 15
Carillon Tower Advisers, Inc. 15
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 15
Essex Savings Bank 15
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 15
Nuance Investments, Llc 15
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 15
Level Four Advisory Services, Llc 15
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 15
Ingalls & Snyder Llc 15
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 15
Northpointe Capital Llc 15
Waddell & Reed Financial Inc 15
JNL SERIES TRUST - JNL Small Cap Index Fund (I) 15
Cleararc Capital Inc 15
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 15
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 15
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 15
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 15
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 15
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A 15
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 15
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 15
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 15
Enlightenment Research, LLC 15
Capital A Wealth Management, LLC 15
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 15
Grace & White Inc /ny 15
Tiverton Asset Management Llc 15
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 15
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 15
Clean Yield Group 14
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 14
Siemens Fonds Invest GmbH 14
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 14
Kellner Capital, LLC 14
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF 14
Glg Inc. 14
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 14
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 14
Ninety One UK Ltd 14
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 14
Wcm Investment Management, Llc 14
Genesee Valley Trust Co 14
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 14
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 14
Carmel Capital Partners, LLC 14
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 14
OSIZ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Size Factor ETF 14
Highland Capital Management Lp 14
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 14
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund 14
Saudi Central Bank 14
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 14
True Link Financial Advisors, LLC 14
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 14
Personal Cfo Solutions, Llc 14
Morton Brown Family Wealth, LLC 14
Cooke & Bieler Lp 14
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 14
City Holding Co 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 14
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 14
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 14
SGPIX - Profunds - Small-cap Growth Profund Investor Class 14
Chase Investment Counsel Corp 14
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares 14
Rakuten Securities, Inc. 14
Caitlin John, LLC 14
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 14
London Co Of Virginia 14
CHICAGO TRUST Co NA 14
Frontier Investment Mgmt Co 14
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A 14
Cna Financial Corp 14
Atlas Private Wealth Advisors 14
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 14
AMG National Trust Bank 14
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 14
Bray Capital Advisors 14
Atomi Financial Group, Inc. 14
Athena Capital Advisors Llc 14
T. Rowe Price Investment Management, Inc. 14
First Midwest Bank Trust Division 14
Pinnacle Summer Investments, Inc. 14
LVSMX - RBB FUND, INC. - SGI U.S. Small Cap Equity Fund Class A Shares 14
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 14
Greenline Partners, LLC 14
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 14
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 14
Custom Index Systems, Llc 14
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 14
SMMD - iSHARES TRUST - iShares Russell 2500 ETF 14
Delphi Management Inc /ma/ 14
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 14
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 14
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 14
Wallace Capital Management Inc. 14
Total Clarity Wealth Management, Inc. 14
Mid Atlantic Financial Management Inc/adv 14
Rosenberg Matthew Hamilton 14
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 14
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 14
Donoghue Forlines LLC 14
Mint Tower Capital Management B.V. 14
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 14
Savior LLC 14
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 14
First PREMIER Bank 14
Alpha Omega Wealth Management LLC 14
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 14
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 14
Red Door Wealth Management, LLC 14
Adams Diversified Equity Fund, Inc. 14
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 14
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 14
SCIU - Global X Funds - Global X Scientific Beta US ETF 14
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 14
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A 14
Carmichael Hill & Associates, Inc. 14
Pax World Management Llc 14
Samlyn Capital, Llc 14
Nwq Investment Management Company, Llc 14
Peapack Gladstone Financial Corp 14
Fulton Bank, N.a. 14
Strategy Asset Managers Llc 14
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 14
Hightower 6M Holding, LLC 14
Monument Capital Management 14
First City Capital Management, Inc. 14
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 14
Addison Advisors LLC 14
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 14
CBIZ Investment Advisory Services, LLC 14
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 14
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 14
Investment Management Corp of Ontario 14
Vinva Investment Management Ltd 14
Thompson Investment Management, Inc. 14
ACG Wealth 14
American Funds Insurance Series 14
Bbva Usa 14
Sculptor Capital LP 14
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF 14
Walthausen & Co., LLC 14
DT Investment Partners, LLC 14
Oarsman Capital, Inc. 14
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 14
SVPIX - Profunds - Small-cap Value Profund Investor Class 14
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 14
Artemis Investment Management LLP 14
Wealth Quarterback LLC 14
Moody Lynn & Lieberson, Llc 14
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 14
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 14
Putnam Fl Investment Management Co 14
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 14
Ionic Capital Management LLC 14
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 14
CPI - IndexIQ ETF Trust - IQ Real Return ETF 14
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 14
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 14
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 14
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio 14
RHJ International SA 14
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 14
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 14
SFY - Tidal ETF Trust - SoFi Select 500 ETF 14
Aspect Partners, LLC 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 14
Madison Asset Management, LLC 14
CenterBook Partners LP 14
Easterly Investment Partners Llc 14
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 14
PENN SERIES FUNDS INC - Small Cap Value Fund 14
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 14
Valued Wealth Advisors LLC 14
Opseu Pension Plan Trust Fund 14
HYLD - Exchange Listed Funds Trust - High Yield ETF 14
StoneX Group Inc. 14
Daiwa SB Investments Ltd. 14
Great Valley Advisor Group, Inc. 14
MARSHALL WACE ASIA Ltd 14
EHP Funds Inc. 14
City State Bank 14
Tyler-Stone Wealth Management 14
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 14
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 14
Hilltop National Bank 14
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 14
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 14
Markel Corp 14
Tsfg, Llc 14
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 14
VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares 14
BlueCrest Capital Management LLP 14
Vivaldi Capital Management, LLC 14
Rakuten Investment Management, Inc. 14
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 14
Profunds - Profund Vp Small-cap Growth 14
Armstrong Advisory Group, Inc 14
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 14
One Capital Management, LLC 14
Pineridge Advisors LLC 14
Fernwood Investment Management, LLC 14
WealthTrust Fairport, LLC 14
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 14
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 14
Congress Wealth Management LLC / DE / 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
Tectonic Advisors Llc 14
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 14
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 14
Profunds - Profund Vp Small-cap Value 14
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14
DPIAX - Destra Investment Trust - Destra Flaherty & Crumrine Preferred and Income Fund Class A 14
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 14
Equitec Proprietary Markets, Llc 14
Thoroughbred Financial Services, Llc 14
Miracle Mile Advisors, LLC 14
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 14
Winfield Associates, Inc. 14
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 14
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 14
SpiderRock Advisors, LLC 14
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 14
Kb Financial Partners, Llc 14
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 14
111 Capital 14
Bar Harbor Trust Services 14
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 14
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares 14
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 14
Thomas White International Ltd 14
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
RFG Advisory, LLC 14
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 14
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 14
Munder Capital Management 14
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares 14
Quaker Wealth Management, LLC 14
Jnl Series Trust - Jnl/mellon Small Cap Index Fund (a) 14
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 14
RCPFX - ROYCE CAPITAL FUND - Royce Capital Fund - Small-Cap Portfolio Investment Class 14
Busey Wealth Management 14
Roundview Capital LLC 14
Cornerstone Investment Partners, LLC 14
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 14
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 14
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 14
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 14
Horizon Kinetics Asset Management Llc 14
Herndon Capital Management Llc 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 14
Connor Clark & Lunn Investment Management Ltd 14
Trust Point Inc. 14
Millstone Evans Group, LLC 14
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund 14
Sun Life Financial Inc 14
Foster & Motley Inc 14
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 14
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 14
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 14
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 14
USVT - Ultimus Managers Trust - US VALUE ETF 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 14
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 14
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 14
Gargoyle Investment Advisor L.L.C. 14
Crestwood Advisors Group LLC 14
Cowen And Company, Llc 14
Applied Finance Capital Management, LLC 14
Deseret Mutual Benefit Administrators 14
Perella Weinberg Partners Capital Management LP 14
Lee Danner & Bass Inc 14
SOA Wealth Advisors, LLC. 14
Schechter Investment Advisors, LLC 14
Banco Santander, S.A. 14
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 14
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 14
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 14
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 14
Bridgeworth, LLC 14
Bellwether Investment Group, LLC 14
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 14
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 14
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 14
Citizens Business Bank 14
Blackrock Core Bond Trust 14
Dogwood Wealth Management LLC 14
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class 14
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A 14
YHB Investment Advisors, Inc. 14
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 14
HACK - ETF Managers Trust - ETFMG Prime Cyber Security ETF 14
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 14
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 14
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 14
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 14
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 14
Kings Point Capital Management 14
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 14
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF 14
Norinchukin Bank, The 14
McElhenny Sheffield Capital Management, LLC 14
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 14
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 14
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 14
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 14
Transamerica Financial Advisors, Inc. 14
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 14
Dynamic Technology Lab Pte Ltd 14
Argent Trust Co 14
Poehling Capital Management, LLC 13
Clarus Wealth Advisors 13
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 13
ORG Wealth Partners, LLC 13
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 13
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13
MU Investments Co., Ltd. 13
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio 13
Ibex Investors LLC 13
ClearAlpha Technologies LP 13
PQSG - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Growth ETF 13
Old Point Trust & Financial Services N A 13
Cove Street Capital, LLC 13
Northwest Investment Counselors, Llc 13
SPFFX - Manager Directed Portfolios - Sphere 500 Fossil Free Fund 13
Royal Fund Management, LLC 13
Tuttle Tactical Management LLC 13
Optimal Asset Management, Inc. 13
Roble, Belko & Company, Inc 13
First New York Securities Llc /ny 13
ETHO - ETF Managers Trust - Etho Climate Leadership U.S. ETF 13
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 13
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 13
Arete Wealth Advisors, LLC 13
Bruderman Asset Management, LLC 13
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 13
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 13
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF 13
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 13
Golden State Equity Partners 13
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 13
Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 13
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IA 13
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 13
Beaird Harris Wealth Management, LLC 13
Qualcomm Inc/de 13
Df Dent & Co Inc 13
Hilton Capital Management, LLC 13
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 13
PENN SERIES FUNDS INC - Index 500 Fund 13
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 13
ICA Group Wealth Management, LLC 13
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 13
MUTUAL OF AMERICA INVESTMENT CORP - Bond Fund Class 13
Financial Counselors Inc 13
Livingston Group Asset Management CO (operating as Southport Capital Management) 13
KAMES CAPITAL plc 13
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 13
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 13
Cohen & Steers, Inc. 13
Degroof Petercam Asset Management 13
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 13
Cordasco Financial Network 13
Aureus Asset Management, LLC 13
CR Intrinsic Investors, LLC 13
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 13
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 13
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 13
Standard Life Investments LTD 13
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 13
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 13
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 13
Wells Fargo Global Dividend Opportunity Fund 13
Griffin Asset Management, Inc. 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 13
Foundations Investment Advisors, LLC 13
Abn Amro Investment Solutions 13
Investment Counselors Of Maryland Llc 13
Rockbridge Investment Management, LCC 13
Us Global Investors Funds 13
Certified Advisory Corp 13
Linden Thomas Advisory Services, LLC 13
AustralianSuper Pty Ltd 13
Family Firm, Inc. 13
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF 13
Equitable Holdings, Inc. 13
PCRSX - PRINCIPAL FUNDS INC - LargeCap Growth Fund I R-1 13
Syntax Advisors, Llc 13
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 13
Rathbone Brothers plc 13
Salzhauer Michael 13
Rs Variable Products Trust 13
Tiaa Trust, National Association 13
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A 13
Kavar Capital Partners, LLC 13
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 13
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 13
Cape Investment Advisory, Inc. 13
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 13
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 13
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 13
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 13
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 13
Barrett Asset Management, LLC 13
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13
American Independence Funds Trust 13
Hexavest Inc. 13
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF 13
Clarkston Capital Partners, LLC 13
Pennsylvania Trust Co 13
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 13
Ascent Group, LLC 13
Acorn Wealth Advisors, LLC 13
Bardin Hill Management Partners Lp 13
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 13
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 13
Vectors Research Management, LLC 13
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 13
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 13
VSSCX - JPMorgan Trust I - JPMorgan Small Cap Core Fund Class R5 13
Philo Smith Capital Corp 13
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 13
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 13
Ruggie Capital Group 13
Groupama Asset Managment 13
Resurgent Financial Advisors LLC 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
Frontier Capital Management Co Llc 13
Zullo Investment Group, Inc. 13
QCM Cayman, Ltd. 13
Bryce Point Capital, LLC 13
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 13
Osterweis Capital Management Inc 13
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 13
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 13
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 13
Farringdon Capital, Ltd. 13
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 13
Partnervest Advisory Services LLC 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 13
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 13
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 13
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 13
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S 13
Global Assets Advisory, LLC 13
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 13
Graves-Light Private Wealth Management, Inc. 13
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A 13
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 13
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 13
Dorsey & Whitney Trust CO LLC 13
Steinberg Global Asset Management 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
Delphia (USA) Inc. 13
Rampart Investment Management Company, LLC 13
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 13
Advisors Capital Management, LLC 13
Roosevelt Investment Group Llc 13
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 13
CrestPoint Capital Management, LLC 13
Ameriflex Group, Inc. 13
Girard Partners Ltd. 13
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 13
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 13
ATSMX - AQR Funds - AQR TM Small Cap Momentum Style Fund Class I 13
Allen Investment Management LLC 13
Empirical Finance, LLC 13
Whitebox Advisors Llc 13
McAdam, LLC 13
Camden Capital, LLC 13
Dearborn Partners Llc 13
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 13
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 13
VMAX - Lattice Strategies Trust - Hartford US Value ETF 13
Guardian Life Insurance Co Of America 13
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 13
DPSAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Structured Midcap Fund Class A 13
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 13
Aspire Private Capital, LLC 13
Brave Asset Management Inc 13
MPS Loria Financial Planners, LLC 13
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 13
Fiduciary Alliance LLC 13
Readystate Asset Management Lp 13
PWS - Pacer Funds Trust - Pacer WealthShield ETF 13
Ferris Capital, Llc 13
Strategic Blueprint, LLC 13
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF 13
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 13
Manchester Financial Inc 13
DoubleLine ETF Adviser LP 13
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 13
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 13
Lansforsakringar Fondforvaltning AB (publ) 13
Td Asset Management Usa Funds Inc. 13
PLTL - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Adaptive Multi-Factor ETF 13
Americana Partners, LLC 13
Daymark Wealth Partners, Llc 13
Executive Wealth Management, LLC 13
SG3 Management, LLC 13
Smith Group Asset Management, LLC 13
Channing Capital Management, LLC 13
Ipswich Investment Management Co., Inc. 13
Horizon Investment Services, LLC 13
Chilton Investment Co Llc 13
NOLVX - Northern Funds - Northern Large Cap Value Fund 13
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 13
Garrett Wealth Advisory Group, LLC 13
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 13
Great Lakes Retirement, Inc. 13
Keel Point, LLC 13
Wealth Alliance 13
Kula Investments, LLC 13
PFG Investments, LLC 13
Personal Wealth Partners 13
Bfsg, Llc 13
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 13
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 13
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 13
Old North State Trust, LLC 13
Manning & Napier Advisors Llc 13
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 13
Punch & Associates Investment Management, Inc. 13
Keeley-Teton Advisors, LLC 13
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 13
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 13
Mariner Wealth Advisors-NYC, LLC 13
Redwood Wealth Management Group, LLC 13
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 13
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 13
O'Shares Investment Advisers, LLC 13
Global Financial Private Capital, LLC 13
MD Financial Management Inc. 13
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 13
VVSCX - VALIC Co I - Small Cap Value Fund 13
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund 13
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 13
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 13
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 13
V-Square Quantitative Management LLC 13
Heritage Trust Co 13
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 13
Empirical Asset Management, LLC 13
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 13
Czech National Bank 13
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund 13
STXG - EA Series Trust - Strive 1000 Growth ETF 13
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 13
RVRB - ADVISORS SERIES TRUST - Reverb ETF 13
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund 13
Carnegie Capital Asset Management, LLC 13
Julex Capital Management, Llc 13
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 13
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 13
Capital Investment Advisory Services, LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
Bragg Financial Advisors, Inc 13
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 13
VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W 13
Acrisure Capital Management, LLC 13
Cary Street Partners Financial Llc 13
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 13
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 13
Toews Corp /adv 13
Private Management Group Inc 13
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 13
Keeley Asset Management Corp 13
Wintrust Investments Llc 13
Sawgrass Asset Management Llc 13
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 13
Sageworth Trust Co of South Dakota 13
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 13
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 13
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 13
Rs Investment Trust 13
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 13
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 13
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares 13
Transce3nd, LLC 13
GPAL - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Paris-Aligned Climate U.S. Large Cap Equity ETF 13
IEAAX - SunAmerica Specialty Series - AIG Income Explorer Fund Class A Shares 13
tru Independence LLC 13
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 13
Cypress Capital Management LLC (WY) 13
Price Michael F 13
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 13
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 13
Clearview Wealth Advisors LLC 13
MANA Advisors LLC 13
Cohen & Steers Global Income Builder, Inc 13
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 13
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 13
APBAX - Cavanal Hill Funds - Active Core Fund Investor 13
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 13
Change Path, LLC 13
Parisi Gray Wealth Management 13
Cohen & Steers Real Estate Opportunities & Income Fund 13
683 Capital Management, LLC 13
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 13
First Command Advisory Services, Inc. 13
WestEnd Advisors, LLC 13
Wright Investors Service Inc 13
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 13
GoalVest Advisory LLC 13
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 13
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 13
NDVR, Inc. 13
Monashee Investment Management LLC 13
Kaizen Advisory, Llc 13
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 13
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 13
Torray Llc 13
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 13
Strategic Wealth Partners, Ltd. 13
M Holdings Securities, Inc. 13
CSCVX - Managed Portfolio Series - CornerCap Small-Cap Value Fund Advisor Class 13
Shine Investment Advisory Services Inc 13
Trust Co Of Toledo Na /oh/ 13
Madison Investment Holdings Inc 13
Estabrook Capital Management 13
Syverson Strege & Co 13
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 13
Gerber Kawasaki Wealth & Investment Management 13
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 12
Marathon Asset Management Llp 12
Securian Funds Trust - SFT Index 500 Fund Class 1 12
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 12
Telemus Capital, Llc 12
Thb Asset Management 12
Triangle Securities Wealth Management 12
Diversify Advisory Services, LLC 12
Exxonmobil Investment Management Inc /tx 12
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 12
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 12
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 12
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 12
Pensionfund DSM Netherlands 12
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 12
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 12
ASR Vermogensbeheer N.V. 12
First Financial Bank - Trust Division 12
Isthmus Partners, Llc 12
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 12
Krilogy Financial LLC 12
FDM - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Select MicroCap Index Fund 12
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 12
Triad Wealth Partners, LLC 12
Voya Financial Advisors, Inc. 12
STMB - iSHARES TRUST - iShares Factors US Mid Blend Style ETF 12
Hussman Strategic Advisors, Inc. 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 12
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 12
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 12
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 12
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 12
ARGI Investment Services, LLC 12
BlackRock ETF Trust II - BlackRock Total Return ETF 12
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 12
CTC Alternative Strategies, Ltd. 12
Haber Trilix Advisors, Lp 12
Manning & Napier Group, LLC 12
Trust Investment Advisors 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 12
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 12
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 12
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 12
Exencial Wealth Advisors, Llc 12
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 12
TTDAX - Northern Lights Fund Trust - Toews Tactical Defensive Alpha Fund 12
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 12
Capital Impact Advisors, LLC 12
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 12
COGMX - M3Sixty Funds Trust - Cognios Market Neutral Large Cap Fund Investor Class 12
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF 12
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 12
Lingohr & Partner Asset Management GmbH 12
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 12
S&t Bank/pa 12
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 12
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 12
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 12
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 12
TD Capital Management LLC 12
QUANTRES ASSET MANAGEMENT Ltd 12
Cortina Asset Management, LLC 12
Trust Co 12
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 12
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 12
Fenimore Asset Management Inc 12
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 12
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 12
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 12
River & Mercantile Asset Management Llp 12
Somerset Trust Co 12
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 12
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund 12
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 12
FJ Investments, LLC 12
Bridges Investment Management Inc 12
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 12
Planning Capital Management Corp 12
Fairfield, Bush & Co. 12
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 12
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 12
Wellington Shields Capital Management, LLC 12
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 12
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 12
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 12
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 12
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 12
Kiwi Wealth Investments Limited Partnership 12
Miles Capital, Inc. 12
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 12
Kepos Capital LP 12
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IA 12
Vermillion & White Wealth Management Group, LLC 12
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 12
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 12
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 12
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 12
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 12
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 12
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 12
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 12
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 12
Pecaut & Co. 12
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 12
Haberer Registered Investment Advisor Inc 12
Maple Securities Usa Inc 12
Net Worth Advisory Group 12
IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I 12
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I 12
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund 12
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 12
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 12
Meitav Dash Investments Ltd 12
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 12
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 12
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 12
Optimize Financial Inc 12
Sagespring Wealth Partners, Llc 12
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 12
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 12
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF 12
VCSVX - VALIC Co II - Small Cap Value Fund 12
Palladium Partners Llc 12
Essex Financial Services, Inc. 12
Curian Capital Llc 12
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 12
Granite Investment Partners, LLC 12
Lakeview Capital Partners, LLC 12
Arcus Capital Partners, LLC 12
Argent Capital Management Llc 12
High Note Wealth, LLC 12
Raab & Moskowitz Asset Management LLC 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
E Fund Management Co., Ltd. 12
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 12
Miller Howard Investments Inc /ny 12
Aaron Wealth Advisors LLC 12
PIMCO FUNDS - PIMCO Low Duration Portfolio 12
Nelson Capital Management, LLC 12
Clarius Group, LLC 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Alpine Bank Wealth Management 12
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 12
Onefund, Llc 12
Scout Investments, Inc. 12
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 12
Crawford Investment Counsel Inc 12
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 12
Credential Qtrade Securities Inc. 12
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3 12
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 12
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 12
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 12
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 12
Annapolis Financial Services, LLC 12
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 12
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 12
NEOS Investment Management LLC 12
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 12
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 12
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 12
Williams Jones & Associates LLC 12
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 12
Syon Capital Llc 12
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 12
Fort, L.p. 12
Corsair Capital Management, L.p. 12
Linscomb & Williams, Inc. 12
Karpas Strategies, Llc 12
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 12
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 12
PACIFIC SELECT FUND - Equity Index Portfolio Class I 12
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 12
ENDW - EA Series Trust - Cambria Endowment Style ETF 12
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 12
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 12
Rossby Financial, LCC 12
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 12
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 12
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 12
Kemnay Advisory Services Inc. 12
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 12
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 12
Lombard Odier Asset Management (Europe) Ltd 12
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 12
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 12
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 12
Welch & Forbes Llc 12
Arcadia Investment Management Corp/mi 12
Choate Investment Advisors 12
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 12
Ford Financial Group, LLC 12
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 12
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 12
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A 12
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 12
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 12
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 12
Fft Wealth Management Llc 12
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H 12
Fayez Sarofim & Co 12
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 12
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 12
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 12
Us Financial Advisors, Llc 12
Avalon Trust Co 12
NOSIX - Northern Funds - Northern Stock Index Fund 12
Patten Group, Inc. 12
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 12
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 12
Resonant Capital Advisors, LLC 12
Kowal Investment Group, LLC 12
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 12
Aurora Investment Counsel 12
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 12
Gary Goldberg Planning Services Inc 12
LBA Wealth Management, LLC 12
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 12
Banyan Partners, LLC 12
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 12
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 12
Segantii Capital Management Ltd 12
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF 12
Balasa Dinverno & Foltz Llc 12
NuWave Investment Management, LLC 12
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 12
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 12
Harwood Advisory Group, LLC 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 12
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 12
Curi Wealth Management, LLC 12
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 12
Legacy Wealth Asset Management, LLC 12
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 12
Formidable Asset Management, LLC 12
Palisade Capital Management Llc/nj 12
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 12
Systematic Alpha Investments, LLC 12
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 12
Kepos Capital LP 12
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 12
Mascoma Wealth Management LLC 12
SageView Advisory Group, LLC 12
Kohmann Bosshard Financial Services, LLC 12
Register Financial Advisors LLC 12
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 12
N.E.W. Advisory Services LLC 12
Glenview Trust Co 12
Parametric Market Neutral Portfolio 12
AlphaCore Capital LLC 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
Kathmere Capital Management, LLC 12
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 12
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 12
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 12
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 12
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 12
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 12
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 12
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 12
Patton Fund Management, Inc. 12
Mufg Securities Americas Inc. 12
Almanack Investment Partners, LLC. 12
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 12
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 12
Principal Street Partners, LLC 12
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 12
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 12
New York Life Trust Co 12
Israel Discount Bank of New York 12
Profunds - Profund Vp Bull 12
Profunds - Profund Vp Ultrabull 12
Pinz Capital Management, LP 12
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 12
PNC Managed Account Solutions, Inc. 12
Delos Wealth Advisors, LLC 12
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 12
Clarfeld Financial Advisors, Llc 12
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 12
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 12
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 12
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 12
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 12
Cynosure Management, Llc 12
AMF Pensionsforsakring AB 12
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 12
Schneider Capital Management Corp 12
Port Capital LLC 12
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund 12
STRV - EA Series Trust - Strive 500 ETF 12
Price Wealth Management, Inc. 12
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF 12
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 12
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 12
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 12
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 12
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 12
BLPIX - Profunds - Bull Profund Investor Class 12
CSCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Class A 12
ULPIX - Profunds - Ultrabull Profund Investor Class 12
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 12
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 12
LVPIX - Profunds - Large-cap Value Profund Investor Class 12
Semmax Financial Advisors Inc. 12
XSMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Momentum ETF 12
Fieldview Capital Management, LLC 12
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF 12
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 12
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 12
Spdr S&p 500 Etf Trust 12
Davis Selected Advisers 12
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 12
Carolina Wealth Advisors, LLC 12
Romano Brothers And Company 12
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 12
Lloyds Banking Group plc 12
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 12
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 12
Gladstone Institutional Advisory LLC 12
West Family Investments, Inc. 12
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 12
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 12
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 12
Mizuho Securities Usa Llc 12
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 12
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 12
Laurel Wealth Advisors LLC 12
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 12
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 12
PIMCO FUNDS - PIMCO Sector Fund Series - I 12
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 12
Banque Transatlantique SA 12
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 12
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 12
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 12
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 12
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 12
Virtus Global Dividend & Income Fund Inc. 12
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF 12
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 12
STFGX - Advisers Investment Trust - State Farm Growth Fund 12
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 12
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 12
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 12
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 12
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 12
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 12
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 12
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 12
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 12
Resources Management Corp /ct/ /adv 12
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 12
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 12
Impax Asset Management Group plc 12
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 12
AIA Group Ltd 12
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF 12
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 12
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 12
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 12
Reuter James Wealth Management, Llc 12
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc. 12
Cognios Beta Neutral Large Cap Fund, Lp 12
Winnow Wealth Llc 12
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 12
VCULX - VALIC Co I - Growth Fund 12
VBCVX - VALIC Co I - Systematic Value Fund 12
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6 12
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 12
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 12
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 12
VSTIX - VALIC Co I - Stock Index Fund 12
EAM Global Investors LLC 12
VCSMX - VALIC Co I - Small Cap Fund 12
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 12
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 12
Holistic Financial Partners 12
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 12
Taylor Hoffman Wealth Management 12
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 12
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 12
Southside Capital, Llc 12
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 12
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 12
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 12
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 12
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 12
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 12
Householder Group Estate & Retirement Specialist, LLC 12
AlphaCentric Advisors LLC 12
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 12
Abacus Planning Group, Inc. 12
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 12
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 12
Pin Oak Investment Advisors Inc 12
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 12
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 12
Psagot Value Holdings Ltd. / (Israel) 12
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 12
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 12
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 12
Retirement Planning Co of New England, Inc. 12
Fund Management at Engine No. 1 LLC 12
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 12
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF 12
Providence Capital Advisors, LLC 12
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C 12
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 12
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 12
SSO - PROSHARES TRUST - ProShares Ultra S&P500 12
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 12
Claraphi Advisory Network, LLC 12
VEGN - ETF Series Solutions - US Vegan Climate ETF 12
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 12
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 12
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 12
Dean Capital Management 12
IMS Capital Management 12
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I 12
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 12
KLCD - Krane Shares Trust - KFA Large Cap Quality Dividend Index ETF 11
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class 11
Stuart Chaussee & Associates, Inc. 11
Jackson, Grant Investment Advisers, Inc. 11
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 11
Phocas Financial Corp. 11
Nemes Rush Group LLC 11
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 11
Gyroscope Capital Management Group, Llc 11
Narwhal Capital Management 11
Bellwether Advisors, LLC 11
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 11
Lockheed Martin Investment Management Co 11
Trust Asset Management LLC 11
Chelsea Counsel Co 11
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 11
Grey Street Capital, LLC 11
Tucker Asset Management Llc 11
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 11
Oliver Luxxe Assets LLC 11
Legacy Capital Wealth Partners, LLC 11
Accel Wealth Management 11
Verdad Advisers, LP 11
Mediolanum International Funds Ltd 11
Neville Rodie & Shaw Inc 11
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 11
Barrett & Company, Inc. 11
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 11
NinePointTwo Capital 11
Kempen Capital Management N.v. 11
CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund 11
First Heartland Consultants, Inc. 11
Capital Advisory Group Advisory Services, LLC 11
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 11
Sumitomo Life Insurance Co 11
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 11
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 11
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 11
Northwest Financial Advisors 11
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
Cfm Wealth Partners Llc 11
Douglass Winthrop Advisors, LLC 11
Alpha Cubed Investments, LLC 11
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 11
Fwl Investment Management, Llc 11
Tiedemann Advisors, Llc 11
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 11
Factorial Partners, Llc 11
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 11
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 11
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund 11
First Wilshire Securities Management Inc 11
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 11
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 11
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 11
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 11
Moon Capital Management, LLC 11
Chicago Capital Management, LLC 11
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 11
Caxton Associates Llp 11
Junto Capital Management LP 11
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 11
First Command Financial Services, Inc. 11
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 11
SevenBridge Financial Group, LLC 11
EJF Capital LLC 11
Monroe Bank & Trust/mi 11
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 11
Institutional Investment Strategy Fund 11
Woodley Farra Manion Portfolio Management Inc 11
MERVX - MERGER FUND VL - The Merger Fund VL 11
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 11
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 11
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 11
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 11
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 11
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 11
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 11
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 11
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 11
Lakewood Capital Management, Lp 11
S.A. Mason LLC 11
PartnerRe Asset Management CORP 11
Plato Investment Management Ltd 11
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 11
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF 11
Coastal Bridge Advisors, LLC 11
Portside Wealth Group, LLC 11
Innovator ETFs Trust - Innovator S&P Investment Grade Preferred ETF 11
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 11
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 11
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 11
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 11
Longboard Asset Management, LP 11
Barnett & Company, Inc. 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF 11
Community Financial Services Group, LLC 11
Beacon Capital Management, Inc. 11
Charter Oak Capital Management, LLC 11
Nuveen Preferred & Income 2022 Term Fund 11
Nuveen S&p 500 Buywrite Income Fund 11
Scarborough Advisors, LLC 11
East Coast Asset Management, LLC. 11
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF 11
Discovery Capital Management, Llc / Ct 11
Altus Wealth Group LLC 11
Gabelli Dividend & Income Trust 11
Redmont Wealth Advisors Llc 11
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF 11
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF 11
Intact Investment Management Inc. 11
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 11
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 11
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 11
NJ State Employees Deferred Compensation Plan 11
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 11
Westchester Capital Management, LLC 11
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 11
Relative Value Fund 11
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 11
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 11
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 11
Wells Fargo Multi-sector Income Fund 11
CCMG - EA Series Trust - CCM Global Equity ETF 11
ArrowMark Colorado Holdings LLC 11
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF 11
Highland Capital Management Fund Advisors, L.p. 11
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 11
Capital Management Associates /ny/ 11
Waldron Private Wealth LLC 11
Algebris Investments (UK) LLP 11
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 11
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 11
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 11
SeaBridge Investment Advisors LLC 11
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 11
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I 11
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 11
Loeb Partners Corp 11
Ridgeworth Funds 11
Beese Fulmer Investment Management, Inc. 11
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 11
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A 11
Lomas Capital Management, LLC 11
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 11
First Command Bank 11
Legacy Wealth Managment, LLC/ID 11
Raiffeisen Bank International AG 11
Arbiter Partners Capital Management LLC 11
TimesSquare Capital Management, LLC 11
Modera Wealth Management, LLC 11
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 11
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 11
Blackrock Credit Allocation Income Trust 11
Concentric Capital Strategies, LP 11
Norway Savings Bank 11
Brandes Investment Partners, Lp 11
Central Pacific Bank - Trust Division 11
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 11
Stephenson National Bank & Trust 11
Authentikos Wealth Advisory, LLC 11
KNOW - Direxion Shares ETF Trust - Direxion All Cap Insider Sentiment Shares 11
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 11
Graypoint LLC 11
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 11
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF 11
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 11
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 11
Visionary Asset Management, Inc. 11
Clear Investment Research, Llc 11
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI 11
Cowen Prime Services LLC 11
Mission Wealth Management, Lp 11
Midwest Professional Planners, LTD. 11
Virtue Capital Management, LLC 11
Epiphany Funds 11
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 11
Silphium Asset Management Ltd 11
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 11
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 11
TrimTabs Asset Management, LLC 11
Sivia Capital Partners, LLC 11
Axiom Investment Management LLC 11
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF 11
Schonfeld Group Holdings LLC 11
Legacy Investment Solutions, LLC 11
Alethea Capital Management, Llc 11
Welch Group, LLC 11
Altrinsic Global Advisors Llc 11
Bellevue Asset Management, Llc 11
Advisory Alpha, LLC 11
Bremer Trust National Association 11
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 11
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 11
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A 11
Waterloo Capital, L.P. 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
Reinhart Partners, Inc. 11
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 11
MBM Wealth Consultants, LLC 11
Cannell Peter B & Co Inc 11
Canandaigua National Bank & Trust Co 11
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 11
Core Alternative Capital 11
Pflug Koory, LLC 11
My Personal CFO, LLC 11
Alpha DNA Investment Management LLC 11
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 11
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 11
Oppenheimer Global Multi-asset Income Fund 11
Jag Capital Management, Llc 11
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 11
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 11
Edge Capital Group, LLC 11
CFS Investment Advisory Services, LLC 11
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 11
Kernodle & Katon Asset Management Group, LLC 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Annandale Capital, LLC 11
AllianzGI Institutional Multi-Series Trust - AllianzGI Best Styles Global Managed Volatility Portfolio 11
PFS Partners, LLC 11
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 11
Anfield Capital Management, LLC 11
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 11
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 11
Bridgewater Advisors Inc. 11
PHASX - PRINCIPAL FUNDS INC - MidCap Growth Fund III R-1 11
Beacon Financial Group 11
O'Dell Group, LLC 11
Parplus Partners 11
Willingdon Wealth Management 11
US Asset Management LLC 11
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 11
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
QTLLX - AQR Funds - AQR TM Large Cap Multi-Style Fund Class I 11
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF 11
Harvest Investment Services, LLC 11
Sii Investments Inc/wi 11
Arrow Financial Corp 11
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 11
IFG Advisory, LLC 11
Davidson Kempner Capital Management Lp 11
Westend Capital Management LLC 11
Icon Wealth Advisors, LLC 11
Surevest, LLC 11
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 11
Cyndeo Wealth Partners, LLC 11
BCJ Capital Management, LLC 11
Global Wealth Management Investment Advisory, Inc. 11
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 11
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 11
Kovack Advisors, Inc. 11
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 11
Financial Perspectives, Inc 11
VVMCX - VALIC Co I - Mid Cap Value Fund 11
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 11
Profunds - Profund Vp Large-cap Value 11
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 11
Cypress Point Wealth Management, LLC 11
FINU - PROSHARES TRUST - ProShares UltraPro Financial Select Sector 11
VCBDX - VALIC Co I - Core Bond Fund 11
Glass Jacobson Investment Advisors llc 11
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 11
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 11
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 11
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 11
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 11
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 11
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 11
Trilogy Capital Inc. 11
Avanza Fonder AB 11
Cm Wealth Advisors Llc 11
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 11
VMCVX - VALIC Co II - Mid Cap Value Fund 11
Minichmacgregor Wealth Management, Llc 11
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 11
Arden Trust Co 11
Penn Capital Management Co Inc 11
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 11
Great Diamond Partners, LLC 11
PIMCO FUNDS - PIMCO Short Asset Portfolio 11
Fortis Advisors, LLC 11
J.Safra Asset Management Corp 11
Cobblestone Capital Advisors Llc /ny/ 11
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 11
Integrated Advisors Network LLC 11
Leap Investments Lp 11
Jump Trading, Llc 11
OneAscent Financial Services LLC 11
MidWestOne Financial Group, Inc. 11
FDO Partners, LLC 11
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 11
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 11
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 11
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 11
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class 11
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 11
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 11
Moloney Securities Asset Management, LLC 11
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
UMPIX - Profunds - Ultramid-cap Profund Investor Class 11
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 11
Oliver Lagore Vanvalin Investment Group 11
Seacliff Capital, Llc 11
Oversea-Chinese Banking CORP Ltd 11
Gofen & Glossberg Llc /il/ 11
COGLX - Investment Managers Series Trust II - AXS Alternative Value Fund Investor Class Shares 11
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 11
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 11
Cim Investment Mangement Inc 11
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 11
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 11
Nicholas Company, Inc. 11
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 11
Shufro Rose & Co Llc 11
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 11
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 11
Bristlecone Advisors, LLC 11
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 11
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11
Park Square Financial Group, LLC 11
Board of the Pension Protection Fund 11
DLD Asset Management, LP 11
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 11
Wade G W & Inc 11
GFG Capital, LLC 11
Allstate Investment Management Co 11
Hennion & Walsh Asset Management, Inc. 11
Lynx Investment Advisory 11
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 11
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 11
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 11
Meridian Wealth Management, LLC 11
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 11
Wayfinding Financial, LLC 11
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 11
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 11
Polianta Ltd 11
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 11
Signature Estate & Investment Advisors Llc 11
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 11
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 11
FNY Partners Fund LP 11
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 11
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 11
Sheets Smith Wealth Management 11
Lake Street Advisors Group, Llc 10
Tiaa, Fsb 10
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 10
AlphaStar Capital Management, LLC 10
Intercontinental Wealth Advisors, LLC 10
Delta Lloyd Asset Management N.v. 10
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 10
Biltmore Capital Advisors LLC 10
Actinver Wealth Management, Inc. 10
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 10
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 10
Sterling Investment Advisors, Ltd. 10
Profunds - Profund Vp Ultramid-cap 10
PenderFund Capital Management Ltd. 10
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 10
Ostrum Asset Management U.s., Llc 10
Bremer Bank National Association 10
Wsfs Capital Management, Llc 10
Israel Discount Bank Of New York /gfn 10
West Bancorporation Inc 10
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 10
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A 10
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 10
Kelly Financial Services LLC 10
Mpwm Advisory Solutions, Llc 10
L2 Asset Management, LLC 10
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 10
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF 10
MainStreet Investment Advisors LLC 10
Marcum Wealth, LLC 10
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 10
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 10
Intrinsic Edge Capital Management LLC 10
Edge Asset Management, Inc 10
Stonehage Fleming Financial Services Holdings Ltd 10
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 10
Todd Asset Management Llc 10
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 10
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 10
Integre Asset Management, LLC 10
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares 10
Ssi Investment Management Llc 10
Independence Bank of Kentucky 10
Atlanta Capital Management Co L L C 10
MDPIX - Profunds - Mid-cap Profund Investor Class 10
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 10
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 10
Nfj Investment Group, Llc 10
Castlekeep Investment Advisors Llc 10
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 10
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 10
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 10
Gitterman Wealth Management, LLC 10
Cpwm, Llc 10
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF 10
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A 10
Elgethun Capital Management 10
Rowland Carmichael Advisors Inc /adv 10
Hazlett, Burt & Watson, Inc. 10
Bank & Trust Co 10
Precision Wealth Strategies, LLC 10
Vanguard Specialized Funds 10
Tilia Fiduciary Partners, Inc. 10
Beck Bode, LLC 10
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
Financial Engines Advisors L.L.C. 10
Farmers & Merchants Trust Co of Chambersburg PA 10
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 10
Timucuan Asset Management Inc/fl 10
Spdr S&p Midcap 400 Etf Trust 10
WESPAC Advisors, LLC 10
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 10
Benson Investment Management Company, Inc. 10
Whitnell & Co. 10
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 10
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 10
Ruedi Wealth Management, Inc. 10
Cidel Asset Management Inc 10
Corient Capital Partners, LLC 10
Connecticut Wealth Management, LLC 10
Peregrine Capital Management Llc 10
Pacific Capital Wealth Advisors, Inc 10
Schwartz Investment Counsel Inc 10
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 10
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 10
Transform Wealth, LLC 10
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 10
S-Bank Fund Management Ltd 10
Wilmington Funds Management Corp 10
PDS Planning, Inc 10
Global Endowment Management, LP 10
Clare Market Investments LLC 10
Gamble Jones Investment Counsel 10
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 10
Samalin Investment Counsel, LLC 10
Cohen & Steers Mlp Income & Energy Opportunity Fund 10
Kiker Wealth Management, LLC 10
Origin Asset Management LLP 10
JGDAX - JANUS INVESTMENT FUND - Janus Henderson Global Income Managed Volatility Fund Class A 10
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 10
Jnl Series Trust - Jnl/mellon S&p 400 Midcap Index Fund (a) 10
Howard Wealth Management, Llc 10
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I 10
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 10
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 10
STXK - EA Series Trust - Strive Small-Cap ETF 10
Stratos Wealth Advisors, LLC 10
Baron Wealth Management LLC 10
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 10
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 10
Spirit Of America Management Corp/ny 10
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 10
Kms Financial Services, Inc 10
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 10
Coastal Capital Group, Inc. 10
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 10
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 10
Atticus Wealth Management, Llc 10
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 10
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 10
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 10
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 10
Guardian Investor Services Llc 10
Prosperity Consulting Group, LLC 10
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 10
Moody Aldrich Partners Llc 10
Summit Financial, LLC 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10
Nilsine Partners, LLC 10
Harfst & Associates, Inc. 10
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 10
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 10
MBE Wealth Management, LLC 10
John Hancock Preferred Income Fund 10
Acima Private Wealth, Llc 10
Genesis Wealth Advisors, LLC 10
John Hancock Preferred Income Fund Iii 10
John Hancock Preferred Income Fund Ii 10
Sumit Capital, Llc 10
NOMIX - Northern Funds - Northern Mid Cap Index Fund 10
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 10
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 10
ICONIQ Capital, LLC 10
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 10
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 10
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 10
La Banque Postale Asset Management SA 10
SLIM - Janus Detroit Street Trust - The Obesity ETF 10
Eubel Brady & Suttman Asset Management Inc 10
Calamos Wealth Management LLC 10
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H 10
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 10
F/M Investments LLC 10
Trillium Asset Management, Llc 10
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 10
University Of Texas/texas Am Investment Managment Co 10
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 10
Homrich & Berg 10
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 10
Marshall & Sterling Wealth Advisors Inc. 10
Klingman & Associates, LLC 10
Congress Asset Management Co /ma 10
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 10
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 10
Weik Capital Management 10
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 10
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 10
Sentinel Trust Co Lba 10
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares 10
Empower Advisory Group, LLC 10
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class 10
CapWealth Advisors, LLC 10
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC 10
Euclid Advisors LLC 10
Newfound Research LLC 10
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 10
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 10
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 10
Ellis Investment Partners, LLC 10
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 10
RMR Wealth Builders 10
Park Avenue Institutional Advisers LLC 10
Taconic Capital Advisors LP 10
Zwj Investment Counsel Inc 10
Resolute Advisors LLC 10
Rocky Mountain Advisers, Llc 10
Cim, Llc 10
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 10
Engrave Wealth Partners LLC 10
Aevitas Wealth Management, Inc. 10
Cannell Capital Llc 10
Windsor Capital Management, LLC 10
HighMark Wealth Management LLC 10
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 10
HRGNX - HARBOR FUNDS - Harbor Robeco Global Conservative Equities Fund Investor Class 10
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 10
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 10
Ag2r La Mondiale Gestion D'actifs 10
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 10
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 10
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 10
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 10
STLC - iSHARES TRUST - iShares Factors US Blend Style ETF 10
Foster Dykema Cabot & Co Inc/ma 10
Kelly Lawrence W & Associates Inc/ca 10
Bell Rock Capital Llc 10
Gluskin Sheff & Assoc Inc 10
TCG Advisory Services, LLC 10
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 10
Virtus Global Multi-sector Income Fund 10
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 10
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A 10
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class 10
IAG Wealth Partners, LLC 10
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 10
Eaton Vance Risk-managed Diversified Equity Income Fund 10
SRTTX - SMA RELATIONSHIP TRUST - Series T 10
Selective Wealth Management, Inc. 10
Teton Advisors, Inc. 10
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 10
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 10
Consolidated Planning Corp 10
Portfolio Strategies, Inc. 10
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 10
ACK Asset Management LLC 10
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 10
Pinkerton Retirement Specialists, LLC 10
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 10
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 10
Hgk Asset Management Inc 10
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 10
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 10
SNS Financial Group, LLC 10
Qci Asset Management Inc/ny 10
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 10
Atala Financial Inc 10
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 10
Private Bank & Trust Co 10
Park National Corp /oh/ 10
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 10
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 10
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 10
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF 10
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 10
Bahl & Gaynor Inc 10
1st Source Bank 10
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A 10
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF 10
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 10
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 10
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 10
Pathway Financial Advisers, LLC 10
Endex Capital Management Llc 10
St. Johns Investment Management Company, LLC 10
Texas Yale Capital Corp. 10
J. W. Coons Advisors, LLC 10
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 10
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 10
Pensionfund Sabic 10
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 10
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 10
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF 10
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 10
SFYX - Tidal ETF Trust - SoFi Next 500 ETF 10
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 10
Tradewinds Global Investors, LLC 10
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class 10
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 10
Baker Tilly Financial, Llc 10
Aviance Capital Management, Llc 10
Altium Wealth Management LLC 10
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 10
VMIDX - VALIC Co I - Mid Cap Index Fund 10
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 10
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 10
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 10
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 10
Elevation Series Trust - RiverNorth Patriot ETF 10
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A 10
Markston International Llc 10
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 10
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 10
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares 10
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 10
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF 10
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 10
Orrstown Financial Services Inc 10
V Wealth Advisors LLC 10
PMSSX - PRINCIPAL FUNDS INC - MidCap S&P 400 Index Fund R-1 10
Riverwater Partners LLC 10
Northern Oak Wealth Management Inc 10
TD Securities (USA) LLC 10
Gilliland Jeter Wealth Management LLC 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 10
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 10
Cornerstone Advisory, LLC 10
Sage Mountain Advisors LLC 10
High Point Bank & Trust Co 10
Sanders Morris Harris Llc 10
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 10
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 10
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 10
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 10
Amplify ETF Trust - Amplify AI Powered Equity ETF 10
RWW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Financials Revenue ETF 10
Alta Advisers Ltd 10
Malaga Cove Capital, LLC 10
Capital Investment Advisors, LLC 10
ACVF - ETF Opportunities Trust - American Conservative Values ETF 10
Geller Advisors LLC 10
Valmark Advisers, Inc. 10
Mainstay Capital Management Llc /adv 10
Nikko Asset Management Americas, Inc. 10
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund 10
First Pacific Advisors, LP 10
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 10
Cutler Capital Management, LLC 10
Blume Capital Management, Inc. 10
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 10
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 10
Smith, Salley & Associates 10
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 10
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 10
Snow Capital Management Lp 10
Byrne Asset Management LLC 10
AT Bancorp 10
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 10
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IA 10
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 10
Platte River Capital LLC 10
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 10
1492 Capital Management LLC 10
LVW Advisors, LLC 10
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 10
Farmers Trust Co 10
FNDRX - Trust for Advised Portfolios - FRC Founders Index Fund 10
Rothschild Investment Corp /il 10
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 10
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K 10
Westover Capital Advisors, LLC 10
Wellington Shields & Co., LLC 10
MVV - PROSHARES TRUST - ProShares Ultra MidCap400 10
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10
Ohio National Investments, Inc. 10
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF 10
Main Street Group, LTD 10
Foster Dykema Cabot & Partners, Llc 10
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund 10
Family Management Corp 10
DGISX - Destra Investment Trust - Destra Granahan Small Cap Advantage Fund Class I 10
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 10
DMCRX - DRIEHAUS MUTUAL FUNDS - Driehaus Micro Cap Growth Fund 10
Ruane, Cunniff & Goldfarb Inc 10
Stonegate Investment Group, LLC 10
Western Asset Income Fund 10
MDKSX - MASSMUTUAL SELECT FUNDS - MM S&P Mid Cap Index Fund Service Class 10
Murphy Pohlad Asset Management LLC 10
Segment Wealth Management, LLC 10
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 10
Bnc Wealth Management, Llc 10
Capital International Inc /ca/ 10
Sanibel Captiva Trust Company, Inc. 10
First American Trust, Fsb 10
Smith, Moore & Co. 10
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 10
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I 10
Mitchell Mcleod Pugh & Williams Inc 10
First Pacific Financial 10
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 10
Peoples Financial Services Corp. 10
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 10
FPEI - First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF 10
Autumn Glory Partners, LLC 10
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 10
Jarislowsky, Fraser Ltd 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF 10
Legacy Private Trust Co. 10
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 10
Mfs Intermediate Income Trust 10
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 10
Oaktree Capital Management Lp 10
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 10
FARYX - Trust for Advised Portfolios - Fulcrum Diversified Absolute Return Fund Super Institutional Class 10
Ferguson Wellman Capital Management, Inc 10
AllSquare Wealth Management LLC 10
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 10
Banco de Sabadell, S.A 10
Prescott Group Capital Management, L.l.c. 10
Weil Company, Inc. 10
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 10
Comerica Securities Inc 10
Mountain Lake Investment Management LLC 10
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400 10
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 10
Redwood Investments, LLC 10
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 10
Gallacher Capital Management LLC 10
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF 10
Gyl Financial Synergies, Llc 10
Mesirow Financial Investment Management, Inc. 10
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 10
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 10
Northeast Financial Consultants Inc 10
KCS Wealth Advisory 10
HMIIX - Advisors' Inner Circle Fund II - Hancock Horizon Microcap Fund Institutional Class 10
Monetary Management Group Inc 9
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 9
EWG Elevate Inc. 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 9
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 9
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 9
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 9
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 9
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A 9
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 9
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 9
HDV - iSHARES TRUST - iShares Core High Dividend ETF 9
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 9
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 9
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 9
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 9
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 9
VCBCX - VALIC Co I - Blue Chip Growth Fund 9
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 9
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 9
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 9
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 9
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 9
Investors Capital Advisory Services 9
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 9
Aspiriant, Llc 9
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 9
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 9
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 9
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 9
VDAIX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund Investor Shares 9
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 9
CTRAX - Calamos Investment Trust/il - Calamos Total Return Bond Fund Class A Shares 9
RZG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Growth ETF 9
LGPIX - Profunds - Large-cap Growth Profund Investor Class 9
MLPIX - Profunds - Mid-cap Value Profund Investor Class 9
MGPIX - Profunds - Mid-cap Growth Profund Investor Class 9
VETAX - VICTORY PORTFOLIOS - Victory Sycamore Established Value Fund Class A 9
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares 9
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 9
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 9
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 9
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 9
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 9
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 9
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 9
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 9
Beach Investment Counsel Inc/pa 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 9
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 9
Insight 2811, Inc. 9
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 9
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A 9
Fairfax Financial Holdings Ltd/ Can 9
First National Trust Co 9
Mendon Capital Advisors Corp 9
YOKE - EA Series Trust - Yoke Core ETF 9
Hood River Capital Management LLC 9
Intrepid Capital Management Inc 9
First Foundation Advisors 9
Brant Point Investment Management Llc 9
Decker Retirement Planning Inc. 9
Independent Solutions Wealth Management, LLC 9
First Commonwealth Financial Corp /pa/ 9
Select Equity Group, L.P. 9
eCIO, Inc. 9
Spinnaker Trust 9
Sphinx Trading, Lp 9
Fulton Breakefield Broenniman Llc 9
Deltec Asset Management Llc 9
Simply Money Advisors 9
Goelzer Investment Management, Inc. 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Guyasuta Investment Advisors Inc 9
First United Bank Trust/ 9
Argentus Capital Management, LLC 9
Waratah Capital Advisors Ltd. 9
Fiduciary Group LLC 9
Rnc Capital Management Llc 9
Haverford Trust Co 9
Hermes Investment Management Ltd 9
Osborn Rohs Williams & Donohoe Ltd 9
Naples Global Advisors, Llc 9
Dividend Asset Capital, Llc 9
Murphy Capital Management Inc 9
Ikos Cif Ltd 9
Marquette Asset Management, LLC 9
Cubic Asset Management, LLC 9
CHURCHILL MANAGEMENT Corp 9
Dowling & Yahnke Llc 9
Coastline Trust Co 9
Field & Main Bank 9
Lombardia Capital Partners Llc 9
Country Club Trust Company, n.a. 9
Wealth Preservation Advisors, LLC 9
Charter Trust Co 9
Prentiss Smith & Co Inc 9
New Wave Wealth Advisors Llc 9
Deroy & Devereaux Private Investment Counsel Inc 9
Vicus Capital 9
Personal Capital Advisors Corp 9
Marietta Investment Partners Llc 9
Linden Advisors Lp 9
Carret Asset Management, Llc 9
Becker Capital Management Inc 9
Cutter & CO Brokerage, Inc. 9
McKinley Carter Wealth Services, Inc. 9
Mitsubishi UFJ Securities Holdings Co., Ltd. 9
Financial Advantage, Inc. 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
Hartford Financial Management Inc. 9
Cumberland Partners Ltd 9
Sabal Trust CO 9
Gen-Wealth Partners Inc 9
Stancorp Investment Advisers Inc 9
Mowery & Schoenfeld Wealth Management, LLC 9
Blue Bell Private Wealth Management, Llc 9
Atlanta Consulting Group Advisors, LLC 9
Capital City Trust Co/fl 9
Exchange Capital Management, Inc. 9
Meristem Family Wealth, LLC 9
Nepsis, Inc. 9
Gierl Augustine Investment Management Inc 9
Barnes Dennig Private Wealth Management LLC 9
Indiana Trust & Investment Management CO 9
Pegasus Partners Ltd. 9
Patton Albertson Miller Group, Llc 9
Stock Yards Bank & Trust Co 9
Fairway Wealth LLC 9
Beacon Investment Advisory Services, Inc. 9
Wall Street Access Asset Management, LLC 9
Vestor Capital, Llc 9
Lehman Financial Resources, Inc. 9
Boussard & Gavaudan Investment Management LLP 9
Vulcan Value Partners, LLC 9
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 9
Accent Capital Management, LLC 9
Ironwood Financial, llc 9
Richardson Financial Services Inc. 9
Motley Fool Asset Management LLC 9
Gladius Capital Management LP 9
SMCF - Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF 9
Risk Paradigm Group, LLC 9
Gratus Capital LLC 9
Stratton Management Co 9
United Asset Strategies, Inc. 9
Kingfisher Capital LLC 9
Sierra Summit Advisors Llc 9
Nbt Bank N A /ny 9
JBF Capital, Inc. 9
Able Wealth Management LLC 9
Ckw Financial Group 9
Van Hulzen Asset Management, LLC 9
Searle & Co. 9
Manikay Partners, LLC 9
Modern Wealth Management, LLC 9
Piermont Capital Management LLC 9
First Business Financial Services, Inc. 9
Strategic Global Advisors, LLC 9
Kornitzer Capital Management Inc /ks 9
Concert Wealth Management Inc. 9
Frontier Wealth Management LLC 9
Cetera Trust Company, N.A 9
Criterion Capital Advisors, Llc 9
Naples Money Management LLC 9
Exane Asset Management 9
Tritonpoint Wealth, Llc 9
Smallcap World Fund Inc 9
BKM Wealth Management, LLC 9
Cavalier Investments, LLC 9
Burns Matteson Capital Management, LLC 9
Ramirez Asset Management, Inc. 9
Donaldson Capital Management, Llc 9
Cognios Capital, LLC 9
RPg Family Wealth Advisory, LLC 9
Wealthsource Partners, Llc 9
ROE - EA Series Trust - Astoria US Quality Kings ETF 9
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 9
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 9
Avidian Wealth Solutions, LLC 9
ZPR Investment Management 9
Arrowgrass Capital Partners (us) Lp 9
Kingswood Wealth Advisors, Llc 9
Cherry Tree Wealth Management, LLC 9
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 9
First National Bank Of Omaha 9
Cahill Financial Advisors Inc 9
Nations Financial Group Inc, /ia/ /adv 9
Walter & Keenan Financial Consulting Co /mi/ /adv 9
Payden & Rygel 9
3Chopt Investment Partners, LLC 9
National Wealth Management Group, LLC 9
Wood Tarver Financial Group, LLC 9
Indices-Pac Research Corp. 9
Green Arrow Capital Management Llc 9
Legacy Capital Group California, Inc. 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 9
Perimeter Capital Partners, LLC 9
Legg Mason Investment Counsel & Trust Co., N.A. 9
McAdams Wright Ragen, Inc. 9
Antonetti Capital Management LLC 9
Alerus Financial Na 9
ADVANCED SERIES TRUST - AST T. Rowe Price Fixed Income Central Portfolio 9
Bnp Paribas 9
JT Stratford LLC 9
Total Investment Management Inc 9
Rs Investment Management Co Llc 9
Insigneo Advisory Services, Llc 9
Elkhorn Investments, LLC 9
FourThought Financial Partners, LLC 9
VitalStone Financial, LLC 9
Blue Sky Asset Management, LLC 9
Gilbert & Cook, Inc. 9
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 9
Algebris (uk) Ltd 9
Mountain Capital Investment Advisors, Inc 9
Catalyst Financial Partners Llc 9
Global Wealth Strategies & Associates 9
JDM Financial Group LLC 9
Global Trust Asset Management, LLC 9
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L 9
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF 9
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 9
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 9
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 9
BIASX - Brown Advisory Funds - Brown Advisory Small-Cap Growth Fund Investor Shares 9
Stock Portfolio - Stock Portfolio 9
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 9
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 9
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 9
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 9
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 9
Transatlantique Private Wealth Llc 9
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund 9
Vermillion Wealth Management, Inc. 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I 9
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A 9
KIFAX - Forward Funds - Salient Select Income Fund Class A 9
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 9
Himco Variable Insurance Trust 9
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 9
Liberty All Star Equity Fund 9
SILVER OAK SECURITIES, Inc 9
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 9
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 9
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A 9
Western Asset Investment Grade Defined Opportunity Trust Inc. 9
Safeguard Financial, LLC 9
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 9
Global Income Builder Portfolio - Global Income Builder Portfolio 9
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 9
Oppenheimer Quest For Value Funds 9
FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A 9
Eaton Vance Tax-managed Diversified Equity Income Fund 9
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 9
Henssler Funds Inc 9
Tcw Alternative Funds 9
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 9
Mangrove Partners 9
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 9
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 9
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 9
Baillie Gifford & Co 9
First Community Trust Na 9
Eaton Vance Enhanced Equity Income Fund 9
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 9
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 9
CTC Capital Management, LLC 9
PrairieView Partners, LLC 9
Journey Strategic Wealth Llc 9
Guardian Wealth Advisors, Llc / Nc 9
Taika Capital, LP 9
BancorpSouth Bank 9
MYDA Advisors LLC 9
Kiley Juergens Wealth Management, Llc 9
Crabel Capital Management, LLC 9
Pfs Investments Inc. 9
Seelaus Asset Management LLC 9
Missouri Trust & Investment Co 9
Meyer Handelman Co 9
Whitener Capital Management, Inc. 9
Maryland Capital Advisors Inc. 9
Silvant Capital Management LLC 9
Gifford Fong Associates 9
Quad-Cities Investment Group, LLC 9
Howard Capital Management Inc. 9
Wealthstar Advisors, Llc 9
Canton Hathaway, LLC 9
Capital Advisors Inc/ok 9
Angeles Investment Advisors, LLC 9
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF 9
Strategic Investment Advisors / MI 9
Costello Asset Management, INC 9
First Affirmative Financial Network 9
Apexium Financial, Lp 9
9258 Wealth Management, LLC 9
JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 9
Wealthbridge Capital Management, Llc 9
Human Investing LLC 9
Western Wealth Management, LLC 9
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 9
Quilter Plc 9
Occidental Asset Management, LLC 9
Means Investment Co., Inc. 9
Fundamentun, Llc 9
Nicolet Advisory Services, Llc 9
Inscription Capital, LLC 9
Pinnacle Wealth Advisors 9
Employers Holdings, Inc. 9
Bank of New Hampshire 9
Principle Wealth Partners Llc 9
CSM Advisors, LLC 9
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 9
SMLE - DBX ETF TRUST - Xtrackers S&P SmallCap 600 ESG ETF 9
Mayflower Financial Advisors, LLC 9
FHEJX - FIRST INVESTORS EQUITY FUNDS - First Investors Hedged U.S. Equity Opportunities Fund Class A 9
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 9
Capital International Ltd /ca/ 9
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A 9
Main Street Financial Solutions, LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
Kozak & Associates, Inc. 9
Safeguard Investment Advisory Group, LLC 9
RYWAX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Growth Fund Class H 9
InterOcean Capital Group, LLC 9
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 9
CoreFirst Bank & Trust 9
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 9
Synergy Financial Management, LLC 9
Aware Super Pty Ltd as trustee of Aware Super 9
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 9
Canada Post Corp Registered Pension Plan 9
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 9
Cary Street Partners Asset Management Llc 9
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 9
Symmetry Investments LP 9
Quest 10 Wealth Builders, Inc. 9
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF 9
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 9
Guggenheim Variable Funds Trust - SERIES X (STYLEPLUS - SMALL GROWTH SERIES) A 9
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 9
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 9
TVDAX - Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund Class A 9
McLean Asset Management Corp 9
Ronald Blue & Co Llc 9
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 9
Journey Advisory Group, LLC 9
Salvus Wealth Management, LLC 9
Iron Horse Wealth Management, LLC 9
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 9
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF 9
South Texas Money Management Ltd 9
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 9
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 9
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 9
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 9
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 9
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF 9
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 9
Lafayette Investments, Inc. 9
Fortis Group Advisors, LLC 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
Bluefin Capital Management, Llc 9
Horizon Financial Services, Llc 9
Planned Solutions, Inc. 9
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 9
Bank Of Nova Scotia Trust Co 9
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 9
Holloway Wealth Management, LLC 9
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF 9
Polymer Capital Management (US) LLC 9
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 9
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 9
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 9
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 9
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 9
Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 9
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 9
Intrua Financial, LLC 9
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A 9
Cheviot Value Management, LLC 9
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 9
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 9
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 9
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 9
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 9
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A 9
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 9
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 9
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 9
Investment Management Of Virginia Llc 9
Manager Directed Portfolios - Pemberwick Fund Shares 9
Brighthouse Funds Trust I - Victory Sycamore Mid Cap Value Portfolio Class A 9
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 9
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 9
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF 9
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 9
MAMQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Mid-Cap Equity Index Fund Class 9
Mutual of America Variable Insurance Portfolios, Inc. - Bond Portfolio Class 9
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Cap Equity Index Portfolio Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 9
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 9
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 9
LMR Master Fund Ltd 9
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 9
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 9
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 9
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 9
Relative Value Partners Group, LLC 9
Buckhead Capital Management Llc 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 9
Greenwood Capital Associates Llc 9
Green Square Capital Advisors Llc 9
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 9
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 9
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 9
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 9
Hodges Capital Management Inc. 9
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 9
Xtx Markets Llc 9
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 9
EPG Wealth Management LLC 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
Teamwork Financial Advisors, LLC 9
Vanguard Explorer Fund 9
Lion Street Advisors, LLC 9
Profunds - Profund Vp Mid-cap Value 9
Profunds - Profund Vp Large-cap Growth 9
Profunds - Profund Vp Mid-cap Growth 9
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 9
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 9
Atlas Private Wealth Management 9
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 9
Chesley Taft & Associates LLC 9
Pacifica Partners Inc. 9
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 9
Generali Asset Management SPA SGR 9
General Electric Co 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
Cedar Mountain Advisors, LLC 9
ESVAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Small-Cap Equity Fund Class A 9
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares 9
IMG Wealth Management, Inc. 9
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares 9
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 9
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 9
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 9
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 9
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 9
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 9
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 9
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF 9
Madison Investment Advisors, LLC 9
Adirondack Trust Co 9
Vaughan David Investments Inc/il 9
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 9
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 9
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 9
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 9
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 9
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 9
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 9
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class 8
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 8
Avenir Corp 8
Capital International Sarl 8
WealthPlan Investment Management, LLC 8
BTC Capital Management, Inc. 8
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Mid Cap Value Portfolio Class 1 8
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 8
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 8
Iowa State Bank 8
CPMNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Market Neutral Fund - Institutional Class 8
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 8
LST - Managed Portfolio Series - Leuthold Select Industries ETF 8
Pekin Hardy Strauss, Inc. 8
Sound View Wealth Advisors Group, LLC 8
Mjp Associates Inc /adv 8
Kinneret Advisory, LLC 8
Simmons Bank 8
Well Done, LLC 8
Ransom Advisory, Ltd 8
RBB FUND, INC. - Aquarius International Fund 8
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares 8
Ruffer LLP 8
Menard Financial Group LLC 8
Financiere des Professionnels - Fonds d,investissement inc. 8
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF 8
44 Wealth Management Llc 8
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
Buckley Wealth Management, LLC 8
United Community Bank 8
Provenance Wealth Advisors, LLC 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 8
Catalina Capital Group, LLC 8
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 8
Godshalk Welsh Capital Management, Inc. 8
Horizon Advisory Services, Inc. 8
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class 8
RE Dickinson Investment Advisors, LLC 8
Western Asset Management Company, LLC 8
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 8
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 8
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 8
Capital Wealth Planning, LLC 8
Knollwood Investment Advisory, LLC 8
Covey Capital Advisors, LLC 8
Fiduciary Management Inc /wi/ 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 8
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 8
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 8
Impact Capital Partners LLC 8
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 8
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 8
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 8
PSI Advisors, LLC 8
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 8
WSVIX - Walthausen Funds - Walthausen Select Value Fund Institutional Class 8
REAP Financial Group, LLC 8
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 8
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 8
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 8
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 8
Centennial Bank/AR/ 8
Courier Capital Llc 8
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 8
Drive Wealth Management, Llc 8
Soltis Investment Advisors LLC 8
LGT Group Foundation 8
Miller Value Partners, Llc 8
Matrix Trust Co 8
ProVise Management Group, LLC 8
VWMAX - VIRTUS OPPORTUNITIES TRUST - Virtus Horizon Wealth Masters Fund Class A 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
Moreno Evelyn V 8
Allegheny Financial Group LTD 8
Adams Wealth Management 8
Lloyd Advisory Services, LLC. 8
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 8
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 8
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 8
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 8
Sustainable Insight Capital Management, LLC 8
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 8
Florida Financial Advisors, Llc 8
Novem Group 8
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 8
Scharf Investments, Llc 8
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 8
Claybrook Capital, LLC 8
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF 8
Cozad Asset Management Inc 8
Beryl Capital Management LLC 8
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 8
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 8
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 8
Hunter Associates Investment Management Llc 8
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 8
GQG Partners LLC 8
AOBSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Bond Fund Class R6 8
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 8
Kempner Capital Management Inc. 8
CT Financial Advisors LLC 8
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 8
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 8
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc. 8
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 8
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 8
Meridian Investment Counsel Inc. 8
Horizon Bancorp Inc /in/ 8
Atlantic Edge Private Wealth Management, LLC 8
Telluride Asset Management LLC 8
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 8
Focus Financial Network, Inc. 8
Marathon Asset Mgmt Ltd 8
Croft-leominster Inc 8
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 8
Fusion Family Wealth LLC 8
Strategic Wealth Advisors Group, LLC 8
Spot Trading L.l.c. 8
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 8
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 8
Eisler Capital (UK) Ltd. 8
Mascagni Wealth Management, Inc. 8
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 8
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 8
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 8
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 8
Financial Synergies Wealth Advisors, Inc. 8
FT Vest Rising Dividend Achievers Total Return Fund 8
HighTower Trust Services, LTA 8
PENN SERIES FUNDS INC - Developed International Index Fund 8
Lavaca Capital Llc 8
Third Avenue Management Llc 8
RVFCX - ROYCE FUND - Royce Small-Cap Value Fund Consultant Class 8
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A 8
Aviso Financial Inc. 8
Triumph Capital Management 8
Robertson Stephens Wealth Management, LLC 8
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 8
Fairholme Capital Management Llc 8
Boston Family Office Llc 8
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 8
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 8
TCF National Bank 8
Hoese & Co LLP 8
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 8
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 8
Reynders McVeigh Capital Management, LLC 8
SMITH HAYES Advisers, Inc 8
Alaethes Wealth LLC 8
Nova Wealth Management, Inc. 8
LifePlan Financial Group, Inc 8
SlateStone Wealth, LLC 8
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 8
Advisor OS, LLC 8
Cypress Capital Group 8
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 8
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 8
Davidson Investment Advisors 8
Constellation Wealth Advisors, LLC 8
Orbitronix, LP 8
XSVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap Value with Momentum ETF 8
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 8
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 8
Bel Air Investment Advisors Llc 8
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 8
Biltmore Family Office, LLC 8
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 8
SignalPoint Asset Management, LLC 8
Rossmore Private Capital 8
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 8
JB Capital LLC 8
Cypress Wealth Advisors LLC 8
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 8
Legacy Bridge, LLC 8
Guggenheim Equal Weight Enhanced Equity Income Fund 8
Angel Oak Financial Strategies Income Term Trust 8
Manteio Capital LLC 8
Zimmer Partners, LP 8
Lionsbridge Wealth Management LLC 8
Quotient Wealth Partners, LLC 8
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A 8
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 8
Bainco International Investors 8
Stevens First Principles Investment Advisors 8
Shaolin Capital Management LLC 8
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 8
Pacific Ridge Capital Partners, LLC 8
Usa Mutuals Advisors, Inc. 8
Barometer Capital Management Inc. 8
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 8
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 8
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 8
Equitec Specialists, Llc 8
Cai Capital Management, Inc. 8
Sentinel Asset Management, Inc. 8
Cobiz Investment Management, Llc 8
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 8
Fenimore Asset Management Trust 8
Fielder Capital Group LLC 8
Inlet Private Wealth, LLC 8
Penseco Financial Services Corp 8
Iberiabank Corp 8
Filbrandt Wealth Management, LLC 8
ZIG - ETF Series Solutions - The Acquirers Fund 8
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 8
Heritage Financial Services, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 8
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 8
BSW Wealth Partners 8
Baker Ellis Asset Management LLC 8
Thomasville National Bank 8
Curated Wealth Partners LLC 8
Delap Wealth Advisory, Llc 8
Farmers National Bank 8
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 8
Summit X, LLC 8
Stockman Wealth Management, Inc. 8
Claris Advisors, Llc / Mo / 8
Guidant Wealth Advisors 8
Seven Bridges Advisors LLC 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
Garda Capital Partners Lp 8
Argent Advisors, Inc. 8
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 8
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 8
Bramshill Investments, LLC 8
Brown, Lisle/cummings, Inc. 8
Pictet North America Advisors SA 8
Signature Resources Capital Management, LLC 8
Everhart Financial Group, Inc. 8
GATEX - Gateway Trust - Gateway Fund Class A Shares 8
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF 8
Waverton Investment Management Ltd 8
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A 8
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 8
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 8
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A 8
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 8
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 8
Brendel Financial Advisors LLC 8
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 8
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 8
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 8
Integral Derivatives, LLC 8
Grey Fox Wealth Advisors, LLC 8
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 8
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class 8
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 8
MASTERINVEST Kapitalanlage GmbH 8
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 8
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 8
Armbruster Capital Management, Inc. 8
Wolf Group Capital Advisors 8
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 8
New Covenant Trust Company, N.A. 8
Trifecta Capital Advisors, LLC 8
Triasima Portfolio Management inc. 8
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 8
Southeastern Asset Management Inc/tn/ 8
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 8
Values First Advisors, Inc. 8
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 8
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 8
EMC Capital Management 8
First Merchants Corp 8
Semper Augustus Investments Group Llc 8
Signature Wealth Management Group 8
QSSLX - AQR Funds - AQR TM Small Cap Multi-Style Fund Class I 8
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 8
Obermeyer Wood Investment Counsel, Lllp 8
Grimes & Company, Inc. 8
Rockland Trust Co 8
Wilmington Trust Investment Management, LLC 8
Widmann Financial Services, Inc. 8
Pillar Pacific Capital Management Llc 8
DVSMX - DRIEHAUS MUTUAL FUNDS - Driehaus Small Cap Growth Fund Investor Share Class 8
Proffitt & Goodson Inc 8
Verity & Verity, LLC 8
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 8
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 8
Ascend Capital, Llc 8
Dodge & Cox 8
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 8
EHLS - Tidal Trust II - Even Herd Long Short ETF 8
Southeast Asset Advisors Inc. 8
Weatherly Asset Management L. P. 8
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 8
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 8
Northwestern Mutual Investment Services Llc 8
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 8
Lansing Street Advisors 8
Catalytic Wealth RIA, LLC 8
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 8
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 8
Fiduciary Financial Group, Llc 8
Schooner Investment Group, LLC. 8
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 8
Eagle Capital Management Llc 8
Van Den Berg Management I, Inc 8
Uncommon Cents Investing LLC 8
Revolve Wealth Partners, LLC 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
Bourgeon Capital Management Llc 8
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 8
SPGBX - Symmetry Panoramic Trust - Symmetry Panoramic Global Fixed Income Fund Class I Shares 8
Counsel Portfolio Services Inc. 8
Bangor Savings Bank 8
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 8
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 8
TriaGen Wealth Management LLC 8
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 8
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 8
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 8
Redmond Asset Management, LLC 8
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 8
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 8
Boston Financial Mangement Llc 8
Regency Capital Management Inc.\DE 8
Everett Harris & Co /ca/ 8
Capital Financial Planning, LLC 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 8
Godsey & Gibb Associates 8
New England Asset Management Inc 8
Carnick & Kubik, LLC 8
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A 8
Allianz Se 8
Creative Capital Management Investments LLC 8
W.G. Shaheen & Associates DBA Whitney & Co 8
HWG Holdings LP 8
Heck Capital Advisors, LLC 8
True North Advisors, LLC 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
Capital Directions Investment Advisors, LLC 8
Nkcfo Llc 8
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 8
Clearwater Capital Advisors, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 8
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Loews Corp 8
Hobbs Group Advisors, LLC 8
Keebeck Wealth Management, LLC 8
Copeland Capital Management, LLC 8
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 8
Eisler Capital Management Ltd. 8
SYM FINANCIAL Corp 8
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 8
Delaware Vip Trust - Delaware Vip Value Series Standard Class 8
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF 8
Painted Porch Advisors LLC 8
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 8
Quadcap Wealth Management, LLC 8
TRANSAMERICA FUNDS - Transamerica Mid Cap Value I2 8
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 8
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 8
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 8
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 8
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 8
Gries Financial Llc 8
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 8
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 8
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional 8
Clearbridge, Llc 8
Vision Financial Markets Llc 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
BankPlus Trust Department 8
Halpern Financial, Inc. 8
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 8
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 8
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 8
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 8
TFSIX - Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund Class A 8
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 8
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 8
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 8
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 8
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 8
Security National Bank Of Sioux City Iowa /ia/ 8
Mutual of America Variable Insurance Portfolios, Inc. - Mid-Term Bond Portfolio Class 8
Donald L. Hagan, LLC 8
Lantz Financial LLC 8
Unique Wealth Strategies, LLC 8
Provident Wealth Management, LLC 8
Barr E S & Co 8
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF 8
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 8
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 8
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Large Cap Growth Insights Portfolio Class I Shares 8
Burnham Asset Management Corp /ny/ 8
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 8
Community Capital Management, Inc. 8
Cornerstone Advisors Inc 8
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 8
Delaware Enhanced Global Dividend & Income Fund 8
Heritage Investors Management Corp 8
180 Wealth Advisors, Llc 8
Berkshire Asset Management Llc/pa 8
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF 8
Friess Associates Llc 8
AUERX - Unified Series Trust - Auer Growth Fund 8
ARGA Investment Management, LP 8
Harbor Advisors LLC 8
Cordatus Wealth Management LLC 8
Azimuth Capital Management LLC 8
Aprio Wealth Management, LLC 8
VestGen Advisors, LLC 8
Aston Asset Management, LLC 8
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 8
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 8
Quantessence Capital LLC 8
Reynolds Capital Management Llc 8
Long Island Wealth Management, Inc. 8
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 8
Ashford Capital Management Inc 8
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 8
Clifford Swan Investment Counsel Llc 8
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 8
Liberty Capital Management, Inc. 8
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 8
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A 8
Ariel Investments, Llc 8
Arthur M. Cohen & Associates, Llc 8
Aries Wealth Management 8
Teachers Insurance & Annuity Association Of America 8
Dagco, Inc. 8
Brown Advisory Securities, LLC 8
Spectrum Wealth Counsel, LLC 8
PFDAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small/Mid-Cap Class A 8
M&G Plc 8
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 8
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A 8
Franklin Street Advisors Inc /nc 8
Jackson Square Capital, Llc 8
Nicholas Hoffman & Company, LLC. 8
Empyrean Capital Partners, LP 8
MRSNX - BMO FUNDS, INC. - BMO Small-Cap Value Fund Class I 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
Bedrijfstakpensioenfonds Voor De Media Pno 8
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 8
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 8
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 8
Carderock Capital Management Inc 8
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 8
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Term Bond Fund Class 8
Jeppson Wealth Management, Llc 8
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 8
Imprint Wealth LLC 8
NLGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Conservative Portfolio Class A 8
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 8
Oddo Bhf Asset Management Sas 8
Oberweis Asset Management Inc/ 8
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 8
Cascade Investment Advisors, Inc. 8
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 8
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A 8
Camelot Portfolios, LLC 8
Aegon Asset Management Uk Plc 8
ABDAX - Columbia Funds Series Trust II - Columbia Capital Allocation Conservative Portfolio Class A 8
Astoria Portfolio Advisors LLC. 8
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 8
Headinvest, Llc 8
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 8
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF 8
J. Safra Sarasin Holding AG 8
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 8
Adirondack Research & Management Inc. 8
Premier Path Wealth Partners, LLC 8
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A 8
Guggenheim Taxable Municipal Managed Duration Trust 8
Eidelman Virant Capital 8
Lake Street Financial Llc 8
Morningstar Investment Services LLC 8
Mesirow Institutional Investment Management, Inc. 8
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 8
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 8
Clear Perspective Advisors, LLC 8
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 8
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 8
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 8
AlphaOne Investment Services, LLC 8
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 8
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 8
EVSEX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Special Equities Fund Class A 8
Encompass Wealth Advisors, Llc 8
Heron Bay Capital Management 8
AlTi Global, Inc. 8
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 8
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 7
Vivaldi Opportunities Fund 7
Applied Capital LLC/FL 7
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 7
Provence Wealth Management Group 7
Angeles Wealth Management, Llc 7
Birchbrook, Inc. 7
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 7
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc. 7
GBGR - Global Beta ETF Trust - Global Beta Momentum-Growth ETF 7
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 7
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 7
Amtrust Financial Services, Inc. 7
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 7
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 7
Guidance Point Advisors, LLC 7
Nalls Sherbakoff Group, Llc 7
Outfitter Financial LLC 7
Signature Financial Management, Inc. 7
Mcrae Capital Management Inc 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
Wealthgarden F.s. Llc 7
General American Investors Co Inc 7
Natural Investments, Llc 7
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 7
SCS Capital Management LLC 7
Pettyjohn, Wood & White, Inc 7
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 7
Magnolia Capital Advisors Llc 7
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 7
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 7
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 7
Northwest Bancshares, Inc. 7
FBAGX - FIDELITY SALEM STREET TRUST - Fidelity Tactical Bond Fund 7
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 7
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 7
Chesapeake Wealth Management 7
Wright Managed Equity Trust 7
Townsend & Associates, Inc 7
Baldwin Investment Management, LLC 7
Meridian Wealth Advisors, LLC 7
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 7
Mork Capital Management, LLC 7
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 7
Baxter Bros Inc 7
Meritage Group LP 7
IPG Investment Advisors LLC 7
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 7
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares 7
Paragon Wealth Strategies, LLC 7
AZSAX - AMERICAN BEACON FUNDS - American Beacon Zebra Small Cap Equity Fund A Class 7
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 7
BBINX - BBH Trust - BBH Intermediate Municipal Bond Fund Class N Shares 7
BancorpSouth Inc 7
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares 7
Eaton Vance Tax-managed Buy-write Income Fund 7
Fortem Financial Group, Llc 7
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 7
Atalanta Sosnoff Capital, Llc 7
Ballew Advisors, Inc 7
Fusion Investment Group, LLC 7
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 7
Coyle Financial Counsel LLC 7
Ofi Invest Asset Management 7
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 7
Ar Asset Management Inc 7
Ghisallo Capital Management LLC 7
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 7
Kessler Investment Group, LLC 7
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 7
Brick & Kyle, Associates 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
Tri-continental Corp 7
Banco BTG Pactual S.A. 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 7
SPFF - Global X Funds - Global X SuperIncome Preferred ETF 7
Azimuth Capital Investment Management LLC 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
RMG Wealth Management LLC 7
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund 7
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 7
Pine Valley Investments Ltd Liability Co 7
Fidelity Central Investment Portfolios LLC - Fidelity Financials Central Fund 7
RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Bellecapital International Ltd. 7
Chiron Capital Management, Llc 7
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 7
Mystic Asset Management, Inc. 7
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 7
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 7
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 7
PVIVX - PARADIGM FUNDS - Paradigm Micro-Cap Fund 7
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 7
Glacier Peak Capital LLC 7
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 7
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 7
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 7
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class 7
McGlone Suttner Wealth Management, Inc. 7
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 7
Eaton Vance Ltd Duration Income Fund 7
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 7
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 7
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 7
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IA 7
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 7
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 7
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 7
Blackrock Multi-sector Income Trust 7
Accredited Wealth Management, LLC 7
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 7
Timber Creek Capital Management LLC 7
Siena Capital Llc 7
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 7
Capitolis Liquid Global Markets LLC 7
Maryland Capital Management 7
Brewin Dolphin Wealth Management Ltd 7
Stamos Capital Partners, L.p. 7
Richards, Merrill & Peterson, Inc. 7
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 7
Viking Global Investors Lp 7
Columbia Asset Management 7
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 7
Insight Select Income Fund 7
First Trust Investment Solutions L.P. 7
GM Advisory Group, Inc. 7
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 7
Chemical Bank 7
Signal Advisors Wealth, LLC 7
Alliancebernstein Global High Income Fund Inc 7
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 7
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 7
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 7
Ssga Master Trust 7
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund 7
GoodHaven Capital Management, LLC 7
Federated Mdt Large Cap Value Fund 7
FFMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Flex Mid Cap Value Fund 7
DLMAX - DELAWARE GROUP EQUITY FUNDS I - Delaware Mid Cap Value Fund Class A 7
Talon Private Wealth, LLC 7
IFC Advisors LLC 7
Graham Capital Wealth Management, Llc 7
Salient Capital Advisors, LLC 7
TIG Advisors, LLC 7
PARK CIRCLE Co 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 7
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 7
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 7
Fca Corp /tx 7
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund 7
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 7
Mutual Fund & Variable Insurance Trust - Rational Trend Aggregation VA Fund 7
EMPIX - Investment Managers Series Trust II - The Ambassador Fund 7
Gabelli Equity Series Funds Inc 7
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 7
Seawolf Capital, LLC 7
Mandatum Life Insurance Co Ltd 7
Everpar Advisors Llc 7
Perpetual Investment Management Ltd 7
Deutsche Value Series, Inc 7
PRFD - PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund 7
First National Bank of South Miami 7
FMIJX - FMI FUNDS INC - International Fund Investor Class 7
American National Bank & Trust Co /va/ 7
Eaton Vance Tax-managed Global Diversified Equity Income Fund 7
Nuveen Flexible Investment Income Fund 7
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 7
Underlying Funds Trust 7
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 7
Canyon Capital Advisors Llc 7
Delta Investment Management, LLC 7
Paradigm Capital Management Inc/ny 7
Bienville Capital Management, LLC 7
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 7
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 7
Cullen Capital Management, LLC 7
Crow Point Global Dividend Plus Fund 7
Kestrel Investment Management Corp 7
Passport Capital, LLC 7
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 7
Cornerstone Total Return Fund Inc 7
Rowland & Co Investment Counsel/adv 7
KLCM Advisors, Inc. 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
Significant Wealth Partners LLC 7
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 7
MTM Investment Management, LLC 7
Five Oceans Advisors 7
Oppenheimer Global Multi-asset Growth Fund 7
Freedom Day Solutions, LLC 7
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 7
Kelman-Lazarov, Inc. 7
JHPI - John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF 7
BRUSX - BRIDGEWAY FUNDS INC - Ultra-Small Company Fund Class N 7
TrinityPoint Wealth, LLC 7
RiverPoint Capital Management, LLC 7
Aris Wealth Services, Inc. 7
Green Harvest Asset Management LLC 7
Knightsbridge Asset Management, Llc 7
Ironwood Investment Counsel, LLC 7
Accident Compensation Corp 7
Flaharty Asset Management, LLC 7
Bluestein R H & Co 7
Aj Wealth Strategies, Llc 7
Spectrum Advisory Services Inc 7
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL 7
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 7
PADAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Absolute Return Bond Fund Class A 7
Dfpg Investments, Llc 7
Advocacy Wealth Management Services, LLC 7
Sapient Capital Llc 7
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 7
Capstone Triton Financial Group, LLC 7
McClarren Financial Advisors, Inc. 7
Tributary Capital Management, LLC 7
Calvert Impact Fund Inc 7
Pacific Center for Financial Services 7
Northstar Group, Inc. 7
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 7
Mcdonald Partners Llc 7
Genus Capital Management Inc. 7
Emfo, Llc 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
New Republic Capital, LLC 7
GSB Wealth Management, LLC 7
FSC Wealth Advisors, LLC 7
Groupe la Francaise 7
DILAX - DAVIS NEW YORK VENTURE FUND INC - Davis International Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 7
Cornerstone Strategic Value Fund Inc 7
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 7
Arabesque Asset Management Ltd 7
Portolan Capital Management, LLC 7
AIMZ Investment Advisors, LLC 7
Douglas Lane & Associates, LLC 7
Reston Wealth Management Llc 7
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class 7
Paradigm Financial Partners, Llc 7
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 7
Lourd Capital, LLC 7
Crews Bank & Trust 7
Northwest Bank & Trust Co 7
Minot DeBlois Advisors LLC 7
Berger Financial Group, Inc 7
Walled Lake Planning & Wealth Management, Llc 7
Aristeia Capital Llc 7
Gabelli Equity Trust Inc 7
Insight Wealth Strategies, LLC 7
Strategic Financial Concepts, LLC 7
Gabelli Convertible & Income Securities Fund Inc 7
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 7
DecisionPoint Financial, LLC 7
Chartwell Investment Partners/pa 7
Falcon Edge Capital, LP 7
RBA Wealth Management, LLC 7
Dougherty Wealth Advisers LLC 7
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 7
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 7
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 7
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 7
Hi-Line Capital Management, LLC 7
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 7
Coston, McIsaac & Partners 7
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 7
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 7
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 7
Buck Wealth Strategies, LLC 7
Reby Advisors, LLC 7
WTMCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Mid Cap Value Dividend Fund -Retail Class 7
Baltimore-Washington Financial Advisors, Inc. 7
Fort Pitt Capital Group, Llc 7
Zions Trust, National Association 7
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C 7
Lodestar Investment Counsel Llc/il 7
Grandview Asset Management LLC 7
Mountain Pacific Investment Advisers Inc/id 7
1 North Wealth Services Llc 7
TENOR CAPITAL MANAGEMENT Co., L.P. 7
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 7
Motley Fool Wealth Management, LLC 7
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 7
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 7
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 7
Studio Investment Management Llc 7
Smith & Howard Wealth Management, LLC 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
Herold Advisors, Inc. 7
FAINX - MSS Series Trust - Fallen Angels Income Fund 7
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 7
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 7
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 7
Graticule Asia Macro Advisors LLC 7
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 7
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 7
Keystone Financial Group 7
FSA Wealth Management LLC 7
Clough Capital Partners L P 7
JOHN HANCOCK VARIABLE INSURANCE TRUST - Mutual Shares Trust Series I 7
PENN SERIES FUNDS INC - Smid Cap Value Fund 7
Souders Financial Advisors 7
BTG Pactual Global Asset Management Ltd 7
PENN SERIES FUNDS INC - Mid Core Value Fund 7
Team Hewins, LLC 7
Dalton Investments LLC 7
KC Investment Advisors, LLC 7
DWMC - AdvisorShares Trust - AdvisorShares Dorsey Wright Micro-Cap ETF 7
Norris Perne & French Llp/mi 7
Atlas Brown,Inc. 7
Absolute Capital Management, LLC 7
Richard W. Paul & Associates, LLC 7
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
Litman Gregory Asset Management LLC 7
Strategic Advisors LLC 7
Torch Wealth Management LLC 7
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 7
Financial Enhancement Group LLC 7
Cannon Financial Strategists, Inc. 7
Robeco Schweiz AG 7
FirstMerit Bank N A Trustee 7
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 7
Farmer Steven Patrick 7
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 7
Waddell & Associates, Llc 7
Patten & Patten Inc/tn 7
Prio Wealth Limited Partnership 7
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF 7
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 7
New England Capital Financial Advisors LLC 7
Appleton Partners Inc/ma 7
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 7
Leisure Capital Management 7
VCSBX - VALIC Co II - Strategic Bond Fund 7
Brookwood Investment Group LLC 7
Villere St Denis J & Co Llc 7
Elm Advisors, Llc 7
Beaumont Financial Partners, LLC 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 7
Corbenic Partners LLC 7
Capital Planning Advisors, LLC 7
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio 7
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 7
Canandaigua National Corp 7
Bank of Jackson Hole Trust 7
Kwmg, Llc 7
Pictet & Cie (Europe) SA 7
Hunter Perkins Capital Management, LLC 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
Milestone Investment Advisors LLC 7
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 7
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 7
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 7
Patriot Investment Management Inc. 7
BKD Wealth Advisors, LLC 7
ULTRA SERIES FUND - Diversified Income Fund Class I 7
ULTRA SERIES FUND - Core Bond Fund Class I 7
Founders Capital Management 7
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 7
Beverly Hills Private Wealth, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 7
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 7
Investment Partners, Ltd. 7
Old Republic International Corp 7
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 7
Braun-Bostich & Associates Inc. 7
Cohen Klingenstein LLC 7
Fedenia Advisers LLC 7
Argent Trust Co 7
Advyzon Investment Management, LLC 7
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 7
RVW Wealth, LLC 7
Kathleen S. Wright Associates Inc. 7
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 7
Sarver Vrooman Wealth Advisors 7
Jackson Wealth Management, LLC 7
Nuveen Quality Preferred Income Fund 3 7
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 7
Formula Growth Ltd 7
Auxier Asset Management 7
PMBIX - PIMCO FUNDS - PIMCO Total Return Fund II Institutional 7
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 7
Phillips Wealth Planners LLC 7
Parasol Investment Management, LLC 7
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF 7
Nuveen Quality Preferred Income Fund 7
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 7
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 7
Mawer Investment Management Ltd. 7
AssuredPartners Investment Advisors, LLC 7
Advent Capital Management /de/ 7
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 7
OSTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Total Return Fund Investor Class 7
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 7
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 7
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 7
Nuveen Fund Advisors, LLC 7
North Capital, Inc. 7
Dialectic Capital Management, Lp 7
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 7
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 7
Regent Investment Management LLC 7
MMCFX - AMG Funds I - AMG Managers Emerging Opportunities Fund Class N 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
Gables Capital Management Inc. 7
Peachtree Investment Advisors, Inc. 7
Lincoln Capital LLC 7
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 7
Lebenthal Holdings,LLC 7
Davis R M Inc 7
Wealthquest Corp 7
AdvisorShares Investments LLC 7
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 7
Orser Capital Management, Llc 7
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund 7
Cullinan Associates Inc 7
B & T Capital Management DBA Alpha Capital Management 7
PFG Private Wealth Management, LLC 7
Sullivan, Bruyette, Speros & Blaney, LLC 7
New Age Alpha Funds Trust - NAA Allocation Fund Class C 7
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 7
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 7
BFIX - Build Funds Trust - Build Bond Innovation ETF 7
Bpv Family Of Funds 7
NWK Group, Inc. 7
Mitchell Sinkler & Starr/pa 7
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 7
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 7
Adalta Capital Management LLC 7
CarsonAllaria Wealth Management, Ltd. 7
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 7
Burke & Herbert Bank & Trust Co 7
Grant Street Asset Management, Inc. 7
PLHAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Long-Short Equity Fund Class A 7
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A 7
WFA of San Diego, LLC 7
Aua Capital Management, Llc 7
Tealwood Asset Management Inc 7
K.J. Harrison & Partners Inc 7
Carlson Capital Management 7
Montecito Bank & Trust 7
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 7
Good Life Advisors, LLC 7
Financial Strategies Group, Inc. 7
55i, Llc 7
Okabena Investment Services Inc 7
VNBTrust, National Association 7
Varma Mutual Pension Insurance Co 7
MMSC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Small Cap Opportunities ETF 7
ROSS\JOHNSON & Associates LLC 7
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
QRVLX - BRAGG CAPITAL TRUST - Queens Road Value Fund 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 7
Integrated Wealth Counsel, Llc 7
Alamar Capital Management, LLC 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 7
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A 7
Fi3 FINANCIAL ADVISORS, LLC 7
FLP Wealth Management, LLC 7
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 7
ARISX - Allianz Funds Multi-Strategy Trust - AllianzGI Preferred Securities and Income Fund Class R6 7
Northwest Quadrant Wealth Management, LLC 7
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
Professional Financial Advisors, LLC 7
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 7
J. Goldman & Co LP 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 7
Van Leeuwen & Company, LLC 7
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 7
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 7
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares 7
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 7
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 7
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I 7
Trust Co Of Virginia /va 7
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 7
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 7
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 7
Perritt Capital Management Inc 7
BW Gestao de Investimentos Ltda. 7
James Hambro & Partners 7
Crescent Grove Advisors, LLC 7
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 7
Gilman Hill Asset Management, LLC 7
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 7
Citizens National Bank Trust Department 7
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 7
RiverFront Investment Group, LLC 7
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 7
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 7
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF 7
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 7
Gmt Capital Corp 7
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 7
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 7
EdgeRock Capital LLC 7
Callan Capital, LLC 7
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 7
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 7
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 7
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 7
Pineno Levin & Ford Asset Management, Inc. 7
Columbia Wanger Asset Management Llc 7
Fairman Group, LLC 7
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 7
Level Financial Advisors, Inc. 7
Sarofim Fayez 7
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF 7
Kolinsky Wealth Management, LLC 7
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 7
Cypress Capital, LLC 7
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 7
Quantedge Capital Pte Ltd 7
Cadence Bank Na 7
Boys Arnold & Co Inc 7
Parameter Capital Management LLC 7
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
Stance Capital Llc 7
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF 7
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 7
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 7
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 7
Phoenix Holdings Ltd. 7
Ahrens Investment Partners LLC 7
Overbrook Management Corp 7
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 7
American Assets Investment Management, LLC 7
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 7
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 7
Bain Capital Public Equity Management Ii, Llc 7
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 7
Central Securities Corp 7
Amussen Hunsaker Associates Llc 7
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 7
Community Bank System, Inc. 7
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 7
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 7
Hartline Investment Corp/ 7
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 7
Founders Bank & Trust 7
NINE MASTS CAPITAL Ltd 7
American Financial Network Advisory Services Llc 7
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 7
Iridian Asset Management Llc/ct 7
Diversify Wealth Management, Llc 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 7
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
Radnor Capital Management, LLC 7
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 7
Range Financial Group LLC 7
IronBridge Capital Management LP 7
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 7
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 7
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 7
Close Asset Management Ltd 7
Blackrock Master Llc 7
Pavion Blue Capital, LLC 7
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 7
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 7
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 7
Retirement Group, LLC 7
Financial Advisors Network, Inc. 7
VSR Financial Services, Inc. 7
Quantum Capital Management 7
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 7
Brandywine Oak Private Wealth Llc 7
Roof Eidam & Maycock/adv 7
Truepoint, Inc. 7
Krs Capital Management, Llc 7
Cito Capital Group, LLC 7
Colonial River Wealth Management, LLC 7
Horan Capital Advisors, LLC. 7
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 7
Sound Shore Management Inc /ct/ 7
Redwood Park Advisors LLC 7
25 Llc 7
Alerus Investment Advisors Corp 7
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF 7
Premier Fund Managers Ltd 7
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S 6
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 6
Primecap Management Co/ca/ 6
Rand Wealth, Llc 6
Hengehold Capital Management Llc 6
Principled Equity Market Fund 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 6
Point View Wealth Management, Inc. 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 6
O'Neil Global Advisors, Inc. 6
Ballast, Inc. 6
Tiaa Cref Trust Co Fsb/mo 6
CHTTX - AMG Funds IV - AMG Managers Fairpointe Mid Cap Fund CLASS N SHARES 6
Auxano Advisors, LLC 6
Silver Capital Management Llc 6
Quantitative Value Technologies, Llc 6
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 6
Kettle Hill Capital Management, Llc 6
Blackhawk Capital Partners LLC. 6
Left Brain Wealth Management, LLC 6
Friedenthal Financial 6
Iron Financial, LLC 6
Minerva Advisors LLC 6
MidAtlantic Capital Management, Inc. 6
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A 6
PFINX - PIMCO FUNDS - PIMCO Preferred and Capital Securities Fund Institutional Class 6
Scott & Selber, Inc. 6
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 6
denkapparat Operations GmbH 6
Silver Bridge Capital Management LLC 6
Ambassador Advisors, LLC 6
Gunderson Capital Management Inc. 6
Mcdonald Capital Investors Inc/ca 6
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 6
FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 6
Galaxy Capital Trading Ltd 6
Monetta Financial Services Inc 6
Benedict Financial Advisors Inc 6
Pointe Capital Management LLC 6
FolioMetrix LLC 6
Capstone Financial Group, Inc. 6
New Capital Management LP 6
Canvas Wealth Advisors, LLC 6
GlobalBridge, Inc. 6
Hendley & Co Inc 6
Hikari Power Ltd 6
Swift Run Capital Management, LLC 6
Egerton Capital (UK) LLP 6
Rainier Group Investment Advisory LLC 6
Scout Funds 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 6
Supplemental Annuity Collective Trust of NJ 6
New Jersey Better Educational Savings Trust 6
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 6
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 6
TFB Advisors LLC 6
Chiron Investment Management, LLC 6
MERAX - MADISON FUNDS - Madison Mid Cap Fund Mid Cap Fund Class A 6
America First Investment Advisors, LLC 6
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 6
Spotlight Asset Group, Inc. 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
Edmond De Rothschild (suisse) S.a. 6
Tradition Capital Management Llc 6
Ironsides Asset Advisors, LLC 6
Sather Financial Group Inc 6
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 6
Traynor Capital Management, Inc. 6
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 6
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 6
Compass Wealth Management LLC 6
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 6
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 6
National Penn Investors Trust Co /pa 6
Piscataqua Savings Bank 6
Beech Hill Advisors, Inc. 6
APG Asset Management US Inc. 6
Kimelman & Baird, LLC 6
Schwab Charitable Fund 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
HMS Capital Management, LLC 6
Red Cedar Capital, LLC 6
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF 6
Waters Parkerson & Co., Llc 6
Kaufman Rossin Wealth, LLC 6
LGT Fund Management Co Ltd. 6
Axiom International Investors Llc /de 6
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF 6
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 6
Schafer Cullen Capital Management Inc 6
Cohen & Steers Total Return Realty Fund Inc 6
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 6
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 6
Rock Creek Group, LP 6
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 6
PAX Financial Group, LLC 6
Achievement Holdings L.P. 6
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 6
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 6
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 6
YANKCOM Partnership 6
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 6
Elevate Capital Advisors, LLC 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 6
Sterneck Capital Management, LLC 6
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 6
Cedar Wealth Management, LLC 6
Bard Financial Services, Inc. 6
Fosun International Ltd 6
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 6
Mar Vista Investment Partners Llc 6
Penobscot Investment Management Company, Inc. 6
Haafor (Singapore) Pte. Ltd. 6
Grandfield & Dodd, Llc 6
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 6
IronBridge Private Wealth, LLC 6
Blueprint Investment Partners LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 6
ULTRA SERIES FUND - Mid Cap Fund Class I 6
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF 6
Optas, LLC 6
American Financial Group Inc 6
40 North Management LLC 6
Caisse Des Depots Et Consignations 6
Brand Asset Management Group, Inc. 6
Visionary Wealth Advisors 6
Main Street Research LLC 6
Fiduciary Planning LLC 6
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 6
Marble Harbor Investment Counsel, LLC 6
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 6
Emory University 6
D L Carlson Investment Group Inc 6
Baron Silver Stevens Financial Advisors, Llc 6
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 6
Capital Wealth Alliance, LLC 6
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 6
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 6
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class 6
Locust Wood Capital Advisers, Llc 6
Generali Investments, Management Co LLC 6
Cox Capital Mgt LLC 6
Arjuna Capital 6
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 6
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 6
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 6
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 6
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 6
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 6
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 6
Live Oak Private Wealth LLC 6
De Burlo Group Inc 6
Howland Capital Management Llc 6
JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6 6
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 6
Cornerstone Advisors, LLC 6
JSF Financial, LLC 6
Forbes J M & Co Llp 6
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares 6
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 6
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 6
Bessemer Securities Llc 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
Mine & Arao Wealth Creation & Management, LLC. 6
Maseco Llp 6
VSM Wealth Advisory, LLC 6
Philadelphia Trust Co 6
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 6
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 6
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 6
PharVision Advisers, LLC 6
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 6
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 6
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 6
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 6
Firestone Capital Management 6
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF 6
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 6
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF 6
Tevis Investment Management 6
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares 6
Curio Wealth, Llc 6
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 6
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC. 6
Retireful, LLC 6
ADVNX - Investment Managers Series Trust - Advisory Research Strategic Income Fund 6
HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 6
Capital Square, LLC 6
TPLNX - TIMOTHY PLAN - Timothy Small-Cap Value Fund Class A 6
DeDora Capital, Inc. 6
First National Bank Sioux Falls 6
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I 6
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class 6
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class 6
Jnl Series Trust - Jnl/s&p 4 Fund (a) 6
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6 6
Empire Financial Management Company, LLC 6
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 6
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 6
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 6
Leelyn Smith, LLC 6
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
WLVLX - WELLS FARGO FUNDS TRUST - Wells Fargo Low Volatility U.S. Equity Fund Class A 6
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 6
Anson Funds Management LP 6
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 6
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 6
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 6
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 6
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 6
Next Century Growth Investors Llc 6
SkyOak Wealth, LLC 6
United Capital Management of KS, Inc. 6
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 6
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 6
Leeward Investments, LLC - MA 6
LifeSteps Financial, Inc. 6
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 6
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 6
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 6
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 6
Catamount Wealth Management 6
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A 6
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 6
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A 6
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 6
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 6
Premia Global Advisors, Llc 6
Summitry Llc 6
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 6
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 6
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 6
LRT Capital Management, LLC 6
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 6
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 6
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 6
Gwn Securities Inc. 6
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 6
Orleans Capital Management Corp/la 6
Virginia Wealth Management Group, Inc. 6
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 6
Violich Capital Management, Inc. 6
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 6
Freedman Financial Associates, Inc. 6
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES 6
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares 6
Clear Street Llc 6
MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 6
TLIIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Growth Fund Institutional Class 6
Consolidated Portfolio Review Corp 6
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF 6
G&S Capital LLC 6
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares 6
FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund 6
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 6
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 6
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 6
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 6
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A 6
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 6
BSBAX - Northern Funds - Northern Short Bond Fund 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 6
Akre Capital Management Llc 6
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 6
AMCPX - AMCAP FUND - AMCAP FUND Class A 6
Nuveen Diversified Dividend & Income Fund 6
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 6
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 6
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 6
Pacific Global Investment Management Co 6
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 6
Hall Laurie J Trustee 6
Kerrisdale Advisers, LLC 6
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 6
Ironbridge Funds, Inc. 6
Redhawk Wealth Advisors, Inc. 6
Gabelli Go Anywhere Trust 6
VCIGX - VALIC Co I - Dividend Value Fund 6
Ritter Daniher Financial Advisory LLC / DE 6
Seminole Management Co., Inc. 6
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 6
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 6
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 6
PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 6
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund 6
Options Solutions, Llc 6
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 6
First National Advisers, LLC 6
Bancroft Fund Ltd 6
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 6
Pinnacle Wealth Management, LLC 6
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 6
Alpine Global Dynamic Dividend Fund 6
Rinkey Investments 6
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 6
Advanced Portfolio Management, LLC 6
Engine No. 1 Llc 6
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 6
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 6
Eagle Rock Investment Company, Llc 6
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 6
Ray Gerald L & Associates Ltd 6
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 6
TAVFX - THIRD AVENUE TRUST - THIRD AVENUE VALUE FUND Institutional Class 6
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 6
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 6
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 6
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 6
Sendero Wealth Management, LLC 6
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 6
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 6
Intelligent Financial Strategies 6
Elequin Capital Lp 6
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 6
Almitas Capital LLC 6
Tran Capital Management, L.p. 6
Blue Rock Advisors, LLC 6
Bares Capital Management, Inc. 6
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
Cooper Financial Group 6
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 6
DHJJ Financial Advisors, Ltd. 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
HFG Advisors, Inc. 6
Nuveen Nasdaq 100 Dynamic Overwrite Fund 6
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 6
Copperwynd Financial, LLC 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
Harris Associates L P 6
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 6
Castle Rock Wealth Management, LLC 6
LLINX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners International Fund 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Sentinel Group Funds Inc 6
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 6
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 6
Gardner Russo & Quinn Llc 6
Cornerstone Capital, Inc. 6
Carleon Capital Partners LLC 6
SummerHaven Investment Management, LLC 6
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF 6
Raiff Partners Inc 6
Altfest L J & Co Inc 6
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 6
Invesco, Llc 6
Value Line Centurion Fund Inc - Value Line Centurion Fund Inc 6
Marshfield Associates 6
Farr Miller & Washington Llc/dc 6
Cs Mckee Lp 6
Rodgers Brothers Inc. 6
Cadent Capital Advisors, LLC 6
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 6
Steamboat Capital Partners, LLC 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
Financial Strategy Network, LLC 6
Silicon Valley Capital Partners 6
Centaur Capital Partners, L.P. 6
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 6
VELA Investment Management, LLC 6
Marathon Capital Management 6
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 6
Lebenthal Global Advisors, LLC 6
Privium Fund Management (UK) Ltd 6
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 6
OUSM - ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 6
Utc North American Fund, Inc. 6
Orbis Allan Gray Ltd 6
Slocum, Gordon & Co LLP 6
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class 6
EdgePoint Investment Group Inc. 6
Holderness Investments Co 6
Large-cap Value Portfolio 6
Aquire Wealth Advisors, LLC 6
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 6
Peoples Bank /oh 6
Skyline Asset Management Lp 6
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 6
Capital Group Private Client Services, Inc. 6
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 6
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 6
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 6
SVA Wealth Management, LLC 6
Pring Turner Capital Group Inc 6
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 6
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 6
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 6
Marco Investment Management Llc 6
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 6
Folger Nolan Fleming Douglas Capital Management, Inc 6
Sterling Financial Planning, Inc. 6
VELA Funds - VELA Income Opportunities Fund Class A 6
ShoreHaven Wealth Partners, LLC 6
One River Asset Management, LLC 6
Mitchell & Pahl Private Wealth, Llc 6
Mma Asset Management Llc 6
Putnam Premier Income Trust 6
Lumature Wealth Partners, LLC 6
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3 6
Fma Advisory Inc 6
Klein Pavlis & Peasley Financial, Inc. 6
Davis Capital Partners, Llc 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
Buffington Mohr McNeal 6
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 6
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L 6
Royce Micro-cap Trust, Inc /md/ 6
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 6
Trueblood Wealth Management, LLC 6
Jackson Hole Capital Partners, LLC 6
MUSI - AMERICAN CENTURY ETF TRUST - American Century Multisector Income ETF 6
San Luis Wealth Advisors LLC 6
Cedar Brook Financial Partners, LLC 6
Madden Advisory Services, Inc. 6
Strengthening Families & Communities, LLC 6
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 6
Growth Fund Of America 6
Latitude Advisors, LLC 6
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF 6
Li Winifred I 6
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 6
DB Wealth Management Group, LLC 6
FOURPOINTS Investment Managers, S.A.S. 6
Smallwood Wealth Investment Management, LLC 6
Mizuho Markets Americas Llc 6
DCM Advisors, LLC 6
Brightworth 6
Athena Investment Management 6
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 6
SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A 6
Schwerin Boyle Capital Management Inc 6
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 6
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 6
Truehand, Inc 6
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 6
Bear Mountain Capital, Inc. 6
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 6
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 6
Handelsinvest Investeringsforvaltning 6
Sig Brokerage, Lp 6
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 6
Starr International Co Inc 6
GGBFX - GuideStone Funds - Global Bond Fund Investor 6
Hara Capital LLC 6
WESPAC Advisors SoCal, LLC 6
Barlow Wealth Partners, Inc. 6
Patrick M Sweeney & Associates, Inc 6
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF 6
Foster Group, Inc. 6
WFMDX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Mid Cap Value Fund Administrator Class 6
Savvy Advisors, Inc. 6
Farmers & Merchants Trust Co of Long Beach 6
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 6
CBMAX - WELLS FARGO FUNDS TRUST - Wells Fargo C&B Mid Cap Value Fund Class A 6
Crescent Capital Consulting, LLC 6
Game Creek Capital, LP 6
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 6
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 6
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 6
Little House Capital Llc 6
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 6
New Century Financial Group, LLC 6
Kiely Wealth Advisory Group, Inc. 6
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 6
Aristotle Capital Management, LLC 6
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 6
Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 6
Tidemark, LLC 6
Argus Investors' Counsel, Inc. 6
Portfolio Design Labs, LLC 6
Focus Financial Network Inc /adv 6
LeClair Wealth Partners LLC 6
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 6
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
Sage Financial Group Inc 6
Maren Capital LLC 6
Williamson Legacy Group, LLC 6
Sfmg, Llc 6
Peregrine Asset Advisers, Inc. 6
Sterne Agee Group, Inc. 6
Curat Global, LLC 6
Blackrock Enhanced Equity Dividend Trust 6
Icc Capital Management Inc/ 6
Fiduciary Services Corp/ga 6
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 6
LM Advisors LLC 6
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 6
Ami Investment Management Inc 6
Grand Jean Capital Management Inc 6
Odey Asset Management Group Ltd 6
Lummis Asset Management, LP 6
Hemenway Trust Co LLC 6
Broderick Brian C 6
Credit Industriel Et Commercial 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
NSCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small-Cap Value Fund - Class A 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 6
Lucia Wealth Services, Llc 6
Hills Bank & Trust Co 6
Alta Capital Management Llc/ 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
Middleton & Co Inc/ma 6
Lester Murray Antman dba SimplyRich 6
Anderson Hoagland & Co 6
MMQYX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Value Equity Fund Service Class 6
Founders Financial Securities Llc 6
Mirador Capital Partners LP 6
Hoover Financial Advisors, Inc. 6
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 6
Tower View Investment Management & Research LLC 6
Skylands Capital, LLC 6
Stralem & Co Inc 6
MONTX - MONETTA TRUST - Monetta Fund 6
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 6
Morgan Dempsey Capital Management Llc 6
Outlook Wealth Advisors, LLC 6
PFFV - Global X Funds - Global X Variable Rate Preferred ETF 6
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 6
Hnp Capital Llc 6
Tennessee Valley Asset Management Partners 6
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 6
Speece Thorson Capital Group Inc 6
Voisard Asset Management Group, Inc. 6
Sandy Cove Advisors, LLC 6
Orinda Asset Management LLC 6
Banc Funds Co Llc 6
Town & Country Bank & Trust CO dba First Bankers Trust CO 6
S&co Inc 6
Landaas & Co /wi /adv 6
THCSX - THORNBURG INVESTMENT TRUST - Thornburg Core Plus Bond Fund Class R6 6
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 6
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class 6
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 6
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 6
Tiemann Investment Advisors, Llc 6
Rexford Capital Inc 6
HOBIX - Two Roads Shared Trust - Holbrook Income Fund Class I 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
Sippican Capital Advisors 6
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 6
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
NIFE - Direxion Shares ETF Trust - Direxion Fallen Knives ETF 6
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 6
Forward Management, LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 6
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF 6
Knuff & Co LLC 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 6
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 6
First Washington CORP 6
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 6
Garner Asset Management Corp 6
waypoint wealth counsel 6
Buckingham Capital Management, Inc. 6
Jacobus Wealth Management, Inc. 6
Pinnacle Wealth Management Advisory Group, LLC 6
High Net Worth Advisory Group LLC 6
Bislett Management, Llc 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Equities Fund Class 1 6
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 6
Cobalt Capital Management, Inc. 6
Pinnacle Holdings, LLC 6
EagleClaw Capital Managment, LLC 6
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund 6
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 6
Accordant Advisory Group Inc 6
Mitsubishi UFJ Asset Management (UK) Ltd. 6
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 6
Burleson & Company, LLC 6
Terra Nova Asset Management LLC 6
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF 6
Nordwand Advisors, LLC 6
MML Series Investment Fund II - MML Asset Momentum Fund Class II 6
BBR ALO Fund, LLC 6
Forefront Analytics, LLC 6
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 6
Copper Rock Capital Partners, LLC 6
New South Capital Management Inc 6
Community Trust & Investment Co 6
Watermark Asset Management, Inc. 6
Intelligence Driven Advisers, LLC 6
Fulcrum Asset Management LLP 6
Naviter Wealth, LLC 6
Conquis Financial Llc 6
Dimension Capital Management Llc 6
Pullen Investment Management, LLC 6
Kensico Capital Management Corp 6
Pure Financial Advisors, Inc. 6
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF 6
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 6
VVSGX - VALIC Co I - Small Cap Growth Fund 6
Grassi Investment Management 6
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 6
Seeds Investor Llc 6
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 6
Fiduciary Family Office, Llc 6
PayPay Securities Corp 6
BLB&B Advisors, LLC 6
CFO4Life Group, LLC 6
Acropolis Investment Management, LLC 6
Parkside Investments, LLC 6
Portfolio Solutions, LLC 6
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 6
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 6
Abner Herrman & Brock Llc 6
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 6
Menlo Advisors Llc 6
Sunflower Bank, N.A. 6
CQS Cayman LP 6
Cornerstone Wealth Group, LLC 6
UNIVEST FINANCIAL Corp 6
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 6
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 6
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 6
TAP Consulting, LLC 6
Parr Mcknight Wealth Management Group, Llc 6
Family Legacy, Inc. 6
My Legacy Advisors, LLC 6
Goldstein Advisors, LLC 6
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 6
Hosking Partners LLP 6
Fort Sheridan Advisors Llc 6
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares 6
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 6
FMGEX - FRONTIER FUNDS, INC. - Frontier MFG Global Equity Fund Institutional Class 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
Integrity Alliance, Llc. 6
OFSIX - ADVISORS SERIES TRUST - O'Shaughnessy Small Cap Value Fund Class I 6
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 6
IPPP - Listed Funds Trust - Preferred-Plus ETF 6
Sugar Maple Asset Management, LLC 6
Flow Traders U.s. Llc 6
Budros, Ruhlin & Roe, Inc. 6
RiverPark Advisors, LLC 6
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 6
PENN SERIES FUNDS INC - Mid Cap Value Fund 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
Baldrige Asset Management LLC 6
Beacon Investment Advisors Llc 6
Yarbrough Capital, LLC 6
Shamrock Asset Management LLC 6
SRN Advisors, LLC 6
Annex Advisory Services, LLC 6
Nippon Life Insurance Co 6
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 6
Pandora Wealth, Inc. 6
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 6
Thor Advisors, Llc 6
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 6
First National Corp /ma/ /adv 6
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 6
STXM - EA Series Trust - Strive Mid-Cap ETF 6
St. James Investment Company, LLC 6
Boyar Asset Management Inc. 6
Midas Management Corp 6
CI Global Investments Inc. 6
Enterprise Trust & Investment Co 6
Winthrop Advisory Group LLC 6
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 6
Legend Financial Advisors, Inc. 6
Findlay Park Partners LLP 6
AM Squared Ltd 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
Mairs & Power Inc 6
Kovitz Investment Group, LLC 6
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
Fairscale Capital, LLC 6
Granite FO LLC 6
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 6
HCR Wealth Advisors 6
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares 6
Sentinel Variable Products Trust 6
Sterling Investment Counsel, LLC 6
Wbh Advisory Inc 6
NWF Advisory Services Inc. 6
Corsair Opportunity Fund 6
Cohen & Steers Quality Income Realty Fund Inc 6
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 6
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 6
Cercano Management LLC 6
Invst, LLC 6
Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 6
Virtus Insight Trust 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 6
Prentice Wealth Management LLC 6
Cypress Asset Management Inc/tx 6
Osborne Partners Capital Management, Llc 6
Douglas C. Lane & Associates, Inc. 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
Western Standard LLC 6
Heritage Wealth Management, Inc. 6
Mariner Investment Group Llc 6
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 6
Core Wealth Partners LLC 6
Chicago Capital, LLC 6
Aspen Grove Capital, LLC 6
SA FUNDS INVESTMENT TRUST - SA International Value Fund 6
Peddock Capital Advisors, Llc 6
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 6
Stonehage Fleming (uk) Ltd 6
Dixon Hubard Feinour & Brown Inc/va 6
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 6
Bank Of Stockton 6
Stonnington Group, Llc 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
ASPY - ASYMmetric ETFs Trust - ASYMshares ASYMmetric 500 ETF 6
Arnhold LLC 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
Smith, Graham & Co., Investment Advisors, LP 6
Lisanti Capital Growth, LLC 6
CHB Investment Group, LLC 6
Hyman Charles D 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
Fullerton Fund Management Co Ltd 6
Portland Global Advisors LLC 6
Axecap Investments, LLC 6
GIVYX - Collaborative Investment Series Trust - Global Tactical Fund Institutional Class 6
MBEQX - M FUND INC - M International Equity Fund 6
High Pointe Capital Management Llc 6
Convergence Financial, LLC 6
Hourglass Capital, Llc 5
THBVX - VICTORY PORTFOLIOS - Victory THB US Small Opportunities Fund A 5
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 5
Country Club Bank /gfn 5
Meixler Investment Management, Ltd. 5
Benchmark Investment Advisors LLC 5
Karlinski Andrew C 5
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 5
PFG Advisors 5
Abundance Wealth Counselors 5
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 5
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class 5
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 5
Tradition Asset Management Llc 5
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 5
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class 5
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 5
Cypress Capital Management Llc 5
HoyleCohen, LLC 5
Edgar Lomax Co/va 5
Altavista Wealth Management, Inc. 5
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 5
Physicians Financial Services, Inc. 5
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 5
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 5
Cross Staff Investments Inc 5
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 5
Beacon Harbor Wealth Advisors, Inc. 5
Traub Capital Management LLC 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
Luxor Capital Group, LP 5
Torno Capital, Llc 5
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF 5
Lgt Capital Partners Ltd. 5
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 5
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF 5
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 5
Clough Global Equity Fund 5
DiMeo Schneider & Associates, L.L.C. 5
united american securities inc. (d/b/a uas asset management) 5
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 5
Scott Marsh Financial, LLC 5
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 5
Clough Global Opportunities Fund 5
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 5
TORYX - Torray Fund - The Torray Fund Torray Fund 5
Ardsley Advisory Partners Lp 5
World Equity Group, Inc. 5
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 5
TFG Advisers LLC 5
BRANDES INVESTMENT TRUST - Brandes U.S. Value Fund Class A 5
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 5
BlackRock Capital Allocation Trust 5
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
Somerville Kurt F 5
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 5
Prossimo Advisors, LLC 5
DRCVX - Comstock Funds Inc - Comstock Capital Value Fund Class A 5
NSMAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Small/Mid-Cap Value Fund Class A 5
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF 5
Bamco Inc /ny/ 5
Fort Point Capital Partners LLC 5
Gyrus Investment Management Inc. 5
Sentry Investments Corp. 5
ARTQX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Value Fund Investor Shares 5
Sowa Financial Group, Inc. 5
Clearline Capital LP 5
SC&H Financial Advisors, Inc. 5
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 5
Enhancing Capital LLC 5
SMART Wealth LLC 5
Castellan Group, LLC 5
Mirova 5
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 5
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 5
VCCCX - VALIC Co I - Capital Conservation Fund 5
United Advisor Group, LLC 5
Sprott Inc. 5
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
New Hampshire Trust 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
Eaton Vance Tax-managed Buy-write Opportunities Fund 5
Spartan Planning & Wealth Management 5
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6 5
Premier Asset Management Llc 5
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 5
Tri Locum Partners LP 5
Copley Financial Group, Inc. 5
Thornburg Investment Management Inc 5
Omni Partners Llp 5
ABLE Financial Group, LLC 5
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 5
HIMCX - Hartford Series Fund Inc - Hartford Midcap Hls Fund Ia 5
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 5
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 5
GOODX - GoodHaven Funds Trust - GoodHaven Fund 5
Fulcrum Capital LLC 5
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
ACR Alpine Capital Research, LLC 5
Dempze Nancy E 5
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 5
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 5
Compton Capital Management Inc /ri 5
Te Ahumairangi Investment Management Ltd 5
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 5
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 5
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 5
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 5
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 5
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C 5
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 5
Fractal Investments LLC 5
NOLCX - Northern Funds - Northern Large Cap Core Fund 5
BTRIX - Perpetual Americas Funds Trust - Barrow Hanley Total Return Bond Fund Institutional Shares 5
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 5
Lockerman Financial Group, Inc. 5
Analyst IMS Investment Management Services Ltd. 5
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 5
Westerkirk Capital Inc. 5
Arvest Bank Trust Division 5
Kings Path Partners LLC 5
City Financial Investment Co Ltd 5
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 5
SCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Small Core ETF 5
Promus Capital, LLC 5
Summit Financial Wealth Advisors, LLC 5
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class 5
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 5
West Chester Capital Advisors, Inc 5
Alan B. Lancz & Associates, Inc. 5
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 5
Clear Creek Financial Management, LLC 5
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 5
Balboa Wealth Partners 5
Windsor Group LTD 5
Blake Schutter Theil Wealth Advisors, LLC 5
Wealth Dimensions Group, Ltd. 5
Waddell & Reed Advisors Funds 5
Urban Wealth Management, LLC 5
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 5
Live Your Vision, LLC 5
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 5
Burford Brothers, Inc. 5
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 5
Vima Llc 5
FGERX - Federated Adviser Series - Federated Hermes Global Equity Fund Class C Shares 5
Folger Hill Asset Management LP 5
FASEX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Value Fund Class A 5
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 5
SVSCX - SSGA FUNDS - State Street Dynamic Small Cap Fund Class N 5
Kahn Brothers Group Inc /de/ 5
Maple Capital Management, Inc. 5
Amica Pension Fund Board Of Trustees 5
Sandler Capital Management 5
Sawyer & Company, Inc 5
Teton Westwood Funds 5
ASB Consultores, LLC 5
HFMCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP FUND Class A 5
Murphy, Middleton, Hinkle & Parker, Inc. 5
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 5
Re Advisers Corp 5
XR Securities LLC 5
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 5
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 5
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares 5
Fisher Funds Management LTD 5
Amica Retiree Medical Trust 5
Greykasell Wealth Strategies, Inc. 5
HSLAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD SMALL CAP GROWTH FUND Class A 5
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 5
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Mid Cap Value VCT Portfolio : Class I 5
Btr Capital Management Inc 5
Round Rock Advisors, LLC 5
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 5
Tweedy, Browne Co LLC 5
Power Corp of Canada 5
Edgemoor Investment Advisors, Inc. 5
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 5
3D/L Capital Management, LLC 5
Ninety One SA (PTY) Ltd 5
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 5
Peterson Wealth Services 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 5
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 5
Coatue Management Llc 5
MorganRosel Wealth Management, LLC 5
Atlantic Private Wealth, LLC 5
Scissortail Wealth Management, LLC 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
ANFLX - Angel Oak Funds Trust - Angel Oak Financials Income Fund Class A 5
Castle Hook Partners LP 5
Alesco Advisors Llc 5
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class 5
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 5
ACLOX - American Century Quantitative Equity Funds, Inc. - Nt Small Company G Class 5
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 5
Cadinha & Co Llc 5
Stiles Financial Services Inc 5
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 5
Pilgrim Partners Asia Pte Ltd 5
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 5
MXIOX - GREAT-WEST FUNDS INC - Great-West Inflation-Protected Securities Fund Institutional Class 5
MRP Capital Investments, LLC 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
PIODX - PIONEER FUND /MA/ - Pioneer Fund : Class A 5
Ai Financial Services Llc 5
Murphy & Mullick Capital Management Corp 5
Cohen & Steers Capital Management Inc 5
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 5
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 5
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 5
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 5
Regents Of The University Of California 5
FCARX - Advisors' Inner Circle Fund III - Fiera Capital Diversified Alternatives Fund INVESTOR CLASS SHARES 5
J.P. Turner & Co Capital Mnagement, LLC 5
Wittenberg Investment Management, Inc. 5
Monte Financial Group, LLC 5
Loeb Offshore Management LP 5
MONECO Advisors, LLC 5
Alpine Partners USVI, LLC 5
Radcliffe Capital Management, L.P. 5
Honeywell International Inc 5
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 5
AACIX - AMERICAN BEACON FUNDS - American Beacon Mid-Cap Value Fund Institutional Class 5
OmniStar Financial Group, Inc. 5
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A 5
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 5
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 5
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 5
Sheets Smith Investment Management 5
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 5
WGRO - WisdomTree Trust - WisdomTree U.S. Growth & Momentum Fund NA 5
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I 5
Ycg, Llc 5
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 5
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 5
Tobias Financial Advisors, Inc. 5
XML Financial, LLC 5
BTG Pactual Asset Management US LLC 5
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 5
Valley National Bancorp 5
Steinberg Asset Management Llc 5
Pacifica Capital Investments, LLC 5
Symons Capital Management Inc 5
Randolph Co Inc 5
Abbrea Capital, LLC 5
HSPGX - FINANCIAL INVESTORS TRUST - Emerald Growth Fund Class A 5
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 5
RMR Capital Management, LLC 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
Viawealth, Llc 5
NSPAX - Voya EQUITY TRUST - Voya SmallCap Opportunities Fund Class A 5
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 5
Jnl Series Trust - Jnl/mellon International Index Fund (a) 5
St. James Investment Advisors, LLC 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 5
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 5
ISGDX - Columbia Funds Series Trust II - Columbia Integrated Small Cap Growth Fund Class A 5
Ables, Iannone, Moore & Associates, Inc. 5
Leo Wealth, LLC 5
Bank OZK 5
Park West Asset Management LLC 5
Hutchinson Capital Management/ca 5
American Fidelity Dual Strategy Fund Inc 5
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 5
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 5
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 5
Brophy Wealth Management, LLC 5
Wunderlich Capital Managemnt 5
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 5
William B. Walkup & Associates, Inc. 5
Founders Capital Management, Llc 5
Measured Risk Portfolios, Inc. 5
Azora Capital LP 5
VILSX - Value Line Premier Growth Fund, Inc. - Value Line Premier Growth Fund, Inc. Institutional Class 5
Mitchell Capital Management Co 5
Covenant Partners, LLC 5
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 5
SLSSX - SELECTED INTERNATIONAL FUND, INC - SELECTED INTERNATIONAL FUND INC Class S 5
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 5
Cazenove Capital Management Ltd 5
Grandeur Peak Global Advisors, LLC 5
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 5
HOMPX - Series Portfolios Trust - HW Opportunities MP Fund 5
WCPBX - WEITZ FUNDS - Core Plus Income Fund - Institutional Class 5
Stonebridge Financial Planning Group, LLC 5
Providence First Trust Co 5
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 5
Sharkey, Howes & Javer 5
Wealth Architects, LLC 5
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A 5
Winchester Group Inc. 5
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 5
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 5
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 5
Sagefield Capital LP 5
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 5
StellarOne CORP 5
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 5
Core Bond Portfolio - Core Bond Portfolio 5
Boussard & Gavaudan Asset Management LP 5
Stokes Family Office, LLC 5
ESL Trust Services, LLC 5
Hopwood Financial Services, Inc. 5
Steadfast Capital Management Lp 5
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 5
Bell Bank 5
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 5
OHIO NATIONAL FUND INC - ON Bond Portfolio 5
Schaper Benz & Wise Investment Counsel Inc/wi 5
AA Financial Advisors, LLC 5
Alleghany Corp /de 5
Peachtree Investment Partners, LLC 5
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 5
QLMMIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Mid Cap Portfolio Class I 5
Athos Capital Ltd 5
Dg Capital Management Inc 5
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 5
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 5
JHVIX - John Hancock Funds II - International Value Fund Class NAV 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Limited Duration Credit Fund Class 1 5
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 5
SSCVX - Columbia Funds Series Trust II - Columbia Select Small Cap Value Fund Class A 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 5
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF 5
Northwest Wealth Management, Llc 5
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 5
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 5
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 5
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 5
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 5
Madison Wealth Management 5
Whalerock Point Partners, Llc 5
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 5
Goodman Financial Corp 5
Hanlon Investment Management, Inc. 5
Rothschild & Co Wealth Management UK Ltd 5
Dover Advisors, Llc 5
Beaumont Financial Advisors, LLC 5
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 5
Gleason Group, Inc. 5
Marex Group plc 5
Birinyi Associates Inc 5
LSMAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Disciplined Small Core Fund Class A 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
Smith Chas P & Associates Pa Cpas 5
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 5
Verum Partners LLC 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 5
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 5
Palo Capital, Inc. 5
Mechanics Bank Trust Department 5
Offit Capital Advisors Llc 5
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 5
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 5
Sutton Place Investors Llc 5
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 5
Mayfair Advisory Group, LLC 5
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 5
Jnl Series Trust - Jnl/s&p Mid 3 Fund (a) 5
First National Bank of Hutchinson 5
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF 5
Marks Group Wealth Management, Inc 5
Factory Mutual Insurance Co 5
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 5
Advanced Research Investment Solutions, Llc 5
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class 5
First Niagara Bank 5
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A 5
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 5
Detwiler Fenton Investment Management LLC 5
Ahl Investment Management, Inc. 5
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 5
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A 5
Wilkinson Ogrady & Co Inc /ny 5
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 5
SCAVX - AB CAP FUND, INC. - AB Small Cap Value Portfolio Class A 5
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 5
First National Bank of Mount Dora, Trust Investment Services 5
ABVAX - AB TRUST - AB Value Fund Class A 5
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 5
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund 5
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
New England Research & Management, Inc. 5
Hoey Investments, Inc 5
Northstar Asset Management Llc 5
SMEAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Small Cap Equity Fund Class A 5
Relyea Zuckerberg Hanson LLC 5
Boreal Capital Management LLC 5
Northern Financial Advisors Inc 5
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 5
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A 5
Argyle Capital Management Inc. 5
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 5
FRG Family Wealth Advisors LLC 5
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative 5
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 5
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund 5
Harrell Investment Partners, Llc 5
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A 5
17 Capital Partners, Llc 5
Mindset Wealth Management, Llc 5
KG&L Capital Management,LLC 5
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class 5
Franklin, Parlapiano, Turner & Welch, LLC 5
Avitas Wealth Management LLC 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
Kirr Marbach & Co Llc /in/ 5
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A 5
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 5
FFMGX - FIDELITY MT VERNON STREET TRUST - Fidelity Flex Mid Cap Growth Fund 5
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 5
Texas Capital Bank Wealth Management Services Inc 5
Palladiem, Llc 5
Delaware Investments Dividend & Income Fund, Inc 5
ZSCCX - Investment Managers Series Trust - Zacks Small-Cap Core Fund Investor Class 5
E&G Advisors, LP 5
King Street Capital Management, L.p. 5
Investment Centers Of America Inc 5
Sculati Wealth Management, LLC 5
American Independence Financial Services LLC 5
Compass Ion Advisors, LLC 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
FOSIX - Tributary Funds, Inc. - Short-Intermediate Bond Fund Institutional 5
FLGEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Growth Enhanced Index Fund 5
Blackthorn Investment Group Llc 5
WealthTrust Axiom LLC 5
Interactive Financial Advisors 5
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 5
IVSOX - Voya VARIABLE PRODUCTS TRUST - Voya SmallCap Opportunities Portfolio Class I 5
American Funds Fundamental Investors 5
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 5
Nixon Peabody Trust Co 5
Third Point LLC 5
Newman Dignan & Sheerar, Inc. 5
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 5
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 5
Norman Fields, Gottscho Capital Management, LLC 5
AMG Funds LLC 5
Lvm Capital Management Ltd/mi 5
Aspire Growth Partners LLC 5
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 5
Tru Independence Asset Management 2, Llc 5
PYA Waltman Capital, LLC 5
Cue Financial Group, Inc. 5
Nearwater Capital Markets, Ltd 5
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 5
PREF - Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF 5
Heartland Bank & Trust Co 5
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF 5
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 5
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 5
Tufton Capital Management 5
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 5
Db-x Exchange-traded Funds Inc. 5
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 5
Smith Affiliated Capital Corp. 5
CWS Financial Advisors, LLC 5
Benin Management CORP 5
Allegiance Financial Group Advisory Services LLC 5
Shorepoint Capital Partners LLC 5
Fortis Capital Management LLC 5
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 5
Ovata Capital Management Ltd 5
Kmg Fiduciary Partners, Llc 5
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Eagle Ridge Investment Management 5
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A 5
Eagle Capital Growth Fund, Inc. 5
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
Valley Brook Capital Group, Inc. 5
HHG & Company, LLC 5
Asio Capital, LLC 5
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 5
Sage Rhino Capital Llc 5
Foundation Resource Management Inc 5
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 5
Spirepoint Private Client, Llc 5
Fsb Premier Wealth Management, Inc. 5
Chemistry Wealth Management LLC 5
Selz Capital LLC 5
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 5
Passumpsic Savings Bank 5
QUASX - AB CAP FUND, INC. - AB Small Cap Growth Portfolio Class A 5
SPC Financial, Inc. 5
New Amsterdam Partners Llc/ny 5
United Bank 5
Nadler Financial Group, Inc. 5
Core Wealth Advisors, Inc. 5
Boyle Capital Management, LLC 5
Trajan Wealth LLC 5
Cohen Capital Management, Inc. 5
Compass Capital Corp /ma/ /adv 5
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 5
SFYF - Tidal ETF Trust - SoFi 50 ETF 5
Yellowstone Partners, LLC 5
Heron Financial Group, Llc 5
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 5
Hedeker Wealth, LLC 5
VIDI - ETF Series Solutions - Vident International Equity Fund 5
Ballast Advisors Llc 5
Trust Co Of Oklahoma 5
Front Street Capital Management, Inc. 5
Greenland Capital Management LP 5
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 5
Hohimer Wealth Management, Llc 5
Emrys Partners, L.P. 5
United Bank, Inc. 5
Capital Income Builder 5
RDA Financial Network 5
Laidlaw Wealth Management LLC 5
JSCNX - John Hancock Funds II - Small Cap Value Fund Class NAV 5
Diamant Asset Management, Inc. 5
Granahan Investment Management Inc/ma 5
Perennial Advisors, LLC 5
Grace Capital 5
Ironwood Investment Management Llc 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio 5
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 5
Butensky & Cohen Financial Security, Inc 5
LexAurum Advisors, LLC 5
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 5
Greystone Investment Management Llc 5
Diligent Investors, LLC 5
Poplar Forest Capital LLC 5
Lakewood Asset Management LLC 5
Kanawha Capital Management Llc 5
Ramius Advisors Llc 5
Quad Capital Management Advisors LLC 5
Veracity Capital LLC 5
Farallon Capital Management Llc 5
GenTrust, LLC 5
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 5
Roxbury Financial LLC 5
Puff Wealth Management, Llc 5
Bingham Private Wealth, Llc 5
IFC Holdings Incorporated/FL 5
Estate Counselors, LLC 5
British Airways Pensions Investment Management Ltd 5
VCCBX - VALIC Co II - Core Bond Fund 5
Morse Asset Management, Inc 5
Telos Capital Management, Inc. 5
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 5
Elyxium Wealth, LLC 5
Asset Planning,Inc 5
Kentucky Trust Co 5
ARCM - Arrow Investments Trust - Arrow Reserve Capital Management ETF 5
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares 5
Capital Insight Partners, Llc 5
Jet Capital Investors L P 5
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 5
Catawba Capital Management /va 5
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 5
Schneider Downs Wealth Management Advisors, LP 5
Wingate Wealth Advisors, Inc. 5
Addison Capital Co 5
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 5
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 5
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 5
South Plains Financial, Inc. 5
Tiedemann Trust Co 5
QUAGX - QUAKER INVESTMENT TRUST - Quaker Impact Growth Fund Advisor Class 5
Davidson Trust Co 5
Mb, Levis & Associates, Llc 5
Allen Capital Group, LLC 5
First National Bank & Trust Co Of Newtown 5
One + One Wealth Management, Llc 5
Evanson Asset Management, LLC 5
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 5
Hager Investment Management Services, Llc 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 5
Vista Investment Partners Llc 5
Fort Pitt Capital Group Inc 5
Weaver Capital Management LLC 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 5
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 5
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 5
Nbw Capital Llc 5
Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 5
Lederer & Associates Investment Counsel/ca 5
York Capital Management Global Advisors, LLC 5
Oder Investment Management, LLC 5
Narus Financial Partners, LLC 5
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV 5
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 5
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF 5
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 5
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 5
Allianzgi Equity & Convertible Income Fund 5
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 5
Cannon Global Investment Management, LLC 5
Strategic Asset Management, LLC 5
Braun Stacey Associates Inc 5
McGowan Group Asset Management, Inc. 5
Renasant Bank 5
Accretive Wealth Partners, LLC 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
Giverny Capital Inc. 5
Allianzgi Diversified Income & Convertible Fund 5
CRA Financial Services, LLC 5
RB Capital Management, LLC 5
Octavia Wealth Advisors, LLC 5
Liontrust Investment Partners LLP 5
Tcg Advisors, Lp 5
Coe Capital Management, LLC 5
Rice Hall James & Associates, Llc 5
Quantum Capital Management, LLC / NJ 5
Wills Financial Group, Inc. 5
MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 5
KCSIX - Advisors' Inner Circle Fund III - Knights of Columbus Small Cap Fund I Shares 5
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 5
Wealth Effects Llc 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
Ally Financial Inc. 5
Selway Asset Management 5
Moss Adams Wealth Advisors LLC 5
Fir Tree Capital Management Lp 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
Edmond de Rothschild (Europe) 5
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 5
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 5
Veritas Investment Partners (UK) Ltd. 5
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 5
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 5
Spindletop Capital, LLC 5
Lokken Investment Group LLC 5
Element Pointe Advisors, Llc 5
Cooper/haims Advisors, Llc 5
Rogco, Lp 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 5
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 5
Plancorp, LLC 5
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF 5
Pimco High Income Fund 5
Financial Security Advisor, Inc. 5
Governors Lane LP 5
Warberg Asset Management LLC 5
PENN SERIES FUNDS INC - Large Cap Value Fund 5
X-Square Capital, LLC 5
RKL Wealth Management LLC 5
Hardy Reed LLC 5
Bck Capital Management Lp 5
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 5
Slow Capital, Inc. 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
Monticello Wealth Management, Llc 5
Jolley Asset Management, LLC 5
WTSVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Dividend Fund -Retail Class 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 5
Ameliora Wealth Management Ltd. 5
Greenfield Savings Bank 5
Kavar Capital Partners Group, Llc 5
Dividend Builder Portfolio 5
Stonehearth Capital Management, LLC 5
Strong Tower Advisory Services 5
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 5
Commonwealth Financial Services, LLC 5
Dynasty Wealth Management, Llc 5
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 5
Financial Avengers, Inc. 5
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 5
MNA - IndexIQ ETF Trust - IQ Merger Arbitrage ETF 5
DSBFX - DOMINI INVESTMENT TRUST - Domini Impact Bond Fund Investor Shares 5
AFMCX - FORUM FUNDS II - Acuitas US Microcap Fund Institutional Shares 5
Seven Springs Wealth Group, LLC 5
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 5
Financial Life Planners 5
Cowa, Llc 5
FCUTX - FIDELITY CAPITAL TRUST - Fidelity Flex Small Cap Fund 5
IPDP - Listed Funds Trust - Dividend Performers ETF 5
Woodard & Co Asset Management Group Inc /adv 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 5
Cedrus LLC 5
Concord Asset Management, LLC/VA 5
ULTR - IndexIQ Active ETF Trust - IQ Ultra Short Duration ETF 5
Lewis Asset Management, LLC 5
Alphagen Securities Llc 5
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 5
Hibernia Wealth Partners, LLC 5
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
HRS Investment Holdings, LLC 5
Brasada Capital Management, Lp 5
MCBKX - MFS SERIES TRUST XII - MFS Core Bond Fund R4 5
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 5
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Davis Capital Management 5
McMahon Financial Advisors, LLC 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Lgl Partners, Llc 5
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 5
Humankind Investments LLC 5
Armis Advisers, LLC 5
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 5
Sand Hill Global Advisors, LLC 5
Mengis Capital Management, Inc. 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 5
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class 5
Westwood Management Corp /il/ 5
Adams Hall Wealth Advisors, LLC 5
Hayden Royal, Llc 5
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 5
Henrickson Nauta Wealth Advisors, Inc. 5
Better Money Decisions, LLC 5
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I 5
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF 5
qPULA Trading Management LP 5
Elmwood Wealth Management, Inc. 5
NSIVX - North Square Investments Trust - North Square Altrinsic International Equity Fund Class I 5
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 5
F3Logic, LLC 5
Strategic Financial Services, Inc, 5
Advanced Series Trust - Ast Mid-cap Growth Portfolio 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 5
New Perspective Fund 5
Fiduciary Management Associates Llc 5
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 5
Guidance Capital, Inc 5
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 5
Future Financial Wealth Managment LLC 5
Union Savings Bank 5
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 5
Scholtz & Company, Llc 5
Capital Counsel Llc/ny 5
SSHAX - SSGA Active Trust - State Street Defensive Global Equity Portfolio 5
Graybill Bartz & Assoc Ltd 5
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 5
Challenger Wealth Management 5
Hall Kathryn A. 5
Hefty Wealth Partners 5
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 5
Twin Focus Capital Partners, Llc 5
Wambolt & Associates, LLC 5
Force Capital Management LLC 5
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 5
Bronson Point Management LLC 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
Midwest Trust Co 5
IVC Wealth Advisors LLC 5
Sax Wealth Advisors, Llc 5
Stelac Advisory Services LLC 5
Carson Advisory Inc. 5
Arbor Wealth Management, LLC 5
Ashburton (Jersey) Ltd 5
Advanced Series Trust - Ast International Growth Portfolio 5
Woodward Diversified Capital, Llc 5
Legal Advantage Investments, Inc. 5
Citadel Investment Advisory, Inc. 5
TruNorth Capital Management, LLC 5
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 5
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 5
Rikoon Group, LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 5
Fortress Investment Group LLC 5
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 5
Barry Investment Advisors, LLC 5
Eukles Asset Management 5
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 5
Legacy Financial Group LLC 5
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 5
Cullen Investment Group, Ltd. 5
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 5
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 5
Fifth Lane Capital, Lp 5
Wealthstreet Investment Advisors, LLC 5
TradeLink Capital LLC 5
HTLF Bank 5
Quantum Financial Advisors, LLC 5
Sandia Investment Management LP 5
Blue Capital, Inc. 5
Brown Miller Wealth Management, LLC 5
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 5
White Pine Capital Llc 5
Oppenheimer Small Cap Value Fund 5
Diversified, LLC 5
Periscope Capital Inc. 5
Murchinson Ltd. 5
Northwest Capital Management Inc 5
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 5
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 5
PACIFIC FUNDS SERIES TRUST - PF Mid-Cap Equity Fund CLASS P 5
Price Jennifer C. 5
Vanguard Capital Wealth Advisors 5
Norwood Financial Corp 5
H. L. Ormond & Company, LLC 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
Tactive Advisors, LLC 5
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 5
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A 5
John Hancock Income Securities Trust 5
Golden Green, Inc. 5
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 5
Parvin Asset Management, LLC 5
Capital CS Group, LLC 5
Stonebrook Private Inc. 5
Phase 2 Partners, LLC 5
Private Portfolio Partners Llc 5
Wellesley Investment Partners, LLC 5
WTOCX - Ultimus Managers Trust - Westwood Total Return Fund C Class Shares 5
Kohlberg Kravis Roberts & Co. L.P. 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 5
Hotaling Investment Management, LLC 5
Western Pacific Wealth Management, LP 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
Psg Capital Management Trust 5
Infrastructure Capital Advisors, Llc 5
Bowen Hanes & Co Inc 5
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 5
Stilwell Joseph 5
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 5
Greenwood Gearhart Inc 5
Amica Mutual Insurance Co 5
Apella Capital, LLC 5
Nuveen Variable Rate Preferred & Income Fund 5
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 5
Strategic Investment Solutions, Inc. /IL 5
MeadowBrook Investment Advisors LLC 5
Tower Bridge Advisors 5
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 5
St. Louis Trust Co 5
WIREX - PFS FUNDS - Wireless Fund 5
Bayview Asset Management, Llc 5
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 5
Financial Connections Group, Inc. 5
Lagoda Investment Management, L.P. 5
Mill Capital Management, LLC 5
Goodwin Investment Advisory 5
AILV - Listed Funds Trust - Alpha Intelligent - Large Cap Value ETF 5
Union Bancaire Privee, UBP SA 5
Canal Capital Management, LLC 5
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 5
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 5
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares 5
Whitebox Mutual Funds 5
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 5
Stanford Investment Group, Inc. 5
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 5
Amcap Fund 5
OMNI 360 Wealth, Inc. 5
Bivin & Associates, Inc. 5
Tygh Capital Management, Inc. 5
Fsi Group, Llc 5
Evergreen Private Wealth LLC 5
Berkeley Capital Partners, LLC 5
Thomas J. Herzfeld Advisors, Inc. 5
Guardian Wealth Management, Inc. 5
Lifeworks Advisors, LLC 5
O'Keefe Stevens Advisory, Inc. 5
Inverness Counsel Llc /ny/ 5
Burgundy Asset Management Ltd. 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Franklin Mutual Advisers Llc 5
Rit Capital Partners Plc 5
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 5
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 5
Icapital Wealth Llc 5
Oppenheimer Main Street Small Cap Fund 5
Cardiff Park Advisors, Llc 5
EFG Asset Management (Americas) Corp. 5
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 5
Richard P Slaughter Associates Inc 5
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 5
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF 5
Navigoe, LLC 5
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF 5
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A 5
Ab Multi-manager Alternative Fund 5
ICKAX - IVY FUNDS - Ivy Crossover Credit Fund Class A 5
Clal Insurance Enterprises Holdings Ltd 5
SBMAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Fund Class A 5
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A 5
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class 5
Gibraltar Capital Management, Inc. 5
Harvey Investment Co Llc 5
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 5
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 5
Dividend & Income Fund 5
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y 5
Stablepoint Partners, LLC 5
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 5
Jamison Eaton & Wood Inc /nj 5
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 5
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
NCM Capital Management, LLC 5
Vision Capital Management, Inc. 5
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 5
Ervin Investment Management, LLC 5
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 5
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 5
Stone Toro Investment Advisers, LP 5
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 5
Steward Partners Investment Solutions, Llc 5
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 5
New Potomac Partners, LLC 5
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 5
Wealth Advisory Solutions, LLC 5
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 5
Birch Hill Investment Advisors LLC 5
Comprehensive Financial Consultants Institutional, Inc. 5
Davis Asset Management, L.P. 5
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 5
Skba Capital Management Llc 5
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 5
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 5
Check Capital Management Inc/ca 5
Oak Associates Ltd /oh/ 5
Anchorage Capital Group, L.L.C. 5
Ulland Investment Advisors, LLC 5
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 5
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 5
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 5
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 5
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 5
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 5
Alteri Wealth LLC 5
Platform Technology Partners 5
OTA Financial Group L.P. 5
ERTS Wealth Advisors, LLC 5
Evernest Financial Advisors, LLC 5
Exos TFP Holdings LLC 5
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 5
Windsor Financial Group Llc 4
Blue Rock Wealth Management LLC 4
Walker Asset Management, LLC 4
Castle Financial & Retirement Planning Associates, Inc. 4
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 4
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 4
DEIF - Northern Lights Fund Trust IV - Sterling Capital Diverse Multi-Manager Active ETF 4
Eagle Strategies LLC 4
Artemis Wealth Advisors, LLC 4
Mfs Government Markets Income Trust 4
Next Level Private LLC 4
TARKX - Clark Fork Trust - Tarkio Fund 4
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 4
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 4
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A 4
Oak Grove Capital LLC 4
SEBFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Bond Fund 4
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 4
Solidarilty Wealth, LLC 4
1248 Management, LLC 4
TMFX - RBB FUND, INC. - Motley Fool Next Index ETF 4
BPGSX - RBB FUND, INC. - Boston Partners Global Sustainability Fund Institutional Class 4
Flynn Zito Capital Management, Llc 4
Cyrus J. Lawrence, LLC 4
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 4
Northstar Capital Management Llc 4
Seven Grand Managers, Llc 4
Unio Capital LLC 4
Hamilton Capital, LLC 4
Partners Capital Investment Group, Llp 4
Melqart Asset Management (uk) Ltd 4
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 4
Guggenheim Credit Allocation Fund 4
Aft, Forsyth & Company, Inc. 4
Fluent Financial, LLC 4
Masso Torrence Wealth Management Inc. 4
SBB Research Group LLC 4
Corbin Capital Partners, L.P. 4
Northcape Wealth Management, Llc 4
Privium Fund Management B.V. 4
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 4
Evolution Advisers, Inc. 4
Diameter Capital Partners LP 4
Insight Inv LLC 4
Liberty All Star Growth Fund Inc. 4
Altman Advisors, Inc. 4
SWS Partners 4
Worth Asset Management, LLC 4
Mechanics Financial Corp 4
Fort Baker Capital Management LP 4
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 4
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 4
City National Bank Of Florida /msd 4
HST Ventures, LLC 4
Gf Fund Management Co. Ltd. 4
BABFX - Bread & Butter Fund Inc. - Bread & Butter Fund Inc. 4
NEIRG Wealth Management, LLC 4
Inlight Wealth Management, LLC 4
Stony Point Wealth Management Inc. 4
Cortina Funds, Inc. 4
D.B. Root & Company, LLC 4
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 4
Barden Capital Management, Inc. 4
Pacific Sun Financial Corp 4
Winthrop Partners - Wny, Llc 4
CFIMX - Clipper Funds Trust - Clipper Funds Trust 4
Aurora Financial Advisors, Llc 4
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 4
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 4
Wealth Alliance Advisory Group, LLC 4
Goodman Advisory Group, LLC 4
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 4
TAGStone Capital, Inc. 4
Astrantus Ltd 4
Pathway Financial Advisors LLC 4
Hc Financial Advisors Inc 4
Peterson Financial Group, Inc. 4
Hartford Funds Management Co LLC 4
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 4
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 4
Chung Wu Investment Group, LLC 4
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 4
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF 4
Cvi Holdings, Llc 4
Spectrum Financial Alliance Ltd LLC 4
Elk Creek Partners, LLC 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
Ategra Capital Management, LLC 4
DGS Capital Management, LLC 4
Texas Bank & Trust Co 4
Polygon Management Ltd. 4
TCMSX - Voya EQUITY TRUST - Voya Small Cap Growth Fund Class I 4
AVALX - AEGIS FUNDS - Aegis Value Fund Class I 4
Pwmco Llc 4
Eventide Asset Management, Llc 4
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc. 4
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc. 4
Putney Financial Group LLC 4
Anderson Financial Strategies, LLC 4
Biglari Capital Corp. 4
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 4
FIDHX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Future Fund 4
JGP Wealth Management, LLC 4
Shelton Wealth Management, Llc 4
Boenning & Scattergood, Inc. 4
Castle Wealth Management Llc 4
FAPFX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Low Duration Income Fund 4
Index Fund Advisors, Inc. 4
Clayton Partners LLC 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 4
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 4
Steigerwald, Gordon & Koch Inc. 4
Exeter Financial, LLC 4
Bradyco, Inc. 4
Asset Advisors Investment Management, LLC 4
TKG Advisors, LLC 4
Kays Financial Advisory Corp /adv 4
Oppenheimer Main Street Mid Cap Fund 4
Guardian Variable Products Trust - Guardian Short Duration Bond VIP Fund 4
Crestmont Private Wealth LLC 4
EVNT - AltShares Trust - AltShares Event-Driven ETF 4
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF 4
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 4
Grayhawk Investment Strategies Inc. 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
Plimoth Trust Co Llc 4
FS Series Trust - FS Market Neutral Fund Class I 4
Ada Investment Management, LP 4
Gabelli Global Small & Mid Cap Value Trust 4
Landsberg, Bennett, & Dubbaneh LLC 4
WCG Wealth Advisors LLC 4
Horizons Wealth Management 4
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 4
Badgley Phelps Wealth Managers, LLC 4
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 4
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I 4
Ccm Investment Advisers Llc 4
BlackRock ESG Capital Allocation Trust 4
Syquant Capital Sas 4
Roman Butler Fullerton & Co 4
TPG Financial Advisors, LLC 4
FKSCX - Franklin Global Trust - Franklin International Small Cap Fund Advisor Class 4
LDRI - Invesco Exchange-Traded Fund Trust II - Invesco LadderRite 0-5 Year Corporate Bond ETF 4
Second Half Financial Partners, LLC 4
Innova Wealth Partners 4
FLC Capital Advisors 4
Pimco Corporate & Income Opportunity Fund 4
Hamilton Wealth, LLC 4
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF 4
Sargent Investment Group, LLC 4
ESCKX - 1290 Funds - 1290 Essex Small Cap Growth Fund Class R 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund 4
Oppenheimer Main Street All Cap Fund 4
VeraBank, N.A. 4
Advisory Resource Group 4
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 4
Aegis Financial Corp 4
Hixon Zuercher, LLC 4
Threadgill Financial, Llc 4
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 4
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 4
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 4
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 4
Putnam High Income Securities Fund 4
Castleark Management Llc 4
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
Investidor Profissional Gestao de Recursos Ltda. 4
Three Bridge Wealth Advisors, LLC 4
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 4
Planning Solutions Group Llc 4
Claymore Exchange-traded Fund Trust 2 4
Beach Investment Management, LLC. 4
CPLB - IndexIQ Active ETF Trust - IQ MacKay ESG Core Plus Bond ETF 4
Oppenheimer Capital Income Fund 4
Oppenheimer Main Street Funds 4
BERIX - CARILLON SERIES TRUST - Carillon Chartwell Income Fund Class Chartwell 4
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4
Hofer & Associates. Inc 4
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF 4
Reyes Financial Architecture, Inc. 4
UBP Investment Advisors SA 4
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF 4
Pratt Collard Advisory Partners LLC 4
General Partner, Inc. 4
Oak Point Wealth Management 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 4
Vista Private Wealth Partners. LLC 4
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
Full Sail Capital, LLC 4
Cherokee Insurance Co 4
Security National Bank 4
Ninepoint Partners LP 4
Harrington Investments, INC 4
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 4
Ackerman Capital Advisors, LLC 4
Abbot Financial Management, Inc. 4
Parnassus Investments /ca 4
CBUDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Ultra-Short Duration Fund - Institutional Class Shares 4
Sage Capital Advisors,llc 4
Summit Financial Group, Inc. 4
Geneva Partners, LLC 4
Boit C F David 4
Fcg Advisors, Llc 4
Financial Insights, Inc. 4
JTC Employer Solutions Trusteee Ltd 4
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF 4
Centric Wealth Management 4
Sonic Fund II, L.P. 4
Chapin Davis, Inc. 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
Seed Wealth Management, Inc. 4
Circle Wealth Management, LLC 4
VAPPX - VALIC Co I - Capital Appreciation Fund 4
Enterprise Bank & Trust Co 4
Epacria Capital Partners, Llc 4
Joseph P. Lucia & Associates, LLC 4
Northstar Wealth Partners LLC 4
Ccg Wealth Management, Llc 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
Baltimore Capital Management, Inc 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
Milestone Asset Management, Llc 4
B.O.S.S. Retirement Advisors, LLC 4
Zhang Financial LLC 4
Requisite Capital Management, LLC 4
Cassaday & Co Wealth Management LLC 4
Ursa Fund Management, LLC 4
Northstar Asset Management Inc 4
Keystone Investors Pte Ltd 4
Ethos Financial Group, LLC 4
Capital World Growth & Income Fund 4
Laurus Investment Counsel Inc. 4
PHH Investments, Ltd. 4
Jacobsen Capital Management 4
Shilanski & Associates, Inc. 4
Westhampton Capital, LLC 4
Lodestone Wealth Management LLC 4
RIA Advisory Group LLC 4
Argonautica Private Wealth Management, Inc 4
Sapience Investments, LLC 4
Engle Capital Management, L.P. 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
Corsicana & Co. 4
Motley Fool Funds Trust 4
Ullmann Financial Group, Inc. 4
Destra Investment Trust Ii 4
Davlin Philanthropic Funds 4
Camden National Bank 4
Mezzasalma Advisors, LLC 4
Beck Capital Management, Llc 4
Bain Capital Public Equity, LP 4
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A 4
Curian Series Trust 4
Fondren Management LP 4
Ridgecrest Wealth Partners, Llc 4
MBA Advisors LLC 4
LMG Wealth Partners, LLC 4
Clark Financial Services Group Inc /bd 4
Evergreen Wealth Management, LLC 4
Steel Canyon Capital, LLC 4
Lyell Wealth Management, Lp 4
Koss-Olinger Consulting, LLC 4
Nuveen Equity Premium Advantage Fund 4
Gainplan LLC 4
Smith Shellnut Wilson Llc /adv 4
Auto-Owners Insurance Co 4
Howard Capital Management Group, LLC 4
Blue Square Asset Management, Llc 4
Capital Group Investment Management Pte. Ltd. 4
Wilkinson Global Asset Management LLC 4
Hunting Hill Global Capital, LLC 4
Cowen Investment Management LLC 4
QRSVX - BRAGG CAPITAL TRUST - FPA Queens Road Small Cap Value Fund Investor Class 4
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 4
Ilmarinen Mutual Pension Insurance Co 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
Stone House Investment Management, LLC 4
Private Advisory Group LLC 4
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 4
Sicart Associates LLC 4
Freedom Wealth Alliance, Llc 4
Strycker View Capital Llc 4
Oxford Financial Group Ltd 4
Equity Investment Corp 4
Kapstone Financial Advisors LLC 4
OPPX - Exchange Listed Funds Trust - Corbett Road Tactical Opportunity ETF 4
Quest Investment Management Llc 4
REDW Wealth LLC 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
Asset Planning Services, Ltd. 4
Saybrook Capital /nc 4
Live Oak Investment Partners 4
Bensler, LLC 4
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 4
LaSalle St. Investment Advisors, LLC 4
RGT Wealth Advisors, LLC 4
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 4
Coppell Advisory Solutions Corp. 4
Hutner Capital Management Inc 4
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 4
Wallace Advisory Group, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 4
Arthur Zaske & Associates, LLC 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I 4
Advisor Consultant Network Inc 4
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 4
Harbert Management Corp 4
TORYX - RBB Fund Trust - Torray Fund 4
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund 4
Gibbs Wealth Management 4
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 4
Baupost Group Llc/ma 4
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 4
Two Roads Shared Trust - Hypatia Women CEO ETF 4
Probity Advisors, Inc. 4
Lorne Steinberg Wealth Management Inc. 4
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 4
Defined Wealth Management, Llc 4
Werba Rubin Papier Wealth Management 4
Firethorn Wealth Partners, Llc 4
Highline Capital Management, L.p. 4
JMIAX - JANUS INVESTMENT FUND - Janus Henderson International Managed Volatility Fund Class A 4
Independence Advisors, LLC 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 4
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 4
Robbins Farley Llc 4
Putnam ETF Trust - Putnam ESG Core Bond ETF - 4
Stenger Family Office, LLC 4
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A 4
Jnl Series Trust - Jnl/wmc Value Fund (a) 4
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 4
Bankers Trust Co 4
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class 4
Huber Capital Management LLC 4
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 4
Wilson, Kemp & Associates, Inc. 4
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 4
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 4
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 4
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 4
Legacy Trust 4
Harbert Fund Advisors, Inc. 4
Jnl Series Trust - Jnl/franklin Templeton International Small Cap Fund (a) 4
VELA Funds - VELA Large Cap 130/30 Fund Class I 4
S.a.c. Global Investors, Llp 4
Whitaker-Myers Wealth Managers, LTD. 4
KAMES CAPITAL management Ltd 4
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF 4
Fiduciary Financial Services Of The Southwest Inc /tx 4
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 4
Channel Wealth Llc 4
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 4
InTrack Investment Management Inc 4
SPAK - ETF Series Solutions - Defiance Next Gen SPAC Derived ETF 4
Zrc Wealth Management, Llc 4
Hosking & Co Ltd 4
Cornerstone Management, Inc. 4
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 4
Hudson Value Partners, LLC 4
Tacita Capital Inc 4
BIP Wealth, LLC 4
Highmount Capital, LLC 4
Alpha Family Trust 4
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 4
Cornerstone Financial Partners, LLC 4
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 4
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 4
Capital Growth Management Lp 4
Mcmillion Capital Management Inc 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
Root Financial Partners, LLC 4
NS Partners Ltd 4
Cloverfields Capital Group, Lp 4
NMIEX - Northern Funds - Active M International Equity Fund 4
Quintet Private Bank (Europe) S.A. 4
Shoker Investment Counsel, Inc. 4
IronOak Wealth LLC. 4
Southport Management, L.l.c. 4
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 4
Source Financial Advisors LLC 4
PointState Capital LP 4
SWAN Capital LLC 4
Gator Capital Management, LLC 4
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H 4
Ewa, Llc 4
Otter Creek Advisors, LLC 4
PCA Investment Advisory Services Inc. 4
Exos Asset Management LLC 4
MIG Capital, LLC 4
GMEZX - GuideStone Funds - Impact Equity Fund Investor 4
Senator Investment Group LP 4
SEVAX - GUGGENHEIM FUNDS TRUST - Guggenheim SMid Cap Value Fund A 4
CVIE - Morgan Stanley ETF Trust - Calvert International Responsible Index ETF 4
Eos Management, L.P. 4
ARS Investment Partners, LLC 4
Rede Wealth, LLC 4
PRFIX - PARNASSUS INCOME FUNDS - Parnassus Fixed Income Fund Investor Shares 4
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S 4
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 4
Credit Capital Investments LLC 4
Ritter Daniher Financial Advisory, Llc 4
DSG Capital Advisors, LLC 4
Clarus Group, Inc. 4
Chubb Corp 4
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 4
Kensington Investment Counsel, LLC 4
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 4
MBL Wealth, LLC 4
Roberts Glore & Co Inc /il/ 4
Ade, Llc 4
Sovereign Financial Group, Inc. 4
JS Capital Management LLC 4
First County Bank /CT/ 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
Seven Mile Advisory 4
Advanced Series Trust - Ast Wedge Capital Mid-cap Value Portfolio 4
Marble Arch Investments, LP 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2029 4
RAM Investment Partners, LLC 4
Dymon Asia Capital (singapore) Pte. Ltd. 4
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 4
Highland Private Wealth Management 4
Aristides Capital LLC 4
PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 4
Financial Network Wealth Management LLC 4
Dechtman Wealth Management, LLC 4
MSF Capital, LLC 4
Prosperity Wealth Management, Inc. 4
CGC Financial Services, LLC 4
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
BlackRock ETF Trust II - BlackRock Flexible Income ETF 4
Greystone Financial Group, LLC 4
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3 4
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
PACIFIC SELECT FUND - Comstock Portfolio Class I 4
Scion Asset Management, LLC 4
Thrive Capital Management, LLC 4
WHV Investments, Inc. 4
AAFMAA Wealth Management & Trust LLC 4
Rainier Investment Management Llc 4
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 4
MRGR - PROSHARES TRUST - ProShares Merger ETF 4
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 4
Asset Management Group, Inc. 4
Jabre Capital Partners S.A. 4
Bloom Tree Partners, Llc 4
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 4
Allen Operations Llc 4
Lakeshore Financial Planning, Inc. 4
Monterey Private Wealth, Inc. 4
NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A 4
Cfs, Llc 4
KPP Advisory Services LLC 4
Allegiant Private Advisors, LLC 4
Guardian Capital Advisors Lp 4
Revisor Wealth Management LLC 4
Center For Asset Management LLC 4
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 4
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I 4
Allen Mooney & Barnes Investment Advisors LLC 4
GUNN & Co INVESTMENT MANAGEMENT, INC. 4
Farley Capital L.p. 4
First Allied Asset Management, Inc. 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 4
LVZ Advisors, Inc. 4
Oldfield Partners LLP 4
Marathon Trading Investment Management LLC 4
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund 4
Verity Asset Management, Inc. 4
Wafra Inc. 4
Johnson Bixby & Associates, LLC 4
Greenwich Investment Management, Inc. 4
Cooper Creek Partners Management Llc 4
Triple Frond Partners LLC 4
TMD Wealth Management, LLC 4
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 4
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 4
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 4
Jamison Private Wealth Management, Inc. 4
Dominick & Dominick LLC 4
WTSDX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Smid Cap Value Dividend Fund -Retail Class 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
Corundum Group, Inc. 4
JGBIX - JANUS INVESTMENT FUND - Janus Henderson Global Bond Fund Class I 4
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 4
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 4
Invera Wealth Advisors, LLC 4
Guggenheim Variable Funds Trust - SERIES V (SMID CAP VALUE SERIES) A 4
Sabadell Asset Management, S.A S.G.I.I.C 4
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A 4
Cardan Capital Partners, LLC 4
Visionary Horizons, LLC 4
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 4
Peak Asset Management, LLC 4
Stearns Financial Services Group 4
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF 4
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 4
Wrapmanager Inc 4
Samson Rock Capital LLP 4
Kesler, Norman & Wride, LLC 4
Harvest Capital Management Inc 4
MVIN - Natixis ETF Trust - Natixis Seeyond International Minimum Volatility ETF 4
Black Swift Group, LLC 4
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 4
Paradigm Financial Advisors, LLC 4
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 4
Clear Perspectives Financial Planning, LLC 4
Keener Financial Planning LLC 4
Bank Of The West 4
Vivid Wealth Management, LLC 4
Morris Retirement Advisors, LLC 4
Marshall Financial Group LLC 4
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 4
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 4
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL 4
ORDNX - North Square Investments Trust - NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND CLASS I 4
Monarch Capital Management Inc/ 4
Kiltearn Partners LLP 4
B, B, H, & B Inc. 4
National Investment Services Inc /wi 4
Hutchens Investment Management Inc 4
Sentry LLC 4
Nia Impact Advisors, Llc 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 4
Limestone Investment Advisors LP 4
Sunnymeath Asset Management, Inc. 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
GEDYX - GuideStone Funds - EXTENDED-DURATION BOND FUND Institutional 4
AJOVista, LLC 4
Power Wealth Management Llc 4
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF 4
Kleinwort Benson Investors Dublin Ltd 4
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 4
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio 4
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Weitz Investment Management, Inc. 4
WSIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Income Fund Administrator Class 4
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A 4
Northstar Advisory Group, LLC 4
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A 4
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF 4
Oak Harvest Investment Services 4
Lcnb Corp 4
Glenhill Advisors Llc 4
Affinity Wealth Management Llc 4
Valentine Capital Asset Management, Inc. 4
Winthrop Capital Management, LLC 4
Central Valley Advisors, Llc 4
Pingora Partners LLC 4
Wiser Advisor Group LLC 4
Nair Vinay 4
Argent Trust Company, N.a. 4
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity 4
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 4
Morton Community Bank 4
CORDA Investment Management, LLC. 4
EnRich Financial Partners LLC 4
AGH Wealth Advisors, LLC 4
Fogel Capital Management, Inc. 4
Sandhill Capital Partners LLC 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
B. Riley Financial, Inc. 4
InterOcean Capital, LLC 4
English Capital Management Llc 4
EQ ADVISORS TRUST - EQ/Capital Guardian Research Portfolio Class IA 4
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 4
Canopy Partners, LLC 4
Wellington Wealth Strategies, LLC. 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
First Financial Bankshares Inc 4
Keyes, Stange & Wooten Wealth Management, LLC 4
Clayton Financial Group LLC 4
Six Circles Trust - Six Circles Credit Opportunities Fund 4
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
Cutler Investment Counsel Llc 4
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares 4
PCJ Investment Counsel Ltd. 4
Claudia M.p. Batlle, Crp (r) Llc 4
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A 4
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 4
Efficient Advisors, LLC 4
Piershale Financial Group, Inc. 4
Wendell David Associates Inc 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
Troy Asset Management Ltd 4
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A 4
Stack Financial Management, Inc 4
Corbyn Investment Management Inc/md 4
Suncoast Equity Management 4
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 4
Cape Cod Five Cents Savings Bank 4
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund 4
Netols Asset Management, Inc. 4
Schaller Investment Group Inc 4
Baron Financial Group, LLC 4
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 4
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
Harding Loevner Lp 4
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 4
iAB Financial Bank 4
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF 4
RGSAX - ALLIANZ FUNDS - AllianzGI Global Small-Cap Fund A 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
Saratoga Research & Investment Management 4
Shayne & Co., Llc 4
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF 4
Mid Continent Capital Llc/il 4
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 4
First Western Trust Bank 4
Delaware Vip Trust - Delaware Vip Smid Cap Core Series Standard Class 4
Duff & Phelps Investment Management Co 4
Truadvice, LLC 4
GBLO - Global Beta ETF Trust - Global Beta Low Beta ETF 4
Starfire Investment Advisers, Inc. 4
Efficient Market Advisors, LLC 4
Professional Advisory Services Inc 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
River Wealth Advisors LLC 4
Argentarii, LLC 4
Accredited Investors Inc. 4
Ninety One North America, Inc. 4
CSLGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Class A 4
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class 4
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 4
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF 4
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A 4
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 4
Manitou Investment Management Ltd. 4
Abel Hall, LLC 4
Trust CO of the Ozarks 4
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 4
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 4
Capital Investment Counsel, Inc 4
Westbourne Investment Advisors, Inc. 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
Covenant Multifamily Offices, LLC 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
American National Insurance Co /tx/ 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 4
VWI - Advisor Managed Portfolios - Arch Indices VOI Absolute Income ETF 4
Emerson Investment Management, Llc 4
Gerber, Llc 4
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
FQITX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Quality Index Fund 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
Trutina Financial LLC 4
Berkshire Money Management, Inc. 4
Coolidge Francis L 4
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A 4
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 4
JGVAX - JANUS INVESTMENT FUND - Janus Henderson Global Value Fund Class T 4
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 4
Hurley Capital, LLC 4
Napatree Capital Llc 4
Huntleigh Advisors, Inc. 4
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 4
Sterling Global Strategies LLC 4
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A 4
Adirondack Funds 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF 4
Basso Capital Management, L.p. 4
Duncan Williams Asset Management, LLC 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Groesbeck Investment Management Corp /nj/ 4
TMB - Thornburg ETF Trust - Thornburg Multi Sector Bond ETF 4
MGB Wealth Management, LLC 4
TAAG - Collaborative Investment Series Trust - Trend Aggregation Aggressive Growth ETF 4
William Harris Investors Inc 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 4
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 4
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF 4
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 4
Missouri Valley Partners, Inc. 4
Brinton Eaton, Llc 4
Scotia Asset Management L.P. 4
F&V Capital Management, LLC 4
Merriman Wealth Management, LLC 4
Cohen Lawrence B 4
Smithbridge Asset Management Inc/de 4
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 4
APLU - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Core Plus ETF 4
RFG - Bristol Wealth Advisors, LLC 4
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class 4
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 4
Lountzis Asset Management, Llc 4
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6 4
Am Investment Strategies Llc 4
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 4
Woodstock Corp 4
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 4
FOINX - Tributary Funds, Inc. - Income Fund Institutional 4
Van Cleef Asset Management,Inc 4
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio 4
Campbell Newman Asset Management Inc 4
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 4
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class 4
Fpc Investment Advisory, Inc. 4
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 4
Councilmark Asset Management, LLC 4
Rockport Wealth LLC 4
Cheyne Capital Management (UK) LLP 4
Laurel Grove Capital, LLC 4
Horst & Graben Wealth Management LLC 4
Culbertson A N & Co Inc 4
Stewart & Patten Co Llc 4
Umpqua Bank 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Cascade Financial Partners, LLC 4
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 4
New Century Investment Management, Inc 4
Sandell Asset Management Corp 4
Forte Capital Llc /adv 4
RPMMX - Managed Portfolio Series - Reinhart Mid Cap PMV Fund Investor Class 4
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 4
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 4
Maridea Wealth Management LLC 4
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 4
Northside Capital Management, LLC 4
Zuckerman Investment Group, LLC 4
Cloud Capital Management, LLC 4
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
Traphagen Investment Advisors Llc 4
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 4
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 4
Round Table Services, LLC 4
VACVX - VALIC Co II - Large Cap Value Fund 4
VAMGX - VALIC Co II - Mid Cap Growth Fund 4
GCINX - GREEN CENTURY FUNDS - Green Century MSCI International Index Fund Individual Investor Class 4
Caliber Wealth Management, LLC / KS 4
Concorde Asset Management, LLC 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S 4
Glaxis Capital Management, LLC 4
Clear Point Advisors Inc. 4
Winslow Asset Management Inc 4
ROFCX - ROYCE FUND - Royce Opportunity Fund Consultant Class 4
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 4
Alexander Labrunerie & Co., Inc. 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
Barnes Wealth Management Group, Inc 4
Breakwater Investment Management 4
Flossbach Von Storch Ag 4
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 4
Granite Investment Advisors, LLC 4
QMJ - Direxion Shares ETF Trust - Direxion S&P 500(R) High minus Low Quality ETF 4
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 4
Blackhill Capital Inc 4
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 4
Landmark Financial Advisors, LLC 4
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 4
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 4
TSWEX - Advisors' Inner Circle Fund - Ts&w Equity Portfolio Institutional Class Shares 4
JPMORGAN TRUST IV - JPMorgan Value Plus Fund Class A 4
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 4
Bks Advisors, Llc 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF 4
Leonard Capital Management, Inc 4
Chatham Capital Group, Inc. 4
Bright Futures Wealth Management, LLC. 4
Johanson Financial Advisors, Inc. 4
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 4
QTR Family Wealth, LLC 4
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 4
Tricadia Capital Management, LLC 4
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 4
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 4
Colrain Capital Llc 4
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 4
Cyr Financial Inc. 4
GLDPX - Ranger Funds Investment Trust - Rg Tactical Market Neutral Fund Institutional Class 4
Sharp Financial Services, LLC 4
Jacobs Asset Management, Llc 4
Atherton Lane Advisers, Llc 4
Fullcircle Wealth Llc 4
Harbor Asset Planning, Inc. 4
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 4
Taurus Asset Management, Llc 4
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 4
Heritage Family Offices, LLP 4
TOWER TRUST & INVESTMENT Co 4
Gentry Private Wealth, Llc 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 4
Rr Partners Lp 4
RESD - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund N/A 4
SBFAX - Trust for Advised Portfolios - 1919 Financial Services Fund Class A 4
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 4
Jd Capital Management Llc 4
FreeGulliver LLC 4
Causeway Capital Management Llc 4
Wallington Asset Management, LLC 4
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 4
SPABX - Investment Managers Series Trust - SilverPepper Merger Arbitrage Fund Advisor Class 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 4
Bridges Investment Counsel Inc/ 4
Cape Ann Savings Bank 4
ASFIX - FORUM FUNDS - Absolute Strategies Fund Institutional Shares 4
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 4
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 4
North American Management Corp 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
ABEQ - Unified Series Trust - Absolute Core Strategy Etf 4
D. Scott Neal, Inc. 4
DALCX - UNIFIED SERIES TRUST - Dean Mid Cap Value Fund 4
DASCX - UNIFIED SERIES TRUST - Dean Small Cap Value Fund 4
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 4
New England Investment & Retirement Group, Inc. 4
Heritage Oak Wealth Advisors Llc 4
Guild Investment Management, Inc. 4
Lynch & Associates/in 4
Spectrum Asset Management, Inc. (NB/CA) 4
Paragon Capital Management Inc 4
IBDZ - iSHARES TRUST - iShares iBonds Dec 2034 Term Corporate ETF 4
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 4
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 4
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 4
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z 4
TMDIX - AMG FUNDS - AMG TimesSquare Mid Cap Growth Fund Class Z 4
Schmidt P J Investment Management Inc 4
SKSEX - AMG FUNDS - AMG Managers Skyline Special Equities Fund Class N 4
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I 4
QV Investors Inc. 4
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2031 4
HMVIX - Hartford Series Fund Inc - Hartford Midcap Value Hls Fund Ia 4
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 4
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares 4
Aspen Investment Management Inc 4
Zazove Associates Llc 4
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 4
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 4
Private Wealth Partners, LLC 4
Mattson Financial Services, LLC 4
TCMSX - PROFESSIONALLY MANAGED PORTFOLIOS - TCM Small Cap Growth Fund Investor Class 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
Asset Advisors Corp 4
MOATX - PFS FUNDS - Castle Focus Fund Investor 4
von Borstel & Associates, Inc. 4
Mercer Capital Advisers, Inc. 4
PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund 4
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 4
Quadrant Capital Management, LLC 4
First Dallas Securities Inc. 4
MABOX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Bond Fund Class 4
Mutual of America Variable Insurance Portfolios, Inc. - Mid Cap Value Portfolio Class 4
Sky Investment Group LLC 4
Beacon Trust Co 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
Cinque Partners Llc 4
MFCPX - M FUND INC - M Capital Appreciation Fund 4
Botty Investors LLC 4
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class 4
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N 4
Callahan Advisors, LLC 4
Armistice Capital, Llc 4
Locust Wood Capital Advisers, LLC 4
Parsec Financial Management, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 4
Caz Investments Lp 4
Old Dominion Capital Management Inc 4
Shikiar Asset Management Inc 4
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 4
Chesapeake Asset Management Llc 4
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 4
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
Wealth Management Associates, Inc. 4
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 4
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 4
ANTDX - American Century Quantitative Equity Funds, Inc. - Nt Disciplined Growth Fund Investor Class 4
Hershey Trust Co 4
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 4
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 4
Cypress Funds Llc 4
Kennebec Savings Bank 4
Noesis Capital Mangement Corp 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
Baskin Financial Services Inc. 4
Quartz Partners, LLC 4
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A 4
ASCGX - FORUM FUNDS - Lisanti Small Cap Growth Fund 4
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 4
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional 4
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 4
SOL Capital Management CO 4
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional 4
Graham & Dodd Fund, Llc 4
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 4
Guardian Investment Management 4
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 4
Equity Investment Corp/ga 4
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 4
Stone Point Capital Llc 4
Martin Investment Management, LLC 4
Promethium Advisors,llc 4
Cascades Capital Asset Management, LLC 4
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 4
Viking Fund Management Llc 4
Eii Capital Management, Inc. 4
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 4
SGL Investment Advisors, Inc. 4
Independent Order of Foresters 4
ADKSX - Adirondack Funds - Adirondack Small Cap Fund 4
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 4
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 4
Garnet Equity Capital Holdings, Inc. 4
Columbus Circle Investors 4
Sava Infond d.o.o. 4
MXSVX - GREAT-WEST FUNDS INC - Great-West Invesco Small Cap Value Fund Investor Class 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
Grassi Investment Management Llc 4
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 4
KAMES CAPITAL management Ltd 4
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 4
HABDX - HARBOR FUNDS - Harbor Bond Fund Institutional Class 4
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 4
TOWER TRUST Co 4
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF 4
Graney & King, LLC 4
Crowley Wealth Management, Inc. 4
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 4
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 4
Robotti Robert 4
Davidson Capital Management Inc. 4
Rainier Family Wealth Inc 4
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF 4
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 4
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 4
Irving Magee Investment Management 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
Cardinal Capital Management, Inc. 4
Retirement Planning Group 4
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 4
Elkhorn Partners Limited Partnership 4
Palisades Hudson Asset Management, L.P. 4
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 4
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
Legacy Wealth Management, LLC / MS 4
Apex Capital Management 4
WELLS FARGO MASTER TRUST - Wells Fargo Emerging Growth Portfolio Emerging Growth Portfolio 4
Shaker Investments Llc/oh 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
Staley Capital Advisers Inc 4
Security National Bank Of So Dak 4
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 4
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 4
Westmount Partners, LLC 4
Novare Capital Management Llc 4
Bridgecreek Investment Management, LLC 4
Retirement Wealth Solutions LLC 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
Castle Creek Arbitrage, LLC 4
Brooktree Capital Management 4
Genesis Private Wealth, Llc 4
FIUSX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Opportunity Fund Class A 4
Watershed Asset Management, L.L.C. 4
Willis Investment Counsel 4
MFA Wealth Services 4
MADDEN SECURITIES Corp 4
Cathy Pareto & Associates, Inc 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
Scepter Holdings, Inc. 4
FBIIX - FIDELITY SALEM STREET TRUST - Fidelity International Bond Index Fund 4
Mogy Joel R Investment Counsel Inc 4
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 4
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Bingham Osborn & Scarborough Llc 4
Simmons First Trust Co Na 4
DELAWARE VIP TRUST - Delaware VIP Special Situations Series Standard 4
Armstrong Shaw Associates Inc/ct 4
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 4
Wilkins Investment Counsel Inc 4
CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I 4
Century Capital Management, LLC 4
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF 4
Eq Wealth Advisors, Llc 4
Vantage Point Financial LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1 4
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF 4
Delek Group, Ltd. 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 4
Comprehensive Financial Planning, Inc./PA 4
Corrado Advisors, Llc 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Evolution Wealth Management Inc. 4
PUREfi Wealth, LLC 4
Sand Grove Capital Management LLP 4
ZEGA Investments, LLC 4
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N 4
Arrow Investment Advisors, LLC 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Princeton Capital Management Llc 4
Parthenon Llc 4
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 4
Croban 4
Atlas Legacy Advisors, LLC 4
Northeast Investment Management 4
Schulhoff & Co Inc 4
Northern Capital Management Llc 4
University Of Notre Dame Du Lac 4
Centricity Wealth Management, LLC 4
No Street GP LP 4
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 4
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class 4
United Fire Group Inc 4
Tmd & Associates, Inc 4
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 4
KRMA - Global X Funds - Global X Conscious Companies ETF 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A 4
MRVIX - BMO FUNDS, INC. - BMO Mid-Cap Value Fund Class I 4
Madison Avenue Partners, LP 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 4
Investment Research & Advisory Group, Inc. 4
BGLBX - BMO FUNDS, INC. - BMO Global Low Volatility Equity Fund Class I 4
MASTX - BMO FUNDS, INC. - BMO Large-Cap Growth Fund Class Y 4
MMCMX - BNY MELLON FUNDS TRUST - BNY Mellon Small/Mid Cap Multi-Strategy Fund Class M Shares 4
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 4
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 4
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 4
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 4
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 4
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 4
Mattern Capital Management, Llc 4
Demars Financial Group, LLC 4
JOERX - JPMorgan Trust I - JPMorgan Opportunistic Equity Long/Short Fund Class R6 4
Argent Wealth Management LLC 4
Magnolia Capital Management Ltd 4
Parcion Private Wealth LLC 4
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 4
FSGFX - Fidelity Rutland Square Trust II - Strategic Advisers Growth Fund 4
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 4
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 4
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 4
Illumine Investment Management, LLC 4
Silicon Hills Wealth Management, LLC 4
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 4
BERIX - Chartwell Funds - Berwyn Income Fund 4
Davidson & Garrard Inc 4
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 4
Moser Wealth Advisors, LLC 4
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 4
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 4
HBC Financial Services, PLLC 4
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 4
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 4
Emerald Advisors, LLC 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 4
HSCIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON U.S. SMALL CAP FUND INSTITUTIONAL CLASS SHARES 4
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 4
Corbett Road Capital Management, Llc 4
Flagship Wealth Advisors, Llc 4
Islay Capital Management, Llc 4
Strategic Wealth Designers 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Houlihan Financial Resource Group, Ltd. 4
Single Point Partners, LLC 4
Summit Wealth Group, LLC 4
OHIO NATIONAL FUND INC - ON International Equity Portfolio 4
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 4
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class 4
Alhambra Investment Partners LLC 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF 4
WAMVX - WASATCH FUNDS TRUST - Wasatch Micro Cap Value Fund Investor Class shares 4
Dohj, Llc 4
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 4
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 4
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P 4
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 4
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 4
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 4
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 4
Ti-trust, Inc 4
Epiq Partners, Llc 4
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A 4
Paulson & Co. Inc. 4
HRTVX - HEARTLAND GROUP INC - HEARTLAND VALUE FUND Investor Class 4
DEOPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Equity Opportunities Fund 4
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I 4
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
Aurora Private Wealth, Inc. 4
Van Strum & Towne Inc. 4
WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C 4
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A 4
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 4
ELASX - FINANCIAL INVESTORS TRUST - Emerald Small Cap Value Fund Class A 4
Afam Capital, Inc. 4
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 4
Sage Investment Counsel LLC 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 4
RELIANCE TRUST Co 4
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 4
Meadow Creek Wealth Advisors Llc 4
Vista Investment Partners Ii, Llc 4
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 4
Vista Wealth Management Group, LLC 4
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 4
PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A 4
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 4
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 4
Purkiss Capital Advisors LLC 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6 4
FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
HDEF - DBX ETF TRUST - Xtrackers MSCI EAFE High Dividend Yield Equity ETF 4
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 4
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 4
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 4
WHGSX - Advisors' Inner Circle Fund - Westwood Smallcap Fund Institutional Class Shares 4
Synergy Investment Management, LLC 4
Keating Investment Counselors Inc 4
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A 4
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 4
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 4
FADVX - Frost Family of Funds - FROST VALUE EQUITY FUND Investor Class Shares 4
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A 4
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 4
NUDM - Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF 4
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 4
Karani Asset Management LLC 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 4
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 4
one8zero8, LLC 4
SCCAX - TRANSAMERICA FUNDS - Transamerica Small Cap Core A 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 4
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 4
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 4
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 4
DAINX - Dunham Funds - Dunham International Stock Fund Class A 4
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 4
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 4
FRSLX - NUVEEN INVESTMENT FUNDS INC - Nuveen Mid Cap Growth Opportunities Fund Class A 4
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 4
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 4
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class 4
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 4
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 4
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 4
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 4
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 4
PSABX - PRINCIPAL FUNDS INC - SmallCap Fund fka SmallCap Blend Fund R-1 4
Zevin Asset Management Llc 4
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 4
PMSBX - PRINCIPAL FUNDS INC - MidCap Fund (f/k/a MidCap Blend Fund) R-1 4
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 4
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
VCIEX - VALIC Co I - International Equities Index Fund 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Credential Securities Inc. 4
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 4
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A 4
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 4
VSSVX - VALIC Co I - Small Cap Special Values Fund 4
Dfa Investment Trust Co - The Dfa International Value Series 4
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 4
VCSOX - VALIC Co I - International Socially Responsible Fund 4
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 4
CNDAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Bond Fund Class A 4
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 4
GURU - Global X Funds - Global X Guru Index ETF 4
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 4
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 4
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 4
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 4
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 4
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 4
Eagle Boston Investment Management Inc 4
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 4
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A 4
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 4
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 4
C2C Wealth Management, LLC 4
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 4
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 4
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares 4
PRCGX - PERRITT FUNDS INC - Perritt MicroCap Opportunities Fund Investor Class 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 4
Satuit Capital Management Trust 4
AAWVX - Cavanal Hill Funds - MID CAP CORE EQUITY FUND CLASS A 4
Edgewood Management Llc 4
CYBAX - CALVERT FUND - Calvert High Yield Bond Fund Class A 4
Westbourne Investments, Inc. 4
Contrarius Investment Management Ltd 4
Oak Harbor Wealth Partners, Llc 4
JCPLX - JOHNSON MUTUAL FUNDS TRUST - Johnson Core Plus Bond Fund 4
Vanguard Morgan Growth Fund 4
KSCD - Krane Shares Trust - KFA Small Cap Quality Dividend Index ETF 4
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 4
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 4
DUGAX - Delaware Group Adviser Funds - Delaware U.s. Growth Fund Class A 4
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 4
Oppenheimer Equity Income Fund 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
Putnam Master Intermediate Income Trust 4
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 4
Apeiron RIA LLC 4
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 4
Dravo Bay Llc 4
Guerra Pan Advisors, Llc 4
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 4
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 4
10Elms LLP 4
Ellsworth Growth & Income Fund Ltd 4
MCPIX - Miller Investment Trust - Miller Convertible Plus Fund Class I 4
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 4
Killen Group Inc 4
Resolute Capital Asset Partners LLC 4
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
Rutabaga Capital Management Llc/ma 4
Henderson Global Funds 4
Finance Co Of Pennsylvania 4
Hancock Whitney Investment Services Inc. 4
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 4
Gould Capital, LLC 4
Matrix Private Capital Group Llc 4
Winton Series Trust 4
G2 Capital Management, Llc / Oh 4
Win Advisors, Inc 4
John Hancock Premium Dividend Fund 4
Cypress Wealth Services, LLC 4
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 4
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 4
Sender Co & Partners, Inc. 4
Skaana Management L.P. 4
Thrive Wealth Management, LLC 4
Delta Accumulation, LLC 4
Trail Ridge Investment Advisors, LLC 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund 4
Base Wealth Management LLC 3
Maltese Capital Management Llc 3
TPG Group Holdings (SBS) Advisors, Inc. 3
Basswood Capital Management, L.l.c. 3
Luminus Management Llc 3
potrero capital research llc 3
JCP Investment Management, LLC 3
Greenlight Capital Inc 3
Hollow Brook Wealth Management LLC 3
Foundation Asset Management, LP 3
Cooperman Leon G 3
Goodwin Daniel L 3
Shepard Gregory M 3
Investment Partners Asset Management, Inc. 3
Eminence Capital, Lp 3
Hillhouse Capital Management, Ltd. 3
Zyskind Barry D 3
Graham Holdings Co 3
Nokomis Capital, L.L.C. 3
Dow Chemical Co /de/ 3
BHR Capital LLC 3
DSC Advisors, L.P. 3
Berkshire Hathaway Inc 3
Moab Capital Partners LLC 3
Fairview Capital Investment Management, Llc 3
Southpoint Capital Advisors LP 3
Menora Mivtachim Holdings Ltd. 3
G2 Investment Partners Management LLC 3
Nantahala Capital Management, LLC 3
Amici Capital, LLC 3
National Rural Electric Cooperative Association 3
Raffles Associates Lp 3
Goldentree Asset Management Lp 3
Jackson Square Partners, LLC 3
MSD Partners, L.P. 3
Silver Point Capital L.P. 3
Owl Creek Asset Management, L.P. 3
Hound Partners, LLC 3
Richmond Hill Investments, LLC 3
Richmond Hill Investment Co., LP 3
Peconic Partners Llc 3
Stephens Investment Management Group LLC 3
Bernzott Capital Advisors 3
Private Capital Management, LLC 3
Piper Jaffray Companies 3
Penbrook Management LLC 3
Canal Insurance CO 3
Aldebaran Financial Inc. 3
South Street Advisors LLC 3
Martin & Co Inc /tn/ 3
Appaloosa Management Lp 3
Polen Capital Management Llc 3
Artal Group S.A. 3
Puzo Michael J 3
Marsico Capital Management Llc 3
Portland Investment Counsel Inc. 3
GRATRY & Co LLC 3
Snyder Capital Management L P 3
Sirios Capital Management L P 3
Agran Libbie 3
Private Capital Management Inc 3
Rock Point Advisors, LLC 3
Fund Evaluation Group, LLC 3
Holowesko Partners Ltd. 3
Courage Miller Partners, LLC 3
Tt International 3
Condor Capital Management 3
Muhlenkamp & Co Inc 3
Towle & Co 3
Polaris Capital Management, LLC 3
Coho Partners, Ltd. 3
Kayne Anderson Capital Advisors Lp 3
Rbo & Co Llc 3
Pembroke Management, LTD 3
Carmignac Gestion 3
Cincinnati Insurance Co 3
Oak Ridge Investments Llc 3
Matrix Asset Advisors Inc/ny 3
Bruni J V & Co /co 3
Sigma Investment Counselors Inc 3
Northstar Investment Advisors Llc 3
Richard C. Young & CO., LTD. 3
Barton Investment Management 3
Verus Financial Partners, Inc. 3
Beutel, Goodman & Co Ltd. 3
Clark Estates Inc/ny 3
Peloton Wealth Strategists 3
Timpani Capital Management LLC 3
Court Place Advisors, LLC 3
CFO4Life, L.P. 3
Cleary Gull Holdings Inc. 3
Nippon Life Global Investors Americas, Inc. 3
Financial & Investment Management Group Ltd 3
Patriot Wealth Management, Inc. 3
NCM Capital Advisers, Inc. 3
Mad River Investors 3
Aull & Monroe Investment Management Corp 3
Paragon Capital Management LLC 3
Smead Capital Management, Inc. 3
Summit Asset Management, LLC 3
PICTET BANK & TRUST Ltd 3
Hendershot Investments Inc. 3
Wooster Corthell Wealth Management, Inc. 3
Lowe Wealth Advisors, LLC 3
Veritas Investment Management LLP 3
Veritas Investment Management (UK) Ltd 3
Bristol John W & Co Inc /ny/ 3
Energy Opportunities Capital Management, LLC 3
Thomaspartners, Inc. 3
Zevenbergen Capital Investments Llc 3
Gould Asset Management Llc /ca/ 3
Sprucegrove Investment Management Ltd 3
Beddow Capital Management Inc 3
Trellus Management Company, LLC 3
Cabot Wealth Management Inc 3
Outfitter Advisors, Ltd. 3
LaFleur & Godfrey LLC 3
TAMRO Capital Partners LLC 3
Thomas Story & Son Llc 3
Uniplan Investment Counsel, Inc. 3
Greatmark Investment Partners, Inc. 3
Domani Wealth, LLC 3
Tanaka Capital Management Inc 3
KEMPER Corp 3
Benchmark Capital Advisors 3
Taylor, Cottrill LLC 3
Silchester International Investors LLP 3
Somerset Group LLC 3
Financial Partners Capital Management Llc 3
Capital Management Corp /va 3
Ntv Asset Management Llc 3
Ashfield Capital Partners, LLC 3
RK Asset Management, LLC 3
Front Barnett Associates Llc 3
Cortland Associates Inc/mo 3
Lesa Sroufe & Co 3
Pinnacle Advisory Group, Inc. 3
Lbmc Investment Advisors, Llc 3
Investment House Llc 3
Madrona Financial Services, LLC 3
Blue Chip Partners, Inc. 3
Washington Capital Management Inc 3
T2 Partners Management, LP 3
Dinsmore Capital Management Co/nj 3
North Star Asset Management Inc 3
Hokanson Associates, Inc. 3
Stellar Capital Management, LLC 3
Badgley Phelps & Bell Inc 3
Birmingham Capital Management Co Inc/al 3
Wedgewood Investors Inc /pa/ 3
Horan Capital Management 3
Weybosset Research & Management Llc 3
Phillips Financial Management, Llc 3
Mondrian Investment Partners LTD 3
Rezny Wealth Management, Inc. 3
Fragasso Group Inc. 3
RQSI Ltd 3
Excalibur Management Corp 3
Shelter Mutual Insurance Co 3
Shelter Ins Retirement Plan 3
Biondo Investment Advisors, LLC 3
Gateway Advisory, LLC 3
Hamilton Lane Advisors Llc 3
Trustco Bank Corp N Y 3
Armstrong Henry H Associates Inc 3
Macnealy Hoover Investment Management Inc 3
Adams Asset Advisors, LLC 3
Sterling Investment Management, Inc. 3
Financial Consulate, Inc 3
Mount Vernon Associates Inc /md/ 3
Marque Millennium Capital Management Lcc 3
Horrell Capital Management, Inc. 3
Orca Investment Management, LLC 3
C WorldWide Group Holding A/S 3
Delta Capital Management Llc 3
Sadoff Investment Management Llc 3
Riverbridge Partners Llc 3
Dumont & Blake Investment Advisors Llc 3
Nicolet Bankshares Inc 3
Stewart West Indies Trading Co., Ltd 3
American Investment Services, Inc. 3
Abrams Bison Investments, Llc 3
West Coast Financial LLC 3
CG Asset Management LLC 3
Wheatland Advisors Inc 3
Long Road Investment Counsel, LLC 3
Davy Global Fund Management Ltd 3
JRM Investment Counsel, LLC 3
Chemung Canal Trust Co 3
Financial Sense Advisors, Inc. 3
Matterhorn Capital Management, LLC 3
StrategIQ Financial Group, LLC 3
Papp L Roy & Associates 3
Majedie Asset Management Ltd 3
Summit Financial Strategies, Inc. 3
Roffman Miller Associates Inc /pa/ 3
Cliftonlarsonallen Wealth Advisors, Llc 3
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 3
Mathes Company, Inc. 3
Hayek Kallen Investment Management 3
Accuvest Global Advisors 3
Decatur Capital Management, Inc. 3
Garrison Asset Management, LLC 3
Cambridge Advisors Inc. 3
DORCHESTER WEALTH MANAGEMENT Co 3
Penn Davis Mcfarland Inc 3
Lathrop Investment Management Corp 3
Stillwater Capital Advisors, LLC 3
Tillar-Wenstrup Advisors, LLC 3
Financial Advisory Service, Inc. 3
Community Bank of Raymore 3
Pioneer Trust Bank N A/or 3
Bonness Enterprises Inc 3
Conestoga Capital Advisors, LLC 3
First American Bank 3
Banced Corp 3
Bouchey Financial Group Ltd 3
Vontobel Asset Management Inc 3
Swarthmore Group Inc 3
Burns J W & Co Inc/ny 3
Lawson Kroeker Investment Management Inc/ne 3
Private Asset Management Inc 3
Community Bank & Trust, Waco, Texas 3
Leith Wheeler Investment Counsel Ltd. 3
Texas Capital Bancshares Inc/tx 3
Bath Savings Trust Co 3
Needelman Asset Management Inc 3
Centre Asset Management, LLC 3
Scoggin Management Lp 3
Boston Common Asset Management, LLC 3
Fidgeon Timothy F 3
Bard Associates Inc 3
Adell Harriman & Carpenter Inc 3
Miller Investment Management, LP 3
Hikari Tsushin, Inc. 3
Vantage Investment Partners, LLC 3
Reservoir Operations, L.P. 3
Braver Wealth Management, LLC 3
South Georgia Capital, Llc 3
Betterment LLC 3
Bedell Frazier Investment Counseling, LLC 3
Cedar Hill Associates, Llc 3
Legacy Capital Partners, Inc. 3
Wharton Business Group, LLC 3
First Houston Capital, Inc. 3
Hamilton Point Investment Advisors, LLC 3
Swedbank 3
Inverness Investment Group, LLC 3
Weatherbie Capital, Llc 3
Covington Investment Advisors Inc. 3
Jacobson & Schmitt Advisors, Llc 3
Stonebridge Capital Management Inc 3
Arbor Investment Advisors, LLC 3
Willow Creek Wealth Management Inc. 3
Palisade Asset Management, LLC 3
Raub Brock Capital Management LP 3
American Economic Planning Group Inc /adv 3
Silver Lake Advisory, LLC 3
American Asset Management Inc. 3
Augustine Asset Management Inc 3
Curbstone Financial Management Corp 3
Dudley & Shanley, Inc. 3
RWC Asset Management LLP 3
Blue Edge Capital, LLC 3
Kidder Stephen W 3
Page Arthur B 3
Notis-McConarty Edward 3
Harvard Management Co Inc 3
Bill & Melinda Gates Foundation Trust 3
Archon Partners LLC 3
Breithorn Capital Management 3
Centerbridge Partners, L.P. 3
Old West Investment Management, LLC 3
Seven Post Investment Office LP 3
Tiff Advisory Services Inc 3
Stilwell Value LLC 3
Acadia Trust Na 3
Boltwood Capital Management 3
Mendel Money Management 3
Hudson Valley Investment Advisors Inc /adv 3
Tirschwell & Loewy Inc 3
Wood Asset Management Inc 3
Terril Brothers, Inc. 3
State Farm Mutual Automobile Insurance Co 3
Boston Provident, L.p. 3
Newtyn Management, LLC 3
Edmonds Duncan Registered Investment Advisors, LLC 3
Charter Research & Investment Group, Inc. 3
Consulta Ltd 3
Orgel Wealth Management, LLC 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Saddle Road Partners, LLC 3
Gillespie Robinson & Grimm Inc 3
High Falls Advisors, Inc 3
CMT Capital Markets Trading GmbH 3
Home Federal Bank Of Tennessee 3
Taylor, Cottrill, Erickson & Associates, Inc. 3
CWH Capital Management, Inc. 3
Overland Advisors, LLC 3
Elefante Michael B 3
Strid Group, LLC 3
ParenteBeard Wealth Management, LLC 3
Enstar Group LTD 3
Pt Asset Management, Llc 3
Citizens & Northern Corp 3
Peninsula Asset Management Inc 3
Fic Capital Inc 3
Wellesley Asset Management 3
Itau USA Asset Management Inc. 3
Lipe & Dalton 3
Camden Asset Management L P /ca 3
Princeton Portfolio Strategies Group LLC 3
Belmont Global Advisors, Inc. 3
Creegan & Nassoura Financial Group, LLC 3
Arlington Value Capital, LLC 3
MKP Capital Management, L.L.C. 3
Nokota Management, LP 3
SG Capital Management LLC 3
Orbis Investment Management (U.S.), LLC 3
Slate Path Capital LP 3
Omega Advisors Inc. 3
Greenbrier Partners Capital Management, LLC 3
Towercrest Capital Management 3
12th Street Asset Management Company, LLC 3
Wedgewood Partners Inc 3
Sapphire Star Partners LP 3
Dragoneer Investment Group, LLC 3
Teewinot Capital Advisers, L.L.C. 3
Permanens Capital L.P. 3
Numina Capital Management, LLC 3
Symmetry Peak Management Llc 3
Strategic Capital Alternatives LLC 3
Connors Investor Services Inc 3
Suffolk Capital Management Llc 3
Stillwater Investment Management, L.P. 3
Capstone Financial Advisors, Inc. 3
Olstein Capital Management, L.P. 3
Rex Capital Advisors, LLC 3
Schnieders Capital Management Llc 3
Semper Trust Co. 3
Mizuho Bank, Ltd. 3
Glovista Investments LLC 3
Cortland Advisers Llc 3
Quaker Capital Investments, LLC 3
Delaney Dennis R 3
Md Sass Investors Services Inc 3
Account Management LLC 3
Lombard Odier & Cie (Bahamas) Ltd 3
Parker Investment Management, LLC 3
Karfunkel Leah 3
Balter Liquid Alternatives, LLC 3
Alpine Associates Advisors 3
Wood Investment Counsel LLC 3
Archipel Asset Management AB 3
Signator Financial Services, Inc. 3
Lane Five Capital Management, LP 3
Coronation Fund Managers Ltd. 3
Lebenthal Wealth Advisors, LLC 3
MEMBERS Trust Co 3
Day & Ennis, LLC 3
Highwater Wealth Management, LLC 3
Palisades Investment Partners, LLC 3
Arvest Trust Co N A 3
FC Advisory LLC 3
O'Brien Wealth Partners LLC 3
Aveo Capital Partners, LLC 3
Concentric Wealth Management, Llc 3
Armor Investment Advisors, LLC 3
WP Advisors, LLC 3
Courant Investment Management LLC 3
Hapanowicz & Associates Financial Services, Inc 3
Marietta Wealth Management, LLC 3
Bcm Advisors, Llc 3
Steginsky Capital Llc 3
Boulder Growth & Income Fund 3
Hartree Partners, LP 3
Blenheim Capital Management, BV 3
Precept Management LLC 3
Oakview Capital Management, L.p. 3
Maso Capital Partners Ltd 3
Capco Asset Management, LLC 3
CAMG Solamere Management, LLC 3
Worth Venture Partners, LLC 3
Shepherd Financial Partners LLC 3
PagnatoKarp Partners LLC 3
CMH Wealth Management LLC 3
Security Asset Management 3
Harspring Capital Management, LLC 3
Johnson Financial Group, LLC 3
First Financial Equity Corporation 3
Blankinship & Foster, LLC 3
Noked Capital LTD 3
Lindner Carl H Iii 3
Cantor Fitzgerald Investment Adviser L.p. 3
Regal Wealth Group, Inc. 3
Cruiser Capital Advisors, Llc 3
Americafirst Quantitative Trust - Americafirst Defensive Growth & Income Portfolio, Series 2 3
Beaton Management Co. Inc. 3
Fintrust Investment Advisory Services, Llc 3
Long Focus Capital Management, Llc 3
Affiance Financial, LLC 3
Bristol County Savings Bank 3
Broadleaf Partners, LLC 3
WoodTrust Financial Corp 3
Spearhead Capital Advisors, Llc 3
Ascension Asset Management LLC 3
Huber Financial Advisors, Llc 3
Arlington Financial Advisors, LLC 3
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 3
DXCTX - DIREXION FUNDS - Direxion Indexed Commodity & Income Strategy Fund Investor Class 3
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 3
Multi-strategy Growth & Income Fund 3
Voya Emerging Markets High Dividend Equity Fund 3
PINDX - PIONEER SERIES TRUST XII - Pioneer Disciplined Growth Fund : Class A Shares 3
Blackrock Ltd Duration Income Trust 3
JSCGX - Jacob Funds Inc. - Jacob Small Cap Growth Fund Investor Class 3
Allianzgi Convertible & Income Fund Ii 3
Allianzgi Convertible & Income Fund 3
SAOPX - BARRETT OPPORTUNITY FUND, INC. - BARRETT OPPORTUNITY FUND, INC. Class O 3
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 3
Pimco Corporate & Income Strategy Fund 3
Putnam Investors Fund 3
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 3
FPA FUNDS TRUST - FPA International Value Fund 3
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 3
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 3
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 3
FPPFX - FPA U.S. VALUE FUND INC - FPA U.S. Value Fund, Inc. 3
Oppenheimer Integrity Funds 3
Wildermuth Endowment Strategy Fund 3
Eagle Growth & Income Opportunities Fund 3
Gabelli Global Utility & Income Trust 3
OBVLX - OBERWEIS FUNDS - Oberweis Small-Cap Value Fund Institutional Class 3
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 3
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A 3
CTFAX - COLUMBIA ACORN TRUST - Columbia Thermostat Fund Class A 3
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 3
Pimco Strategic Income Fund, Inc 3
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 3
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 3
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc. 3
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund 3
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
Pimco Income Opportunity Fund 3
Trust For Advisor Solutions 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 3
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 3
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 3
Blackrock Enhanced Capital & Income Fund, Inc. 3
Blackrock Enhanced Global Dividend Trust 3
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
Context Capital Funds 3
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 3
MIDSX - Midas Series Trust - Midas Fund 3
Madison Covered Call & Equity Strategy Fund 3
Foxby Corp. 3
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund 3
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc 3
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares 3
FAAFX - FAIRHOLME FUNDS INC - The Fairholme Allocation Fund 3
Western Asset Global High Income Fund Inc. 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
Fdp Series, Inc. 3
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 3
Oppenheimer Rising Dividends Fund 3
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 3
John Hancock Investors Trust 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
Victory Institutional Funds 3
John Hancock Tax-advantaged Dividend Income Fund 3
Advent Claymore Convertible Securities & Income Fund 3
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 3
Tax-managed Global Small-cap Portfolio 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
Mfs Special Value Trust 3
Elevation Etf Trust 3
Aberdeen Japan Equity Fund, Inc. 3
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 3
Franklin Templeton International Trust 3
Rivernorth Opportunities Fund, Inc. 3
MPIEX - Gallery Trust - MONDRIAN INTERNATIONAL VALUE EQUITY FUND 3
Clough Global Dividend & Income Fund 3
Alpine Total Dynamic Dividend Fund 3
Western Asset High Income Fund Ii Inc. 3
Bmc Fund Inc 3
Calamos Global Dynamic Income Fund 3
Calamos Global Total Return Fund 3
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 3
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 3
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class 3
Oppenheimer Global Strategic Income Fund 3
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 3
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 3
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I 3
Usca All Terrain Fund 3
HOLBX - HOLLAND SERIES FUND INC - Holland Balanced Fund 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund 3
Putnam Fund For Growth & Income 3
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio 3
Retirement Income Solutions, Inc 3
Sanctuary Wealth Management, L.L.C. 3
DDD Partners, LLC 3
Advanced Asset Management Advisors Inc 3
Khp Capital, Llc 3
MayTech Global Investments, LLC 3
Jordan Park Group LLC 3
Congress Park Capital LLC 3
Deer Park Road Corp 3
All Terrain Financial Advisors, LLC 3
Entrustpermal Partners Offshore Lp 3
Kendall Capital Management 3
Sturgeon Ventures LLP 3
USAdvisors Wealth Management, LLC 3
Cornell Pochily Investment Advisors, Inc. 3
Qvr Llc 3
Rheos Capital Works Inc. 3
Ruane, Cunniff & Goldfarb L.P. 3
Vista Investment Management 3
Legacy Financial Strategies, LLC 3
KINETICS PORTFOLIOS TRUST - Kinetics Multi-Disciplinary Income Portfolio 3
Nicola Wealth Management Ltd. 3
Dundas Partners LLP 3
Allianz Life Insurance Co Of North America 3
Cynosure Advisors, Llc 3
Maj Invest Holding A/S 3
J. L. Bainbridge & Co., Inc. 3
Landmark Bank 3
Providence Wealth Advisors, LLC 3
German American Bancorp, Inc. 3
LFA - Lugano Financial Advisors SA 3
Andesa Financial Management Inc. 3
Old Port Advisors 3
SPX Equities Gestao de Recursos Ltda 3
Virginia National Bank 3
MOPPX - Collaborative Investment Series Trust - Mercator International Opportunity Fund Institutional Class 3
PPM Funds - PPM Floating Rate Income Fund (Inst) 3
Hillhouse Capital Advisors, Ltd. 3
Mkd Wealth Coaches, Llc 3
MACRO Consulting Group 3
Metropolis Capital Ltd 3
Ocean Capital Management, LLC 3
Hurlow Wealth Management Group, Inc. 3
United Income, Inc. 3
Beacon Pointe Wealth Advisors, Llc 3
Brooks, Moore & Associates, Inc. 3
Triad Investment Management 3
Summit Wealth & Retirement Planning, Inc. 3
Traverso Chambers Private Wealth Management, LLC 3
Sound View Wealth Advisors, Llc 3
Horiko Capital Management Llc 3
Mizuho Securities Co. Ltd. 3
Public Investment Fund 3
Galibier Capital Management Ltd. 3
Islet Management, LP 3
Act Two Investors Llc 3
Financial Advisors, LLC 3
Genesee Capital Advisors, LLC 3
Fairhaven Wealth Management, LLC 3
Rokos Capital Management LLP 3
Newday Solutions, Llc 3
Nishkama Capital, LLC 3
Banyan Capital Management, Inc. 3
Campbell Wealth Management 3
Frisch Financial Group, Inc. 3
Tech Square Trading Lp 3
Black Diamond Financial, LLC 3
Noked Israel Ltd 3
New World Advisors LLC 3
Howard Financial Services, Ltd. 3
Alpha Quant Advisors, Llc 3
Bernardo Wealth Planning LLC 3
BT Wealth Management LLC 3
Fulcrum Equity Management 3
Cohanzick Management, Llc 3
CMC Financial Group 3
Atwater Malick LLC 3
Trinity Legacy Partners, LLC 3
C-J Advisory, Inc. 3
JBJ Investment Partners, LLC 3
Private Capital Management Llc 3
Colton Groome Financial Advisors, Llc 3
Tranquility Partners, LLC 3
New England Guild Wealth Advisors, Inc. 3
Keudell/Morrison Wealth Management 3
Riversedge Advisors, Llc 3
Nuveen Global Equity Income Fund 3
Aip Series Trust 3
HBW Advisory Services LLC 3
Delta Financial Advisors Llc 3
Plaisance Capital LLC 3
Global Strategic Investment Solutions, LLC 3
Mfs Intermarket Income Trust I 3
Transamerica Income Shares, Inc. 3
Nuveen Equity Premium Opportunity Fund 3
WT Wealth Management 3
Clipper Fund Inc 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A 3
MGWAX - MADISON FUNDS - Madison Large Cap Value Fund Large Cap Value Fund Class A 3
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y 3
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 3
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 3
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 3
BRSGX - BRIDGEWAY FUNDS INC - Small-Cap Growth Fund Class N 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 3
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund 3
FISSX - First Investors Equity Funds - First Investors Special Situations Fund Class A 3
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Preferred Securities and Income Fund Class C 3
LSPSIT - First Investors Life Series Funds - First Investors Life Series Special Situations Fund 3
LINVGR - First Investors Life Series Funds - First Investors Life Series Investment Grade Fund 3
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 3
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 3
DHROX - DIAMOND HILL FUNDS - Diamond Hill Research Opportunities Fund Class A 3
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A 3
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 3
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 3
Jnl Series Trust - Jnl/ppm America Mid Cap Value Fund (a) 3
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Select Mid Cap Growth VCT Portfolio : Class I 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
NOIEX - Northern Funds - Northern Income Equity Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 3
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 3
HFBAX - HIGHLAND FUNDS II - Highland Fixed Income Fund Class A 3
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 3
SSUAX - GUGGENHEIM FUNDS TRUST - Guggenheim Small Cap Value Fund A 3
LSSIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small Cap Growth Fund Institutional Class 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
HOVLX - HOMESTEAD FUNDS INC - Value Fund 3
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 3
ADVANCED SERIES TRUST - AST ClearBridge Dividend Growth Portfolio 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2025 3
Advanced Series Trust - Ast T. Rowe Price Large-cap Value Portfolio 3
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 3
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 3
PACIFIC SELECT FUND - Core Income Portfolio Class I 3
PACIFIC SELECT FUND - International Small-Cap Portfolio Class I 3
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 3
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 3
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 3
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV 3
PARMX - PARNASSUS FUNDS - Parnassus Mid Cap Fund Investor Shares 3
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 3
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares 3
WTMIX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Micro Cap Fund -Retail Class 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
Guggenheim Variable Funds Trust - SERIES Q (SMALL CAP VALUE SERIES) A 3
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares 3
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 3
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 3
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 3
ATRAX - MUTUAL FUND SERIES TRUST - Catalyst Systematic Alpha Fund Class A 3
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 3
PFEAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Value Class A 3
PACIFIC FUNDS SERIES TRUST - PF International Small-Cap Fund Class P 3
PFKAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Small-Cap Class A 3
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 3
KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 3
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 3
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 3
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 3
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 3
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 3
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares 3
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares 3
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares 3
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 3
MOTAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Growth Fund Class A 3
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A 3
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A 3
TCPAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Impact Bond Fund Class A 3
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A 3
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 3
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 3
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A 3
PXNIX - PAX WORLD FUNDS SERIES TRUST I - Pax MSCI EAFE ESG Leaders Index Fund Institutional Class 3
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 3
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y 3
TEGAX - TOUCHSTONE STRATEGIC TRUST - Mid Cap Growth Fund Class A 3
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class 3
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class 3
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 3
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 3
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 3
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T 3
Columbia Funds Variable Series Trust II - CTIVP - Los Angeles Capital Large Cap Growth Fund Class 1 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - Westfield Mid Cap Growth Fund Class 1 3
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C 3
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 3
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund 3
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 3
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 3
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 3
FPSVX - FRONTIER FUNDS, INC. - Frontier Phocas Small Cap Value Fund Institutional Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 3
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A 3
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 3
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 3
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A 3
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 3
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class 3
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 3
Securian Funds Trust - SFT Core Bond Fund Class 1 3
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I 3
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 3
Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 3
Brighthouse Funds Trust II - MFS Value Portfolio Class A 3
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 3
RVPIX - ROYCE FUND - Royce Smaller-Companies Growth Fund Institutional Class 3
RYFSX - ROYCE FUND - Royce Global Financial Services Fund Service Class 3
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 3
TNIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund (USD Hedged) 3
RPIBX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Bond Fund 3
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 3
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
ATIMX - AQR Funds - AQR TM International Momentum Style Fund Class I 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
JPFAX - JPMorgan Trust I - JPMorgan Equity Focus Fund Class A 3
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 3
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 3
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 3
TSYNX - AMG FUNDS - AMG TimesSquare Global Small Cap Fund Class N 3
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z 3
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 3
HIAVX - Hartford Series Fund Inc - Hartford Value Hls Fund Ia 3
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 3
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 3
ACLLX - American Century Capital Portfolios Inc - Nt Large Company Value Fund G Class 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 3
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class 3
PMDRX - PIMCO FUNDS - PIMCO Moderate Duration Fund Institutional 3
PLMIX - PIMCO FUNDS - PIMCO Emerging Markets Currency and Short-Term Investments Fund Institutional 3
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 3
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 3
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 3
XSOE - WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
IYVAX - IVY FUNDS - Ivy Value Fund Class A 3
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund 3
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund 3
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 3
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 3
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A 3
CFICX - CALVERT FUND - Calvert Income Fund Class A 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 3
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 3
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 3
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 3
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N 3
BSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
ULTRA SERIES FUND - Large Cap Growth Fund Class I 3
ULTRA SERIES FUND - Large Cap Value Fund Class I 3
SCAP - AdvisorShares Trust - AdvisorShares Cornerstone Small Cap ETF 3
BGITX - BAILLIE GIFFORD FUNDS - Baillie Gifford International Alpha Fund Class 2 3
BGICF2 - BAILLIE GIFFORD FUNDS - Baillie Gifford International All Cap Fund Class 2 3
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4 3
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund 3
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
LSTIX - LAZARD FUNDS INC - Lazard Global Strategic Equity Portfolio Institutional Shares 3
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 3
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares 3
LLSCX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Small-Cap Fund 3
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A 3
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 3
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 3
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 3
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 3
FPXI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust International Equity Opportunities ETF 3
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 3
RSDIX - RBC FUNDS TRUST - RBC Short Duration Fixed Income Fund Class I 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares 3
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 3
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I 3
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 3
AOPAX - Allianz Funds Multi-Strategy Trust - AllianzGI International Small-Cap Fund Class A 3
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 3
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio 3
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 3
WEFIX - WEITZ FUNDS - Short Duration Income Fund - Institutional Class 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HWNIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis and Wiley International Value Fund Class I 3
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I 3
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 3
MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 3
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 3
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 3
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A 3
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 3
NMLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Style Premia Fund Class A 3
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 3
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 3
CAMSX - Advisors' Inner Circle Fund - Cambiar Small Cap Fund Investor Class Shares 3
CAMMX - Advisors' Inner Circle Fund - Cambiar Smid Fund Investor Class Shares 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 3
WHGMX - Advisors' Inner Circle Fund - Westwood Smidcap Fund Institutional Class Shares 3
NWGPX - NATIONWIDE MUTUAL FUNDS - Nationwide WCM Focused Small Cap Fund Class A 3
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 3
TBDRX - TRANSAMERICA FUNDS - Transamerica High Quality Bond R 3
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 3
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
Dfa Investment Trust Co - The Emerging Markets Series 3
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 3
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 3
HRSCX - CARILLON SERIES TRUST - Carillon Eagle Small Cap Growth Fund Class A 3
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund 3
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund 3
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
FGKPX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Low Volatility Index Fund 3
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 3
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 3
FJSCX - FIDELITY INVESTMENT TRUST - Fidelity Japan Smaller Companies Fund 3
FISMX - FIDELITY INVESTMENT TRUST - Fidelity International Small Cap Fund 3
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 3
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 3
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class 3
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 3
HJPIX - HENNESSY FUNDS TRUST - Hennessy Japan Fund Institutional Class 3
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 3
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class 3
HAIGX - HARBOR FUNDS - Harbor International Growth Fund Institutional Class 3
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 3
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 3
ACWDX - AMG Funds IV - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 3
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
ASCTX - AMG Funds IV - AMG Managers Silvercrest Small Cap Fund CLASS N SHARES 3
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 3
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 3
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 3
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 3
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 3
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 3
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 3
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 3
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 3
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 3
SCIJ - Global X Funds - Global X Scientific Beta Japan ETF 3
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A 3
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 3
BLACKROCK FUNDS - iShares Edge MSCI Min Vol EAFE Index Fund Institutional 3
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
JPMV - iSHARES TRUST - iShares Edge MSCI Min Vol Japan ETF 3
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 3
VMSAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Aviva Multi-Strategy Target Return Fund Class A 3
WCMJX - Investment Managers Series Trust - WCM Focused Small Cap Fund Investor Class Shares 3
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A 3
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 3
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class 3
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 3
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 3
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 3
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 3
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
HWDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford World Bond Fund Class A 3
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 3
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES 3
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares 3
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A 3
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 3
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 3
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 3
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 3
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 3
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 3
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 3
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 3
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 3
CGLOX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Global Equity Fund Share class 3
VETS - Pacer Funds Trust - Pacer Military Times Best Employers ETF 3
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 3
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 3
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 3
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 3
BERCX - Chartwell Funds - Chartwell Mid Cap Value Fund 3
Washburn Capital Management, Inc. 3
Belmont Capital, LLC 3
Paragon Advisors, LLC 3
Modus Advisors, LLC 3
Lineweaver Wealth Advisors, LLC 3
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 3
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
Arkfeld Wealth Strategies, L.L.C. 3
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 3
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A 3
Chapman Investment Management, LLC 3
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class 3
Beacon Financial Advisory LLC 3
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 3
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
Your Advocates Ltd., LLP 3
Birch Capital Management, LLC 3
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 3
CGOAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Growth Fund I Class A 3
CMUAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Mid Cap Value Fund Class A 3
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 3
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 3
Acorn Financial Advisory Services Inc /adv 3
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 3
MCMAX - AMG FUNDS III - AMG Managers Cadence Mid Cap Fund Class N 3
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A 3
John W. Brooker & Co., CPAs 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 3
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 3
ENIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Opportunistic Income Fund - Class A 3
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 3
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 3
EASG - DBX ETF TRUST - Xtrackers MSCI EAFE ESG Leaders Equity ETF 3
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF 3
VCCAX - VALIC Co II - Capital Appreciation Fund 3
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 3
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Financial Advisory Corp /ut/ /adv 3
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund 3
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 3
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 3
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 3
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 3
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 3
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 3
KBWD - Invesco Exchange-Traded Fund Trust II - Invesco KBW High Dividend Yield Financial ETF 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class 3
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A 3
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class 3
NBGNX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Genesis Fund Investor Class 3
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class 3
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class 3
Beaumont Asset Management, L.L.C. 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
Ayrshire Capital Management LLC 3
Spreng Capital Management, Inc. 3
Arbor Trust Wealth Advisors, Llc 3
Lighthouse Financial Advisors, Inc. 3
Elevated Capital Advisors, LLC 3
Secure Asset Management, LLC 3
Aft, Forsyth & Sober, LLC 3
Townsend Asset Management Corp /nc/ /adv 3
Perennial Investment Advisors, LLC 3
National Investment Services of America, LLC 3
Absher Wealth Management, Llc 3
AMJ Financial Wealth Management 3
Value Partners Investments Inc. 3
Columbia Trust Co 01012016 3
One Charles Private Wealth Services, LLC 3
Watson Rebecca 3
Indie Asset Partners, LLC 3
Cascadia Advisory Services, LLC 3
Mattern Wealth Management LLC 3
1776 Wealth LLC 3
Vivid Financial Management, Inc. 3
Independent Family Office, LLC 3
Blue Zone Wealth Advisors, LLC 3
Sound Financial Strategies Group, LLC 3
Watsa V Prem Et Al 3
Hyperion Capital Advisors LP 3
Mission Creek Capital Partners, Inc. 3
Anglepoint Asset Management, Ltd. 3
DELAWARE VIP TRUST - Delaware VIP Equity Income Series Standard 3
Maltin Wealth Management, Inc. 3
FISTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Special Situations Fund Institutional Class 3
FIUTX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Equity Income Fund Class A 3
Wealth Enhancement & Preservation of GA, LLC 3
CA Family Wealth, LLC 3
MIFIX - Miller Investment Trust - Miller Intermediate Bond Fund Class I 3
Insight Wealth Partners, LLC 3
American Institute for Advanced Investment Management, LLP 3
Westshore Wealth, LLC 3
Eastover Investment Advisors LLC 3
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 3
Wealth Advisors of Iowa, LLC 3
Sycale Advisors (NY) LLC 3
BEEHX - FORUM FUNDS - The BeeHive Fund 3
E Fund Management (Hong Kong) Co., Ltd. 3
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 3
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 3
Stevard, LLC 3
Capital One Financial Corp 3
StrongBox Wealth, LLC 3
FMIFX - FMI FUNDS INC - FMI International Fund II - Currency Unhedged Institutional Class 3
Atalaya Capital Management LP 3
Paul John Balson 3
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class 3
HEDJX - ADVISORS SERIES TRUST - Scharf Alpha Opportunity Fund Retail Class 3
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares 3
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 3
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 3
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
LKSCX - LKCM Funds - LKCM Small Cap Equity Fund 3
LKSMX - LKCM Funds - LKCM Small-Mid Cap Equity Fund 3
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 3
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 3
Cunning Capital Partners, LP 3
GLLIX - Managed Portfolio Series - Great Lakes Large Cap Value Fund Institutional Class Shares 3
IMPAX - EntrepreneurShares Series Trust - ERShares US Small Cap Fund Institutional Class 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
MVPFX - NORTHERN LIGHTS FUND TRUST III - Marathon Value Portfolio 3
RMBPX - RMB INVESTORS TRUST - RMB Japan Fund Class I 3
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 3
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 3
FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 3
CSCAX - Managed Portfolio Series - Cove Street Capital Small Cap Value Fund Institutional Class Shares 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
PPM Funds - PPM High Yield Core Fund (Inst) 3
PPM Funds - PPM Mid Cap Value Fund (Inst) 3
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 3
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
PPM Funds - PPM Large Cap Value Fund (Inst) 3
PPM Funds - PPM Long Short Credit Fund (Inst) 3
TFAZX - Collaborative Investment Series Trust - Tactical Conservative Allocation Fund Class I 3
INDPX - Collaborative Investment Series Trust - Dividend Performers Class A 3
CEXAX - MUTUAL FUND SERIES TRUST - Camelot Excalibur Small Cap Income Fund Class A 3
NovaPoint Capital, LLC 3
EPIQ Capital Group, LLC 3
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 3
WDIVX - Advisors' Inner Circle Fund II - WESTFIELD CAPITAL DIVIDEND GROWTH FUND Institutional Class Shares 3
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 3
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 3
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF 3
OSCV - ETF Series Solutions - Opus Small Cap Value ETF 3
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class 3
Lowell Blake & Associates Inc. 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
Carl P. Sherr & Co., LLC 3
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 3
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 3
ROCKX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Equity Allocation Fund - Institutional Class Shares 3
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF 3
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
JAIMX - SARATOGA ADVANTAGE TRUST - James Alpha Multi Strategy Alternative Income Portfolio Class I Shares 3
PZVMX - ADVISORS SERIES TRUST - Pzena Mid Cap Value Fund Investor Class 3
PZVLX - ADVISORS SERIES TRUST - Pzena Long/Short Value Fund Investor Class 3
Prudent Man Advisors, LLC 3
Global Frontier Investments LLC 3
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 3
Advanced Investment Partners, LLC 3
Roc Capital Management, L.P. 3
CHGX - ETF Series Solutions - Change Finance U.S. Large Cap Fossil Fuel Free ETF 3
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
Artisan Partners Holdings Lp 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 3
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund 3
Bft Financial Group, Llc 3
Berkshire Bank 3
Asset Allocation & Management Company, LLC 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 3
Catalyst Private Wealth, Llc 3
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 3
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 3
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF 3
Grant/GrossMendelsohn, LLC 3
Bennett Selby Investments Lp 3
Solitude Financial Services 3
Johnson Midwest Financial, LLC 3
Harbor Group, Inc. 3
Kinloch Capital, LLC 3
Adirondack Retirement Specialists, Inc. 3
EMXF - iSHARES TRUST - iShares ESG Advanced MSCI EM ETF 3
ForthRight Wealth Management, LLC 3
Spectrum Planning & Advisory Services Inc. 3
West Financial Advisors, LLC 3
Touchstone Capital, Inc. 3
Kaizen Financial Strategies 3
Valley Forge Investment Consultants Inc Adv 3
Galvin, Gaustad & Stein, LLC 3
Phoenix Wealth Advisors 3
Leverage Partners Absolute Return Fund SPC 3
OneAscent Wealth Management LLC 3
Avenue 1 Advisors, LLC 3
Elk River Wealth Management, LLC 3
Alta Wealth Advisors LLC 3
Laurel Wealth Planning LLC 3
Colony Family Offices, LLC 3
Navigation Wealth Management, Inc. 3
Merrion Investment Management Co, LLC 3
Montis Financial, LLC 3
Divergent Planning, LLC 3
swisspartners Ltd. 3
Brown Financial Advisory 3
Venator Management LLC 3
Harbor Financial Services, Llc 3
Oak Family Advisors, Llc 3
Maiden Holdings, Ltd. 3
Consultiva Wealth Management, Corp. 3
2Xideas AG 3
Signature Wealth Management Partners, LLC 3
140 Summer Partners LP 3
Onyx Bridge Wealth Group LLC 3
Amitell Capital Pte Ltd 3
Waterfront Wealth Inc. 3
Freemont Management S.A. 3
Crestone Asset Management LLC 3
Purus Wealth Management, LLC 3
Laird Norton Trust Company, Llc 3
Bickling Financial Services, Inc. 3
Luken Investment Analytics, LLC 3
VTRN - Victory Portfolios II - VictoryShares Top Veteran Employers ETF 3
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF 3
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 3
Sage Private Wealth Group, Llc 3
Navis Wealth Advisors, LLC 3
Harvest Volatility Management Llc 3
Investment Advisory Services Inc /tx /adv 3
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
RISEX - DOMINI INVESTMENT TRUST - Domini International Opportunities Fund Investor Shares 3
South Shore Capital Advisors 3
Facet Wealth, Inc. 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Campion Asset Management LLC 3
New Age Alpha Trust - AVDR US LargeCap Leading ETF 3
Crew Capital Management, Ltd. 3
Benedetti & Gucer, Inc. 3
Innovative Portfolios 3
Hudson Portfolio Management LLC 3
SageGuard Financial Group, LLC 3
Monumental Financial Group Inc. 3
Union Heritage Capital, LLC 3
Fermata Advisors, LLC 3
FFBYX - Advisors' Inner Circle Fund III - First Foundation Fixed Income Fund Class Y 3
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 3
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
Wescott Financial Advisory Group, LLC 3
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 3
WealthTrust Asset Management, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
IPDPX - Collaborative Investment Series Trust - Dividend Performers Class I 3
IPPPX - Collaborative Investment Series Trust - Preferred - Plus Class I 3
Cherry Creek Investment Advisors, Inc. 3
Omni Partners US LLC 3
Motive Wealth Advisors 3
NSI Retail Advisors, LLC 3
TWIO - Spinnaker ETF Series - Trajan Wealth Income Opportunities ETF 3
Blue Barn Wealth, LLC 3
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 3
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF 3
Trinity Financial Advisors LLC 3
ARS Wealth Advisors Group, LLC 3
WFCPX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series CP CoreBuilder Shares Series CP 3
BCGIX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - CORPORATE CREDIT FUND Class I 3
BGHCX - LEGG MASON PARTNERS INVESTMENT TRUST - BrandywineGLOBAL - HIGH YIELD FUND Class C 3
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 3
WSCIX - Ultimus Managers Trust - Westwood SmallCap Growth Fund Institutional Shares 3
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3
Paladin Advisory Group, LLC 3
Centered Wealth LLC dba Miller Equity Capital Advisors 3
Evergreen Wealth Solutions, LLC 3
Agate Pass Investment Management, LLC 3
J2 Capital Management Inc 3
Linker Capital Management Inc. 3
Consilium Wealth Advisory, LLC 3
Buttonwood Financial Advisors Inc. 3
Integral Investment Advisors, Inc. 3
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 3
Conrad Siegel Investment Advisors, Inc. 3
Cottonwood Capital Advisors, Llc 3
Bowman & Co S.C. 3
Cherrydale Wealth Management, Llc 3
Keystone Financial Services 3
Ignite Planners, LLC 3
Resource Consulting Group Inc 3
Perfromance Wealth Partners, LLC 3
Warren Street Wealth Advisors, LLC 3
Jackson Thornton Asset Management, Llc 3
Connective Portfolio Management, LLC 3
Stegent Equity Advisors, Inc. 3
Leverty Financial Group, LLC 3
Greenup Street Wealth Management Llc 3
Heritage Investment Group, Inc. 3
Shore Point Advisors, LLC 3
Boulder Hill Capital Management Lp 3
Paradigm Capital Management, LLC/NV 3
Barnes Pettey Financial Advisors, Llc 3
Intrinsic Value Partners, LLC 3
Kellett Schaffner Wealth Advisors LLC 3
Nauset Wealth Management. LLC 3
Paralel Advisors LLC 3
Saxon Interests, Inc. 3
Sonora Investment Management Group, LLC 3
Integrity Capital Management (HK) Ltd 3
Maripau Wealth Management Llc 3
Treynor Bancshares, Inc. 3
Synergy Financial Group, LTD 3
Investment Advisory Group, LLC 3
Pinnacle Financial Group, LLC / IL 3
Kinsale Capital Group, Inc. 3
Endowment Wealth Management, Inc. 3
Bryant Woods Investment Advisors, LLC 3
Archvest Wealth Advisors, Inc. 3
WMG Financial Advisors, LLC 3
Lindenwold Advisors 3
Financial Planners of Cleveland, Inc. 3
Viewpoint Capital Management LLC 3
Pluribus Labs, LLC 3
James Reed Financial Services, Inc. 3
Royal Capital Wealth Management, LLC 3
West Michigan Advisors, Llc 3
Magnolia Wealth Management, LLC 3
Kraematon Investment Advisors, Inc 3
Granite Bay Wealth Management, LLC 3
Mendel Capital Management LLC 3
BSN Capital Partners Ltd 3
Channing Global Advisors, Llc 3
Titleist Asset Management, Ltd. 3
Concorde Financial Corp 3
Rather & Kittrell, Inc. 3
LWM Advisory Services, LLC 3
Family CFO Inc 3
Graham Holdings Co Master Retirement Trust 3
FirstPurpose Wealth 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
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 3
Echo45 Advisors LLC 3
Vantage Financial Partners, LLC 3
Bill Few Associates, Inc. 3
Lakeside Advisors, INC. 3
Glassy Mountain Advisors, Inc. 3
Mason & Associates Inc 3
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 3
BKUS - BNY Mellon ETF Trust - BNY Mellon Sustainable US Equity ETF 3
First International Bank & Trust 3
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 3
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 3
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 3
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 3
DHK Financial Advisors, Inc. 3
Richelieu Gestion PLC 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
Nvest Financial, LLC 3
RTD Financial Advisors, Inc. 3
Triad Financial Advisors, Inc. 3
IRUAX - IVY FUNDS - Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund Class A 3
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I 3
CMIAX - World Funds Trust - Curasset Capital Management Limited Term Income Fund Class A 3
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 3
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 3
Crown Wealth Group, LLC 3
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF 3
FSLD - Fidelity Merrimack Street Trust - Fidelity Sustainable Low Duration Bond ETF 3
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 3
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF 3
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 3
GDS Wealth Management 3
Miller Wealth Advisors, Llc 3
Coombe, Bender & Co LLC 3
Altrius Capital Management Inc 3
FSM Wealth Advisors, LLC 3
Tradewinds, LLC. 3
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 3
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
AMID - EA Series Trust - Argent Mid Cap ETF 3
W.H. Cornerstone Investments Inc. 3
Dakota Community Bank & Trust NA 3
Drw Securities, L.l.c. 3
Troluce Capital Advisors LLC 3
Cresta Advisors, Ltd. 3
Warther Private Wealth, LLC 3
Sentinus, LLC 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 3
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A 3
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class 3
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF 3
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF 3
Kfg Wealth Management, Llc 3
Western Financial Corp/CA 3
Schear Investment Advisers, LLC 3
Tidal ETF Trust - Newday Sustainable Development Equity ETF 3
Pacific Sage Partners, LLC 3
Breakwater Capital Group 3
Lodestar Private Asset Management Llc 3
Olistico Wealth, LLC 3
Centurion Wealth Management LLC 3
Great Waters Wealth Management 3
CPA Asset Management LLC 3
Riverview Capital Advisers, LLC 3
Commonwealth Retirement Investments LLC 3
Millington Financial Advisors, LLC 3
XY Capital Ltd 3
Watershed Private Wealth Llc 3
Ipsen Advisor Group LLC 3
Arista Wealth Management, LLC 3
Delta Financial Group, Inc. 3
Carr Financial Group Corp 3
Longbow Finance SA 3
Innovis Asset Management Llc 3
Davis Investment Partners, LLC 3
Ausbil Investment Management Ltd 3
Silverlake Wealth Management Llc 3
Talbot Financial, LLC 3
Portman Square Capital LLP 3
Builder Investment Group Inc /adv 3
DDFG, Inc 3
Flagstone Financial Management 3
Prostatis Group LLC 3
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund 3
Brady Family Wealth, Llc 3
Park Edge Advisors, LLC 3
Lifestyle Asset Management, Inc. 3
FCUS - Tidal Trust II - Pinnacle Focused Opportunities ETF 3
Strata Wealth Advisors, LLC 3
McCarthy Grittinger Financial Group, LLC 3
Ruggaard & Associates LLC 3
Harvest Investment Advisors, LLC 3
Titleist Asset Management, Llc 3
Trivant Custom Portfolio Group, LLC 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
Invictus Private Wealth, Llc 3
Sweeney & Michel, Llc 3
HAPS - Harbor ETF Trust - Harbor Corporate Culture Small Cap ETF 3
QWST - Harbor ETF Trust - Harbor Small Cap Explorer ETF 3
Rockwood Wealth Management, LLC 3
Values Added Financial LLC 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 3
Invenio Wealth Partners Llc 3
Armstrong, Fleming & Moore, Inc 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
Slagle Financial, LLC 3
Silvia Mccoll Wealth Management, Llc 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
Constant Guidance Financial LLC 3
Williams & Novak, LLC 3
QRSVX - FPA FUNDS TRUST - FPA Queens Road Small Cap Value Fund Investor Class 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 3
Peoples Bank/KS 3
Payden & Rygel Investment Group 3
Kickstand Ventures, Llc. 3
Exchange Bank 3
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 3
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF 3
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares 3
Leibman Financial Services, Inc. 3
Rockline Wealth Management, LLC 3
Cultivar Capital, Inc. 3
Waterway Wealth Management, LLC 3
Traveka Wealth, LLC 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 3
Harbour Trust & Investment Management Co 3
Priebe Wealth Holdings LLC 3
Philip James Wealth Mangement, LLC 3
OHFIX - RBB FUND, INC. - Oakhurst Fixed Income Fund Institutional Shares 3
Tyche Wealth Partners LLC 3
Private Client Services, Llc 3
LifePlan Financial, LLC 3
Dupree Financial Group, LLC 3
VCI Wealth Management LLC 3
Berry Wealth Group, LP 3
Access Investment Management LLC 3
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund 3
Advantage Trust Co 3
Anthracite Investment Company, Inc. 3
Second Line Capital, LLC 3
BayBridge Capital Group, LLC 3
Halter Ferguson Financial Inc. 3
Sar Wealth Management Group, Llc 3
Gold Investment Management Ltd. 3
Burkett Financial Services, Llc 3
Maxwell Wealth Strategies Inc. 3
FCG Investment Co 3
Maia Wealth LLC 3
Aviso Wealth Management 3
Swisher Financial Concepts, Inc. 3
Christopher J. Hasenberg, Inc 3
Seamount Financial Group Inc 3
Delta Global Management LP 3
Lakeridge Wealth Management LLC 3
Midland Wealth Advisors Llc 3
Silver Coast Investments LLC 3
Systematic Portfolios LLC 3
Lantern Wealth Advisors, LLC 3
Optimist Retirement Group LLC 3
Clarity Asset Management, Inc. 3
Secured Retirement Advisors, Llc 3
Sterling Wealth Management, Inc. 3
Sunpointe, LLC 3
Clarity Capital Partners LLC 3
Napa Wealth Management 3
Proathlete Wealth Management Llc 3
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF 3
TDI - Touchstone ETF Trust - Touchstone Dynamic International ETF 3
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares 3
Transcendent Capital Group LLC 3
Cove Private Wealth, LLC 3
Yeomans Consulting Group, Inc. 3
Walden Wealth Partners Llc 3
BlueChip Wealth Advisors LLC 3
Skyline Advisors, Inc. 3
Ariston Services Group 3
Livelsberger Financial Advisory 3
MYLD - Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF 3
IMZ Advisory Inc 3
Granite Group Advisors, LLC 3
Emprise Bank 3
Strategic Planning Group, Llc 3
Fox Hill Wealth Management 3
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF 3
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 3
Gratus Wealth Advisors, LLC 3
Sienna Gestion 3
POM Investment Strategies, LLC 3
Mosaic Financial Group, Llc 3
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund 3
Raelipskie Partnership 3
HISCX - Hartford Series Fund Inc - Hartford Small Cap Growth Hls Fund Ia 3
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 3
Motiv8 Investments LLC 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
NPFI - Nushares ETF Trust - Nuveen Preferred and Income ETF 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
Elser Financial Planning, Inc 3
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 3
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z 3
ZynergyRetirementPlanningLLC 3
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional 3
Leslie Global Wealth, LLC 3
Brass Tax Wealth Management, Inc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II 3
Black Point Wealth Management 3
Smith Thornton Advisors LLC 3
CGUI - Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF Share class 3
Ariadne Wealth Management, LP 3
BMDL - Victory Portfolios II - VictoryShares WestEnd Economic Cycle Bond ETF 3
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 3
Brown Financial Advisors 3
Summit Wealth Partners, LLC 3
Greater Midwest Financial Group, LLC 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
Martel Wealth Advisors Inc 3
Code Waechter LLC 3
Nicholson Wealth Management Group, LLC 3
NKMCX - Exchange Place Advisors Trust - North Square Kennedy MicroCap Fund Class I 3
Mainstream Capital Management LLC 3
Osprey Private Wealth LLC 3
Carnegie Lake Advisors LLC 3
Canandaigua National Trust Co of Florida 3
Cannon Wealth Management Services, LLC 3
Enclave Advisors LLC 3
Argent Financial Group, Inc. 3
B&l Asset Management Llc 3
ESGX - ETF Opportunities Trust - Tuttle Capital Shareholders First Index ETF 3
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3
KCSH - Krane Shares Trust - KraneShares Sustainable Ultra Short Duration Index ETF 3
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
Arcadia Investment Advisors Llc 3
Strathmore Capital Advisors, Inc. 3
Pines Wealth Management, LLC 3
Founders Grove Wealth Partners, Llc 3
Kera Capital Partners, Inc. 3
M.e. Allison & Co., Inc. 3
Orca Wealth Management, LLC 3
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T 3
Avantra Family Wealth, Inc. 3
MYCM - SSGA Active Trust - SPDR SSGA My2033 Corporate Bond ETF 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 3
Oregon Pacific Wealth Management, LLC 3
Elm3 Financial Group, LLC 3
McHugh Group, LLC 3
Fairvoy Private Wealth, LLC 3
Compass Financial Services Inc 3
Hidden Cove Wealth Management, LLC 3
CFC Planning Co LLC 3
TigerOak Management, L.L.C. 3
bLong Financial, LLC 3
Centerpoint Advisory Group 3
Capital & Planning, Llc 3
Compass Planning Associates Inc 3
Abound Financial, Llc 3
Magnolia Private Wealth, LLC 3
Noble Wealth Management PBC 3
Hickory Point Bank & Trust 3
DJE Kapital AG 3
Kelly Financial Group Llc 3
Generali Investments CEE, investicni spolecnost, a.s. 3
Permanent Capital Management, LP 3
Meriwether Wealth & Planning, LLC 3
Global View Capital Management LLC 3
Miller Financial Services LLC 3
Cushing Capital Partners, LLC 3
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 3
Kennondale Capital Management LLC 3
L.K. Benson & Company, P.C. 3
Runnymede Capital Advisors, Inc. 3
Clune & Associates, Ltd. 3
PKS Advisory Services, LLC 3
Morey & Quinn Wealth Partners, LLC 3
Moment Partners, LLC 3
Inkwell Capital Llc 3
May Hill Capital, LLC 3
Climber Capital SA 3
Disciplined Investors, L.L.C. 3
Bernard Wealth Management Corp. 3
Crux Wealth Advisors 3
Coign Capital Advisors LLC 3
NFP Retirement, Inc. 3
Petros Family Wealth, LLC 3
Broyhill Asset Management 3
GKV Capital Management Co., Inc. 3
Verisail Partners, LLC 3
Spurstone Advisory Services, LLC 3
Bearing Point Capital, Llc 3
Topsail Wealth Management, LLC 3
Sone Capital Management, LLC 3
PMV Capital Advisers, LLC 3
Victrix Investment Advisors 3
Bolthouse Investments, LLC 3
Leigh Baldwin & Co., Llc 3
Cornerstone Financial Group, LLC /NE/ 3
Cypress Advisory Group LLC 3
Headland Capital, LLC 3
Ames National Corp 3
Fourth Dimension Wealth, LLC 3
Pinney & Scofield, Inc. 3
Liberty Square Wealth Partners Llc 3
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 3
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF 3
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF 3
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF 3
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 3
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 3
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 3
TFR Capital, LLC. 3
Copia Wealth Management 3
Wealthedge Investment Advisors, Llc 3
Northstar Financial Companies, Inc. 3
Tableaux Llc 3
Chancellor Financial Group WB LP 3
TCW ETF Trust - TCW Corporate Bond ETF 3
Fairtree Asset Management (Pty) Ltd 3
PINRX - PRINCIPAL FUNDS, INC. - Diversified International Fund R-3 3
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
Milestone Asset Management Group, LLC 3
EUSM - Strategy Shares - Eventide US Market ETF 3
Good Steward Wealth Advisors,LLC 3
FORM Wealth Advisors, LLC 3
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF 3
TPLS - Thornburg ETF Trust - Thornburg Core Plus Bond ETF 3
FEGE - RBB Fund Trust - First Eagle Global Equity ETF 3
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF 3
Aspen Capital Management, LLC 3
Allium Financial Advisors, Llc 3
MJT & Associates Financial Advisory Group, Inc. 3
Wills Financial Group LLC 3
Reliant Investment Partners, LLC 3
CSPF - Cohen & Steers ETF Trust - Cohen & Steers Preferred and Income Opportunities Active ETF 3
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF 3
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y 3
Harold Davidson & Associates Inc. 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
IBCA - iSHARES TRUST - iShares iBonds Dec 2035 Term Corporate ETF 3
PRIV - SSGA Active Trust - SPDR SSGA Apollo IG Public & Private Credit ETF 3
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 3
Family Legacy Financial Solutions, LLC 3
Presper Financial Architects, LLC 3
Evelyn Partners Asset Management Ltd 3
Evelyn Partners Investment Management LLP 3
Evelyn Partners Investment Management Services Ltd 3
HORAN Wealth, LLC 3
Holos Integrated Wealth LLC 3
ABN AMRO Bank N.V. 3
BCS Private Wealth Management, Inc. 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
FASBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series CP 3
FACBX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series C 3
Capital Group KKR Core Plus (plus) 3
Rivernorth Capital Management, Llc 3